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Happy December! Hard to believe, right? It all seems (and feels) like on big blur.
We’re kicking off the calls in hour one with somebody who’s already retired and has Roth conversions on the mind. Good idea or bad?
From already retired to seeing retirement on the horizon, that’s the gist of our next call, from somebody who’s 50 years-old and in need of a retirement checkup. That’s what we’re here for!
Speaking of hard to believe, it's that time of year again, time to do some year-end planning with the one and only Brent Weiss, co-founder and Head of Planning at Facet Wealth, and the 2021 sponsor of Jill on Money.
To help you navigate the process, here’s your complete guide to looking back at 2021, to closing out the year strong, and to navigating your future with clarity and confidence.
And FYI, with the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021.
Have a money question? Email me here.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.