Happy last weekend of April!
Talk about a lucky duck, our first caller this week has around $5,000 each month in extra cashflow. What should she be looking to do with the surplus cash?
Next up we spent some time trying to fix an IRA mess. IRAs and Roth IRAs have all sorts of rules, and if you screw something up, it could be a real mess. But like most messes, they can usually be cleaned up :)
In hour two we’re once again joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth, the Jill on Money sponsor for 2021.
April can only mean one thing in the personal finance world, it’s Financial Literacy Month, so that’s the gist of our conversation.
The global economy has become so complex that the gap between what people know about economics and personal finance, and what they need to know, is widening every day.
Americans are increasingly responsible for their financial future; yet an alarming number lack even basic economic awareness.
Compounding the problem, many parents are ill-equipped to instruct their children in economics and personal finance, and teachers, too, are often unprepared to impart this essential knowledge.
That’s why more than ever we need to be passionate about educating young people about an economy they will work in, benefit from, and ultimately, inherit.
Have a money question? Email me here.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.