Year-End Money Tips Part Two

Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors.

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.

And oh yeah, in the interest of full disclosure, not only is Michael a good friend of mine, he's also my advisor.

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Year-End Tips Part One

Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors.

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.

And oh yeah, in the interest of full disclosure, not only is Michael a good friend of mine, he's also my advisor.

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Jill on Money Radio Show: In Need of a Retirement Checkup

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.

Non-Deductible IRA or Brokerage?

With a backdoor Roth out of the question, am I better off making a non-deductible contribution into a tradition IRA or using a taxable brokerage account?

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Should I Use an HSA?

I don't hear much talk about HSAs, and now I'm starting to wonder if I'm making a mistake by using one?

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

The Hierarchy of Savings

When we're talking about workplace retirement plans, HSAs and brokerage accounts, what's the appropriate hierarchy of savings?

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Should I Ditch Bonds for Cash?

Because I'm concerned about bond yields, I moved my $1.3 million bond allocation to cash. Good move or did I make a mistake?

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.