Year-End Money Moves Part One

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By Jill on Money with Jill Schlesinger. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

What would a wacky financial year be without some year-end money moves?!

Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack.

For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And 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 me here.

Please leave us a rating or review in Apple Podcasts.

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

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