Year-End Money Tips Part One

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Education, Business, Investing

4.6 • 1.9K Ratings

🗓️ 4 December 2021

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

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.

Transcript

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0:00.0	Welcome to the Jill on Money Podcast.
0:05.6	It's Saturday, December 4th.
0:07.9	Mark, last Saturday when I had to wake up early to do my CBS Mornings hit on retail sales.
0:16.5	Did you happen to notice that when you listened or watched that segment that I off the cuff
0:22.3	could come up with a lyric from Sondheim in the middle of my segment after Steven Sondheim
0:26.5	died?
0:27.5	That's pretty impressive, I think.
0:28.6	That's some weird Broadway deep dive, huh?
0:32.0	I love Sondheim so much just a little moment since I didn't get to talk.
0:35.6	I didn't really like to do this during the week, but on the weekends, I love Sondheim.
0:39.9	And to be honest with everybody, as much as I love talking about all of this with you guys,
0:44.7	if I could just do a theater podcast with somebody and just talk theater for every single
0:49.2	day and figure out how to get paid for it, oh my God, I'd love that.
0:52.6	If you're not familiar with Steven Sondheim, it's such interesting, complex music, the lyrics
0:58.0	are gorgeous.
0:59.0	Wow, that was some obituary in the times, huh, Mark?
1:02.2	Like a front page, a bit with two huge pages inside, it was amazing.
1:07.4	Anyway, everyone, go check out a little Sondheim.
1:10.4	I really, really hope that that is something that I could give to you.
1:14.2	Love your theater.
1:15.2	All right.
1:16.2	Now, this is the program that takes a mystery out of your financial life.
	...

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