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Kandungan disediakan oleh Jean Chatzky Her Money. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jean Chatzky Her Money atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Jean Chatzky’s Money Moves To Make Before The End Of The Year

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Manage episode 456509106 series 2801390
Kandungan disediakan oleh Jean Chatzky Her Money. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jean Chatzky Her Money atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

As 2024 comes to a close, it’s time to take control of your money and set yourself up for an even better 2025. How to do it? We’ve got nine actionable steps from HerMoney CEO Jean Chatzky. From rebalancing your investment portfolio after a booming stock market year, to making sure your cash is earning its keep in high-yield savings accounts, we share how to optimize your money.

Takeaways:

  • Gains in tech stocks may have caused your asset allocation to shift, increasing risk. Rebalancing protects you if the market dips.
  • Shop for high-yield savings accounts, CDs, or annuities with rates around 4-5% before rates drop further.
  • Offset capital gains by selling underperforming investments.

Learn more about Jean Chatzky's multiweek Money Makeover program FinanceFixx here. Use code PODCAST for a $100 discount.

Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Your first month is completely free.

Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com.

While you’re at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

572 episod

Artwork
iconKongsi
 
Manage episode 456509106 series 2801390
Kandungan disediakan oleh Jean Chatzky Her Money. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jean Chatzky Her Money atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

As 2024 comes to a close, it’s time to take control of your money and set yourself up for an even better 2025. How to do it? We’ve got nine actionable steps from HerMoney CEO Jean Chatzky. From rebalancing your investment portfolio after a booming stock market year, to making sure your cash is earning its keep in high-yield savings accounts, we share how to optimize your money.

Takeaways:

  • Gains in tech stocks may have caused your asset allocation to shift, increasing risk. Rebalancing protects you if the market dips.
  • Shop for high-yield savings accounts, CDs, or annuities with rates around 4-5% before rates drop further.
  • Offset capital gains by selling underperforming investments.

Learn more about Jean Chatzky's multiweek Money Makeover program FinanceFixx here. Use code PODCAST for a $100 discount.

Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Your first month is completely free.

Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com.

While you’re at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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