Broker Check

Episode 37 of "Jonathan On Money" just dropped!

January 03, 2024

Episode 37 of the "Jonathan On Money" podcast just dropped!

This week's episode is entitled "6 Strategies to Lower Your Taxes in Retirement."

You can check it out on Apple Podcasts, Spotify, my website (https://lnkd.in/eHqQfVqg) OR wherever you get your podcasts.


Details:
1) 6 ways to lower your taxes in retirement
2) Steve Martin on spending money
3) Why are yiddim so good at making money?
4) Picking a new financial advisors based on targeted returns.
5) How much does past performance matter when constructing a portfolio?
6) My son is engaged to a spendthrift. Is his marriage doomed to fail?
7) Can I have a SIMPLE IRA and a 401k?
8) Are Separately Managed Accounts as good as they are hyped up to be?
9) Laddering CDs as an investment strategy.
10) How to invest if I am concerned about eating into my principal investment?
11) I want to quit my job and become a stay-at-home mom. My husband won’t allow it. How do I convince him?