Market MakeHer Podcast
Get better with your "finance-sis" and dive into the world of investing, without the jargon or bro-talk. Picture yourself learning alongside two friends: a beginner investor like you and a formerly licensed 15-year finance expert. Meet Market MakeHer, your go-to self-directed investing education podcast that demystifies complex financial concepts and jargon in a new way - from "Her" perspective.
By relating the business cycle to the menstrual cycle, supply and demand to second-hand shopping, and many more out-of-the-box analogies - Market MakeHer became an award-winning podcast! We make it make sense, fun, and relatable, because we believe investing is for everyone.
Join us as we build knowledge for all, break the existing barriers that make investing seem like it's not for you, and make a mark in finance together! View our podcast episodes here or link to wherever you listen to podcasts via our website - be sure to browse through our investing education content while you're there. Become fin-fluent with us!
Market MakeHer Podcast
67. Year-End Personal Finance Tips: Investing and Tax Deadlines, Reminders, and Planning
In this episode, Jess Inskip and Jessie DeNuit discuss essential year-end financial strategies, focusing on retirement account deadlines, tax optimization moves, charitable contributions, and even personal finance tips - for all ages and income levels.
Be proactive with your financial planning to avoid penalties and maximize tax benefits. You’ll learn various year-end financial strategies, including:
- FSA and HSA Reminders
- Income Deferral Strategies for Freelancers
- Employer-Related Benefits and Deadlines
- 529 Plans for the Kids
- Tips for Reviewing Debt and Spending
- Planning for Future Financial Health
Resources:
IRS Contribution Limits
Required Minimum Distributions (RMDs)
Tax-Loss Harvesting
Charitable Giving Rules
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
529 Education Savings Plans
Ask Us a Question, Leave a Review, Follow, Subscribe:
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✨ Jess Inskip: TikTok Instagram
✨ Jessie DeNuit: TikTok Instagram
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About Us 🌚🌞
Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.
Important Disclosures:
Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a l...
