#198 The Hanukkah, Pre-Christmas Show


As you scramble to complete your holiday shopping, listen to the great questions that we field this week. We start with Karen from Iowa, who holds a large nest egg in illiquid investments. We then shift to Karen, who is getting into the holiday spirit by gifting to her children. (Anyone can give up to $14,000 to an individual without worrying about taxation.

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Steve is trying to decide how to manage his rental income and Dennis wanted to know about Required Minimum Distributions (RMDs).

With just days to go before 2015, check out these year-end money moves!

Our guest Gary Zimmerman of MaxMyInterest.com explains his cool new service is like “Uber for cash” and how it can help you boost your returns with NO RISK!

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE