Investing is an excellent way to grow your own personal wealth. But when it comes to filing your taxes when you have investments, there are certain things you need to know–so you don’t end up with penalties like this week’s listener, Lorraine, did back in 2019. For advice, host Stefanie O’Connell Rodriguez turns to Kristin Myers, editor-in-chief of The Balance, and Caleb Silver, editor-in-chief of Investopedia.

Dealing with debt? Buying a house? Getting married? Confused about investing? Planning for retirement? If you have a money story or question to share, you can send us an email at [email protected]. You can also leave us a voicemail at ‪(929) 352-4106‬.

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