HerMoney with Jean Chatzky

Jean Chatzky’s Money Moves To Make Before The End Of The Year

Listen Later

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 [email protected].


    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

    ...more
    View all episodesView all episodes
    Download on the App Store
    HerMoney with Jean ChatzkyBy Jean Chatzky Her Money
    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    1,374 ratings

    More shows like HerMoney with Jean Chatzky

    View all
    Money Girl by QuickAndDirtyTips.com

    Money Girl

    1,849 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    772 Listeners

    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,919 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,980 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,290 Listeners

    So Money with Farnoosh Torabi by Farnoosh Torabi

    So Money with Farnoosh Torabi

    1,947 Listeners

    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,524 Listeners

    ChooseFI by ChooseFI

    ChooseFI

    5,085 Listeners

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

    360 Listeners

    Financial Feminist by Her First $100K | YAP Media

    Financial Feminist

    6,271 Listeners

    MoneyWatch with Jill Schlesinger by CBS News

    MoneyWatch with Jill Schlesinger

    404 Listeners

    Money For Couples with Ramit Sethi by Ramit Sethi

    Money For Couples with Ramit Sethi

    3,361 Listeners

    The Money with Katie Show by Morning Brew

    The Money with Katie Show

    1,481 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    328 Listeners

    Networth and Chill with Your Rich BFF by Vivian Tu

    Networth and Chill with Your Rich BFF

    1,709 Listeners