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Potluck

Potluck

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 This week's episode covers a smorgasbord of planning topics. J.R. begins with timely year-end tax planning concepts for this most unusual year. In the second segment, he discusses developments in the retirement planning software space and shares his two cents about the merits and limitations of retirement simulation apps. In the third segment, J.R. will talk story with Jessica about some of his more memorable financial planning adventures. Tune in to a personal finance talk show unlike any other.
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