Here's a little secret I'll let you in on...this show, #302, is the last "new" show of 2016.  The following two weekends will be Christmas and New Year's...and I've got news for ya...Mark and I won't be working!  So, as the year comes to an end, it's a perfect time to review some year-end financial planning tips.

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For such an occasion there's no one better than Michael Goodman, founder and president of Wealthstream Advisors.  Not only is Michael a dear friend of mine, he's also my advisor.  There's my full disclosure :)

Michael and I discussed a variety of financial planning topics to ponder before you shut down for the holidays:

• Selling assets in your portfolio now versus waiting until next year
• Gifting to charities and family members
• Contributing to traditional and Roth IRAs (and conversions)
• Making last minute 529 plan contributions
• Considering how tax changes could affect you

And Michael has one crucial piece of advice regarding your long-term financial plan.  Come on now, it's not that easy, you're gonna have to listen to the interview for that one!

That's it, that's our last "new" show of 2016...hope you enjoyed it!  We'll whip up some good stuff for you guys over the next couple weekends...stay tuned!

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

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

• Send an email: askjill@jillonmoney.com 

• Tweet us: @jillonmoney and @MTalercio

Last week it was a listener turned finance coach as a guest...this week it's a former professional basketball player turned passive investing evangelizer, as our guest.

• Download the podcast on iTunes
• Download the podcast on feedburner
• Download this week's show (MP3)

Before becoming a big shot in the investment world, Dave Butler was draining big shots on the basketball court at Cal and was even drafted by the Boston Celtics.  Despite being drafted by an NBA team, Dave decided to take him game overseas, playing for a few years in Turkey and Japan.

After his playing days were over, Dave went back to California, earned an MBA from Cal at the Haas School of Business and ultimately joined Dimensional Fund Advisors (DFA). To the average person, Dimensional may sound like just another investment firm.  But it's not.  It's different.  DFA's goal from day one has been to redefine investment advice, by adhering to the passive approach.  Instead of relying on forecasting or falling prey to the vast amount of "investment pornography", Dimensional draws information about expected returns from the market itself, letting the collective knowledge of its millions of buyers and sellers set security prices. Dave advises us to focus on low costs, diversification, tax efficiency, transaction efficiency, rather than trying to beat the market.

During Dave's time at Dimensional, assets under management for financial advisors have grown from $2 billion to approximately $250 billion, so it's probably worth listening to this one time Rhodes Scholar candidate.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

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

• Send an email: askjill@jillonmoney.com 

• Tweet us: @jillonmoney and @MTalercio