Synopsis
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of whats important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
Episodes
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Investments in This New Era
21/11/2024 Duration: 11minPost-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anxious?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Can I Save Less and Enjoy Life?
20/11/2024 Duration: 14minDo I have enough saved to reduce retirement savings a little to spend more on experiences and travel with my son?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Impending Retirement Plans
19/11/2024 Duration: 19minMy wife and I are approaching retirement in about four years, and while I believe we’re in a strong position, I would appreciate your opinion.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Should I Take Social Security Now or Later?
18/11/2024 Duration: 17minI’m 67 and have reached my full retirement age. Should I start taking Social Security now or dip into my 401(k) and wait until I turn 70?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Ask The Compound Part Two
17/11/2024 Duration: 14minI recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Ask The Compound Part One
16/11/2024 Duration: 14minI recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Too Much in a Single Stock?
15/11/2024 Duration: 13minMy husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Does a Roth Conversion Make Sense?
14/11/2024 Duration: 16minMy immediate concern is about the wisdom of taking distributions from my taxable retirement accounts (or making Roth conversions) when my income is so unpredictable.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Loan Pay Down vs Starting Brokerage
13/11/2024 Duration: 12minWith a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage account?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Can We Be Done Saving for Retirement?
12/11/2024 Duration: 11minMy husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and save in a 529 for a third kid who will attend college after we stop working. Can we do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Helping Mom With a Lump Sum
11/11/2024 Duration: 19minMy mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Thought I Was Okay, Now Worried
10/11/2024 Duration: 11minI thought I was on track for retirement, but now I'm worried and starting to panic a bit.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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No Pension, Can I Still Retire?
09/11/2024 Duration: 08minIf I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Stocks Surge and Another Rate Cut
08/11/2024 Duration: 10minThe stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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A New House or an Addition?
07/11/2024 Duration: 11minAs we hit our 60s, should we buy a new house altogether or put an addition on our current home?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Should I Invest Settlement Money?
06/11/2024 Duration: 13minWith a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Happy Election Day!
05/11/2024 Duration: 10minNo calls, no questions, just some thoughts on the economy as we hit Election Day.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Should I Hold Less Cash?
04/11/2024 Duration: 20minI’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Planning Around a Forced Retirement
03/11/2024 Duration: 12minWith a forced retirement coming for my husband in a few years, how should we thinking about our financial future?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Regrouping After a Loss
02/11/2024 Duration: 17minMy husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.