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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Finding the Right Advisor
14/06/2024 Duration: 20minAs you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long-term goals like retirement and leaving a legacy?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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Do We Need a Financial Planner?
13/06/2024 Duration: 17minI'm thinking about seeing a financial planner but see no reason to justify the cost. Am I wrong?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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Summer Job Spike
12/06/2024 Duration: 10minMore than two million high school and college students are expected to work summer jobs and internships this year. I joined CBS Mornings with tips to help students navigate the job market.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 Pull Back on Retirement Saving?
11/06/2024 Duration: 17minI know that our early start, good income, and disciplined saving habits have put us on a solid path, but I still have anxiety over if we are doing enough.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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Help With Retirement Plan in My 30s
10/06/2024 Duration: 19minI’m in my 30s with roughly $80k in retirement accounts but also $80k in student loans from graduate school. Should I shift my focus from retirement to the debt?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 We Pick the 401(k) or Pension?
09/06/2024 Duration: 10minWith my wife starting a new job, should we choose the 401(k) or the pension option?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 Safely Retire at 62?
08/06/2024 Duration: 18minGiven that my wife is 11 years younger, can I safely retire at the age of 62?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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Retirement Income Strategies
07/06/2024 Duration: 20minHow will you feel about your finances and generating income when it’s time to transition to 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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Crazy to Buy a House in Retirement?
06/06/2024 Duration: 12minAre we crazy to consider buying a house in retirement? If we do it, should we pay cash or take out a mortgage?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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Brokerage Savings vs 401(k)
05/06/2024 Duration: 15minHow much money people should have in taxable brokerage accounts versus inside traditional retirement accounts?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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Two Annuity Options
04/06/2024 Duration: 15minMy financial advisor is suggesting two different annuities for me. Are they appropriate given my situation?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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Spending Savings in Retirement
03/06/2024 Duration: 21minI am retired and I'm unsure how to start withdrawing money from my various accounts. 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 Move My Retirement Money?
02/06/2024 Duration: 11minWith retirement still a ways off in the distance, is there any reason why I should be moving some of my assets?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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Do We Have Enough Saved for Retirement?
01/06/2024 Duration: 14minNow that we're in our mid 60s, are we on track to have enough money saved as we approach 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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Retirement and Your Full Financial Picture
31/05/2024 Duration: 18minA holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancing long-term investment returns.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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Financial Concerns After Divorce
30/05/2024 Duration: 23minAfter a recent divorce, and now feeling a bit concerned, I want to make sure that my financial future is still secure.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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Asset Allocation With a Pension
29/05/2024 Duration: 13minWith all the monthly expenses covered by a hefty pension, how should the rest of my portfolio be allocated?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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Housing Market Breakdown
28/05/2024 Duration: 08minNew housing data shows new and existing home sales fell in April as mortgage rates remained high. The number of homes on the market rose by 9%, but prices are still more than 40% higher than four years ago. I joined CBS Mornings to discuss.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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Romance Scams and Cybersecurity Best Practices Part Three
27/05/2024 Duration: 13minThis Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.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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Romance Scams and Cybersecurity Best Practices Part Two
26/05/2024 Duration: 17minThis Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.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.