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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Use 401(k) or HSA?
31/03/2024 Duration: 11minShould I be focused on maxing out my 401(k), or should I redirect some of my contributions into an HSA?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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Recently Retire, Is My Future Secure?
30/03/2024 Duration: 11minNow that I'm already retired at 51, is my financial future is solid shape?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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Overwhelmed by Student Loans
29/03/2024 Duration: 16minWith a tremendous amount of student loan debt, what's the priority, saving for retirement or trying to pay down 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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Laid Off, Can I Retire?
28/03/2024 Duration: 20minI'm 59 and was recently laid off, and now I'm wondering, do I really need to look for another job, or can I retire?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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Maximizing Your Tax Refund
27/03/2024 Duration: 09minAs the tax season progresses, the IRS reports having received over 71.5 million tax returns, already issuing more than 49 million refunds to Americans. With the average refund amounting to $3,109, I joined CBS Mornings to discuss how Americans can make the most of their tax refund.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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Roth Conversion Scenario
26/03/2024 Duration: 15minWith a lot of money in pre-tax retirement accounts, am I overthinking the possibility of doing Roth conversions?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 Trust What the Advisor Told Us?
25/03/2024 Duration: 24minWhen we look at the numbers the financial advisor gave us, we realize now that we don't really understand them. Can we trust what she told us?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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The Bankers’ New Clothes Part Two
24/03/2024 Duration: 16minThis weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It. New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis, and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed, and why banks are still so dangerous.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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The Bankers’ New Clothes Part One
23/03/2024 Duration: 19minThis weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It. New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis, and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed, and why banks are still so dangerous.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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Cash Heavy, What to Do?
22/03/2024 Duration: 15minI think we are very cash heavy but I'm also not worried about where we are for retirement, so I would like to pay off our mortgage. Yay or nay?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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Pay Off Mortgage With Windfall?
21/03/2024 Duration: 22minWith a large windfall coming our way, should we pay off the mortgage or invest in 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 I Retire Now?!
20/03/2024 Duration: 18minI’ve been working in corporate America for 23 years and I’m burnt out. Can I retire ASAP?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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Handling Money After the Loss of a Spouse
19/03/2024 Duration: 22minMy husband recently passed away and left me a large inheritance, however, I feel that my funds are scattered all over the place. How do I clean things up?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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How to Invest a Lump Sum
18/03/2024 Duration: 19minWith over $500k sitting in cash, how should we get 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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Ed Slott Tax Tips Part Four
17/03/2024 Duration: 18minTax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part four of four.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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Ed Slott Tax Tips Part Three
16/03/2024 Duration: 22minTax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part three of four.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 Switch From Roth to Pre-Tax?
15/03/2024 Duration: 19minWe're both currently maxing out our Roth 401(k)s but are considering a move for me only from a Roth to a traditional 401(k). What do you think?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 Do a Roth Conversion?
14/03/2024 Duration: 11minIf I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?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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How to Deal with Uncertainty
13/03/2024 Duration: 16minMy husband keeps saying we're fine and we don't need to worry, but I feel like we don't have enough of a long-term plan. Who's right?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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Options for Stubborn Parents
12/03/2024 Duration: 20minMy parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they proceed?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.