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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Inheritance and Retirement Planning
11/03/2024 Duration: 23minI am 39, single, no kids, never married. I am set to inherit a little over $175,000. How should I put it to work?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 Two
10/03/2024 Duration: 15minTax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part two 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 One
09/03/2024 Duration: 16minTax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part one 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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Social Security Scams and Credit Card Fees
08/03/2024 Duration: 09minThe Federal Trade Commission reveals that con artists swindled consumers out of $10 billion in 2023, with over $126 million lost to Social Security scams alone. Plus, the Biden administration has introduced a rule capping credit card late fees at a maximum of $8, a sharp decrease from the current $32 average. 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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Too Many Funds in Brokerage Account?
07/03/2024 Duration: 16minHow many funds is too many for a brokerage account? I currently have 29 ETFs.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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Am I Putting Too Much Into Retirement?
06/03/2024 Duration: 15minShould I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road.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 vs Short-Term Needs
05/03/2024 Duration: 23minAre we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over 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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Can I Leave a Job With a Pension?
04/03/2024 Duration: 15minI have worked for the federal government for the last 15 years and qualify for a pension that increases over time, but my dream would be to have a lot more flexibility. Should I ditch the job and settle for a decreased 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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How to Fund College
03/03/2024 Duration: 08minWith two kids getting closer and closer to college, what's the best way for us to cover the cost?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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Seeking Financial Independence
02/03/2024 Duration: 13minAs we approach our 50s, are we on track to achieve financial independence in six years?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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Forget Pre-Tax Contributions?
01/03/2024 Duration: 14minWhen I first started working and could contribute to a 401(k) via my employer, I was all in on pre-tax. Years later I learned that it was better to shift to Roth. Should I now make all my contributions Roth?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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Navigating Love and Finances
29/02/2024 Duration: 11minI joined CBS Mornings with advice for couples striving for financial harmony, such as discovering the key conversations for alignment on money matters, the pros and cons of joint versus separate accounts, and how to turn those discussions into a solid financial plan.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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In a Financial Rut
28/02/2024 Duration: 21minAs I enter my 50s, I can't help but feel like I'm in a financial rut.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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Getting Back on Track
27/02/2024 Duration: 11minAfter being out of the workforce for a while, how can we get our finances back on track?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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Managing Finances for Ex In-Laws
26/02/2024 Duration: 15minI've been tasked with handling the finances for my ex in-laws. Am I taking the right steps?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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Will I Have Enough for Retirement?
25/02/2024 Duration: 10minDespite having a few pots of money in place for retirement, I'm concerned that I won't have 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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Are We Okay With One Income Stream?
24/02/2024 Duration: 14minWith my wife getting ready to stop working, will we be okay with just one stream of income?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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Am I Saving Too Much?
23/02/2024 Duration: 13minAm I too obsessed when it comes to saving money for 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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Did I Make an Annuity Mistake?
22/02/2024 Duration: 11minDid I make a mistake by purchasing a fixed index annuity for nearly $500k?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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Shocking Inheritance
21/02/2024 Duration: 17minWe just inherited a house and over $650,000 in various accounts. What do we do?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.