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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Cleaning Up My Act
20/02/2024 Duration: 14minWhat do I do with an old IRA that has a mix of pre-tax and post-tax contributions?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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Next Steps After a Loss
19/02/2024 Duration: 25minI recently inherited money and retirement funds from my husband passing away. What are the next 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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Is My Retirement Plan Solid?
18/02/2024 Duration: 11minI'm a bit of a worrier so I just want to make sure that we're on track 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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Am I on Track at 50?
17/02/2024 Duration: 10minAfter helping my son for a while, I'm now focused on my retirement. Am I on track at 50?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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Is the Calculator Correct?
16/02/2024 Duration: 13minIf we contribute only $1,200 a year, will we be able to retire at age 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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Living Paycheck to Paycheck
15/02/2024 Duration: 17minI'm earning the most that I ever have, yet I feel like I'm still living paycheck to paycheck. What gives?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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Hot Inflation Report
14/02/2024 Duration: 09minThe latest CPI report showed that inflation remained stubbornly high, a setback for investors betting that the Federal Reserve could cut its benchmark interest rate as soon as March.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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Afraid to Spend Assets
13/02/2024 Duration: 19minWe know we're in good shape for retirement, and we have more money than we'll ever need, but the decumulation phase seems to be a major hurdle.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 Cash Heavy?
12/02/2024 Duration: 11minAfter selling some rental properties a few years back, I feel like I'm sitting on too much cash. How should I 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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Is My Retirement Strategy Okay?
11/02/2024 Duration: 10minNow that I'm in my 50s, I'm wondering if my retirement strategy is okay.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 Spend the Inheritance?
10/02/2024 Duration: 09minWith a large inheritance coming our way, is it okay if we spend some of 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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Brokerage or Pre-Tax Retirement?
09/02/2024 Duration: 16minIf I am a high earner and diligent saver, would it make more sense to contribute to an after tax brokerage account or max out a pre-tax 403(b)?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 Rules of Thumb
08/02/2024 Duration: 14minEvery situation in the world of personal finance is unique and different and that's why I'm no fan of the widely used retirement rules of thumb.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 We Do the Right Thing for Mom?
07/02/2024 Duration: 26minHave we made the right financial decisions for mom after taking over her finances?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 I Have Enough to Retire?
06/02/2024 Duration: 18minMy previous company merged with a larger organization and it's unknown if I will have a role with the new company or if I will be offered a severance package. Do I have enough to retire if that's what it comes to?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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On Track for Retirement at 55?
05/02/2024 Duration: 22minI chatted with you guys two years ago about early retirement at 55. Am I still on track as I inch closer and closer?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
04/02/2024 Duration: 11minI joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, 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
03/02/2024 Duration: 12minI joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, 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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Tax Season Tips
02/02/2024 Duration: 06minTax season is officially underway. The IRS says they’re anticipating more than 146 million individual tax returns to be filed by the April 15 deadline. I joined CBS Mornings to share some useful tax tips for filers.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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Fed Decision Breakdown
01/02/2024 Duration: 13minThe latest Fed decision has been made and I joined CBS Mornings and CBSN to break down what to expect and how your finances may be impacted.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.