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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Will I Be Ready to Retire When I Want?
03/09/2023 Duration: 08minAt 48, and hoping to call it quits at 55, I’m wondering if I’m on track and will I be able to retire in seven 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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Just Retired at 55, Am I Okay?
02/09/2023 Duration: 13min55 and just retired, but in need of some help with my portfolio allocation.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 a Lump-Sum Payout
01/09/2023 Duration: 10minAfter receiving a lump sum from my employer as part of a separation package, how should it be 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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Can I Join My Husband in Retirement?
31/08/2023 Duration: 07minCan I retire and spend some time with my husband who is already retired?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?
30/08/2023 Duration: 15minI’m in my early 50s, and after a recent inheritance, am I okay to retire now?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 in a Year at 65?
29/08/2023 Duration: 11minI’m 64 and would love to retire at 65, is this a realistic goal?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 for Early Retirement
28/08/2023 Duration: 21minAs I approach 50, how should I be maximizing my retirement contributions to possibly retire in five years or so?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 Conversions and Pro-Rata Rule
27/08/2023 Duration: 08minWhat’s the best way to make a Roth conversion as clean and seamless as possible?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 Allocate Extra Cash Flow
26/08/2023 Duration: 11minWith an extra $1,500 of cash flow each month, where should it be going?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 Buy Whole Life Insurance?
25/08/2023 Duration: 10minGiven that we’re both high wage earners, and we have three kids, do you recommend whole life insurance as a way to invest for the kids?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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Obsessed With Being Debt Free
24/08/2023 Duration: 18minEven though I know it’s the wrong financial move, should I still throw every available penny at my student loans?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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Money Reset After Divorce
23/08/2023 Duration: 14minThanks to a recent divorce and the death of my father, I'm in search of a money reset.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 in 20 Months?
22/08/2023 Duration: 14minI plan on retiring in 20 months, and I’m breaking down everything like a maniac, yet I feel pretty lost. Am I positioned correctly?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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Worried About Retirement
21/08/2023 Duration: 19minMy husband thinks we're just fine for retirement, I'm not so sure. Are we 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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Coaching for Leaders Part Two
20/08/2023 Duration: 04minThis weekend on the show we're joined by Dave Stachowiak, host of the popular Coaching for Leaders podcast, a show aimed at helping you discover leadership wisdom through insightful conversations. Dave joined us on our most recent webinar to discuss all things related to the workplace. Want more of Jill and Dave? Subscribe to Jill on Money LIVE to watch the full webinar.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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Coaching for Leaders Part One
19/08/2023 Duration: 07minThis weekend on the show we're joined by Dave Stachowiak, host of the popular Coaching for Leaders podcast, a show aimed at helping you discover leadership wisdom through insightful conversations. Dave joined us on our most recent webinar to discuss all things related to the workplace. Want more of Jill and Dave? Subscribe to Jill on Money LIVE to watch the full webinar.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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Why Am I Losing Money With Bonds?
18/08/2023 Duration: 12min2022 was a rough year for bonds, and so far, 2023 isn't looking much better.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 on the Right Track?
17/08/2023 Duration: 14minWe're only in our 30s, but I want to make sure that we are actually on the right track towards retirement and not falling behind without realizing 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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Trying to Re-Retire
16/08/2023 Duration: 18minI was an early retiree failure, and now nearly four years later, I'm at the point where I am done. Will I fail again?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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Inherited IRA Strategy
15/08/2023 Duration: 12minI recently inherited a traditional IRA and I have ten years to drain it. What should I do with the distributions, invest in a brokerage account or use a Roth IRA?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.