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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The Data Detective with Tim Harford Part One
13/03/2021 Duration: 17minToday we think statistics are the enemy, numbers used to mislead and confuse us. Our guest this weekend, Tim Harford, says that's a mistake. In his latest book, The Data Detective, Harford says we shouldn’t be suspicious of statistics, we need to understand what they mean and how they can improve our lives: they are, at heart, human behavior seen through the prism of numbers and are often “the only way of grasping much of what is going on around us.” If we can toss aside our fears and learn to approach them clearly, understanding how our own preconceptions lead us astray, statistics can point to ways we can live better and work smarter.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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New Stimulus Bill Details
12/03/2021 Duration: 07min$1,400 checks, tax credits, and suspended evictions. I joined CBS This Morning to explains some of the key benefits in the latest stimulus package and what the expanded child tax credit means.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Which Assets in Which Accounts?
11/03/2021 Duration: 13minIs there a rhyme or reason as to which assets you should be holding in your various accounts? For instance, should bonds be held in a taxable or tax-deferred account?Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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What to Do With Excess Cash?
10/03/2021 Duration: 10minHaving a few thousand dollars each month to save is a nice problem to have. What should you do with it? Save in a 529 plan? Hire an advisor? Open a brokerage account?Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Saving for Financial Independence
09/03/2021 Duration: 13minSaving 50 percent of your salary (while you can) in hopes of buying yourself some flexibility as you approach retirement sounds like my kind of plan.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Buy or Keep Renting?
08/03/2021 Duration: 14minAhh yes, one of my favorite topics ever! Does it make sense to keep renting or should I be looking to finally take the plunge and jump into home ownership?Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Asset Allocation
07/03/2021 Duration: 11minIt's funny how your attitude toward asset allocation can change as you get older and the money starts to accumulate. In some cases, it makes you wonder if you really need to be taking all that risk.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Tax Season and the Recovery Rebate Credit
06/03/2021 Duration: 19minAs tax season continues, this weekend we're bringing you one more episode sponsored by H&R Block.Stimulus payments have been a critical lifeline for many Americans during the coronavirus crisis. But what if you didn’t receive the full amount due to life changes such as a new baby or lower income? Thankfully there’s a way to solve this, in the form of a recovery rebate credit.The recovery rebate and your stimulus payments are actually one in the same. It’s just that the recovery rebate credit is paid as part of filing your return.Joining us this weekend to help make sense of it all is Kathy Pickering, the chief tax officer at H&R Block.As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you deserve.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodm
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Dollar Cost Avg or Lump Sum?
05/03/2021 Duration: 13minWhen you have a chunk of money you want to invest, is it better to do it all at once or a little bit at a time, aka dollar cost averaging?Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Too Much Cash in Savings?
04/03/2021 Duration: 10minIs there such a thing as keeping too much cash in savings? I guess it depends on what your long and short-term goals are and if you already have an adequate emergency reserve.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Planning for Retirement With 500k in Student Loans
03/03/2021 Duration: 18minNothing like planning for retirement as a young couple with half a million dollars in outstanding student loan debt. You know what's even crazier? I'm kind of okay with it!Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Health Insurance Options
02/03/2021 Duration: 12minWith many industries decimated by the pandemic, scores of people have been left scrambling to find health insurance coverage.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Pre-Tax or Roth in Retirement Plan?
01/03/2021 Duration: 11minWhen your workplace retirement plan offers both a pre-tax and a Roth option, which one should you be using? Sometimes it's a no-brainer.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Next-Generation Financial Services Part Two
28/02/2021 Duration: 14minThis weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth.Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security?The folks at Facet Wealth strive to provide the answers.Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Next-Generation Financial Services Part One
27/02/2021 Duration: 16minThis weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth.Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security?The folks at Facet Wealth strive to provide the answers.Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Is One Percent a Reasonable Fee?
26/02/2021 Duration: 12minIs paying an advisor a one percent fee worth it? Unfortunately this isn't a yes or no answer. A variety of factors must first be considered.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Real Estate Dilemma
25/02/2021 Duration: 11minI'm all for snatching up a good real estate deal if presented with the opportunity, but not if it means twisting and turning like a pretzel to make it happen.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Details of Third Stimulus Package
24/02/2021 Duration: 07min$1,400 checks, tax credits and suspended evictions, I joined CBS This Morning to explain some of the key proposed benefits in the latest stimulus package.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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On Path to Financial Independence?
23/02/2021 Duration: 15minAlthough I may not be crazy about early retirement, I'm all about doing whatever you can to reach financial independence and the flexibility that comes with it. Because once you have that, the options are endless.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Too Much Company Stock?
22/02/2021 Duration: 10minWhen it comes to owning company stock, it's important to consider it as one aspect of your overall portfolio, which means there should be a limit as to how much you own.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.