Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s 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 jillonmoney at gmail dot com.
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Impending Retirement Plans
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My wife and I are approaching retirement in about four years, and while I believe we’re in a strong position, I would appreciate your opinion. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. T…
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Should I Take Social Security Now or Later?
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I’m 67 and have reached my full retirement age. Should I start taking Social Security now or dip into my 401(k) and wait until I turn 70? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To lea…
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Ask The Compound Part Two
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I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonm…
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Ask The Compound Part One
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I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonm…
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Too Much in a Single Stock?
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My husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To lea…
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Does a Roth Conversion Make Sense?
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My immediate concern is about the wisdom of taking distributions from my taxable retirement accounts (or making Roth conversions) when my income is so unpredictable. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman,…
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Loan Pay Down vs Starting Brokerage
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With a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage account? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodm…
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The Office co-stars and best friends, Jenna Fischer and Angela Kinsey, are doing the ultimate Office-lovers podcast for you. Each week Jenna and Angela will dive deeper into The Office giving you access to even more behind the scene details, interviews and lots of stories that only two best friends who were there, can tell you. To learn more about …
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Can We Be Done Saving for Retirement?
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My husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and save in a 529 for a third kid who will attend college after we stop working. Can we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmon…
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Helping Mom With a Lump Sum
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My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.co…
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Thought I Was Okay, Now Worried
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I thought I was on track for retirement, but now I'm worried and starting to panic a bit. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy prac…
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If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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Stocks Surge and Another Rate Cut
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The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listene…
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A New House or an Addition?
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As we hit our 60s, should we buy a new house altogether or put an addition on our current home? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privac…
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Should I Invest Settlement Money?
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With a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about lis…
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No calls, no questions, just some thoughts on the economy as we hit Election Day. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vi…
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Should I Hold Less Cash?
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I’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. …
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Planning Around a Forced Retirement
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With a forced retirement coming for my husband in a few years, how should we thinking about our financial future? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener d…
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My husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman…
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The Growing U.S. Economy
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The government released its latest GDP number, which is a measure of the change in the economy's size. The report shows it grew at an annual rate of 2.8% in the third quarter of the year. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jil…
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Taxes on Roth Conversion
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If I do a Roth conversion in December, can I wait until April the following year to pay the taxes out of my non-retirement savings account, or do I have to pay quarterly taxes? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Jo…
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Tax Changes on the Horizon
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I joined CBS Mornings to discuss the new IRS 2025 tax brackets. Each year, the agency makes adjustments to the tax code to account for inflation. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com…
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Out of Whack Asset Allocation
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Thanks to Nvidia my asset allocation is completely out of whack. Should I rebalance? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices…
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With retirement just days away, as in four days, I'm trying to figure out what I should do with an annuity that I have. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about list…
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Possible Retirement Scenarios
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Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data…
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