Jill on Money with Jill Schlesinger

By Cadence13

Education Business Investing

What's Jill on Money with Jill Schlesinger about?

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 askjill at jillonmoney dot com.

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LAST EPISODE

Helping Mom With Her Money

12.07.2023

After my father died, mom and I are trying to navigate the finances and we have a few questions. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on ...

Jill on Money with Jill Schlesinger episodes:

12.07.2023 Helping Mom With Her Money After my father died, mom and I are trying to navigate the finances and we have a few questions. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on ...
12.06.2023 New Parents Needing Direction My wife and I welcomed our first child to our family. We are thrilled to be parents but were shocked when our financial advisor provided us with suggested 529 contribution figures. Have a money question? Email us here Subscribe to ...
12.05.2023 Does a Roth Conversion Make Sense for Us? We thought the traditional pre-tax path was better in our situation until recently when we learned that tax rates will likely revert to higher percentages in 2026, now we're stuck in analysis paralysis! Have a money question? Email us here ...
12.04.2023 Moving Forward After Divorce After a recent divorce, I have been appointed control of some accounts and have no idea how to invest the money. Can you help? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: ...
12.03.2023 Your Journey to Financial Freedom Part Two This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. In her first book, Jamila shows you how to skyrocket your savings, ...
12.02.2023 Your Journey to Financial Freedom Part One This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. In her first book, Jamila shows you how to skyrocket your savings, ...
12.01.2023 Do We Need a Financial Advisor? I am wondering if we should hire a professional to act as a guardrail to selling during times when we get spooked with all the uncertainty in the world. Have a money question? Email us here Subscribe to Jill on ...
11.30.2023 Eager to Retire Early With early retirement on the horizon, our plan seems too good to be true, is 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 ...
11.29.2023 Are We Too Optimistic? My husband thinks we are ahead of the game when it comes to retirement and I wonder if we are saving enough. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: ...
11.28.2023 Prepping for Retirement We're prepping for a retirement that includes a good amount of travel. Can we do 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 ...
11.27.2023 Do We Have the Right Plan in Place? With a mix of W-2 and 1099 income, do we have the right retirement plan in place? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme ...
11.26.2023 Can We Take the Plunge Into Retirement? Based on the assets we have accumulated, can I retire at the end of this year? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music ...
11.25.2023 Can My Wife Do a Reset? My wife is looking to do a reset in the next few years, is it a good financial decision? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on ...
11.24.2023 Roth 403(b) Contribution Dilemma How can I get my original contributions out of my 403(b) and into my personal Roth IRA while still working at a non-profit? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney ...
11.23.2023 Happy Thanksgiving! Gobble, gobble! Happy Thanksgiving from Jill and Mark. 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 ...
11.22.2023 Student Loan Payment Dilemma With a ton of student loan debt, should we try to scrimp and save and pay off the loan as fast as possible or see if we eventually get forgiveness for a portion of it? Have a money question? Email ...
11.21.2023 Can I Do a Reset? I'm feeling the need for a professional reset. Can I pull it off? 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 ...
11.20.2023 Should I Retire Now at 62? Work is now a bit of a grind, and my health is okay but not fantastic. Can I retire now at 62? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: ...
11.19.2023 Should I Be Doing More? On paper I feel like I'm successful, but I'm wondering if maybe there's more I could be doing? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" ...
11.18.2023 Should We Do Roth Conversions? With a substantial amount of money in pre-tax retirement accounts, should we be considering Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music ...
11.17.2023 Can I Buy a House in Retirement? I was forced to retire at 60 when I was laid off. Shocked at first, I'm really enjoying the freedom after decades in a high stress sales job. Can I still afford to buy a house without the steady paycheck? ...
11.16.2023 Balancing Retirement and Experiences I like my job but my wife is pretty miserable. With a history of early onset Alzheimer's in her family we would like to do a reset sooner rather than later. Can we do it? Have a money question? Email ...
11.15.2023 Can I Retire Next Year at 62? I will be 62 next year and I have $500,000 in a 401(k) plan, $150,000 in cash and another $45,000 in a Roth account. I don't spend much. Can I retire in 2024? Have a money question? Email us here ...
11.14.2023 Tax Planning in Retirement My wife and I are retired military and we're wondering what is the best strategy for accumulating wealth without a high tax burden? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney ...
11.13.2023 Planning Around a Terminal Illness I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming home sale? Have a money question? Email us here Subscribe to Jill on ...
11.12.2023 Personal Finance With Vanguard Part Two This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part two. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney ...
11.11.2023 Personal Finance With Vanguard Part One This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part one. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney ...
11.10.2023 When Will Bonds Improve? The bond portion of my portfolio is getting crushed. When will it improve? 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 ...
11.09.2023 What to Do With HELOC Amidst Rising Rates? With the interest rate on our HELOC rising rapidly, should we use some of our accessible funds to pay it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney ...
11.08.2023 Should I Stay in the Market? Should I keep $723,000 in the stock market or should I be doing something different with it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme ...
11.07.2023 How to Fund an Addition? We're considering an addition/remodel to our house because home prices in our area have skyrocketed such that it doesn't make sense to move, but we need more space. How should we fund it? Have a money question? Email us here ...
11.06.2023 401(k) or Brokerage? I currently max out my workplace retirement plan, but should I start only contributing to the match in my 401(k), doing Roth, and put the rest of what I would have contributed into a brokerage account? Have a money question? ...
11.05.2023 How Much Life Insurance Do We Need? After hearing about all the rules of thumb, I'm trying to figure out how much life insurance we need. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on ...
11.04.2023 How to Allocate Portfolio After saving and saving for years, I'm now starting to wonder if my portfolio is allocated properly. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme ...
11.03.2023 State of the Housing Market I joined CBS Mornings to talk about the importance of a Missouri realty case that awarded a group of home sellers about $1.8 billion in damages, and how it might lead to changes in the housing market. We also touched ...
11.02.2023 Tax Loss Harvesting and Early Retirement We have been careful savers and were told by different advisors that we could retire in July 2022, so we did. Did we make a mistake? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: ...
11.01.2023 College Tuition Dilemma We have told our son that we can cover $25k per year for business school. He has heard us, but continues to apply and focus on only the very expensive schools. What should we do? Have a money question? Email ...
10.31.2023 Turning 60 and Looking To Retire I am turning 60 and looking to retire, however, my pension will only equal 30% of my current income. Is it doable? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: ...
10.30.2023 Annuity Dilemma Our annuities are past the surrender penalty period and I think I should transfer the money out. Do you agree? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill ...
10.29.2023 Preserving Our Assets I'm 60 and still working but looking for ways to make sure I'm able to preserve my existing IRA assets for the day that I eventually do retire. Have a money question? Email us here Subscribe to Jill on Money ...
10.28.2023 Navigating Retirement We're both already retired, but now we're facing a few financial decisions and would like some guidance. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme ...
10.27.2023 Too Scared to Invest I am scared about adding more money to my brokerage account and my 401(k). Besides high interest savings accounts and CDs, where can I put my money? Have a money question? Email us here Subscribe to Jill on Money LIVE ...
10.26.2023 Everything Everywhere All at Once Right now it feels like everything is coming at us from everywhere all at once and I am feeling overwhelmed! Can you help? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney ...
10.25.2023 Burned Out and Would Love to Retire My wife plans to retire in four years when she will have 30 years at her job. I am burned out and would love to retire in less than a year if possible. Is it doable? Have a money question? ...
10.24.2023 To Pool or Not to Pool? We would like to get a pool at some point in the near future. What do you think? Would it be a dumb idea to spend all that money? Have a money question? Email us here Subscribe to Jill on ...
10.23.2023 Retirement Concerns at 51 As I contemplate early retirement, I feel like we have plenty of money, but I feel like I have as much anxiety over not losing this money as I did accumulating it. Have a money question? Email us here Subscribe ...
10.22.2023 Financial Wellness Part Two This weekend we're joined by Jean Chatzky, award-winning financial journalist and CEO of HerMoney.com. Jean joined us this weekend to discuss why the gender gap is, unfortunately, still alive and very real in workplace financial wellness programs. Want more of ...
10.21.2023 Financial Wellness Part One This weekend we're joined by Jean Chatzky, award-winning financial journalist and CEO of HerMoney.com. Jean joined us this weekend to discuss why the gender gap is, unfortunately, still alive and very real in workplace financial wellness programs. Want more of ...
10.20.2023 What to Do With Losing Stocks? I'm sitting on two funds in my IRA that have been big losers. Should I wait for them to recover or is it time to move on? Have a money question? Email us here Subscribe to Jill on Money LIVE ...
10.19.2023 Whole Life Mistake I have a whole life insurance policy but I no longer think it's best for me. Would you recommend I blow out of it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: ...

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