I had assumed I would not draw from my 401(k) until I am required to take RMDs, but in listening to your show and talking to others, I’m questioning if waiting until I’m required to take RMDs would put me in a significantly higher tax bracket.

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I'm 57 and wondering if I have enough saved to retire sooner rather than later.

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We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg.

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We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

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I feel like I'm in position to retire at the end of 2025 or in early 2026. Am I on track to make this happen?

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Our son is trapped under some hefty student loans and we would like to help him out. Can we afford to do it?

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I've been saving for retirement for years and years, yet I'm constantly worrying about having enough money. Will I be okay?

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After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be.

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This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

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This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.

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 visit: https://www.audacyinc.com/privacy-policy

Learn more about your ad choices. Visit https://podcastchoices.com/adchoices