Jill on Money with Jill Schlesinger

This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more! 

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My job is not enjoyable anymore, and with the massive changes being made, I need to think about my stress levels. Can I retire in 6-10 months?

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Post-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anxious?

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Do I have enough saved to reduce retirement savings a little to spend more on experiences and travel with my son?

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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.

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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?

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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!

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

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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: @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

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

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"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

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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.

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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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