Jill on Money with Jill Schlesinger
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 to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Contact Us" button.
Can I Retire From a Demanding Career at 55?
I'm in my late 40s and wondering if I'll be able to accomplish my goal of retiring at 55.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Will an Upcoming Move Set Us Back Financially?
Will a move from California to the Pacific Northwest set us back financially?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Can I Retire Now From My Toxic Job?
I am 53, caught up in a toxic work environment, and would like to know if I can retire early?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
The Economics of Election Day
As Americans are facing tough financial choices right now, I joined The Middle with Jeremy Hobson to discuss how people are handling them, and how those pressures could shape the way they vote in the midterms.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Why Medicare Is Quite a Shock for Many
Here's a snippet from our recent Medicare webinar with Marcia Mantell. This is just a few minutes, but there's a full hour of Marcia behind the paywall. You can purchase the individual webinar here.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To Roth or Not to Roth?
I am 58, looking to retire in two years, and trying to decide if doing Roth conversions is worth it or not.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Can I Retire When I Get Booted From Tech?
If, or perhaps when, I get booted from my tech industry job, will I need to find another job or can I retire?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Should I Take a 10% Pay Cut for a New Job?
I was recently offered a county job which comes with a pension and other good benefits but the offer is 10% less than my current salary. Would I be making a mistake by taking this offer?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Scared of Losing My Money
With about $300k in various accounts, I'm worried about the market and possibly losing this money. What should I do?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Should We Stick With Our Advisor?
We have a financial advisor who is okay, but now we're wondering if we should stick with him or make a change?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
The Alphabet Soup of Medicare
Some people believe the murkiness of health care costs and lack of transparency is designed on purpose. Do you agree?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Making Sense of Life Insurance
Nearly 47% of American households say they feel financial hardship after a primary wage earner dies, according to a recent survey, which is where life insurance comes in.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Financing Our Dream Home
Given that we're already retired, what's the best way to finance the purchase and construction of our dream home?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Giving Myself Permission to Spend at 60
With plenty saved, and fairly low expenses, I'm having a hard time giving myself permission to spend some of my money.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Debt vs Investing in Pre-retirement Years
With a plan to retire in about six years, should I keep contributing to my workplace retirement plan or instead focus on some outstanding debt?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Is the Retirement Readiness Meter Accurate?
I have always managed my own retirement planning, but I would appreciate a second opinion to ensure my retirement readiness assessment is accurate.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
I’m Fried, Can I Retire in a Few Months?
I'm fried, can I quit my job in six months at the age of 65?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Financial Decisions Ahead of Divorce
With my divorce set to be finalized in 2027, how should I be preparing for my new financial reality?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Needing Direction in Retirement
I’m retired and was the caregiver for my mom who recently passed, and now I’m not exactly sure how to move forward with my financial life.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Paula Pant and What It Takes to Build Wealth
Today we're sharing a recent chat with Paula Pant, host of the Afford Anything podcast.
Each week on her show, Paula brings in economists, investors, business leaders, authors, and researchers to dig into the five pillars of financial freedom: financial psychology, increasing income, investing, real estate, and entrepreneurship. Deep insights rooted in economics and behavioral finance.
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Should We Update the House or Sell as Is?
We are getting ready to sell a house that has not been updated for 36 plus years. Should we update/renovate or sell as is at a discount?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Buying a New House in Retirement
Can we afford to buy a more expensive home in retirement? If yes, how should be pay for it?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Planning to Retire in Another Country
With plans to retire overseas, what should I be thinking about as I prepare to make the move down the road?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Should We Buy a Deferred Fixed LTC Annuity?
Our advisor is suggesting we swap one annuity for another, one that comes with long-term care coverage. Should we do it?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Handling an Upcoming Inheritance
With a large inheritance coming our way in a matter of months, we're unsure of what to do with the money.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Does My Retirement Plan Work?
We are looking for your opinions as to whether our plan is financially stable to get us through the early retirement years.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Is There a Benefit to Switching Jobs?
In the right circumstances, job hopping can actually be beneficial for your career and bank account. Today we're discussing how and why.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Taxes and Why I Love Them
We should celebrate our ability to come together, to pool our money, and build something great. If you are successful in America, it's because pervious generations paid their taxes.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Ready to Retire or Have We Overlooked Something?
We are targeting an end of 2027 retirement date, and although we have reviewed everything carefully, we are unsure if we might have overlooked something and don't know it.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Platypus Economics
From world events to everyday decisions, economics explains it all. Platypus Economics makes it clear, useful, and actually fun. Available now: link.pscrb.fm/f0281/PE_JOM
Is the Management Fee for My ETFs Worth It?
I really don't want to manage my own money, so is the fee I'm paying my advisor worth it?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transition Planning for Rural Folks
Although I'm pretty good with numbers and accounting, the tax stuff confuses me and makes it difficult to figure out what a good financial goal would be.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
How to Fund an Emergency Cash Fund?
With my cash reserves feeling a bit low, what's the best way to replenish them?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Did I Make a Mistake With Two Annuities?
Did I make a mistake by purchasing two separate annuities in retirement?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Just Married, When Can We Retire?
We're recently married and already looking forward to retirement. When will we have enough money?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
How to Pay for My Doctorate?
My husband and I are wondering what the best strategy is to pay for my doctorate tuition?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Key Money Habits to Teach Your Kids
With school back in session, we're here with some advice on how to create strong financial foundations and habits for your kids.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Disliking My Business “Partners” Uncle Gavin and Uncle Don
I'm 66 and still working but starting feel bummed out at the tax bills we will face due to the large pre-tax dollars we have accumulated.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Do I Need to Go Back to Work Full-Time?
I was recently part of a layoff and now I'm wondering if I need to go back to work full-time or will a part-time gig be enough?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Being Advised to Buy Long-Term Care Insurance
Our financial advisor is advising us to buy long-term care insurance but we're wondering if we'd be better off investing the money instead?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
