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.
Fee-Only vs Fee-Based
With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?
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Freedom vs Liquidity
I say pay off the mortgage, my wife says no. Can you be the judge?
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Am I Worrying Too Much About Taxes?
We are in good shape, but I don't want to do anything stupid. Am I worrying too much about taxes?
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Am I Ready for Retirement?
I'm officially retiring at the end of this week. Am I ready?
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I’m Fried, Can I Retire Next Year at 55?
My goal is to retire in 2027 at the age of 55 from my 24-year corporate career due to burn out. Can I do it?
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How to Spend What We’ve Saved?
Even though we have more money than we'll probably ever need, I'm still having a hard time spending down some of the accounts. Can you help?!
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Making the Most of an Early Inheritance
My parents have offered to give me a big chunk of cash, but I'm not sure I agree with them on how it should be used.
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Should I Be Focusing on a Brokerage Account?
I'm only in my 30s, but with early retirement a real goal, should I be focusing on a brokerage account instead of retirement accounts?
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Can I Change Jobs and Still Hit My Goals?
Can I downshift my career (work less, make less) and still hit my goal of retiring by 60?
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Burnt Out After 42 Years in Corporate America
I'm 62, and after 42 years in the workforce, I'm wondering if I can comfortably retire?
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Help With Mom’s Asset Allocation
My mom is 75 and I'm helping her navigate her finances. Am I making the right moves?
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Why Use Bonds?
You always talk about bonds being part of a portfolio and I have stayed away from them the past five years but decided to add a small amount in last year and they are still in the negative column. What gives?
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Can I Make a Career Change at 57?
I work in entertainment and it's a bit unsteady at the moment, up and down, and really stressful. I want to change careers and get out of this chaos. Can I do it?
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Can I Take My Pension and Run?
We have saved over the past 30 years, live frugally, and I am hoping I can retire in July 2027, or possibly sooner.
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How to Fund a Renovation?
Should I drop my retirement contribution rate to 15% and save to build a garage or should I continue to contribute 24% and finance the build?
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Does My Early Retirement Plan Work?
Does my retirement plan work as is or should I be looking to buy a deferred income annuity?
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Where to Save in 30s and 40s?
Besides maxing out our workplace retirement accounts, we are looking for some guidance on whether to focus our savings in mainly pre or post-tax accounts.
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Investment Philosophy
How many stocks and ETFs should a person hold in a single account? Our new advisor has each of our accounts held in more than 20 different funds.
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Can I Retire in Four Years at 60?
I am 56 and have a very stressful job that is having negative impacts on my mental and physical health. Can I retire early or reset to a less stressful job?
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Are We Okay to Start Withdrawals?
With my husband now out of work on disability, are we okay to start pulling money from his 401(k)?
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Risk and Reward With Ben Carlson
Today we're sharing a recent chat with Ben Carlson, author and Director of Institutional Asset Management at Ritholtz Wealth Management.
Ben joined us to discuss his recently released book Risk and Reward: How to handle market volatility and build long-term wealth, a modern guide designed to give you a better grasp of the biggest risks in investing and teach you how to protect yourself against them so you can survive the short-term, and thrive in the long-term.
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In Our 60s and Considering Retirement
My husband and I are considering retirement and we would like guidance on whether it's financially feasible.
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Roth or Not?
With two high salaries, does it make sense to start Roth contributions now, or wait until we retire to do conversions?
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Is Early Retirement an Option for Me?
With the goal of having more control over my time, I'm considering early retirement. Do the numbers work?
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Do We Have Enough to Retire and Live Large?
My wife and I will be 55 this year, and after years and years of saving, how do I switch my mindset from saving to spending?
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Get a Financial Life With Beth Kobliner
Today we're sharing a snippet of our recent chat with Beth Kobliner, author, financial journalist, and advocate. For three decades and counting, Beth's bestseller Get a Financial Life: Personal Finance in Your Twenties and Thirties has been the leading financial guide for young people.
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Do I Still Need Term Life Insurance?
I'm 59 and my husband is 71, do we still need term life insurance?
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Should I Be Prioritizing the Mega Backdoor Roth?
Right now, all my excess money goes into a brokerage account. Is this the right move or should I be prioritizing the mega backdoor Roth?
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AI Is Eating My Business
With AI beginning to eat away at my business, I'm starting to panic. How should I be preparing given the risk/uncertainty around my livelihood?
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Make Your Bed
It's our annual Memorial Day tradition, as we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.
A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with...
Tired but Afraid to Retire and Spend
After running a business for many years, I'm exhausted and would like to retire, but can't come to grips with the idea of spending what I've saved.
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Lump Sum or Monthly Payment?
With retirement on the horizon after 41 years at the same company, is it better to take the monthly pension or the lump sum?
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Job Market Concerns for Young Americans
Less than half of Americans ages 15 to 34 felt like it was a good time to find a job in 2025, a new Gallup poll shows. We're discussing on the latest episode.
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Dialing in Our Retirement Plan
We are 55 and 59, have four grown kids, all launched. We started retirement savings late but have been working hard at catching up. Are we on track?
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Okay to Retire or Semi-Retire at 55?
With an early retirement offer likely, am I in good enough shape to call it quits in my mid 50s if necessary?
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Longevity Nation: Changing the Second Half of Our Lives
Today we're sharing a snippet of our recent chat with Michael Clinton, author, thought leader, and keynote speaker on the evolving personal and business effects of the New Longevity. Michael joined us to talk about his latest book, Longevity Nation: The People, Ideas, and Trends Changing the Second Half of Our Lives.
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I’m 45, Can I Quit My Job?
Given that my job has turned toxic, I'm wondering whether I can just pull the plug and retire for my mental sanity?
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In My 60s and Feeling Concerned
Now that I'm in my 60s and no longer working full-time, I'm starting to have some concerns about our financial future.
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Are We on the Right Track at 42?
Now that we're in our 40s I'm starting to have major concerns about our financial roadmap.
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Real Estate Loan Dilemma
With a chance to refi, should I do it or should I be more focused on saving for retirement?
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