Sinopsis
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of whats 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.
Episodios
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Should I Pursue a Great Money Reset?
05/02/2026 Duración: 18minBurnout at work is bad and I think I might be ready for my “Great Money Reset” in the form of a sabbatical of some type. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTu
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Can I Retire Before Kids Are Done With College?
04/02/2026 Duración: 18minI'm 49 and would like to retire in seven years at 56 before my kids are finished with college. Doable? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Can Dad Retire Comfortably?
03/02/2026 Duración: 17minMy dad is 68 and I've been his financial helper for the last few years. He wants to retire and I'd like to make sure I'm not missing something critical. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter
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Inherited IRA Opportunities?
02/02/2026 Duración: 16minAfter receiving an inheritance in the form of an IRA and a brokerage account, I would like to use this money to change my life to better align with my goals. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter
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The Way of Excellence With Brad Stulberg
30/01/2026 Duración: 38minToday we're joined by Brad Stulberg, author of the recently released book, The Way of Excellence: A Guide to True Greatness and Deep Satisfaction in a Chaotic World. Whether you are practicing guitar, pushing your limits at the gym, leading a team, honing a craft, studying medicine, or giving yourself the time and space to finally write that book, the pursuit of excellence is a big part of what makes life worth living, and it is for all of us. Too often, we get caught up in convenience and distraction to the detriment of our true potential. The good news is that we can set ourselves on a better path, one that includes more aliveness and resonance, more connection to self and others. Have a money question? Email us here Subscribe to
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To Pay Off My House or Not?
29/01/2026 Duración: 16minI’m debating whether to pay off our mortgage. We currently owe $187kat a 5.4% interest rate on a home worth about $800k. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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My Wife Has Cancer, Can We Build Her Dream Cabin?
28/01/2026 Duración: 22minGiven a bad diagnosis for my wife, can we safely build her dream cabin and retire early? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Am I on Track to Retire Comfortably at Age 67?
27/01/2026 Duración: 20minI have worked very hard to save as much as possible but I am not sure if it will be enough to maintain my current standard of living if I want to retire at 67. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Tax Season 2026 Opens
26/01/2026 Duración: 09minTax filers, start your engines, tax season officially opens on January 26th and this year, there are going to be a slew of changes that could impact you. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Save for Retirement or a House?
23/01/2026 Duración: 19minAs a single guy living in a high-cost area, am I better off renting forever or am I missing something by not pushing harder to buy? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Inheritance Coming Our Way
22/01/2026 Duración: 18minI am due to receive a big chunk of money as an inheritance and I'd love to get your input on how best to use the money. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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At What Age Would I Be Able to Retire?
21/01/2026 Duración: 16minI live in a very expensive city and would like to remain here in retirement. Knowing this, how much longer will I need to work? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Can I Call It Quits and Live a Little?
20/01/2026 Duración: 23minI badly want to take a break from a well paying career, likely with no chance of going back, yet I'm concerned about healthcare until I turn 65. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Can I Retire at 62 in 2027?
19/01/2026 Duración: 19minCan I retire at 62 in 2027, or can I even call it quits a bit earlier and be done at the end of this year? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Burned Out and Really Want to Quit
16/01/2026 Duración: 18minI'm 62 years old and burned out after 30 years as a nurse. I want to retire in 2026 if possible. Can I? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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When Can I Downsize My Job?
15/01/2026 Duración: 20minI want to stop working at my current job in the next few years and move into a second act job that is less stressful and more meaningful. Is it doable? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Can Trump Cap Credit Card Rates?
14/01/2026 Duración: 15minPresident Trump says he wants to cap credit card interest rates at 10% for a year by Jan. 20. I joined CBS Mornings to break down if the president has the ability to cap rates and what it would mean for you. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter
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Roth Conversions Leading to Early Retirement?
13/01/2026 Duración: 16minWhile I’m in the 22% tax bracket, should I begin making small annual Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Managing the Moving Parts
12/01/2026 Duración: 25minAs we head into retirement it feels like we're juggling a lot of moving parts. Is there anything we're missing? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Do You Need a Registered Investment Advisor?
09/01/2026 Duración: 20minIndependent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. To break down all the ins and outs of RIAs, we're joined by Jon Beatty, head of Schwab Advisor Services at Charles Schwab. As Managing Director, Jon oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $5.0 trillion in assets under management. You can learn more about Schwab and their support of independent financial advisors here. Schwab Advisor Services™ is a division of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The comments, views, and opinions expressed are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized inv