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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![In-Plan Roth Conversions]()
In-Plan Roth Conversions
02/09/2025 Duración: 15minWith Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![Lump Sum or Monthly Payments?]()
Lump Sum or Monthly Payments?
01/09/2025 Duración: 09minWith two pension choices to choose from, which one makes the most sense given our situation? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @
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![On Track as We Approach Retirement?]()
On Track as We Approach Retirement?
29/08/2025 Duración: 14minAs we approach retirement age, are the finances where they should be at this stage of our lives? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonm
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![Should I Ditch the Target Date Fund?]()
Should I Ditch the Target Date Fund?
28/08/2025 Duración: 14minIs it a good move to ditch my target date fund and instead invest a bit more aggressively? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Can We Splurge a Little Bit?]()
Can We Splurge a Little Bit?
27/08/2025 Duración: 20minHow much extra money can we afford to spend on "fun" things, such as travel and hobbies? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Should I Combine Accounts?]()
Should I Combine Accounts?
26/08/2025 Duración: 17minWhen I retire next year, I'll have various retirement accounts, should I look to consolidate them? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Evaluating Pension Options]()
Evaluating Pension Options
25/08/2025 Duración: 15minWith different pension options to choose from, we're not sure which one to pick for my husband. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Can I Scale Back and Live a Bit More?]()
Can I Scale Back and Live a Bit More?
22/08/2025 Duración: 18minAm I in a good position to scale back at work and pursue my next endeavor and live a bit more? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Retirement After 25 Years, What’s Next?]()
Retirement After 25 Years, What’s Next?
21/08/2025 Duración: 13minI know I’ve saved (what for me) seems like a ton of money but I'm not sure how to transition to not having a steady paycheck. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![Trying to Figure Out Our Next Steps]()
Trying to Figure Out Our Next Steps
20/08/2025 Duración: 15minWe think we are on track with our savings and want to figure out how and when we decide to sell our house and move somewhere else. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twit
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![At an Inflection Point, Seeking Guidance]()
At an Inflection Point, Seeking Guidance
19/08/2025 Duración: 18minWhile my job is good, lamentably, the relationship with my boss is not. My position is due for renewal later this year and I'm fairly certain it will not be renewed. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
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![My Planner Is Suggesting I Buy an Annuity]()
My Planner Is Suggesting I Buy an Annuity
18/08/2025 Duración: 17minA financial planner is suggesting I purchase an annuity as a "private pension." Is this product necessary in my situation? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![The Wealth Ladder With Nick Maggiulli]()
The Wealth Ladder With Nick Maggiulli
15/08/2025 Duración: 18minToday we're joined by Nick Maggiulli, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking about money altogether, and it breaks wealth into six distinct levels, each demanding its own strategy. What works at Level 1 won’t cut it at Level 6, and vice versa. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney 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
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![Annuity Decision Headache]()
Annuity Decision Headache
14/08/2025 Duración: 18minShould I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![How to Invest Inheritance?]()
How to Invest Inheritance?
13/08/2025 Duración: 20minI would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. What are my options? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Can I Continue to Coast?]()
Can I Continue to Coast?
12/08/2025 Duración: 24minWhen it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Am I on the Correct Path?]()
Am I on the Correct Path?
11/08/2025 Duración: 19minI would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Possible Health Issues, Can I Retire?]()
Possible Health Issues, Can I Retire?
08/08/2025 Duración: 18minI am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Can I Retire at the End of This Year?]()
Can I Retire at the End of This Year?
07/08/2025 Duración: 25minAre we in a good spot for me to step away from my job and retire (age 58) at end of the year? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman,
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![Husband Is Afraid to Spend]()
Husband Is Afraid to Spend
06/08/2025 Duración: 13minMy husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fun? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Mon
