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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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
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Roth vs Pre-Tax 401(k) Contributions
08/01/2026 Duración: 14minMy employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this impact my paycheck? 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 Fully Retire in 2-3 Years?
07/01/2026 Duración: 14minCan I fully retire in two or three years or do you think I'll need to find a part-time job? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonm
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Could Operation in Venezuela Impact Gas Prices?
06/01/2026 Duración: 17minPresident Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of crude oil still in the ground, which is about 20% of the world's reserves. I joined CBS Mornings to explain how it could impact U.S. prices. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter
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Pension Lump Sum or Annuity?
05/01/2026 Duración: 15minHave I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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The Secrets of Perfect Timing Part Two
02/01/2026 Duración: 24minEveryone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter
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The Secrets of Perfect Timing Part One
01/01/2026 Duración: 18minEveryone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter
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Should I Be Making Financial Tweaks?
31/12/2025 Duración: 15minI'm 64 and wondering if I should be making any tweaks to my financial game plan? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney
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Feeling Stuck as I Approach Retirement
30/12/2025 Duración: 18minI'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney
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Do I Have Enough to Slow Down?
29/12/2025 Duración: 13minGiven that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney
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Taking Advantage of a Unique Year
26/12/2025 Duración: 21minGiven that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Happy Holidays From Jill and Mark!
25/12/2025 Duración: 06minHappy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one! 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 in Tech, Can I Retire at 49?
24/12/2025 Duración: 21minI'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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Maximize Our Assets and Optimize Our Taxes
23/12/2025 Duración: 24minWe're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement. 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 Ready to Retire at 62?
22/12/2025 Duración: 22minI am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @j