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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![Roth Conversion Strategy]()
Roth Conversion Strategy
19/12/2025 Duración: 22minShould I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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![If I Retire, Does Our Plan Work?]()
If I Retire, Does Our Plan Work?
18/12/2025 Duración: 23minIf I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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![Is Retirement in 2027 a Possibility?]()
Is Retirement in 2027 a Possibility?
17/12/2025 Duración: 16minI'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances? 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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![Too Much in Pre-Tax Retirement?]()
Too Much in Pre-Tax Retirement?
16/12/2025 Duración: 16minI've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of years? 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 in Two Years?]()
Can I Retire in Two Years?
15/12/2025 Duración: 27minI'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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![Restarting After a Divorce]()
Restarting After a Divorce
12/12/2025 Duración: 19minI'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track? 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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![Saving in the Wrong Places]()
Saving in the Wrong Places
11/12/2025 Duración: 14minAfter getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places. 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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![Roth or Pre-Tax 401(k)?]()
Roth or Pre-Tax 401(k)?
10/12/2025 Duración: 11minIs it time for me to make the switch from a pre-tax 401(k) to a Roth 401(k)? 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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![Seeking Financial Flexibility]()
Seeking Financial Flexibility
09/12/2025 Duración: 14minWe're in our 50s and seeking greater financial flexibility as we start to plan for our retirement. 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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![Can I Retire in Just Over Two Years?]()
Can I Retire in Just Over Two Years?
08/12/2025 Duración: 15minAm I on track to have a bit more flexibility, or even retire, in just over two years at the age of 62? 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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![Are the Numbers Too Good to Be True?]()
Are the Numbers Too Good to Be True?
05/12/2025 Duración: 13minAfter playing with a bunch of retirement calculators, and seeing really positive results, are the numbers too good to be true? 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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![Keeping All the Balls in the Air]()
Keeping All the Balls in the Air
04/12/2025 Duración: 15minAfter doing my best to keep our financial house in order, is it time to enlist the help of a financial planner? 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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![Planning Around a Diagnosis]()
Planning Around a Diagnosis
03/12/2025 Duración: 13minHow should we be managing our finances after learning that we'll need to care for a family member? 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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![Can We Cut Back on Work?]()
Can We Cut Back on Work?
02/12/2025 Duración: 12minWith a toddler in the mix, can we afford to cut back at work and spend more time with our child? 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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![Is One Million Enough?]()
Is One Million Enough?
01/12/2025 Duración: 13minI think we have enough money but need some help convincing my wife that we're in solid shape. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney I
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![State of the Economy With Diane Swonk]()
State of the Economy With Diane Swonk
28/11/2025 Duración: 34minWith the year coming to a close, and with all the uncertainty given the tariffs and the recent government shutdown, Black Friday seems like a good time for a heat check on where things stand in the economy. To help explain it all, we're joined by Diane Swonk, the Chief Economist at KPMG, who has always been a go-to source to make sense of short, and long-term, trends. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to
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![The Stages of Job Loss]()
The Stages of Job Loss
27/11/2025 Duración: 43minThe sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on what you can control. That means raise your hand for any new opportunity at your company, update your LinkedIn profile/fire up your network, and consider pursuing any side hustle that might help your cash flow and spark creativity. For those who have been unlucky enough to lose a job, know that the loss is not just financial. I reached out to business Psychologist and Executive Coach Dr. Sharon Melnick, PhD, after talking to a variety of folks who were let go recently. The author of two best-selling books, In Your Power and Success Under Stress, Sharon joins us today to discuss the various stages of job loss. Have a money question? Email us here
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![Wife Questioning Asset Allocation]()
Wife Questioning Asset Allocation
26/11/2025 Duración: 24minOur current asset allocation is 65% equities, 7% bonds, 28% cash/CDs, etc. My wife is concerned that we are taking on too much risk given our ages. Is she correct? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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![Should I Refinance to Fixed Rate?]()
Should I Refinance to Fixed Rate?
25/11/2025 Duración: 15minI have a 10 year ARM and I'm wondering if I should refinance or ride it out a bit longer and hope that rates continue to come down? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
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![Major Move Before Retirement]()
Major Move Before Retirement
24/11/2025 Duración: 21minI made a big move in 2023 and am considering doing it again and I need your input because I don't want to blow up our retirement plans. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube:
