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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Have I Accumulated Enough to Retire?
21/12/2021 Duración: 18minIt’s the million dollar question of whether or not you’ve saved enough to comfortably retire at the age of 61. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Roth Conversion Before End of Year?
20/12/2021 Duración: 17minWith the clock ticking, should we try and do a Roth conversion before 2021 comes to a close? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Should I Pay Off a Small Mortgage?
19/12/2021 Duración: 08minWith just a little bit of principal left on the mortgage, is it okay to pay it off in one fell swoop? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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End of Year Rebalancing
18/12/2021 Duración: 12minIt's that time of year again when investors should think about rebalancing their portfolios. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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End of Year Money Tips
17/12/2021 Duración: 14minHere's a recent appearance from CBS Mornings where I discussed end of year financial planning tips and moves Americans can make now to save on taxes next year. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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In Desperate Need of Consolidation
16/12/2021 Duración: 15minAfter plenty of job changes over the years, you're now left with 8-9 retirement accounts. What's the best way to consolidate? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Is $800k in One Stock Too Much?
15/12/2021 Duración: 15minEverything with your retirement game plan seems to be on track, except for the fact that you have $800k tied up in single stock. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Roth Option Stinks, Still Use It?
14/12/2021 Duración: 12minUsually we're all about using the Roth option at work if it's available. What do you do if it's available but the plan really stinks? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Ballooning Costs
13/12/2021 Duración: 08minI joined CBS Saturday Morning to break down the surging rate of inflation and the rest of the nation's economic picture. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Easily Invest in Rental Homes Part Two
12/12/2021 Duración: 17minRyan Frazier, co-founder and CEO of Arrived, joins us this weekend to discuss the start-up's appeal to retail investors. Frazier explains how the rental property investment strategy works, their plans for scaling up and the impact inflation could have. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Easily Invest in Rental Homes Part One
11/12/2021 Duración: 21minRyan Frazier, co-founder and CEO of Arrived, joins us this weekend to discuss the start-up's appeal to retail investors. Frazier explains how the rental property investment strategy works, their plans for scaling up and the impact inflation could have. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Use Investments To Pay Off Mortgage?
10/12/2021 Duración: 11minWith retirement about five-years off, should I pull $300k out of my investments to pay off our remaining mortgage debt? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Job Eliminated, What To Do With Old 401(k)?
09/12/2021 Duración: 12minMy job was recently eliminated and now I need help in determining the best move for my 401(k) plan. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Evaluating Pension Options
08/12/2021 Duración: 16minPensions are great, but they're not always straightforward and usually come with a bunch of options. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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How To Take Advantage of Lower Income
07/12/2021 Duración: 14minDue to COVID, your income took a pretty good whack in 2021. Are there any tax advantaged moves worth considering? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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What To Do With Extra Money?
06/12/2021 Duración: 17minFor the first time ever I'm going to have some extra cash flow each month. What should I be doing with it? Use my workplace retirement plan or use a brokerage account? Or something else? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Year-End Money Tips Part Two
05/12/2021 Duración: 11minBelieve it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors. With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021. And oh yeah, in the interest of full disclosure, not only is Michael a good friend of mine, he's also my advisor. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Year-End Money Tips Part One
04/12/2021 Duración: 15minBelieve it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors. With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021. And oh yeah, in the interest of full disclosure, not only is Michael a good friend of mine, he's also my advisor. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Non-Deductible IRA or Brokerage?
03/12/2021 Duración: 15minWith a backdoor Roth out of the question, am I better off making a non-deductible contribution into a tradition IRA or using a taxable brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Should I Use an HSA?
02/12/2021 Duración: 13minI don't hear much talk about HSAs, and now I'm starting to wonder if I'm making a mistake by using one? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices