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 Be Doing Roth Conversions?
06/05/2021 Duración: 12minStop the presses, it's yet another question about whether or not it makes sense to be doing Roth conversions. All Roth, all the time, by far the most popular topic on the show. Have a money question? Email me here. 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 or Pre-Tax 401(k)?
05/05/2021 Duración: 10minJust like yesterday, we have a caller trying to figure out if it makes sense to use the Roth 401(k) option at work. Unlike yesterday, this is a pretty straightforward question. Have a money question? Email me here. 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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Second Guessing My Roth Decision
04/05/2021 Duración: 12minYou recently made the decision to make your 401(k) contributions post-tax and now you're wondering if you made the right decision. This particular scenario is certainly not a black-and-white situation. Have a money question? Email me here. 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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American Families Plan
03/05/2021 Duración: 07minThere are more signs that the U.S. economy is roaring back to life, and President Biden is proposing trillions of dollars in new government spending. I joined CBS This Morning: Saturday to discuss the economy and the president's plan. Have a money question? Email me here. 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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The Unspoken Rules Part Two
02/05/2021 Duración: 11minYou've landed a job. Now what? To help answer that question, we're joined this weekend by Gorick Ng, author of The Unspoken Rules: Secrets to Starting Your Career Off Right. No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how to get promoted. The answers to these professional unknowns lie in the unspoken rules, the certain ways of doing things that managers expect but don't explain and that top performers do but don't realize. The problem is, these rules aren't taught in school. Instead, they get passed down over dinner or from mentor to mentee, making for an unlevel playing field, with the insiders getting ahead and the outsiders stumbling along through trial and error. Until now. Have a money question? Email me here. 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 podcastch
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The Unspoken Rules Part One
01/05/2021 Duración: 17minYou've landed a job. Now what? To help answer that question, we're joined this weekend by Gorick Ng, author of The Unspoken Rules: Secrets to Starting Your Career Off Right. No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how to get promoted. The answers to these professional unknowns lie in the unspoken rules, the certain ways of doing things that managers expect but don't explain and that top performers do but don't realize. The problem is, these rules aren't taught in school. Instead, they get passed down over dinner or from mentor to mentee, making for an unlevel playing field, with the insiders getting ahead and the outsiders stumbling along through trial and error. Until now. Have a money question? Email me here. 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 podcastch
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A Journey in Financial Literacy
30/04/2021 Duración: 26minWelcome to a special bonus episode for Side x Side with U.S. Bank, a limited series. A collaboration with my show and others. On this episode we're joined by Gunjan Kedia, Vice Chair, Wealth Management and Investment Services at U.S. Bank. Throughout our chat we'll talk about the gaps that exist socially, economically and financially. And how they differ based on class, race and gender. It's an important conversation to have, one in which we can all listen and learn from each other. You can follow or subscribe to the series wherever you listen by searching Side x Side with U.S. Bank or visit sidebysidewithusbank.com. Have a money question? Email me here. 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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Worried About Mom and Dad
29/04/2021 Duración: 14minWorrying about your own financial life is hard enough, then mix in worrying about your parents and their financial situation, and eventually it might become too much to handle. Have a money question? Email me here. 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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Can I Save Less?
28/04/2021 Duración: 14minThe house needs some work and you're wondering how to pay for the improvements. Should you decrease your retirement contributions? Have a money question? Email me here. 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 Bonus?
27/04/2021 Duración: 15minYou've got 20k in extra cash thanks to a recent bonus and are wondering how to best deploy the funds. Pay off the car loan? Do a backdoor Roth? Have a money question? Email me here. 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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Financial Planning For Maternity Leave
26/04/2021 Duración: 13minBaby number two is on the way and mom, the higher earner, will be out of work for a while, meaning a short-term hit to the household income. How best to prepare for such a situation? Have a money question? Email me here. 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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One Annuity to Another?
25/04/2021 Duración: 07minIf my annuity was a good investment way back when, why is it no longer a good investment? That's a very good question from somebody with a good baloney detector. Have a money question? Email me here. 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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Pay Off Mortgage?
24/04/2021 Duración: 10minAh yes, the very common question of whether or not it makes sense to pay off the mortgage with some saved up cash, or instead invest that cash?? Have a money question? Email me here. 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 It Time To Cash Out?
23/04/2021 Duración: 13minYou have a boatload of money, yet the current environment is kinda freaking you out, should you sell everything right now and just bite the bullet and pay the taxes? Have a money question? Email me here. 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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Rags to Riches
22/04/2021 Duración: 12minFor all you listeners wondering if all our callers were born with silver spoons, do yourselves a favor and check out the first email in this episode. Have a money question? Email me here. 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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I Hit the Crypto Jackpot!
21/04/2021 Duración: 22minThe good news is that you hit the crypto jackpot at the ripe young age of 40! That bad news is that your portfolio is now completely out of whack. What to do, what to do?? Have a money question? Email me here. 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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Am I Crazy To Give Up a Pension?
20/04/2021 Duración: 11minYou guys know I love pensions. Does that mean in all circumstances you'd be crazy to consider giving one up? Have a money question? Email me here. 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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Learning To Be Retired
19/04/2021 Duración: 18minGetting to retirement is one thing, learning to be comfortable in retirement is another. It's not always as easy as it seems. Have a money question? Email me here. 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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Bernie Madoff and The Wizard of Lies Part Two
18/04/2021 Duración: 20minWith the death of Bernie Madoff earlier this week, Mark and I decided to re-run an interview we did a few years back with Diana Henriques. Madoff is perhaps the most notorious name in the history of Wall Street. By now we all know the story. Madoff conducted a Ponzi scheme that is considered to be the largest in U.S. history. Over the course of decades, Madoff stole billions of dollars from his clients and finally, amid the financial crisis of 2008, the crime came to a screeching halt. How on earth was he able to pull it off for so long, when there were plenty of warning signs and whistleblowers who tried to alert regulators that something was amiss? One of the journalists covering the scandal was Henriques, then a staff reporter at The New York Times, who specialized in investigative reporting on white-collar crime, market regulation and corporate governance. Diana used her countless hours of work as the lead reporter on the story as a catalyst to write the bestselling book, The Wizard of Lies: Bernie Madof
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Bernie Madoff and The Wizard of Lies Part One
17/04/2021 Duración: 23minWith the death of Bernie Madoff earlier this week, Mark and I decided to re-run an interview we did a few years back with Diana Henriques. Madoff is perhaps the most notorious name in the history of Wall Street. By now we all know the story. Madoff conducted a Ponzi scheme that is considered to be the largest in U.S. history. Over the course of decades, Madoff stole billions of dollars from his clients and finally, amid the financial crisis of 2008, the crime came to a screeching halt. How on earth was he able to pull it off for so long, when there were plenty of warning signs and whistleblowers who tried to alert regulators that something was amiss? One of the journalists covering the scandal was Henriques, then a staff reporter at The New York Times, who specialized in investigative reporting on white-collar crime, market regulation and corporate governance. Diana used her countless hours of work as the lead reporter on the story as a catalyst to write the bestselling book, The Wizard of Lies: Bernie Madof