Jill On Money With Jill Schlesinger

It's funny how your attitude toward asset allocation can change as you get older and the money starts to accumulate. In some cases, it makes you wonder if you really need to be taking all that risk. 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

As tax season continues, this weekend we're bringing you one more episode sponsored by H&R Block. Stimulus payments have been a critical lifeline for many Americans during the coronavirus crisis. But what if you didn’t receive the full amount due to life changes such as a new baby or lower income? Thankfully there’s a way to solve this, in the form of a recovery rebate credit. The recovery rebate and your stimulus payments are actually one in the same. It’s just that the recovery rebate credit is paid as part of filing your return. Joining us this weekend to help make sense of it all is Kathy Pickering, the chief tax officer at H&R Block. As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you deserve. 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, w

When you have a chunk of money you want to invest, is it better to do it all at once or a little bit at a time, aka dollar cost averaging? 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

Is there such a thing as keeping too much cash in savings? I guess it depends on what your long and short-term goals are and if you already have an adequate emergency reserve. 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

Nothing like planning for retirement as a young couple with half a million dollars in outstanding student loan debt. You know what's even crazier? I'm kind of okay with it! 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

With many industries decimated by the pandemic, scores of people have been left scrambling to find health insurance coverage. 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

When your workplace retirement plan offers both a pre-tax and a Roth option, which one should you be using? Sometimes it's a no-brainer. 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

This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth. Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security? The folks at Facet Wealth strive to provide the answers. Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management. 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

This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth. Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security? The folks at Facet Wealth strive to provide the answers. Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management. 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

Is paying an advisor a one percent fee worth it? Unfortunately this isn't a yes or no answer. A variety of factors must first be considered. 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

I'm all for snatching up a good real estate deal if presented with the opportunity, but not if it means twisting and turning like a pretzel to make it happen. 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

$1,400 checks, tax credits and suspended evictions, I joined CBS This Morning to explain some of the key proposed benefits in the latest stimulus package. 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

Although I may not be crazy about early retirement, I'm all about doing whatever you can to reach financial independence and the flexibility that comes with it. Because once you have that, the options are endless. 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

When it comes to owning company stock, it's important to consider it as one aspect of your overall portfolio, which means there should be a limit as to how much you own. 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

It seems every few years or so we're due for a bit of bitcoin bootcamp! So this weekend we're joined once again by Dan Roberts, senior writer at Yahoo Finance and a total crypto geek who has been covering the wild ride from the beginning.   Bitcoin (BTC) started 2020 at $7,200. It ended the year at nearly $30,000, up 296%. The surge continued full-steam into 2021. It took bitcoin 10 years in existence to reach $20,000 on most exchanges, on Dec. 15.  Then it took just 17 days to reach $30,000.Bitcoin broke through $30,000 for the first time on Jan. 2, then climbed to $32,000 just hours later. On Jan. 5, it broke $35,000, and on Jan. 7, it hit $40,000. Now it's regularly hitting $50,000. Crazy, right? Before you decide to dip your toes in the bitcoin waters, please do yourself a favor and first listen to these episodes with Dan. As I like to say, proceed with caution! 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.j

It seems every few years or so we're due for a bit of bitcoin bootcamp! So this weekend we're joined once again by Dan Roberts, senior writer at Yahoo Finance and a total crypto geek who has been covering the wild ride from the beginning.   Bitcoin (BTC) started 2020 at $7,200. It ended the year at nearly $30,000, up 296%. The surge continued full-steam into 2021. It took bitcoin 10 years in existence to reach $20,000 on most exchanges, on Dec. 15.  Then it took just 17 days to reach $30,000.Bitcoin broke through $30,000 for the first time on Jan. 2, then climbed to $32,000 just hours later. On Jan. 5, it broke $35,000, and on Jan. 7, it hit $40,000. Now it's regularly hitting $50,000. Crazy, right? Before you decide to dip your toes in the bitcoin waters, please do yourself a favor and first listen to these episodes with Dan. As I like to say, proceed with caution! 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.j

A lot of people seem to believe there's some serious inflation on the horizon. If that's true, should you be making any adjustments to your portfolio? 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

Here we go, the latest example of why market timing does not work. If I've said it once, I've said it a thousand times, stick to your game 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

I know it seems like a no brainer to have all your assets in Roth money by the time you retire, but there are some factors you have to consider before making any conversions. 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

The very common question of should I use a chunk of money to pay down the mortgage or would I be better off investing in the S&P 500? 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