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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Laid Off, Can I Retire?
18/12/2020 Duración: 14minSo many people have been laid off this year due to the pandemic, and it's not always easy getting back in the game, leaving many to wonder if they should just retire. 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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From Saving to Spending
17/12/2020 Duración: 13minFor a good chunk of your life you're told to save, save, save for retirement. And then retirement finally comes, and it's time to start spending the money. As I'm sure some of you know, it can be a real tough adjustment. 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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On the Path To FIRE?
16/12/2020 Duración: 09minIf you're a regular listener, you know that I'm not a huge fane of the FIRE movement. That said, I'm a big believer in the "FI" part of it, financial independence, especially when it comes to those just starting out. Having options is a good thing! 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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Do I Need This Insurance Product?
15/12/2020 Duración: 12minEvery few weeks we get an email that absolutely makes me insane. This is one of those weeks. And thankfully the emailer agreed to come on as a caller. 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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Should I Use a Non-Qualified Plan?
14/12/2020 Duración: 10minSometimes employers will offer what's called a non-qualified deferred compensation retirement plan, whether or not it makes sense to use it depends on a few factors. 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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Year-End Money Moves Part Two
13/12/2020 Duración: 12minWhat would a wacky financial year be without some year-end money moves?! Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack. For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And 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 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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Year-End Money Moves Part One
12/12/2020 Duración: 15minWhat would a wacky financial year be without some year-end money moves?! Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack. For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And 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 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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Prepping for Early Retirement
11/12/2020 Duración: 09minA lot of people seem to have early retirement on their wish list, and as I always say, you've got to run the numbers and make sure you have enough money to sustain your lifestyle for what could be many, many years to come. 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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Taking on Too Much Risk
10/12/2020 Duración: 09minPeople love riding high when the market is soaring, like it was the last several years, but when things suddenly go into a free fall, like they did back in March, it could easily make you wonder if you're taking on too much risk, especially in your golden years. 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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How To Get on Track for Retirement
09/12/2020 Duración: 16minAs I said yesterday, I'm all for people wanting to make sure they're on track for retirement, but sometimes in life there are far more important things that take priority. 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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Are We on Track for Retirement?
08/12/2020 Duración: 13minI love that so many people are thinking about retirement and wondering if they're on the right track to accomplish their goals, especially when they're on the younger side. Gives me so much hope! 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 Convert My 401(k)?
07/12/2020 Duración: 09minConverting to a Roth is all the craze these days, so much so that some are looking to convert their pre-tax 401(k)s into a Roth while still employed. 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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How to Decide with Annie Duke Part Two
06/12/2020 Duración: 13minWhat do you do when you're faced with a big decision? If you're like most people, you probably make a pro and con list, spend a lot of time obsessing about decisions that didn't work out, get caught in analysis paralysis, endlessly seek other people's opinions to find just that little bit of extra information that might make you sure, and finally go with your gut. What if there was a better way to make quality decisions so you can think clearly, feel more confident, second-guess yourself less, and ultimately be more decisive and be more productive? That's the gist of the conversation this weekend as were joined by Annie Duke, author of How to Decide: Simple Tools for Making Better Choices. 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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How to Decide with Annie Duke Part One
05/12/2020 Duración: 19minWhat do you do when you're faced with a big decision? If you're like most people, you probably make a pro and con list, spend a lot of time obsessing about decisions that didn't work out, get caught in analysis paralysis, endlessly seek other people's opinions to find just that little bit of extra information that might make you sure, and finally go with your gut. What if there was a better way to make quality decisions so you can think clearly, feel more confident, second-guess yourself less, and ultimately be more decisive and be more productive? That's the gist of the conversation this weekend as were joined by Annie Duke, author of How to Decide: Simple Tools for Making Better Choices. 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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Year-End Roth Conversion
04/12/2020 Duración: 16minYear-end financial planning is always the perfect time to consider whether or not it makes sense to convert a traditional IRA to a Roth IRA. 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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Do We Really Need an Advisor?
03/12/2020 Duración: 12minIs an advisor fee of one percent really worth it if all you're getting is money management? Are there less expensive alternatives? 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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Charitable Giving
02/12/2020 Duración: 04minAmericans donated nearly $450 billion to charity last year. I joined CBS This Morning to explain the best ways to give and the new donation rules for 2020. 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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Behind on Retirement Savings
01/12/2020 Duración: 11minYou're in your late 30s and admittedly way behind on retirement savings, yet for some reason you're hellbent on paying off the mortgage early. Clearly not a recipe for success. 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 Down Mortgage or Invest?
30/11/2020 Duración: 13minWhether or not it makes sense to pay down the mortgage is a common topic on this show, but with mortgage rates so low, it's hard to make the case that paying down a mortgage is better than investing that excess cashflow. 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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Succession Star Brian Cox Part Two
29/11/2020 Duración: 09minWhat better time to binge watch a new show, or revisit a favorite, than Thanksgiving weekend? Earlier this year (pre-pandemic) I had a chance to interview Scottish actor Brian Cox, star of Succession. Cox, who plays patriarch Logan Roy on the HBO series, talks about how he’s come to understand his character, what the two men have in common and the one question about Logan he’s still struggling with. Cox reveals which character he believes is the moral compass on the show and what it has been like working with guest stars Holly Hunter and Cherry Jones. I'm telling you, if you haven't checked out the show, watch a couple episodes and I guarantee you'll be hooked. 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