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 We Buy IUL Policy?
18/09/2020 Duración: 10minOne of the things that really gets my blood boiling is when so called financial advisors are pitching products that are in no way appropriate. One such product is the Indexed Universal Life Insurance policy. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Too Scared to Act
17/09/2020 Duración: 13minWhen the you know what was hitting the fan back in March, a lot of people were frozen with fear. Six months later, and even though there's been quite a rebound on Wall Street, many are still unsure how to proceed. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Extra Cash Flow
16/09/2020 Duración: 08minHaving some extra cash flow is a good thing, and assuming you've got all your other bases covered, it means you've got some extra money to invest. Now the question becomes, how should you invest 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Is a Refi the Right Move?
15/09/2020 Duración: 10minIs a refinance the right move given my current situation? Easily one of the top three most common questions we've been getting in 2020. Sometimes it makes sense, sometimes it doesn't. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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What to Do With Inheritance?
14/09/2020 Duración: 12minInheriting 70k and having no idea what to do with it is what I like to consider a good problem to have. And I'm always happy to help you guys solve such problems :) 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Digital Minimalism Part Two
13/09/2020 Duración: 12minIf there’s ever a time to disconnect and take a breath, this is it. With all the non-stop zoom videos and conference calls, it’s very easy to feel overwhelmed and worn out. Digital minimalists are all around us. They're the calm, happy people who can hold long conversations without furtive glances at their phones. They can get lost in a good book, a woodworking project, or a leisurely morning run. They don't experience "fear of missing out" because they already know which activities provide them meaning and satisfaction. Man oh man, that is music to my ears! That’s why I’m so excited to re-run our interview with Cal Newport who was in-studio a while back to talk about his latest book, Digital Minimalism: Choosing a Focused Life in a Noisy World. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privac
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Digital Minimalism Part One
12/09/2020 Duración: 17minIf there’s ever a time to disconnect and take a breath, this is it. With all the non-stop zoom videos and conference calls, it’s very easy to feel overwhelmed and worn out. Digital minimalists are all around us. They're the calm, happy people who can hold long conversations without furtive glances at their phones. They can get lost in a good book, a woodworking project, or a leisurely morning run. They don't experience "fear of missing out" because they already know which activities provide them meaning and satisfaction. Man oh man, that is music to my ears! That’s why I’m so excited to re-run our interview with Cal Newport who was in-studio a while back to talk about his latest book, Digital Minimalism: Choosing a Focused Life in a Noisy World. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privac
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Planning After a Loss
11/09/2020 Duración: 17minWhen you're trying to plan after the sudden loss of a spouse or partner, sometimes the best action is no action, at least until you're able to take a deep breath. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Claiming Social Security
10/09/2020 Duración: 13minWhen to claim Social Security is such a common question, and unfortunately there's no one size fits all answer. It can fluctuate dramatically on a case by case basis. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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When to Pay Capital Gains?
09/09/2020 Duración: 13minGood news, bad news. The good news is that your investments have done very well! The bad news (kind of) is that you're now facing a boat load of capital gains. What should you 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Income Inequality
08/09/2020 Duración: 09minTwo-thirds of the nation's wealth is owned by the richest five percent of Americans, while at the same time more than 38 million Americans live in poverty. The rich getting richer and the poor getting poorer has been the story of economic inequality for the last 50 years, and COVID-19 appears set to continue the trend. I joined CBS Sunday Morning with a look at the downside, and what one business figure calls the upside, of income disparity. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Coronavirus: TIAA CEO Part Three
07/09/2020 Duración: 08minThis Labor Day weekend we have a three part interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization. Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralyzed. We did this interview right before things shut down in March, but because we thought it was so good we didn't want to waste it! Have a money question? Em
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Coronavirus: TIAA CEO Part Two
06/09/2020 Duración: 12minThis Labor Day weekend we have a three part interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization. Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralyzed. We did this interview right before things shut down in March, but because we thought it was so good we didn't want to waste it! Have a money question? Em
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Coronavirus: TIAA CEO Part One
05/09/2020 Duración: 13minThis Labor Day weekend we have a three part interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization. Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralyzed. We did this interview right before things shut down in March, but because we thought it was so good we didn't want to waste it! Have a money question? Em
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Coronavirus: Do a Cash-Out Refinance?
04/09/2020 Duración: 11minThere are a variety of factors to consider when doing a refinance, one of which is whether or not you should do a cash-out refi. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Coronavirus: Keep or Ditch Insurance Policy?
03/09/2020 Duración: 13minWhether or not it makes sense to keep or ditch your existing insurance policy is always a tricky question, one that requires some careful analysis. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Coronavirus: Bad Advisor Experience
02/09/2020 Duración: 12minIs a bad experience with your advisor a good enough reason to ditch him or her and look at other options? Or should you give this person a pass? 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Coronavirus: Couple with Age Difference
01/09/2020 Duración: 12minIs there anything different we should be doing regarding our investments since there's a pretty big age difference between us? Not a common question, but certainly a valid one. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Coronavirus: Use Two Companies or One?
31/08/2020 Duración: 11minWhen it comes to your overall investment strategy, are there any pros or cons to using more than one investment company? Does less equal more? 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Coronavirus: Boxed CEO Part Two
30/08/2020 Duración: 14minToday is part two of an interview with Chieh Huang, the CEO of Boxed, an online and mobile membership-free wholesale retailer that offers direct delivery of bulk-sized packages. Founded in 2013, there’s really one simple idea behind Boxed: make shopping for bulk easy, convenient and fun, so you can focus on the things that really matter. But there’s much more going on behind the scenes, especially in the HR department, and that’s really what got me interested in having this conversation. Chieh Huang has such a refreshing perspective when it comes to his employees that it’s hard not to be a fan. 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. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices