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
-
Coronavirus: Time to Convert to Roth?
02/05/2020 Duración: 09minIs now a good time to consider converting a traditional IRA to a Roth? Easily the most common question we've been getting the last eight weeks or so. Short answer, yes! But it also depends on your specific 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
-
Coronavirus: Help the Parents?
01/05/2020 Duración: 10minGiven what's going on with the pandemic, many people are in the spirit of giving, which is a great thing. Just make sure all your own ducks are in a row before you make any drastic financial decisions. 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
-
Coronavirus: Inflation on Horizon?
30/04/2020 Duración: 10minWith all the money that's being pumped into the economy by the Federal Reserve, what will the impact be down the road? Does anybody really know? And at this point does it really matter? 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
-
Bonus Episode: Partnership with Dell Technologies: Small Business Podference
29/04/2020 Duración: 22minFor our special Dell Technologies bonus episode, we’re joined by Kathy Kraninger, Director of the Consumer Financial Protection Bureau, as she outlines what’s being done to help individuals and businesses navigate this period of uncertainty. It’s during times like the present that one truly appreciates an organization such as the CFPB. Among the coronavirus related topics covered on the CFPB website: Tools to help when you can’t pay your bills Mortgage and housing assistance A guide to COVID-19 economic stimulus relief How to protect your credit Tips to stay on top of your finances Tips to help ease the impact of debt Tips for financial caregivers If you are facing financial difficulties as a result of the coronavirus pandemic, the CFPB has plenty of up-to-date information and resources to help you protect and manage your finances during this difficult time. 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
-
Coronavirus: ETF or Index Fund?
28/04/2020 Duración: 13minShould I be using an ETF or index fund when it comes to investing? It's a common question, and a good one, as they're both very similar and very different. 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
-
Coronavirus: Where to Put Money
27/04/2020 Duración: 10minYou're 37, single, and wondering what's the best path forward as you evaluate your overall retirement and investing game plan. If not for the recent craziness in the markets, you might not be asking such questions. 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
-
Coronavirus: Taking Too Much Risk
26/04/2020 Duración: 09minWhen the market is booming, we don't seem to notice or mind that we're taking too much risk, that is until things go south in a hurry. 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
-
Coronavirus: Risky 529 Plan
25/04/2020 Duración: 07minSince this wackiness began back in March, we've been getting a lot of questions about 529 plans. Should we keep using the plan? Pause contributions? Change the allocation? 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
-
Coronavirus: Emergency Reserve
24/04/2020 Duración: 12minWhen the market is down, it can be very tempting to jump in, and I don't necessarily have a problem with that, but only if you have some other priorities squared away. 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
-
Coronavirus: Managed vs Non-Managed
23/04/2020 Duración: 11minPandemic or no pandemic, April is usually a good time to take a look at your finances and determine if any adjustments need to be made, and that includes the pros and cons of using a managed account. 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
-
Coronavirus: How to Allocate
22/04/2020 Duración: 13minIf you're getting ready to jump into the market, especially during this whacky time, you're going to need an asset allocation plan. But fear not, there are tools to help you formulate 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
-
Coronavirus: Need Unemployment Help
21/04/2020 Duración: 12minAs I've said before, many of our listeners are in very fortunate positions, but not everybody. You'll hear what I mean as I read a gut wrenching email from Dan. When you feel like complaining, think of Dan and all the others who are struggling just to get by. 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
-
Coronavirus: Time to Rebalance?
20/04/2020 Duración: 13minEasily one of the most common questions we've been getting is whether or not the down market makes it a good time to rebalance? As I usually like to say, it depends :) 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
-
Coronavirus: Convert to a Roth?
19/04/2020 Duración: 08minSince the wackiness began in mid March, one of the most common questions we've been getting is whether or not now is a good time to convert from 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
-
Coronavirus: Robo-Advisor or Traditional?
18/04/2020 Duración: 10minLike we keep discussing, times of uncertainty cause us to re-evaluate the way we're doing things, and that includes whether or not it makes sense to stay the course with a robo-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
-
Coronavirus: Time to Dump Advisor?
17/04/2020 Duración: 12minTimes like these really do cause people to re-evaluate the way they've been doing things, which in turn can prove which advisors are worth their fees and which ones are not. 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
-
Coronavirus: File for Bankruptcy?
16/04/2020 Duración: 12minAlthough we get a lot of emails from people in fortunate positions, things are incredibly tough for many, many people. Many have gone from having a good life to all of sudden trying to decide whether or not they should file for bankruptcy. 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
-
Coronavirus: Should We Refinance?
15/04/2020 Duración: 09minA refinance can be a total pain in the butt, that said, it can also be totally worth the required time and effort. But before you do anything, run the numbers! 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
-
Coronavirus: Where to Park Short-Term Money
14/04/2020 Duración: 13minThere are rules of thumb in the investing world, pandemic or no pandemic, and that includes where to park money for short-term needs. 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
-
Coronavirus Caller: Do I Need an Advisor?
13/04/2020 Duración: 14minCrazy times in the market makes us all re-evaluate things, or at least it should, and that includes whether or not it's the right time to enlist the help of a professional. That's the conversation with Rachel in Colorado. 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