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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![Can I Take a Break?]()
Can I Take a Break?
11/09/2025 Duración: 26minI just turned 39, and I know it sounds crazy, but I'm feeling burned out and want to know if I can take a break from work. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
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![Brokerage Over 401(k)?]()
Brokerage Over 401(k)?
10/09/2025 Duración: 20minI am in the Roth camp for sure, but is there ever a reason to choose a brokerage account over a pre-tax 401(k)? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twi
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![I’m 28, Can I Ever Buy a House?]()
I’m 28, Can I Ever Buy a House?
09/09/2025 Duración: 20minGiven the crazy housing market, will I ever be able to afford a piece of real estate? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![Do We Have Enough To Retire at My Age 59.5?]()
Do We Have Enough To Retire at My Age 59.5?
08/09/2025 Duración: 23minMy calculations tell me we're okay, but now I'm wondering if we can retire even earlier than originally planned? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![Feeling Lost, Whats the Next Step?]()
Feeling Lost, What's the Next Step?
05/09/2025 Duración: 28minI hate feeling stupid and don't want to be the dope that is too lazy to take an interest in how my money is managed. What's our next step? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
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![Income Streams in Retirement]()
Income Streams in Retirement
04/09/2025 Duración: 17minWhat's the best way to manage four different annuities, plus Social Security, during my retirement years? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![59 and Considering Retirement]()
59 and Considering Retirement
03/09/2025 Duración: 12minThe calculators tell me I'm okay for retirement, are they correct? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jill
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![In-Plan Roth Conversions]()
In-Plan Roth Conversions
02/09/2025 Duración: 15minWith Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![Lump Sum or Monthly Payments?]()
Lump Sum or Monthly Payments?
01/09/2025 Duración: 09minWith two pension choices to choose from, which one makes the most sense given our situation? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @
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![On Track as We Approach Retirement?]()
On Track as We Approach Retirement?
29/08/2025 Duración: 14minAs we approach retirement age, are the finances where they should be at this stage of our lives? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonm
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![Should I Ditch the Target Date Fund?]()
Should I Ditch the Target Date Fund?
28/08/2025 Duración: 14minIs it a good move to ditch my target date fund and instead invest a bit more aggressively? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Can We Splurge a Little Bit?]()
Can We Splurge a Little Bit?
27/08/2025 Duración: 20minHow much extra money can we afford to spend on "fun" things, such as travel and hobbies? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Should I Combine Accounts?]()
Should I Combine Accounts?
26/08/2025 Duración: 17minWhen I retire next year, I'll have various retirement accounts, should I look to consolidate them? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Evaluating Pension Options]()
Evaluating Pension Options
25/08/2025 Duración: 15minWith different pension options to choose from, we're not sure which one to pick for my husband. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Can I Scale Back and Live a Bit More?]()
Can I Scale Back and Live a Bit More?
22/08/2025 Duración: 18minAm I in a good position to scale back at work and pursue my next endeavor and live a bit more? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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![Retirement After 25 Years, What’s Next?]()
Retirement After 25 Years, What’s Next?
21/08/2025 Duración: 13minI know I’ve saved (what for me) seems like a ton of money but I'm not sure how to transition to not having a steady paycheck. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![Trying to Figure Out Our Next Steps]()
Trying to Figure Out Our Next Steps
20/08/2025 Duración: 15minWe think we are on track with our savings and want to figure out how and when we decide to sell our house and move somewhere else. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twit
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![At an Inflection Point, Seeking Guidance]()
At an Inflection Point, Seeking Guidance
19/08/2025 Duración: 18minWhile my job is good, lamentably, the relationship with my boss is not. My position is due for renewal later this year and I'm fairly certain it will not be renewed. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
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![My Planner Is Suggesting I Buy an Annuity]()
My Planner Is Suggesting I Buy an Annuity
18/08/2025 Duración: 17minA financial planner is suggesting I purchase an annuity as a "private pension." Is this product necessary in my situation? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter:
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![The Wealth Ladder With Nick Maggiulli]()
The Wealth Ladder With Nick Maggiulli
15/08/2025 Duración: 18minToday we're joined by Nick Maggiulli, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking about money altogether, and it breaks wealth into six distinct levels, each demanding its own strategy. What works at Level 1 won’t cut it at Level 6, and vice versa. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney 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
