Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s 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 you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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State of the Economy with Diane Swonk
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43:42With the first quarter just about in the books, I felt it was a good time for a heat check on where things stand, so I turned to Diane Swonk, the Chief Economist at KPMG, who has always been a go-to source to make sense of short, and long-term, trends. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instag…
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On the Verge of Retirement
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18:34I'm on the verge of retirement and looking for some guidance before I pull the plug. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices…
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Retirement Spending Check-Up
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24:15We have a lot of money saved but it seems like we're spending a lot and we're starting to feel a bit concerned. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener dat…
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Feels Like We're Playing Catch Up
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22:38My wife and I feel like we’re doing okay but we started saving for retirement and investing a bit late and are playing catch-up. Is there something else we should be doing as we enter our 50s? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" them…
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Should I Diversify My Financial Institutions?
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14:36My wife and I, both in our mid-sixties, currently have over 90% of our financial assets in a variety of accounts held at the same institution. Do you think we should be diversifying our assets across more institutions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillon…
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Here's a snippet from our recent webinar with the one and only Ed Slott. This is just five minutes, there's another 55 minutes of Ed behind the paywall. You can sign up here. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel…
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Federal Worker Feeling the Uncertainty
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15:28After working in higher ed for 15 years, I was able to find my dream job in the federal government, but recent events have left my personal and financial future in a state of uncertainty. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme mus…
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Unplanned Early Retirement
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16:42I was laid off last November, an earlier retirement than I had planned, and now I'm wondering if I need to go back into the workforce. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn …
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Can We Retire in 2.5 Years?
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20:37With good money in our retirement accounts, and a few rental properties, I'm wondering if we'll be able to retire in roughly two years. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn…
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Help With the Big Picture
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27:52I have been a lifelong saver and investor, and between my husband and myself we have accumulated a significant nest egg, yet I feel like I need help with the big picture. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goo…
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Academy Award-winning filmmaker Errol Morris turns his lens to an unlikely cast of upstarts who transformed the investment landscape in the documentary Tune Out the Noise. The film chronicles a group of academics at the University of Chicago in the 1960s whose groundbreaking research challenged Wall Street’s status quo and was used by firms like Di…
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Should I Sell My DC Area Investment Properties?
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18:56With the new administration firing so many federal employees, should I be looking to sell my investment properties in the DC area? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more…
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The Gap Between Retirement and Social Security
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17:37My husband and I have a plan for covering the gap between retirement and taking Social Security at 70. Is the plan solid? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about li…
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Should We Stay or Can We Go Now?
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22:42We are at a crossroads, and while we think we have the savings to call it quits, we need a second opinion. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and…
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On Track for Retirement at 65?
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20:15I'm about to turn 60 and my plan is to call it quits in five years at 65. Am I on track to make this happen? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data a…
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Early Retirement From Federal Service
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12:54I'm a federal worker and have the possibility of accepting a voluntary early retirement. Given the current chaotic environment, I'm thinking I want to do it. Do I have enough saved? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is …
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Additional Retirement Savings Advice
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14:03Given that our retirement savings are so heavily skewed on the pre-tax side, I am wondering if increasing our Roth contributions is the right move. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.c…
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We both plan to work and invest until we are 70, and possibly beyond in part-time roles, so I am wondering if we can be a bit more aggressive for the next few years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman,…
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Moving From Saver to Spender
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23:07We are just about to retire and the thought of spending the money rather than saving is a difficult shift. Any advice on how to make this transition? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman…
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Navigating Retirement in France
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22:55Now that I'm living in France, I would like to review my financial situation and get some guidance on how to transition to living off my savings after many years of working and being a very diligent saver. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill o…
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Alternative Investing With Fundrise CEO Ben Miller
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36:55Today we're joined by Ben Miller, co-founder & CEO of Fundrise, a real estate investment platform that uses technology to make high-quality real estate investments available to everyone at a low cost. Since launching its first offering in 2012, Fundrise has invested in more than $7 billion worth of real estate across the country. Today, they manage…
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What to Do With Pension Lump Sum?
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20:02My pension won't be coming for quite a few years, but I'm trying to plan now what the best course of action should be when the time comes. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To le…
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Is Now the Time for Fixed Index Annuities?
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17:28We found an advisor that we really like who claims to be a fiduciary, but he is suggesting we invest our "protected" money in fixed index annuities. Should we run? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, w…
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Can I Reduce My Savings Rate?
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14:29My longterm plan of getting out of debt and having six months of emergency savings will be completed at the end of this year. Once that happens, can I reduce my savings rate? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel…
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Analyzing Deferred Comp Options
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21:14My wife has a deferred comp plan that annuitizes if she stays with the company until the age of 60, otherwise all deferred comp is paid in a lump sum. Should we be concerned? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel…
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