20h ago
Maximize Our Assets and Optimize Our Taxes
We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement. 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 "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
1d ago
Am I Ready to Retire at 62?
I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? 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 "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
4d ago
Roth Conversion Strategy
Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? 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 "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
5d ago
If I Retire, Does Our Plan Work?
If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted? 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 "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
6d ago
Is Retirement in 2027 a Possibility?
I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances? 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 "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
Dec 16
Too Much in Pre-Tax Retirement?
I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of 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: @jillonmoney "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
Dec 15
Can I Retire in Two Years?
I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids. 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 "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
Dec 12
Restarting After a Divorce
I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track? 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 "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
Dec 11
Saving in the Wrong Places
After getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places. 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 "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
Dec 10
Roth or Pre-Tax 401(k)?
Is it time for me to make the switch from a pre-tax 401(k) to a Roth 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 Twitter: @jillonmoney "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
Dec 9
Seeking Financial Flexibility
We're in our 50s and seeking greater financial flexibility as we start to plan for our retirement. 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 "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
Dec 8
Can I Retire in Just Over Two Years?
Am I on track to have a bit more flexibility, or even retire, in just over two years at the age of 62? 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 "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
Dec 5
Are the Numbers Too Good to Be True?
After playing with a bunch of retirement calculators, and seeing really positive results, are the numbers too good to be true? 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 "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
Dec 4
Keeping All the Balls in the Air
After doing my best to keep our financial house in order, is it time to enlist the help of a financial planner? 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 "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
Dec 3
Planning Around a Diagnosis
How should we be managing our finances after learning that we'll need to care for a family member? 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 "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
Dec 2
Can We Cut Back on Work?
With a toddler in the mix, can we afford to cut back at work and spend more time with our child? 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 "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
Dec 1
Is One Million Enough?
I think we have enough money but need some help convincing my wife that we're in solid shape. 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 "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
Nov 28
State of the Economy With Diane Swonk
With the year coming to a close, and with all the uncertainty given the tariffs and the recent government shutdown, Black Friday seems like a good time for a heat check on where things stand in the economy. To help explain it all, we're joined by 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 Subscribe to Jill on Money Newsletter 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 27
The Stages of Job Loss
The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on what you can control. That means raise your hand for any new opportunity at your company, update your LinkedIn profile/fire up your network, and consider pursuing any side hustle that might help your cash flow and spark creativity. For those who have been unlucky enough to lose a job, know that the loss is not just financial. I reached out to business Psychologist and Executive Coach Dr. Sharon Melnick, PhD , after talking to a variety of folks who were let go recently. The author of two best-selling books, In Your Power and Success Under Stress , Sharon joins us today to discuss the various stages of job loss. 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 "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
Nov 26
Wife Questioning Asset Allocation
Our current asset allocation is 65% equities, 7% bonds, 28% cash/CDs, etc. My wife is concerned that we are taking on too much risk given our ages. Is she 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: @jillonmoney "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
Nov 25
Should I Refinance to Fixed Rate?
I have a 10 year ARM and I'm wondering if I should refinance or ride it out a bit longer and hope that rates continue to come down? 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 "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
Nov 24
Major Move Before Retirement
I made a big move in 2023 and am considering doing it again and I need your input because I don't want to blow up our retirement plans. 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 "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
Nov 21
A Simple, Tax-Smart Account for Charitable Giving
With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener. To break it all down, we're joined by Fred Kaynor from DAFgiving360 . The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday 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: @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
Nov 20
Buckets in Retirement
With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement? 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 "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
Nov 19
How to Manage Inherited Money
With a large inheritance sitting in cash, should I leave it as is and take the peace of mind it provides, or invest it? 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 "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
Nov 18
Help for Mom and Me
I find myself at a fork in the road, and I'm hoping you can help me choose the right financial path. 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 "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
Nov 17
Pension and Renovation Decisions
Is it foolish if I spend $300k on a renovation project during retirement? 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 "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
Nov 14
Retirement and College Expenses
Retirement and college expenses are on a collision course, how should we handle both? 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 "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
Nov 13
Red Flag Warning
Should we run screaming from a potential financial planner or am I overreacting? 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 "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
Nov 12
Tap TSP for Renovations?
Will we blow up our financial plan if we tap the TSP to fund a renovation project? 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 "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
Nov 11
Is Our Plan Solid?
With a large inheritance sitting in CDs, should we leave the money as is or start investing it? 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 "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
Nov 10
Finding a Financial Advisor
I think now is the time for a financial advisor. How do I find the right one? 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 "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
Nov 7
Best Strategy for Flexibility
With early retirement in our plans, should we switch from retirement accounts to a brokerage account? 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 "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
Nov 6
Terrified of Making the Wrong Move
With some bad financial decisions in our past, and a large inheritance now in the picture, we're terrified of making the wrong move. 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 "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
Nov 5
Next Financial Steps After Divorce
With a recent divorce now in the rearview mirror, what's the right financial game plan to ensure that I'm still on track for a solid retirement? 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 "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
Nov 4
Can I Go Part-Time?
With four rental properties providing income, and low expenses, is it okay if I transition into part-time work? 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 "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
Nov 3
Furloughed and New Job Search
Even though my husband is currently furloughed, is it okay if I start looking for a new (lesser paying) job? 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 "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
Nov 1
Introducing How We Made Your Mother Season 2!
It’s been 20 years since How I Met Your Mother premiered, and just over 10 years since the finale. Josh Radnor, who played “Ted” for nine seasons teams up with series co-creator Craig Thomas for this episode-by-episode rewatch podcast. For the superfans, HWMYM will get into all the secrets, theories, and pineapples, but we'll also use HIMYM – and our relationship to it two decades later – to talk about life and love and art and everything in between. How We Made Your Mother, a flashback podcast for a flashback show. You can listen to all episodes of season 1 now, and join Josh and Craig as they dive into season 2! 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
Oct 31
Buy a Home or Invest Instead?
Am I better off continuing to rent and investing my commission checks in the stock market or should I be looking to buy? 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 "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
Oct 30
Can We Retire in Five Years?
We are both 52 years old and my husband is completely burned out at his corporate job. Is retirement in five years a possibility? 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 "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
Oct 29
Is a Market Crash Coming?
I'm worried sick that we are on the verge of a market crash. What do you think? 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 "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
Oct 28
Debt Pay Off Questions
I'm 66 and have been retired for four years, but I still have some outstanding debt, how should I tackle? 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 "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
Oct 27
Estate Planning for My Parents
I'm 40 years old and am navigating the complexities of figuring out my aging parents' estate plan. Am I taking the right steps? 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 "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
Oct 24
Estate Planning Awareness
To recognize National Estate Planning Awareness Week, here's a snippet from our recent webinar with Juliet Kalib and Rick Kahler . Juliet is a trusts and estates attorney and Rick is a fee-only financial planner as well as a financial therapist. If you want to see the full hour, 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 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
Oct 23
Can We Make Our Dream a Reality?
With two pensions on the horizon, would it be a bad idea to severely deplete our retirement accounts to purchase our dream vacation home? 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 "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
Oct 22
Should I Go for the Promotion?
I’m starting to feel burnout at work, and I’m being pushed by leadership to take on even more responsibilities for a promotion. Should I do it? 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 "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
Oct 21
Can We Run Off to Travel the World?
I'm 52 years old and am burnt out after working in technology for 30 years. Can I quit/retire and do a bit of traveling? 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 "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
Oct 20
Furloughed With First Child on the Way
We're both federal employees and my wife is currently furloughed and pregnant with our first child. How do we navigate this period? 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 "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
Oct 17
I’m 67, Am I Ok to Retire?
If I retire at 68 in 2026, I have forecasted a monthly Social Security and pension income that will cover expenses and offer a $1,300 cushion. Do you think I am okay to retire? 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 "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
Oct 16
My Gut Wants to Be Free of the Mortgage
My gut wants to be free of the mortgage, but I also want to make the best financial decision. Please help! I hate being in limbo! 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 "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
Oct 15
Squinting to See Light at the End of the Tunnel
I don't enjoy my job, so I want to be sure I'm doing everything possible to reach the day when I can call my employer and say I'm not coming in ever again. 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 "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
Oct 14
Is It Time for Us to Get a CFP?
I’ve always done our finances, but think it might be time to hand it off to a professional, but I’m really struggling with letting go. Can you help? 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 "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
Oct 13
Is Our Financial Picture Too Complex?
I'm feeling like we've got too many irons in the financial fire. Can we pull a couple out? 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 "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
Oct 10
Whole Life Policy With Inheritance?
My uncle overseas passed away and left me a sizable inheritance. The advisor I’ve been working with recommended a whole life insurance policy. What do you think? 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 "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
Oct 9
Is Retirement in Five Years Possible?
My wife and I are both in our mid 50s and we're planning for retirement in about five years, can we do it? 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 "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
Oct 8
Refinancing an ARM
With my adjustable rate mortgage about to reset, should I lock in now or wait a bit longer? 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 "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
Oct 7
Evaluating Job Options
I am currently employed but am in the interview process for a new opportunity and would like to know how much more the potential new employer would need to offer me to make the transition worthwhile. 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 "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
Oct 6
Making Our Next Move
In the next six years I'd like to sell my business and do something else. I'm not sure what exactly, but something different. 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 "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
Oct 3
Expanding What’s Possible With Money
Today we're joined by Jana Davis , a financial advisor and CFP® at Abacus Wealth Partners , a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas: Delivering values-aligned financial advice to improve people’s lives Being thoughtful about the impact investments have on society and the environment Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base 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 "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
Oct 2
Impacts of Government Shutdown
I joined CBS Mornings to break down how the government shutdown could affect the economy and your personal finances. 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 "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
Oct 1
70 and Still Working Full-Time
After only recently prioritizing my retirement, will I have enough money to last 25 years or so? 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 "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
Oct 1
You Might Also Like: What Should I Do With My Money? from Morgan Stanley
Kristin, a real estate agent, is totally stressed about money, especially when she thinks about her daughters' future. She does not like talking about money, but she really wants to set her kids up financially, just like her dad did for her. She's working with her financial advisor, Sarah, who's helping her navigate these worries, especially with perimenopause symptoms adding to her stress. They chat about retirement, what happens if she needs long-term care, and sorting out her will. Kristin learns that it's okay to spend a little on herself without feeling bad, and she rethinks her will to make sure her kids are really protected. Sarah's big message is that planning now will save a lot of headaches later and make everything financially clear. https://www.morganstanley.com/ideas/what-should-I-do-with-my-money-podcast 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
Sep 30
Could We Retire Now if We Had To?
In the scenario that we both lost our jobs right now, would we have enough to get us through to full retirement age? 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 "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
Sep 29
New Doctor, Am I Doing Enough?
I'm a relatively new doctor, and I'm finally making good money, am I doing enough to prepare for retirement? 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 "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
Sep 27
Presenting: The C-Word
With every episode, Lena Dunham and Alissa Bennett take you on a historical deep dive into the life of a woman society dismissed by calling her mad, sad, or just plain bad: Lindsay Lohan, Judy Garland, Winona Ryder, Mariah Carey, Lil Kim and many more. Join them for a rich, hilarious, and heartbreaking look into exactly what it means when we call a woman “crazy.” The C-Word was originally published behind a paywall from 2019 - 2022. This is the first time it’s being released to all major podcast platforms. 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
Sep 26
Can We Cut Back Our Savings Rate?
We are looking at cutting back our savings rate to enjoy a few other things while our kids are young and in the house, including not working as much as we are. Will it derail us? 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 "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
Sep 25
Peace of Mind With Allocations Heading Into Retirement
I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations? 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 "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
Sep 24
Should I Move to a Low Cost Brokerage Firm?
Should I consider moving my accounts to a low cost brokerage like Vanguard, or at this point is it better to leave them where they are? 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 "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
Sep 23
Should I Convert My Traditional IRAs to Roth?
I max out my 401(k) with everything going into the Roth option. I still have some pre-tax money left in a traditional IRA, should I convert it? 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 "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
Sep 22
Student Loan Payment Strategy
Should I continue making income-driven repayments and hope that the Public Service Loan Forgiveness program isn't canceled, or should I pay off the full balance? 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 "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
Sep 20
Introducing Simpsons Declassified with Nancy Cartwright
Simpsons fans —THE VAULT IS OPEN! I’m Nancy Cartwright, the voice of Bart Simpson for 35+ years, and I’m finally taking you inside Springfield. Simpsons Declassified is your all-access pass to the world’s most iconic, animated series. Each week, we crack open wild predictions, eerie coincidences and fan conspiracies and stories from 36 seasons (that’s 800+ episodes!) behind-the-scenes with writers, directors, the cast and celebrity superfans, PLUS…Simpsons-themed games— play along and test your Springfield IQ. Hear exclusive stories from our guests who were there! Perhaps some scenes that almost never aired, the jokes that died, the ones that lived and the moments that still shock me at the mic. Produced and showrun by Monica Gil-Rodriguez. From Audacy Podcasts and CRE84U Entertainment. Follow now to get new episodes first — and drop your wildest Simpsons’ theory in a review for a chance to be featured on our uniquely unique podcast, Simpsons Declassified. 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
Sep 19
Left Government for Private Sector
My husband and I are still young in our careers since we've both pursued higher education but we want to make sure we are on the right track to "catch-up" on retirement. 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 "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
Sep 18
Retirement Planning Checkup at 65
I'll soon be 65 and am looking for a retirement planning checkup as I contemplate a possible new job and/or career change for the next few 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: @jillonmoney "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
Sep 17
What to Do With School Pension?
My wife is not returning to teaching this year so we're trying to figure out what to do with the money in her pension plan. 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 "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
Sep 16
Is the Fed Ready to Cut Rates?
I joined "Face the Nation with Margaret Brennan" to preview the Federal Reserve's September meeting amid the Trump administration's push for the agency to lower interest rates. 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 "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
Sep 15
Downshift or Double Down?
With potential big changes on the horizon, I'm looking for a gut check on where we are and if/where we could/should go next. 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 "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
Sep 12
Is the Fee Worth It?
I belatedly looked at my quarterly statements and saw that my quarterly advisement fees are in excess of $13k. Is the fee worth what I'm getting in return? 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 "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
Sep 11
Can I Take a Break?
I 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 Twitter: @jillonmoney "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
Sep 10
Brokerage Over 401(k)?
I 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 Twitter: @jillonmoney "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
Sep 9
I’m 28, Can I Ever Buy a House?
Given 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: @jillonmoney "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
Sep 8
Do We Have Enough To Retire at My Age 59.5?
My 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: @jillonmoney "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
Sep 5
Feeling Lost, What's the Next Step?
I 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 Twitter: @jillonmoney "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
Sep 4
Income Streams in Retirement
What'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: @jillonmoney "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
Sep 3
59 and Considering Retirement
The 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: @jillonmoney "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
Sep 2
In-Plan Roth Conversions
With 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: @jillonmoney "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
Sep 1
Lump Sum or Monthly Payments?
With 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: @jillonmoney "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
Aug 29
On Track as We Approach Retirement?
As 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: @jillonmoney "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
Aug 28
Should I Ditch the Target Date Fund?
Is 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 "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
Aug 27
Can We Splurge a Little Bit?
How 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 "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
Aug 26
Should I Combine Accounts?
When 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 "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
Aug 25
Evaluating Pension Options
With 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 "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
Aug 22
Can I Scale Back and Live a Bit More?
Am 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 "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
Aug 21
Retirement After 25 Years, What’s Next?
I 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: @jillonmoney "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
Aug 20
Trying to Figure Out Our Next Steps
We 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 Twitter: @jillonmoney "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
Aug 19
At an Inflection Point, Seeking Guidance
While 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 Twitter: @jillonmoney "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
Aug 18
My Planner Is Suggesting I Buy an Annuity
A 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: @jillonmoney "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
Aug 15
The Wealth Ladder With Nick Maggiulli
Today 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
Aug 14
Annuity Decision Headache
Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly? 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 "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
Aug 13
How to Invest Inheritance?
I would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. What are my options? 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 "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
Aug 12
Can I Continue to Coast?
When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast? 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 "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
Aug 11
Am I on the Correct Path?
I would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way. 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 "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
Aug 8
Possible Health Issues, Can I Retire?
I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable? 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 "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
Aug 7
Can I Retire at the End of This Year?
Are we in a good spot for me to step away from my job and retire (age 58) at end of the year? 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 "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
Aug 6
Husband Is Afraid to Spend
My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fun? 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 "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
Aug 5
Do I Need a Financial Advisor?
I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think? 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 "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
Aug 4
Need to Find Peace and Get Some Time Back
What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some time back? 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 "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
Aug 1
55 With the Itch to Retire
I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month. 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 "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
Jul 31
Get Out of Here and Enjoy Your Life
When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers right? 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 "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
Jul 30
Navigating Single Life in My 50s
As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy? 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 "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
Jul 29
High Earners, Still Do Roth?
Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for? 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 "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
Jul 28
Is There an Alternative to Annuities?
We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach? 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 "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
Jul 25
60 and Planning for Retirement at 67
I’m 60 years old and plan to work until 67, at which point I would like to call it quits. Am I on track to make this happen? 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 "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
Jul 24
Job Change With No 401(k)
I just changed jobs and I'm not sure what to do with my 401(k) from my previous employer as the new employer does not offer a retirement plan. 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 "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
Jul 23
Federal Service Early Retirement
After 34 years of working for the government I took an early retirement offer, am I good to never work again? 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 "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
Jul 22
529 Plans vs Trump Accounts
With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses? 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 "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
Jul 21
How Far Behind Am I?
After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement? 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 "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
Jul 18
Need a Better Plan to Retire in Three Years
I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and I need a better plan to retire in three 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: @jillonmoney "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
Jul 17
Don’t Earn Much, Am I on Track?
Given that my cost of living is very low, can I retire in a few years at 59? 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 "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
Jul 16
Any Reason Not to Buy the Annuity?
I have a one time opportunity to use my 457 pre-tax deferred compensation funds to purchase an annuity offered by Washington State to former employees. Is there any downside? 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 "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
Jul 15
Two Academics Facing Unstable Time
I could really use your help, as we've been worrying ourselves sick thinking about what our options are and where we sit financially. 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 "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
Jul 14
Worried to Death
After being retired for a few years, I am terrified thinking about the future and can't help but worry that we'll lose everything we own. 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 "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
Jul 11
Retirement With Intention
I recently retired after working in tech for 27 years but now I'm struggling with the transition and how to think about this new phase for the next 30-40 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: @jillonmoney "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
Jul 10
Being Fair With Inheritance
My daughter is very upset with an early inheritance she received. How should I proceed? 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 "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
Jul 9
Reset After Military Career
I am retiring in June of 2026 after 30 years in the Navy. There will be some kind of reset, but before I embark, are we on track for the next phase? 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 "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
Jul 8
Vacillating About Retirement
Can I retire at age 59, which is the very last day of this year, or should I keep going for another year or so? 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 "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
Jul 7
Active Military, Am I on Track?
We're in our 30s, have about $300k saved with a nice pension on the horizon, but we don't own any real estate. Is that holding us back? 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 "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
Jul 4
An American Story With Ken Langone
Since it's the 4th of July, we're re-airing an interview we did with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home Depot. He joined us seven years ago to talk about his book, I Love Capitalism!: An American Story , but really it was just a fascinating conversation with a guy who grew up in a working-class family, put himself through school, and after some hard work and smart decisions and a few guardian angels, became one of the most successful businessmen in the country. 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 "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
Jul 3
I Don’t Want to Work Until I’m 70!
I'll be turning 65 in two years and would like to retire at that time, if it's financially feasible. Is it? 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 "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
Jul 2
Any Benefit to Actively Managed 401(k)?
My financial advisor is recommending a company to manage my 401(k). He says this company will be managing it constantly and said studies show they increase returns by 2-4%. Should I jump for joy or run for the hills? 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 "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
Jul 1
Are We Okay to Build a New House?
We are building a house that will be way more expensive than we thought, initially. Are we over-extending ourselves? 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 "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
Jun 30
Possible Early Retirement Readiness
If my employer, a federal agency, offers an early retirement option, can I say yes and call it quits? 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 "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
Jun 27
Is the Annuity Too Good to Be True?
A financial planner is suggesting an annuity to provide guaranteed income to bridge the gap between retirement and Social Security. Is it the right product for us? 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 "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
Jun 26
Hubby Hates Job, Can He Quit?
My husband hates his job, and has hated it for years. Can he get a lower paying job earning about half of what he does now, but still keep us on track for retirement at age 55. 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 "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
Jun 25
Convincing Hubby We're Okay
I've been on the show before, but I'm still struggling to convince my hubby that we have enough money to retire. Can you help again? 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 "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
Jun 24
Should I Collect Social Security Early?
I'm 68 and was planning on waiting until 70 for Social Security, but I am concerned about the shortfall and the potential for means testing. Should I take it now? 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 "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
Jun 23
Saving for Retirement vs College Funding
We're looking to increase our retirement contributions and wondering what is the best choice(s) as we would also like to help our children pay for college. 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 "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
Jun 20
Am I in Good Shape to Retire Next Year?
I'm 64 and hoping to retire next fall at the age of 65. Am I on track to do it? 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 "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
Jun 19
When Can I Safely Retire?
I just turned 60 and now I'm wondering if I can retire next year? 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 "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
Jun 18
On Track for Retirement in 12 Years?
With two teacher pensions on the horizon, are we on track to retire in 12 years or so? 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 "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
Jun 17
What Is a Safe Withdrawal Rate?
What do you consider a safe withdrawal rate for a couple retiring at the age of 65? 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 "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
Jun 16
Back to the Office After 26 Years Remote
My job of 30 years, with 26 of them being remote, is now requiring in office four days a week. How long, if at all, I will need to suck it up? 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 "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
Jun 13
Medical Condition Has Me Pondering Retirement
I am about to turn 54 and over the past few years a medical condition has slowly made it harder to work and live an active lifestyle. Can I retire? 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 "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
Jun 12
New Job, New Retirement Plan Options
I'm 50, changing jobs, and have to choose between a pension or a 401(k). Which should I go with? 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 "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
Jun 11
Can I Buy That Dream Retirement Home?
I am looking to buy my dream retirement home and I think I'm in a strong enough position overall to take the leap. Should I do it? 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 "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
Jun 10
Retired With Various Streams of Income
We are a retired couple and own three rental properties that cover all our financial needs. Should we convert our IRAs and pay the taxes now, staying in the 24% tax bracket. 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 "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
Jun 9
Life Insurance With Long-Term Care Rider
Our advisor is suggesting we look into life insurance with a long-term care rider. We are concerned about the cost/benefit of such a policy and are not huge fans of life insurance. What do you think? 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 "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
Jun 6
How Not To Invest
Today we're joined by Barry Ritholtz , co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them . The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money. Learn these, and you are ahead of 98% of your peers. Make fewer errors, end up with more money. 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 "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
Jun 5
A Money Reset With Pension Options
I am leaving my current employer of 24 years for a new company without a pension. Should I take the lump sum or monthly payments beginning as early as 60? 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 "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
Jun 4
To PLOP or Not to PLOP?
With a bunch of pension options on the table, which one should we choose? 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 "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
Jun 3
I’m Getting Tired and Want to Enjoy Life
All my work comes from word of mouth and my phone never stops ringing. I'm starting to get tired and want to enjoy life. Do I have enough money to retire? 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 "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
Jun 2
Worried About Portfolio Construction
With a ton of money tied up in the business, I'm starting to worry about the overall construction of our portfolio. 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 "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
May 30
39 and Want to Retire
Can we stop saving for retirement and basically let about $2,100,000 and our rental home values grow without contributing 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 "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
May 29
Retired and Have a New Mortgage
With a new mortgage in retirement, one that has a high interest rate, are we okay to pay it off in the next year or so? 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 "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
May 28
Retirement Soon, Are We Ready?
I'm 51 and preparing for retirement at the end of 2026 with a large pension on the horizon. Is there anything I'm not factoring into my decision making process? 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 "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
May 27
57 and Considering Retirement
I am currently 57 years old and considering retirement in the next one to three years. Is this doable? 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 "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
May 26
Make Your Bed: Little Things That Can Change Your Life
In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 20 million views online. McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . 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 "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
May 23
Should I Put Extra Money in a Brokerage?
Now that my school loans are paid off, I'm wondering what to do with my extra cash flow as well as a pretty large savings account. 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 "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
May 22
Mortgage Payoff Dilemma
From what I can see, I could pay off my mortgage and still be able to live easily on Social Security and a tiny pension. Should I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 21
Should I Leave My Job for a Pension?
Should I leave my private sector job for a similar job with the government, one that comes with a pension? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 20
Will My Mom Be Okay in Retirement?
My mom is somewhat late on saving for retirement and I want to understand the kind of shape she’s in as she prepares for the exit ramp. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 19
Can We Go On a Reduced Schedule?
Both wife’s and my employer offers a 32-hour per week schedule with 20% reduction in pay. Can we take advantage of this without derailing our long-term financial game plan. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 16
Why Save for Retirement?
How can I help convince my friend to save for retirement? He and his wife are both state workers and will be entitled to a pension, so they don’t see a need to save any additional funds. Should I care? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 15
House Poor and Feeling Behind
I am 41, husband is 45, we have three kids and I can't help but feel like we are behind on saving for retirement and college. Should we be worried? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 14
Head vs Heart Financial Decision
We're no longer working and our only safety net is our savings and our investments. Are we safe? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 13
Do We Have Enough for Me to Retire?
I'm 58 years old and have a dream of retiring early, within the next year or two, or as early as possible. My husband thinks we both need to work until we're 65 to afford the retirement that we want. I disagree. Who's right? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 12
Retiring in June, Maybe Not a Good Idea?
I plan on retiring from my state job in about a month at the age of 65. The financial game plan seems to work on paper, but not with large margins. What do you think? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 10
Introducing: Aspire with Emma Grede
Build the life of your dreams and learn from the world’s most successful people. Emma Grede, one of America’s richest self-made women, wants you to make the most of your life. On ‘Aspire with Emma Grede', learn through thought-provoking conversations with some of the most successful and smartest minds on the planet. Each episode will unpack their habits, philosophy and strategies, covering career advice, well-being, psychology and of course how to win in business. The show offers personal stories, data-driven advice, real-world strategies, and the experience you need, to turn your dreams into reality. 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
May 9
Retirement and Pension Options
If I want my pension to carry over to my wife after I pass, the penalty would be around $12k per year. Would it be smarter to take out a life insurance policy on myself? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 8
Am I on Track at 39 Years Old?
I'm 39 years old and have been with my employer for 15 years and plan to retire with them. Am I on track for a retirement around age 59? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 7
Did I Pull the Plug Too Soon?
Did I pull the retirement plug too early? And if so, should I get a part-time job? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 6
Rocky Markets, Time for an Annuity?
Given the rocky markets we've seen the last few weeks, is this the ideal environment to consider the purchase of an annuity? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 5
In Our Mid 50s, Can We Retire?
We're in our mid 50s and ready to call it quits, can we do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 2
Should I Use TSP to Payoff Mortgage?
I'm 70 years old and I want to payoff my mortgage ASAP. Should I use my TSP to pay it off? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 1
Should We Invest in This Climate?
With some proceeds from a real estate transaction about to come our way, should we invest in the market or wait until things settle down? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 30
I’m 47, Can I Retire Next Year?
I'm only 47, yet I'm burned out and looking to call it quits next year, for good. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 29
Do I Need to Work Longer?
After taking a lower paying job, I'm now worried that I might have to work longer than anticipated. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 28
Do We Have Enough for Retirement?
I think we have enough saved for retirement, but given how crazy the world is right now, I need some reassurance. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 25
Want to Retire but Have Concerns
I was thinking of retiring soon, however with the current state of the stock market I am not sure now is a good time and I want to make sure we have enough to weather a recession. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 24
Should I Go All Roth?
With a combined income of $320k, should I be making all my retirement contributions Roth? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 23
On Track for Retirement in Seven Years?
My goal is to retire in exactly seven years. 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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 22
Convincing Hubby We Have Enough
My husband thinks we don't have enough money to retire, I think we do. Who's right? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 21
Am I Okay to Retire in a Year?
With a lot of retirement decisions to be made, we want to make sure we don't mess things up. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 18
Concerns About My Financial Advisor
Due to some concerns regarding my financial advisor, should I be looking for somebody new to manage my money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 17
Good Time to Increase Roth Conversions?
In thinking about what to do in this economic downturn, I was wondering whether stepping up our Roth conversions might be a smart 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.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
Apr 16
Anxious About Retirement Plan
We've been planning on retiring later this year, but the volatility of the current political and financial arenas is making us anxious and giving us pause. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 15
Conflicted About Early Retirement Offer
As a mid-to-late career federal worker, should I even consider the buyout and early retirement offer that's currently on the table? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 14
Can I Use the Rule of 55 and Retire?
I don’t like my job. So, do I take the leap now, or push through for a few more years? What are the real pros and cons beyond just the numbers? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 12
Introducing: What We Spend
Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial spectrum are opening their wallets—and their lives—to tell you everything: what they make, what they want, and—for one week—what they spend. 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
Apr 11
How Risky Can I Be With a Career Reset?
How comfortable should I be with our financial situation in order to help us determine how much time I can afford not generating income and weigh the options for what the next opportunity could be? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 10
Invest or Pay Off Mortgage?
Knowing that money will never be an issue for us, should we pay off the mortgage or invest in the market? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 9
Federal Worker Feeling the Heat
I am a federal employee facing uncertainty about whether my job may be eliminated in the next few months, and my husband is a researcher at a university with a position funded by NIH grants. How should we prepare just in case? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 8
Can We Self-Manage Our Money?
We are not brilliant money people, but we are starting to think it might be a good idea to get on top of the situation. Can we self-manage? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 7
Here to Hold Your Hands
Investors are licking their wounds after a two-day brutal sell-off, triggered by President Trump’s tariffs. We’re here to hold your hands as we start a new week. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 4
Can We Reach Financial Independence?
We're spending a lot but we are also saving a lot now that our income is much higher. Can we still reach our goal of financial independence? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 3
Federal Employee Early Retirement Offer
A reduction in force is coming to my agency, but I am eligible for an early retirement offer. Should I take it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 2
Helping Mom Manage Her Finances
I'm helping my mom (about to turn 80) manage her finances and I want to make sure I am helping her maximize her limited resources. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 1
Simplifying Inherited Accounts
My father passed away last year and I inherited several accounts from him and now I need to figure out what to do with them. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 31
Variable Annuity With Death Benefit
My insurance agent recently suggested a variable annuity with a death benefit. Yay or nay? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 28
Federal Employee Recently DOGE'd
I'm a federal employee who took the fork-in-the-road offer. I think we have enough retirement funds to make it but need some reassurance. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 27
Not Trying to Time the Market, But...
It feels good to have avoided the recent market correction, but this only has value if I correctly time my re-entry. When do I pull the trigger and jump back in? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 26
Funding a Real Estate Opportunity
Can you help me determine the best option to purchase a piece of real estate without experiencing the biggest tax hits and also without having a mortgage on the property? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 25
The Administration and a Market Crash
Do you think it's possible that the new administration wants to take us into a recession on purpose? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 24
Allocating Cash Surplus
With 12-15 years left until retirement, I want to be strategic about where to put our monthly surplus which is usually around $3,000. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 21
State of the Economy with Diane Swonk
With 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 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 20
On the Verge of Retirement
I'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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 19
Retirement Spending Check-Up
We 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 data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 18
Feels Like We're Playing Catch Up
My 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" 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
Mar 17
Should I Diversify My Financial Institutions?
My 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: @jillonmoney "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
Mar 14
Ed Slott and the Five-Year Rule
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 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
Mar 13
Federal Worker Feeling the Uncertainty
After 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 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
Mar 12
Unplanned Early Retirement
I 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 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
Mar 11
Can We Retire in 2.5 Years?
With 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 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
Mar 10
Help With the Big Picture
I 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 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
Mar 7
Tune Out the Noise
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 Dimensional Fund Advisors to disrupt traditional methods of investing, ultimately reshaping the way the world views markets. On this episode of Jill on Money we're joined by Dimensional founder David Booth and Errol Morris. You can watch the film HERE : https://www.youtube.com/watch?v=T98825bzcKw 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 6
Should I Sell My DC Area Investment Properties?
With 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 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
Mar 5
The Gap Between Retirement and Social Security
My 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 listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 4
Should We Stay or Can We Go Now?
We 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 our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 3
On Track for Retirement at 65?
I'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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 28
Early Retirement From Federal Service
I'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 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
Feb 27
Additional Retirement Savings Advice
Given 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.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
Feb 26
Can I Take On More Risk?
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, 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
Feb 25
Moving From Saver to Spender
We 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.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
Feb 24
Navigating Retirement in France
Now 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 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
Feb 21
Alternative Investing With Fundrise CEO Ben Miller
Today 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 more than $2.87 billion of equity on behalf of more than 385,000+ individual investors. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 20
What to Do With Pension Lump Sum?
My 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 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
Feb 19
Is Now the Time for Fixed Index Annuities?
We 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, 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
Feb 18
Can I Reduce My Savings Rate?
My 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 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
Feb 17
Analyzing Deferred Comp Options
My 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 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
Feb 14
Romance Scams With Adam Levin
This Valentine's Day we're joined by Adam Levin , cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of romance scams that morph into crypto scams. Lover beware!!! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 13
Is Now the Time for Roth Conversions?
With nearly a million dollars in tax-deferred retirement accounts, is now the time for us to consider some Roth conversions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 12
Can I Quit in My 50s and Move to Europe?
I'm wondering if I can retire in January 2026, just after I will have turned 57, and enjoy life in France. Doable? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 11
Can I Throw in the Towel?
The idea of retiring and losing at least half my salary makes me nervous. Should I be or can I afford to do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 10
Withdrawals in Retirement
I need about $5k per month to live on in retirement but I'm not sure where I should be taking the money from. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 7
Money Doesn’t Always Solve Anxiety
I think my situation will lead to plenty of hate mail, but I'm also living proof that money doesn't always solve anxiety. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 6
How to Protect Assets From the Government
How can I protect some of my assets if the government decided to take them away? Don't really rich people put money in the Cayman Islands or something? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 5
I’m 56, Can I Retire in Three Years?
I just turned 56 years old and am trying to determine if I can retire in three 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 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
Feb 4
Stock Price Movements
I have a lot of money tied up in a single stock. If it goes up, yes, I am happy, but when it goes down, I think I should have sold. I check the account multiple times each day. Is this behavior typical? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 3
Am I on Target for Retirement?
I'm 62 and looking to retire at 65, if not sooner. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 31
On Track for Retirement at 55?
We're currently in our 40s, but I am trying to figure out if my wife and I are on track to be able to retire at 55? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 30
Spouse Worried About My Retirement
I would like to retire in June, however, my spouse is very concerned about finances and lacks confidence in the numbers. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 29
Are We Saving Enough?
I want to know if you think we are saving enough right now or do I need to be putting more away even though I will have substantial pension income? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 28
Cash Out My Vested Pension?
I have a vested pension from a previous career path that I can cash out now, or I can take the monthly payment once I reach retirement age. Which is the better option? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 27
Where to Stash Home Sale Proceeds?
I have one-million-dollars in proceeds from my condo sale and I’m renting for now. If I find a good deal, I could buy a new home or should we keep renting? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 24
How Much to Spend on New House?
A new house is definitely part of the plan, but just how much to spend is still up in the air. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 23
Managing Massive Dividend Income
My dividend income is now more than the salary I made during my working years. How can I manage the tax situation? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 22
Can I Pause Retirement Contributions?
Am I okay to skip maxing out my workplace retirement contributions this year and use the same amount to rebuild my cash savings instead? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 21
My Parents DO Need My Support!
I just found out my parents have about 2-3 years of funds before they will run out of money. Their backup plan is me, and I'm trying to figure out how best to handle this scenario. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 20
Should I Buy Into the Family Farm?
We have the opportunity to buy into our family farm. Currently it is owned by my father/uncle/aunt and my uncle wants to sell his share. Should I buy him out? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 17
Investment Anxiety Entering 2025
Given the unprecedented and potentially volatile environment we're entering in 2025, should I leave my money where it is? Should I pull some out of the market to build up my emergency fund just in case? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 16
Roth Conversions, How Much and How Fast?
With over two million in tax-deferred accounts, and now that we're both retired, we feel now is the time for Roth conversions. How much should we do and how fast should we do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 15
I Have a Pension, Do I Need Bonds?
Am I correct to treat my pension like "cash" and then put 100% of my other assets in riskier holdings? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 14
Roth IRA or Roth 401(k)?
If I max out traditional contributions to my 401(k), it will lower my AGI and I'll be eligible to make Roth IRA contributions for me and my wife. Does that make sense? Or should I forget about the Roth IRAs and stick to the Roth 401(k)? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 13
Moving Parts in Retirement
My wife and I are retired and we're trying to decide if we should start collecting Social Security and let our investments grow or should we take money from our brokerage account and do Roth conversions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 10
Can We Afford Our Forever Home?
My husband and I have been eyeing a new subdivision in the suburbs and have fallen in love with one of the floorpans that would give us the space we need for our young family. Can we afford it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 9
Can We Upgrade Our House?
Will upgrading our house blowup our longterm financial plan? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 8
55 and Thinking of Retirement
At 55 and approaching retirement, are we on the right track? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 7
Planning for Our Financial Future
As I plan ahead for my financial future, am I doing it in the right way? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 6
Anxiety Around My Finances
With a history of financial anxiety, am I on the right trajectory? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 3
529 Assets Not Growing
With the market going gangbusters, why aren't the 529 plans growing? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 2
Am I Saving Too Much?
With a big military pension on the horizon, am I saving too much in my retirement plan? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 1
Happy New Year!
Happy New Year from Jill and Mark! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 31, 2024
Getting My Financial Life in Order
After avoiding the issue for a while, I'm now trying to get my financial life in order. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 30, 2024
Managing Cash Flow in Retirement
I just retired at 57 and now I'm wondering how to tap the various accounts to generate a stream of income. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 29, 2024
Stacking Benjamins Part Two
To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy , host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 28, 2024
Stacking Benjamins Part One
To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy , host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 27, 2024
Should I Switch to Roth 401(k)?
After years and years of pre-tax 401(k) contributions, is it time to make the switch to Roth? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 26, 2024
Nervous About Retirement
I'm feeling a bit nervous as my husband prepares to retire. Do I need to worry? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 25, 2024
Merry Christmas!
Merry Christmas from Jill and Mark! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 24, 2024
Combining Finances With My Partner
I recently moved, switched jobs (internally), and am looking for help with finances as I try to combine my financial life with my partner. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 23, 2024
Looming Tax Issues?
I had assumed I would not draw from my 401(k) until I am required to take RMDs, but in listening to your show and talking to others, I’m questioning if waiting until I’m required to take RMDs would put me in a significantly higher tax bracket. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 22, 2024
I'm 57, Can I Retire?
I'm 57 and wondering if I have enough saved to retire sooner rather than later. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 21, 2024
Can I Retire in Three Years?
We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 20, 2024
Can We Renovate Our Kitchen?
We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 19, 2024
Feeling Ready to Retire, Am I?
I feel like I'm in position to retire at the end of 2025 or in early 2026. 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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 18, 2024
Saving Our Son From Student Loan Hell
Our son is trapped under some hefty student loans and we would like to help him out. Can we afford to do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 17, 2024
Worried About Having Enough Money
I've been saving for retirement for years and years, yet I'm constantly worrying about having enough money. Will I be okay? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 16, 2024
Time to Bring Assets Under Management?
After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 15, 2024
The Future of Wealth Management Part Two
This weekend we're joined by Marg Franklin , CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 14, 2024
The Future of Wealth Management Part One
This weekend we're joined by Marg Franklin , CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 13, 2024
Helping Adult Children Now vs Later
Should I help my kids out now while I'm still around, or should I just let them inherit whatever is left? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 12, 2024
Next Steps for Possible Retirement
My employment is set to end in December of 2025 and I'm not sure where to put my money while I still have a job for one more year. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 11, 2024
Can We Upgrade Our House?
We're considering a new home purchase, but the thought of doubling our monthly mortgage while cutting our monthly discretionary savings in half, is daunting. Can we do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 10, 2024
In Need of a Decumulation Plan
I believe we are set up for retirement, but need fresh eyes on our plan, especially when it comes to the decumulation phase. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 9, 2024
Can We Afford Two Homes?
We have two homes and the plan was to sell one. My wife recently started discussing trying to keep both houses, which causes me concern about our finances. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 8, 2024
In Our 40s and Planning for Retirement
What's the best way for us to plan for retirement as we head into our early 40s? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 7, 2024
Managing Lump Sum Payout
I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 6, 2024
Roth Conversions and IRMAA
When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 5, 2024
Tax-Deferred 401(k) Problem
Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bullet and use my brokerage account to do Roth conversions while I am still working? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 4, 2024
Feeling the Financial Pinch
After a move, a house purchase, and two career pivots, we're feeling the pinch when it comes to our finances. Should we make some adjustments? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 3, 2024
When to Take Social Security?
My husband is in good health, but he was adopted and we have no knowledge of his family history. Do you have a recommendation for when he should start taking Social Security? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 2, 2024
Consumers Unnerved by Possible Tariffs
The best news for the U.S. economy right now is the labor market's consistent growth, but what's worrisome is President-elect Trump's proposed tariffs and how some proposed tax cut extensions might impact the national debt. I joined Face the Nation to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 1, 2024
How to Retire Part Two
This weekend we're joined by Christine Benz , director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement . The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 30, 2024
How to Retire Part One
This weekend we're joined by Christine Benz , director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement . The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 29, 2024
Social Security Elimination
I work for the federal government and will be receiving a pension, but I also pay into Social Security and have never heard of a reduction in benefits simply because I'll have a pension. Is there any truth to this? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 28, 2024
Happy Thanksgiving!
Gobble, gobble, happy Thanksgiving from Jill and Mark! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 27, 2024
Trump’s Tariffs Threat
I joined CBS Mornings to discuss President-elect Donald Trump's proposed tariffs and what they could mean for consumers. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 26, 2024
Can I Retire at 55?
Can I retire in a few years at 55? Health insurance is my biggest concern. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 25, 2024
New Job, New Options
I'm about to start a new job and I need to decide if I want to participate in the defined benefit pension plan. Or should I use the defined contribution plan? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 24, 2024
The Dimensional Approach Part Two
This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 23, 2024
The Dimensional Approach Part One
This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 22, 2024
Can I Retire in 6-10 Months?
My job is not enjoyable anymore, and with the massive changes being made, I need to think about my stress levels. Can I retire in 6-10 months? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 21, 2024
Investments in This New Era
Post-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anxious? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 20, 2024
Can I Save Less and Enjoy Life?
Do I have enough saved to reduce retirement savings a little to spend more on experiences and travel with my son? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 19, 2024
Impending Retirement Plans
My wife and I are approaching retirement in about four years, and while I believe we’re in a strong position, I would appreciate your 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 our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 18, 2024
Should I Take Social Security Now or Later?
I’m 67 and have reached my full retirement age. Should I start taking Social Security now or dip into my 401(k) and wait until I turn 70? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 17, 2024
Ask The Compound Part Two
I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 16, 2024
Ask The Compound Part One
I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 15, 2024
Too Much in a Single Stock?
My husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 14, 2024
Does a Roth Conversion Make Sense?
My immediate concern is about the wisdom of taking distributions from my taxable retirement accounts (or making Roth conversions) when my income is so unpredictable. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 13, 2024
Loan Pay Down vs Starting Brokerage
With a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 12, 2024
Can We Be Done Saving for Retirement?
My husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and save in a 529 for a third kid who will attend college after we stop working. Can we do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 11, 2024
Helping Mom With a Lump Sum
My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 10, 2024
Thought I Was Okay, Now Worried
I thought I was on track for retirement, but now I'm worried and starting to panic a bit. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 9, 2024
No Pension, Can I Still Retire?
If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 8, 2024
Stocks Surge and Another Rate Cut
The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 7, 2024
A New House or an Addition?
As we hit our 60s, should we buy a new house altogether or put an addition on our current home? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 6, 2024
Should I Invest Settlement Money?
With a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 5, 2024
Happy Election Day!
No calls, no questions, just some thoughts on the economy as we hit Election Day. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 4, 2024
Should I Hold Less Cash?
I’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 3, 2024
Planning Around a Forced Retirement
With a forced retirement coming for my husband in a few years, how should we thinking about our financial future? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 2, 2024
Regrouping After a Loss
My husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 1, 2024
The Growing U.S. Economy
The government released its latest GDP number, which is a measure of the change in the economy's size. The report shows it grew at an annual rate of 2.8% in the third quarter of the year. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 31, 2024
Taxes on Roth Conversion
If I do a Roth conversion in December, can I wait until April the following year to pay the taxes out of my non-retirement savings account, or do I have to pay quarterly taxes? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 30, 2024
Tax Changes on the Horizon
I joined CBS Mornings to discuss the new IRS 2025 tax brackets. Each year, the agency makes adjustments to the tax code to account for inflation. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 29, 2024
Out of Whack Asset Allocation
Thanks to Nvidia my asset allocation is completely out of whack. Should I rebalance? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 28, 2024
Retirement Is Days Away
With retirement just days away, as in four days, I'm trying to figure out what I should do with an annuity that I have. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 27, 2024
Possible Retirement Scenarios
Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 26, 2024
Help Put My Mind at Ease
After being the workforce for 40 years, we're totally burned out and want to be done. Can we make an exit? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 25, 2024
Your Open Enrollment Checklist
In this episode we've got some essential tips on selecting the right health insurance and benefits plan for the year ahead. The enrollment period is now open for some employer-sponsored plans and Medicare, with ACA plans starting on Nov. 1. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 24, 2024
Do I Really Need a Bond Fund?
Every time I look into the long-term performance of bond funds, they are so low that I just don’t get it. Am I missing something? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 23, 2024
Various Retirement Possibilities
I have a pension which receives a COLA but I am inquiring as to my ability to retire and also ensure my spouse is taken care of if something were to happen to me. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 22, 2024
My Annuity Mess
A year ago I moved all of my money from Vanguard to a local advisor who recommended annuities and I feel like things are now such a mess. What should I do? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 21, 2024
Overall Strategy Help
With market highs, how would you advise a 28-year-old with a large part of their net worth in cash to invest inside a brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 20, 2024
State of the Housing Market Part Two
This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi , who joined us on the most recent webinar to break down all the ins and outs of the current housing market. Want more of Jill chatting with Tim and Mike? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 19, 2024
State of the Housing Market Part One
This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi , who joined us on the most recent webinar to break down all the ins and outs of the current housing market. Want more of Jill chatting with Tim and Mike? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 18, 2024
Just Laid Off, Can I Retire?
I am 56 years old, just got laid off, and I would like to know if I can retire now. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 17, 2024
Making Up for Lost Time
Should I change my 401(k) allocation and make it more aggressive to make up for lost time and money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 16, 2024
How to Plan for Long-Term Care
Since long-term care insurance seems to be out of the question due to cost, how do you determine what you need to self-fund potential LTC needs? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 15, 2024
Good Shape to Retire in 6 Years?
I'm turning 54 this year and I want to exit the freeway at 60. I believe this is doable, but we do like to travel and that is not included in the current monthly expenses. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 14, 2024
43 and Considering Early Retirement
My wife and I are in our early 40s and we're considering early retirement. I think we can do it, what do you think? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 13, 2024
Getting Our Finances in Order
As we head into the home stretch of saving for retirement, we would like a plan to get our finances in our. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 12, 2024
56 and Considering Retirement
As I consider retirement in the near future, how do I factor in financial obligations such as paying for college and healthcare? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 11, 2024
Second Set of Eyes for House Purchase
My wife and I are getting ready to purchase a house that is way beyond what either of us thought we would ever be in the market for. Can we pull it off? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 10, 2024
How to Catch Up Financially?
We’ve been saving for a down payment and maintaining an emergency fund, but I feel like we're behind. What should we be doing to catch up financially? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 9, 2024
Opportunity or Disaster?
We have an opportunity to live overseas for two years, but we'd be giving up a lot, so we're not sure if it's a good opportunity or a financial disaster. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 8, 2024
Help With Asset Allocation
I recently consolidated my 401(k) and my two IRAs to one location but need some help with the allocation. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 7, 2024
Taking a Career Break at 47
I’m 47 and just left my job to take a few years off and see the world, but I’m cloudy on how to handle my investments and health insurance in the meantime. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 6, 2024
Calculated Risk Part Two
This weekend we're joined by Bill McBride, author of the insanely popular Calculated Risk blog. Bill joined me in front of a live audience to discuss all things related to the state of the current housing market. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 5, 2024
Calculated Risk Part One
This weekend we're joined by Bill McBride, author of the insanely popular Calculated Risk blog. Bill joined me in front of a live audience to discuss all things related to the state of the current housing market. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 4, 2024
I Want to Retire, Can I?
I recently turned 60 and I feel I can retire but fear sets in and I am not sure if I am doing the right things to maximize my finances. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 3, 2024
Fear of Running Out of Money
My biggest fear is running out of money or not being able to pay for long term care. Are we okay? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 2, 2024
Gradually, Then Suddenly
I started investing in 1997 with $2,000. Now, 27 years later, I have more than two million. The power of compounding is truly amazing. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 1, 2024
Can I Stop Working at 59?
Can I retire at 59 and a half and go part-time for a few years and then stop working completely? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 30, 2024
Too Many Retirement Plans
I have Fidelity 401(a) and 403(b) plans, some smaller retirement savings in a TIAA account, and a small pension from a prior employer. What recommendations do you have to manage, or consolidate, these accounts? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 29, 2024
We Need a Sanity Check
At this point in our lives, I feel like we need a sanity check to make sure our retirement planning is on the right track. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 28, 2024
Relieving Financial Anxiety
Even though we have a boatload of money saved, we're still suffering from financial anxiety. Any suggestions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 27, 2024
Which Pension Option to Take?
With my husband's pension set to come into play next year, which option should we select? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 26, 2024
CFP for My Wife if I Die?
My wife and I are very much aligned on our finances and retirement planning, however my wife has zero interest in getting involved in our finances, investments, etc. For that reason, I would like to have a CFP or advisor in place to help her if I were to pass unexpectedly. Good idea or bad? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 25, 2024
Feeling a Bit Scared About Retirement
My husband and I have what I believe to be a comfortable nest egg to retire early, but I am still feeling a bit scared since he has put in his retirement at 56 from his government job. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 24, 2024
What Should I Be Invested In?
With another 12-15 years to go, how should we be investing inside our 457 plans? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 23, 2024
Invest or Pay Off Debt?
We recently had a windfall and would like to know if we should be investing in a brokerage account or paying off some debt? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 22, 2024
Blue Collar Worker to CEO Part Two
This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 21, 2024
Blue Collar Worker to CEO Part One
This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 20, 2024
How Fed Rate Cut Impacts You
The Federal Reserve announced it was lowering its benchmark interest rate by 0.50 percentage points, the first cut since March of 2020. I joined CBS Mornings to explain what the rate reduction means for consumers. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 19, 2024
Can I Retire as Soon as Possible?
I'm 55 years old, single, and I want to retire as soon as possible. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 18, 2024
Are We Ready for Retirement?
I need some help in trying to figure out if we are well positioned to leave our current jobs and head into retirement. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 17, 2024
Cutting the Purse Strings
Our daughter is draining us. I’ve talked to her about taking a budgeting course, I have also asked her not to spend on the emergency credit card, yet there is always an excuse. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 16, 2024
Taxes Freaking Me Out
I'm wondering how to handle my future tax liability after my RSU withholding offset goes away. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 15, 2024
The Social Security Queen Part Two
This weekend we're sharing a snippet of our recent chat with Heather Schreiber , an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 14, 2024
The Social Security Queen Part One
This weekend we're sharing a snippet of our recent chat with Heather Schreiber , an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 13, 2024
Tax-Deferred vs Tax-Free
We would like to balance our tax-deferred to tax-free accounts ratio, but if we are planning on moving to state with no income tax eventually, does it make sense to put a majority of our retirement savings in tax-deferred accounts? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 12, 2024
I’m 81, Can I Retire?
I'm 81 years old and I've thought about retiring but my job is not very stressful, so I'm not sure if I should stick with it or call it quits. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 11, 2024
How to Value a Pension
My wife and I both work for local government agencies and are both eligible for a pension. How do we "value" them? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 10, 2024
Can I Retire When I Want?
I do not have a million dollars saved for retirement like so many people on the show, but I'm wondering if I can retire when I want, or am I hallucinating? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 9, 2024
Can I Live Off Rental Property Income?
I was recently laid off and I'm wondering if I can live off my rental property income and do something part-time? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 8, 2024
What the Best Advisors Do Part Two
This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in the industry, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 7, 2024
What the Best Advisors Do Part One
This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in the industry, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 6, 2024
Should I Be Using Muni Bonds?
Knowing that we live relatively modestly and would like to leave money for future generations, are we crazy to be investing in muni bonds? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 5, 2024
Bumpy Road Ahead
Wall Street took a hit on the first day of trading in September, which historically is one of the worst months for the market. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 4, 2024
Can I Retire at 45?
I'm 45, on sabbatical, and I'm hoping I don't have to go back to my job. Can I walk away? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 3, 2024
Options for My Solo 401(k)
With my Vanguard Solo 401(k) recently taken over by Ascensus, what are my options going forward? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 2, 2024
Retirement Withdrawal Strategy
I think we're in good shape for retirement, but I'm a bit unsure when it comes to our withdrawal strategy. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 1, 2024
Less Tolerant of Risk as I Age
Knowing that I'm less tolerant of risk as I age, how should I reallocate my investments? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 31, 2024
Managing Future Retirement Contributions
Given some recent tax hits, how should we be managing our retirement contributions going forward? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 30, 2024
Concerns With Potential Early Retirement
We're considering early retirement, and even though I think we're in a good position, I still have some concerns. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 29, 2024
Can We Afford Another Home?
I think we can buy a second home, my husband isn't so sure. Who's right? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 28, 2024
Retirement Planning With an Age Difference
Given our age difference, are we facing any potential issues with our retirement planning? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 27, 2024
A Financial Transformation
After feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 26, 2024
Retirement Planning at 28
Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 25, 2024
Okay to Retire in Seven Years?
Am I on track to retire in seven years at the age of 60? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 24, 2024
Already Retired, Is Our Plan Okay?
Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 23, 2024
Retirement Income Taxes
Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 22, 2024
Should I Be Tweaking My Investments?
With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 21, 2024
Afraid to Spend in Retirement
I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 20, 2024
Can We Retire Comfortably at 70?
I think we should have enough money to retire (not work at all) even if we live to 90, but I 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 our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 19, 2024
Decrease Retirement Contributions for Downpayment?
Does it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 18, 2024
Health Care in Retirement Part Two
How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 17, 2024
Health Care in Retirement Part One
How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 16, 2024
The Importance of Estate Planning
Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 15, 2024
The Uncertainties of Retirement
Millions of American seniors over age 65 are still working because their retirement savings are inadequate. I joined the CBS Evening News to examine how they reached this point, and what some can do to be better prepared. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 14, 2024
Real Estate Transaction Dilemma
My sister and I are thinking about investing a triple net lease property. There would be good earnings and no work involved on our end. Do you think this is a good idea? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 13, 2024
Should I Stay or Should I Go?
I feel like it may be time to roll my IRA somewhere else with less fees. Should I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 12, 2024
Retirement Ready or Not?
I am 72 years old, still working, and planning to retire at the end of March 2025. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 11, 2024
MicroSkills: Small Actions, Big Impact Part Two
This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact . MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills that can be practiced, and incorporated real-time. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 10, 2024
MicroSkills: Small Actions, Big Impact Part One
This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact . MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills that can be practiced, and incorporated real-time. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 9, 2024
Are the Managerial Fees Worth It?
I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 8, 2024
Handling Increased Revenue Streams
What's the most tax-efficient way to handle recent increases in cash flow? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 7, 2024
On Track to Retire in 12 Years?
Are we on track for retirement in 12 years? My projections say yes, but can they be trusted? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 6, 2024
Investing During Volatility
Stock markets plummeted in Europe and Asia, including a huge drop in Japan, over fears of a U.S. recession in the wake of a weaker-than-expected jobs report. How does this impact you? I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 5, 2024
Is the Economy Slowing Down?
The U.S. economy may be slowing down. The Labor Department announced 114,000 jobs were added in July, which is below the average of 215,000 jobs per month. Meanwhile, the unemployment rate rose again for the fourth straight month. I joined CBS Saturday Morning to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 4, 2024
Money and Markets With Kyla Scanlon Part Two
This weekend I chat with Kyla Scanlon to discuss her book In This Economy? , an illustrated guide to the mad math and terrible terminology of economics. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 3, 2024
Money and Markets With Kyla Scanlon Part One
This weekend I chat with Kyla Scanlon to discuss her book In This Economy? , an illustrated guide to the mad math and terrible terminology of economics. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 2, 2024
What RMDs Mean for Your Money
Did you know, when you hit age 73, most people have to start taking required minimum distributions, or RMDs, from their tax-deferred retirement accounts, like a traditional IRA or 401(k)? What does that mean for your money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 1, 2024
Adjusting Portfolio for Retirement
I am nearing retirement in the next couple of months and my current challenge is adjusting my portfolio as I 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.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
Jul 31, 2024
Do I Need My Financial Advisor?
If I were to take control of our retirement portfolios is there anything I should change or be aware of? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 30, 2024
Stressed by Approaching Retirement
Retirement is quickly approaching, and while I should feel proud and happy, I can't help but feel scared and stressed. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 29, 2024
Economic Growth Remains Strong
I joined CBS Mornings to discuss how American consumers are helping to boost the economy. The latest numbers show economic growth doubled to an annual rate of 2.8% in the last three months from 1.4% in the first quarter of 2024. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 28, 2024
Ask The Compound Part Two
This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 27, 2024
Ask The Compound Part One
This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 26, 2024
How Do Elections Impact the Markets?
Even in election years, the question remains, do elections have a big impact on your money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 25, 2024
Do I Need a Fixed Annuity?
Somebody is trying to convince me to use a large chunk of my retirement savings on an annuity. Does this make sense? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 24, 2024
Roth 401(k) vs Traditional 401(k)
Does it make sense to start contributing to the Roth 401(k) at this point and age or should I stick with the traditional pre-tax 401(k) option? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 23, 2024
Borrowing From 403(b)
Since interest rates are so high, should I borrow from my 403(b) for a kitchen remodel? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 22, 2024
Retired in Our 50s, Are We Safe?
Now that we're in our early 50s and already retired, I want to make sure we are well diversified without over complicating things. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 21, 2024
Where Can I Improve?
What am I missing or where can I improve as I look to solidify my longterm retirement game plan? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 20, 2024
Do We Need an Advisor?
As I chat with family and friends, I'm beginning to wonder if we should be looking to hire a financial advisor. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 19, 2024
Estate Tax Law Changes
Today’s limits on lifetime estate and gifts tax exemption don’t expire until 2026, but there might be reasons to revisit your plan sooner than that. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 18, 2024
Husband Passed, Should I Pay Off Mortgage?
My husband passed away and I got a life insurance payout of $200,000. Should I use some of it to pay off the mortgage? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 17, 2024
Navigating Inflation
A report from the Consumer Price Index showed inflation cooled last month, faster than expected. The Federal Reserve has been waiting for inflation to slow before cutting its key interest rate. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 16, 2024
High Mortgage Payoff
I know you don't usually recommend paying off a mortgage, but with a loan at 6.99%, should I aggressively pay it down? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 15, 2024
Can I Really Retire in My Mid-50s?
Am I being crazy to think of leaving a very well-paying career? Is there something I'm missing? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 14, 2024
Financial Planning Through a Divorce
Now that I'm getting divorced, I'm a bit concerned if my financial future is still secure. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 13, 2024
Financial Planning With a Higher Income
Now that I'm making a lot more money, what are the next financial steps I should be taking? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 12, 2024
Maximizing Your Advisor Relationship
A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 11, 2024
Index Funds or CDs?
I am on the fence about whether I should invest in index funds or in a higher interest CD. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 10, 2024
Am I Taking the Right Financial Steps?
I have a lot going on so I have several questions, but mainly, I'd love a couple more opinions on the steps I'm taking and whether I'm on track to meet my financial goals. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 9, 2024
Midyear Money Checkup
I joined CBS Mornings for a midyear money checkup to discuss how to save money between now and Labor Day. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 8, 2024
Do I Need to Go Back to Work?
I retired at 55 and now I am wondering if I should go back to work for a year or two? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 7, 2024
The Big Picture With Barry Ritholtz Part Three
This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz ! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 6, 2024
The Big Picture With Barry Ritholtz Part Two
This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz ! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 5, 2024
Tax-Smart Investing
A tax-smart portfolio begins with the right asset mix for your time horizon and your risk tolerance, with techniques designed to help enhance your after-tax returns. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 4, 2024
The Big Picture With Barry Ritholtz Part One
This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz ! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 3, 2024
Do I Need to Sell My House?
I owe $275k on a house which I could sell for $950k. It's my only asset. Should I sell? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 2, 2024
Lump Sump or Dollar Cost Average
With a large chunk of cash on the sidelines that should be invested, would you just lump sum in or spread it out over a 6–12 month period? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 1, 2024
On Track in Our 30s?
I’ve gotten very into finances and financial planning over the past few years with the goal of trying to get us on a good page for financial independence or just flexibility. Are we on track? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 30, 2024
Handling Extra Income
With my husband now working two full-time jobs, what should we be doing with the extra income? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 29, 2024
How to Allocate Inheritance
After receiving a very large inheritance, how should we be allocating our assets? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 28, 2024
Retirement Income Taxes
Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 27, 2024
The High Cost of Child Care
A recent report found the average annual cost of child care in the U.S. was over $11,500 last year. In some areas, those expenses can be two or three times higher. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 26, 2024
Pay Off the Mortgage or Not?
Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which would allow me to consider jobs with less income? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 25, 2024
Time for Roth Conversions?
With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 24, 2024
My Financial Outlook
I recently started a new job and figure now is a good time to check-in on my financial game plan and make sure the outlook is 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 listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 23, 2024
Good Time to Do Roth Conversions?
Based on our age and where we are in life, is now a good time to start doing some Roth conversions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 22, 2024
We're Okay Now, How About in 20 Years?
I know we're in solid financial shape right now, but how will things look for us in 10 or 20 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 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
Jun 21, 2024
The Importance of Estate Planning
Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 20, 2024
If My Job Goes Am I Okay?
I heard through the office grapevine that my position of 15 years may be transitioning into a position that I would not want. Am I in good shape if early retirement comes my way? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 19, 2024
Long-Term Savings and Inflation
What do you recommend people do as a hedge against inflation (or hyperinflation) in their long-term savings and retirement accounts? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 18, 2024
Can I Retire in December?
I am thinking of retiring in December but I am not sure about my retirement savings. Can I do it without collecting Social Security until 67? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 17, 2024
Husband Is Nervous About Retirement
I think my husband can retire but he's nervous and unsure. Who's right? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 16, 2024
Does Dad Need Financial Intervention?
Given the financial advice my father-in-law has been receiving, is it time for an intervention? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 15, 2024
Military Retirement Planning
With two military pensions on the horizon, is our overall retirement picture on the right track? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 14, 2024
Finding the Right Advisor
As you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long-term goals like retirement and leaving a legacy? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 13, 2024
Do We Need a Financial Planner?
I'm thinking about seeing a financial planner but see no reason to justify the cost. Am I wrong? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 12, 2024
Summer Job Spike
More than two million high school and college students are expected to work summer jobs and internships this year. I joined CBS Mornings with tips to help students navigate the job market. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 11, 2024
Can We Pull Back on Retirement Saving?
I know that our early start, good income, and disciplined saving habits have put us on a solid path, but I still have anxiety over if we are doing enough. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 10, 2024
Help With Retirement Plan in My 30s
I’m in my 30s with roughly $80k in retirement accounts but also $80k in student loans from graduate school. Should I shift my focus from retirement to the debt? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 9, 2024
Should We Pick the 401(k) or Pension?
With my wife starting a new job, should we choose the 401(k) or the pension option? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 8, 2024
Can I Safely Retire at 62?
Given that my wife is 11 years younger, can I safely retire at the age of 62? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 7, 2024
Retirement Income Strategies
How will you feel about your finances and generating income when it’s time to transition to retirement? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 6, 2024
Crazy to Buy a House in Retirement?
Are we crazy to consider buying a house in retirement? If we do it, should we pay cash or take out a mortgage? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 5, 2024
Brokerage Savings vs 401(k)
How much money people should have in taxable brokerage accounts versus inside traditional retirement accounts? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 4, 2024
Two Annuity Options
My financial advisor is suggesting two different annuities for me. Are they appropriate given my situation? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 3, 2024
Spending Savings in Retirement
I am retired and I'm unsure how to start withdrawing money from my various accounts. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 2, 2024
Should I Move My Retirement Money?
With retirement still a ways off in the distance, is there any reason why I should be moving some of my assets? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 1, 2024
Do We Have Enough Saved for Retirement?
Now that we're in our mid 60s, are we on track to have enough money saved as we approach retirement? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 31, 2024
Retirement and Your Full Financial Picture
A holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancing long-term investment returns. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 30, 2024
Financial Concerns After Divorce
After a recent divorce, and now feeling a bit concerned, I want to make sure that my financial future is still secure. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 29, 2024
Asset Allocation With a Pension
With all the monthly expenses covered by a hefty pension, how should the rest of my portfolio be allocated? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 28, 2024
Housing Market Breakdown
New housing data shows new and existing home sales fell in April as mortgage rates remained high. The number of homes on the market rose by 9%, but prices are still more than 40% higher than four years ago. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 27, 2024
Romance Scams and Cybersecurity Best Practices Part Three
This Memorial Day weekend we're joined by Adam Levin , cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 26, 2024
Romance Scams and Cybersecurity Best Practices Part Two
This Memorial Day weekend we're joined by Adam Levin , cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 25, 2024
Romance Scams and Cybersecurity Best Practices Part One
This Memorial Day weekend we're joined by Adam Levin , cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 24, 2024
Paying for Health Care in Retirement
If you’re thinking about the rising cost of health care, you’re not alone. In fact, health care continues to be one of the largest and most significant costs people will face in retirement. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 23, 2024
Afraid to Spend My Assets
I retired four years ago at 55 and I haven't had to dip into any of my savings or retirement money. I would like to know what is the best way to start withdrawing my money so I can minimize my RMDs. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 22, 2024
How Am I Set up for Retirement?
I’m 61, my wife is 58, and we would like to retire in about four years. I assume we are close to the numbers needed but am wondering if we need to make any adjustments? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 21, 2024
How to Allocate Inheritance
My uncle died and left me two life insurance policies. I have mostly left the money alone but I'm wondering if I should reallocate? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 20, 2024
Stock Market Milestone
For the first time ever, the Dow Jones average rose about 40,000, providing new optimism about the economy. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 19, 2024
Contemplating Retirement
I'm contemplating retirement at the age of 60. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 18, 2024
Are My Numbers Correct?
After taking a retirement buyout a few months back, I want to make sure my calculations are correct. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 17, 2024
Estate Planning Peace of Mind
Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 16, 2024
Is Inflation Relief on the Horizon?
New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 15, 2024
Maximizing Our Lower Tax Bracket
In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 14, 2024
Financial Steps Before Marriage
I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 13, 2024
Are We on the Right Track?
I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 12, 2024
Estate Planning Conversations Part Two
There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 11, 2024
Estate Planning Conversations Part One
There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 10, 2024
Are the Managerial Fees Worth It?
I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 9, 2024
Planning for Retirement
This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 8, 2024
Help Navigating Retirement
We're both already retired but looking for some advice as we prepare to navigate 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, 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
May 7, 2024
Can We Pause Retirement Savings?
Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 6, 2024
Should I Stay or Should I Go?
I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 5, 2024
Work, Retire, Repeat Part Two
This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci , who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy . Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 4, 2024
Work, Retire, Repeat Part One
This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci , who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy . Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 3, 2024
Where to Park Emergency Fund
Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 2, 2024
Roth 401(k) or Not for High Earner?
With a huge chunk of pre-tax money in my 401(k), I am worried about what the future RMD will be. Should I start using the Roth option? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 1, 2024
Retirement Planning With a Pension
How should we factor my pension into our overall retirement 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 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
Apr 30, 2024
Can I Manage My Own Money?
After getting hit with some large tax bills from our managed account, is it time to manage it on my own? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 29, 2024
Okay After Forced Retirement?
After retiring a tiny bit earlier than expected, am I okay as is? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 28, 2024
Can I Retire Securely?
With retirement in the near future, have I accumulated enough to call it quits in a secure fashion? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 27, 2024
Account Consolidation
After changing jobs several times over the last decade, I find myself in need of some account consolidation. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 26, 2024
Considering Retirement at 62
As I'm set to turn 62, I'm thinking about retiring. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 25, 2024
Can We Build Dream Home
With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 24, 2024
What’s the Best Financial Move for Us?
We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 23, 2024
Overall Retirement Preparedness
I'd love to get your thoughts on how I am poised for retirement, if there is anything I am missing and/or should be doing differently? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 22, 2024
Unknown Future After Sudden Divorce
I'm looking for advice on how to invest for my next chapter since my life completely changed after a gray divorce that was unexpected and moved very fast. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 21, 2024
Considering Retirement in Two Years
After working in IT for 28 years, I'm considering retirement in the near future. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 20, 2024
Should We Switch to Roth?
With pensions in our future, and a good chunk of pre-tax savings, should we make the switch to Roth contributions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 19, 2024
Did We Make a Big Mistake?
With interest rates so high, did we make a huge mistake by purchasing a new home? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 18, 2024
We’re Both Retiring and Feel Lost
Both my husband and I are retiring this year and we could really use your expertise with several of our questions. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 17, 2024
My Next Phase of Life
I am good at saving and living within my means, but I don't know when to pivot so that I can start to lessen that pathway and move into the next phase of life. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 16, 2024
Oil and the Economy
I joined CBS Mornings with a look at the potential disruptions to the global economy, including impacts on oil markets after Iran's unprecedented launch of more than 300 missiles and drones toward Israel on Saturday. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 15, 2024
Can I Leave My High Income Job?
Can I leave my high income job in two to three years and live out my dream of traveling? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 14, 2024
Evaluating Pension Options
As I consider whether or not to turn on my pension, which option should I choose? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 13, 2024
Lower Income Tax Strategy
With my income down for a short period of time, what should my tax strategy be? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 12, 2024
Can I Retire Early?
I would like to leave my corporate role and focus on pursuits that likely won't generate any income. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 11, 2024
Withdrawal Strategy Planning
I'm facing my first RMD this year without any withdrawal strategy planning. Am I stuck with this enormous RMD that has affected my income tax and will do nothing but grow larger every year? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 10, 2024
Do I Have Enough Saved?
According to all the financial calculators, I'm behind in terms of saving for retirement. Are they accurate? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 9, 2024
To Roth or Not to Roth?
I am wondering if it's worth it to change my contributions to put more into a Roth, and if so, should I put it into my work Roth or my Vanguard Roth? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 8, 2024
In Our 30s and Planning for Retirement
My wife and I are both 32 and we're wondering how we should be approaching our retirement planning. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 7, 2024
Slow Productivity Part Two
This weekend we're sharing a snippet of our recent chat with Cal Newport , bestselling author and one of the world’s top productivity experts, who joined us on the most recent webinar to share his groundbreaking philosophy for creating great work at a sustainable pace.. Want more of Jill and Cal? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 6, 2024
Slow Productivity Part One
This weekend we're sharing a snippet of our recent chat with Cal Newport , bestselling author and one of the world’s top productivity experts, who joined us on the most recent webinar to share his groundbreaking philosophy for creating great work at a sustainable pace.. Want more of Jill and Cal? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 5, 2024
Got Laid Off, Can I Retire?
I’m 60 years old and was recently laid off, which has given me the chance to review our finances and consider retirement. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 4, 2024
Competing Financial Needs
With competing financial needs, including a wedding and student loans, where should the focus be? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 3, 2024
Intergenerational Financial Issues
After trying to do the right thing, we find ourselves facing an uncomfortable intergenerational financial issue. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 2, 2024
Sweet Spot for Roth Conversions
Is there a sweet spot to shoot for with regard to taxes and IRMAA surcharges when doing Roth conversions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 1, 2024
Part of Recent Tech Layoff
After being laid off I'm preparing to start a new job and want to make sure that we're on the right financial path as we start a new chapter. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 31, 2024
Use 401(k) or HSA?
Should I be focused on maxing out my 401(k), or should I redirect some of my contributions into an HSA? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 30, 2024
Recently Retire, Is My Future Secure?
Now that I'm already retired at 51, is my financial future is solid shape? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 29, 2024
Overwhelmed by Student Loans
With a tremendous amount of student loan debt, what's the priority, saving for retirement or trying to pay down the debt? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 28, 2024
Laid Off, Can I Retire?
I'm 59 and was recently laid off, and now I'm wondering, do I really need to look for another job, or can I retire? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 27, 2024
Maximizing Your Tax Refund
As the tax season progresses, the IRS reports having received over 71.5 million tax returns, already issuing more than 49 million refunds to Americans. With the average refund amounting to $3,109, I joined CBS Mornings to discuss how Americans can make the most of their tax refund. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 26, 2024
Roth Conversion Scenario
With a lot of money in pre-tax retirement accounts, am I overthinking the possibility of doing Roth conversions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 25, 2024
Can I Trust What the Advisor Told Us?
When we look at the numbers the financial advisor gave us, we realize now that we don't really understand them. Can we trust what she told us? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 24, 2024
The Bankers’ New Clothes Part Two
This weekend we're joined by Anat Admati , co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It . New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis, and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed, and why banks are still so dangerous. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 23, 2024
The Bankers’ New Clothes Part One
This weekend we're joined by Anat Admati , co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It . New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis, and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed, and why banks are still so dangerous. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 22, 2024
Cash Heavy, What to Do?
I think we are very cash heavy but I'm also not worried about where we are for retirement, so I would like to pay off our mortgage. Yay or nay? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 21, 2024
Pay Off Mortgage With Windfall?
With a large windfall coming our way, should we pay off the mortgage or invest in a brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 20, 2024
Can I Retire Now?!
I’ve been working in corporate America for 23 years and I’m burnt out. Can I retire ASAP? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 19, 2024
Handling Money After the Loss of a Spouse
My husband recently passed away and left me a large inheritance, however, I feel that my funds are scattered all over the place. How do I clean things up? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 18, 2024
How to Invest a Lump Sum
With over $500k sitting in cash, how should we get it invested? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 17, 2024
Ed Slott Tax Tips Part Four
Tax season tips and planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . This is part four of four. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 16, 2024
Ed Slott Tax Tips Part Three
Tax season tips and planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . This is part three of four. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 15, 2024
Should I Switch From Roth to Pre-Tax?
We're both currently maxing out our Roth 401(k)s but are considering a move for me only from a Roth to a traditional 401(k). What do you think? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 14, 2024
Should I Do a Roth Conversion?
If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 13, 2024
How to Deal with Uncertainty
My husband keeps saying we're fine and we don't need to worry, but I feel like we don't have enough of a long-term plan. Who's right? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 12, 2024
Options for Stubborn Parents
My parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they proceed? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 11, 2024
Inheritance and Retirement Planning
I am 39, single, no kids, never married. I am set to inherit a little over $175,000. How should I put it to work? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 10, 2024
Ed Slott Tax Tips Part Two
Tax season tips and planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . This is part two of four. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 9, 2024
Ed Slott Tax Tips Part One
Tax season tips and planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . This is part one of four. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 8, 2024
Social Security Scams and Credit Card Fees
The Federal Trade Commission reveals that con artists swindled consumers out of $10 billion in 2023, with over $126 million lost to Social Security scams alone. Plus, the Biden administration has introduced a rule capping credit card late fees at a maximum of $8, a sharp decrease from the current $32 average. I joined CBS Mornings to discuss both. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 7, 2024
Too Many Funds in Brokerage Account?
How many funds is too many for a brokerage account? I currently have 29 ETFs. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 6, 2024
Am I Putting Too Much Into Retirement?
Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 5, 2024
Retirement vs Short-Term Needs
Are we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over retirement? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 4, 2024
Can I Leave a Job With a Pension?
I have worked for the federal government for the last 15 years and qualify for a pension that increases over time, but my dream would be to have a lot more flexibility. Should I ditch the job and settle for a decreased pension? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 3, 2024
How to Fund College
With two kids getting closer and closer to college, what's the best way for us to cover the cost? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Mar 2, 2024
Seeking Financial Independence
As we approach our 50s, are we on track to achieve financial independence in six 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 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
Mar 1, 2024
Forget Pre-Tax Contributions?
When I first started working and could contribute to a 401(k) via my employer, I was all in on pre-tax. Years later I learned that it was better to shift to Roth. Should I now make all my contributions Roth? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 29, 2024
Navigating Love and Finances
I joined CBS Mornings with advice for couples striving for financial harmony, such as discovering the key conversations for alignment on money matters, the pros and cons of joint versus separate accounts, and how to turn those discussions into a solid financial plan. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 28, 2024
In a Financial Rut
As I enter my 50s, I can't help but feel like I'm in a financial rut. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 27, 2024
Getting Back on Track
After being out of the workforce for a while, how can we get our finances back on track? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 26, 2024
Managing Finances for Ex In-Laws
I've been tasked with handling the finances for my ex in-laws. Am I taking the right steps? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 25, 2024
Will I Have Enough for Retirement?
Despite having a few pots of money in place for retirement, I'm concerned that I won't have enough. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 24, 2024
Are We Okay With One Income Stream?
With my wife getting ready to stop working, will we be okay with just one stream of income? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 23, 2024
Am I Saving Too Much?
Am I too obsessed when it comes to saving money for retirement? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 22, 2024
Did I Make an Annuity Mistake?
Did I make a mistake by purchasing a fixed index annuity for nearly $500k? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 21, 2024
Shocking Inheritance
We just inherited a house and over $650,000 in various accounts. What do we do? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 20, 2024
Cleaning Up My Act
What do I do with an old IRA that has a mix of pre-tax and post-tax contributions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 19, 2024
Next Steps After a Loss
I recently inherited money and retirement funds from my husband passing away. What are the next steps? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 18, 2024
Is My Retirement Plan Solid?
I'm a bit of a worrier so I just want to make sure that we're on track for retirement. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 17, 2024
Am I on Track at 50?
After helping my son for a while, I'm now focused on my retirement. Am I on track at 50? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 16, 2024
Is the Calculator Correct?
If we contribute only $1,200 a year, will we be able to retire at age 62? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 15, 2024
Living Paycheck to Paycheck
I'm earning the most that I ever have, yet I feel like I'm still living paycheck to paycheck. What gives? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 14, 2024
Hot Inflation Report
The latest CPI report showed that inflation remained stubbornly high, a setback for investors betting that the Federal Reserve could cut its benchmark interest rate as soon as March. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 13, 2024
Afraid to Spend Assets
We know we're in good shape for retirement, and we have more money than we'll ever need, but the decumulation phase seems to be a major hurdle. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 12, 2024
Am I Cash Heavy?
After selling some rental properties a few years back, I feel like I'm sitting on too much cash. How should I get it invested? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 11, 2024
Is My Retirement Strategy Okay?
Now that I'm in my 50s, I'm wondering if my retirement strategy is okay. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 10, 2024
Can We Spend the Inheritance?
With a large inheritance coming our way, is it okay if we spend some of it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 9, 2024
Brokerage or Pre-Tax Retirement?
If I am a high earner and diligent saver, would it make more sense to contribute to an after tax brokerage account or max out a pre-tax 403(b)? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 8, 2024
Retirement Rules of Thumb
Every situation in the world of personal finance is unique and different and that's why I'm no fan of the widely used retirement rules of thumb. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 7, 2024
Did We Do the Right Thing for Mom?
Have we made the right financial decisions for mom after taking over her finances? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 6, 2024
Do I Have Enough to Retire?
My previous company merged with a larger organization and it's unknown if I will have a role with the new company or if I will be offered a severance package. Do I have enough to retire if that's what it comes to? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 5, 2024
On Track for Retirement at 55?
I chatted with you guys two years ago about early retirement at 55. Am I still on track as I inch closer and closer? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 4, 2024
Ask The Compound Part Two
I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 3, 2024
Ask The Compound Part One
I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 2, 2024
Tax Season Tips
Tax season is officially underway. The IRS says they’re anticipating more than 146 million individual tax returns to be filed by the April 15 deadline. I joined CBS Mornings to share some useful tax tips for filers. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Feb 1, 2024
Fed Decision Breakdown
The latest Fed decision has been made and I joined CBS Mornings and CBSN to break down what to expect and how your finances may be impacted. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 31, 2024
Does Roth 401(k) Make Sense?
I’m 45 years old and live in a high-tax state. I’m currently at the 32% tax bracket. Does it make sense for me to contribute to my Roth 401(k) instead of my traditional 401(k)? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 30, 2024
Ready to Pull the Plug
I am ready to leave work and start my new endeavor in March. Am I okay to 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 29, 2024
53 and Considering a Reset
I’d like to hang in at work for three more years. I might try to do some type of work after that, but it won’t amount to much income. Can I make this work? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 28, 2024
I Say We're Okay, Are We?
I'm convinced we're more than okay for retirement but my wife is a little unsure. Who's right? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 27, 2024
Moving Funds in Retirement
I'm recently retired and find myself moving some funds around. Am I moving them in the right places? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 26, 2024
Do I Have to Get Another Job?
I am a 57 year old firefighter with a set retirement date for winter of 2027. Will I need to find another job at that time? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 25, 2024
I'm Moving, Should I Sell?
I will be moving to a different state this year and my move will be for at least five years. I don't know if I should sell my current home and buy a new one, or rent my home and rent in the new location. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 24, 2024
Revamped FAFSA Applications
Paying for college can be a daunting prospect for many. Families can use the Free Application for Federal Student Aid, or FAFSA, to qualify for loans, grants, scholarships and work-study programs. The application has been revamped this year and is meant to be easier to use. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 23, 2024
What Else Should I Do?
I have a pension through my employer and I have a Roth IRA and a separate 403(b). I have an emergency fund for eight months. Should I buy whole life insurance? Cancer or accidental death coverage? Should I buy all of it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 22, 2024
Early Mortgage Payoff
My wife and I (in our 40s) are contemplating paying off our mortgage. We have zero debt except our home. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 21, 2024
Retirement Withdrawal Confusion
With all my retirement income coming from interest and dividends, I'm uncertain as to how to manage my tax liability. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 20, 2024
Worried About Grandma
With my grandma on the verge of running out of money, I'm worried about what the long-term plan is. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 19, 2024
Am I Doing It Right?
Am I doing okay in terms of my investments given that I have a big chunk of cash in CDs? Is there anything else that I can invest the money in or do I need to do things differently? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 18, 2024
Should I Ditch the Rental?
I have a rental property but it's really starting to cause me a great deal of aggravation. Should I ditch it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 17, 2024
Roth Conversion Strategy
With several years to go before required minimum distributions kick in, I'm trying to decide on the best path forward regarding potential Roth conversions. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 16, 2024
Take Distribution to Pay Down HELOC?
We just completed our dream renovation on our primary (forever) house and now have an outstanding HELOC currently at 8%. Should we dip into our retirement accounts and at least pay down some of the HELOC? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 15, 2024
Contemplating a Roth Conversion
We have two grown children and our youngest is autistic and will require care after we are unable to care for him. Knowing this, should we begin converting some of our IRA/401(k) assets to a Roth? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 14, 2024
Is the Pension Worth It?
Are we crazy to consider giving up a hefty pension? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 13, 2024
Can I Leave Behind the Corporate Life?
Am I financially independent enough to pursue my next endeavor? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 12, 2024
Is an Annuity Right for Us?
We are being pitched a fixed index annuity. Should we do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 11, 2024
Managing Credit Card Debt
According to a new survey from Bankrate, nearly half of consumers say they are carrying a credit card balance from month to month. I joined CBS Mornings to discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 10, 2024
Can I Retire at 55?
My husband and I are turning 50 later this year and we have started seriously thinking about retiring at 55. Can we pull it off? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 9, 2024
Should We Convert to Roth?
I know how much you love Roth assets but have never heard advice about when it may not make sense to convert. Is that the case in our situation? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 8, 2024
Light at the End of the Tunnel
Am I on track to eventually start a new endeavor or semi-retire in five to seven 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 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
Jan 7, 2024
Can I Quit and Do a Reset?
I feel like I'm at a point where I can no longer grow at work, so can I quit and do a reset? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 6, 2024
Am I on Target?
As I enter my 50s, I'm wondering if I'm on target for retirement and if my money is invested in the right places. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 5, 2024
Is 1% Too Much to Pay in My Situation?
My husband passed away last year and I have had to take a crash course in finances, and now I'm wondering if the 1% AUM fee I'm paying to a large national firm is too high? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 4, 2024
2024 Financial Resolutions
Two-thirds of Americans are considering a financial resolution for the new year, according to Fidelity Investments. I joined CBS Mornings to share tips on how to achieve most goals. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 3, 2024
I’m 60 and I’m Done
I'm 60 and hoping to call it quits in two years. Am I on track? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 2, 2024
A Reset to Start the New Year
I'm 56 and I want to change my work and my life. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jan 1, 2024
Secrets of Perfect Timing Part Three
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing . 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 31, 2023
Secrets of Perfect Timing Part Two
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing . 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 30, 2023
Secrets of Perfect Timing Part One
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing . 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 29, 2023
I'm Ready for Options at 55
I'm 55 and looking for new options that involve part-time work. Can I make the 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.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
Dec 28, 2023
Deferred Comp Options
With a variety of deferred comp options on the table, which, if any, should I go with? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 27, 2023
Do We Have Enough to Retire?
My husband is 67 and I’m 62. I work part-time and he is self-employed and would like to retire. What do you think? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 26, 2023
Rent or Buy?
My wife and I live in the NYC area and have been saving up cash ($120,000) in a high-yield savings account with the hopes of using it for a home downpayment. Should we now invest the money considering we may still have some time before we actually enter the real estate market? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 25, 2023
Merry Christmas!!!
Merry Christmas from Jill and Mark!!! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 24, 2023
The Irrelevant Investor Part Three
As you may have heard, Jill on Money officially joined The Compound network as we host a new weekly YouTube show. It’s called Jill On Money Powered by The Compound and joining us to discuss the partnership is Michael Batnick , co-host of The Compound and Friends podcast and author of The Irrelevant Investor blog. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 23, 2023
The Irrelevant Investor Part Two
As you may have heard, Jill on Money officially joined The Compound network as we host a new weekly YouTube show. It’s called Jill On Money Powered by The Compound and joining us to discuss the partnership is Michael Batnick , co-host of The Compound and Friends podcast and author of The Irrelevant Investor blog. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 22, 2023
The Irrelevant Investor Part One
As you may have heard, Jill on Money officially joined The Compound network as we host a new weekly YouTube show. It’s called Jill On Money Powered by The Compound and joining us to discuss the partnership is Michael Batnick , co-host of The Compound and Friends podcast and author of The Irrelevant Investor blog. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 21, 2023
Can You Check My Parachute Before I Jump?
I am planning to retire from my current profession toward the end of 2026. I “think” I’m ready but I’m also scared to death of this “jump.” 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 20, 2023
Hoping for Options in 2-3 Years
We're in our late 50s and hoping to have some retirement options in two to three years. Are we on track? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 19, 2023
Planning for Long-Term Care
I am 70 and my wife is 68. My pension and Social Security cover our living expenses. Should we be considering long-term care insurance? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 18, 2023
Reset After a Payout
The company I work for is being acquired and I will receive a nice payout. Can I use the money to do a reset? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 17, 2023
Cash Sitting on the Sidelines
With $160,000 sitting in cash on the sidelines, how should I put it to use? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 16, 2023
The Reformed Broker Part Two
Jill on Money officially joined The Compound network as we host a new weekly YouTube show. It’s called Jill On Money Powered by The Compound and joining us to discuss the partnership is Josh Brown , aka Downtown Josh Brown aka The Reformed Broker. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 15, 2023
The Reformed Broker Part One
Jill on Money officially joined The Compound network as we host a new weekly YouTube show. It’s called Jill On Money Powered by The Compound and joining us the next two days to discuss the partnership is Josh Brown , aka Downtown Josh Brown aka The Reformed Broker. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 14, 2023
The Elusive Soft Landing
I joined CBS Mornings to discuss the latest Consumer Price Index report, which shows inflation slowing. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 13, 2023
Retirement Readiness
My husband is looking to retire next year when he turns 65. I quit my full-time job two years ago and now work part-time. We think our plan is feasible but would like 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 our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 12, 2023
Is the 3% Rule Too Conservative?
Can Jill please explain why she is even more conservative than the widely accepted 4% rule for withdrawals? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 11, 2023
Unraveling Financial Advisor Allocation
After inheriting a variety of stocks and ETFs, what's the best way to consolidate? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 10, 2023
Are We on Track?
As we hit our mid 50s, are we on track for retirement in a 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, 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
Dec 9, 2023
Can I Get Out and Travel?
Can I call it quits and make my travel dream a reality? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 8, 2023
Handling an Inheritance
How can we use an inheritance to accomplish our immediate financial goals? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 7, 2023
Helping Mom With Her Money
After my father died, mom and I are trying to navigate the finances and we have a few questions. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 6, 2023
New Parents Needing Direction
My wife and I welcomed our first child to our family. We are thrilled to be parents but were shocked when our financial advisor provided us with suggested 529 contribution figures. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 5, 2023
Does a Roth Conversion Make Sense for Us?
We thought the traditional pre-tax path was better in our situation until recently when we learned that tax rates will likely revert to higher percentages in 2026, now we're stuck in analysis paralysis! 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 4, 2023
Moving Forward After Divorce
After a recent divorce, I have been appointed control of some accounts and have no idea how to invest the money. Can you help? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 3, 2023
Your Journey to Financial Freedom Part Two
This weekend we're joined by Jamila Souffrant , podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness . In her first book, Jamila shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financial freedom and independence. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 2, 2023
Your Journey to Financial Freedom Part One
This weekend we're joined by Jamila Souffrant , podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness . In her first book, Jamila shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financial freedom and independence. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Dec 1, 2023
Do We Need a Financial Advisor?
I am wondering if we should hire a professional to act as a guardrail to selling during times when we get spooked with all the uncertainty in the world. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 30, 2023
Eager to Retire Early
With early retirement on the horizon, our plan seems too good to be true, is it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 29, 2023
Are We Too Optimistic?
My husband thinks we are ahead of the game when it comes to retirement and I wonder if we are saving enough. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 28, 2023
Prepping for Retirement
We're prepping for a retirement that includes a good amount of travel. Can we do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 27, 2023
Do We Have the Right Plan in Place?
With a mix of W-2 and 1099 income, do we have the right retirement plan in place? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 26, 2023
Can We Take the Plunge Into Retirement?
Based on the assets we have accumulated, can I retire at the end of this year? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 25, 2023
Can My Wife Do a Reset?
My wife is looking to do a reset in the next few years, is it a good financial decision? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 24, 2023
Roth 403(b) Contribution Dilemma
How can I get my original contributions out of my 403(b) and into my personal Roth IRA while still working at a non-profit? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 23, 2023
Happy Thanksgiving!
Gobble, gobble! Happy Thanksgiving from Jill and Mark. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 22, 2023
Student Loan Payment Dilemma
With a ton of student loan debt, should we try to scrimp and save and pay off the loan as fast as possible or see if we eventually get forgiveness for a portion of it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 21, 2023
Can I Do a Reset?
I'm feeling the need for a professional reset. Can I pull it off? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 20, 2023
Should I Retire Now at 62?
Work is now a bit of a grind, and my health is okay but not fantastic. Can I retire now at 62? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 19, 2023
Should I Be Doing More?
On paper I feel like I'm successful, but I'm wondering if maybe there's more I could be doing? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 18, 2023
Should We Do Roth Conversions?
With a substantial amount of money in pre-tax retirement accounts, should we be considering Roth conversions? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 17, 2023
Can I Buy a House in Retirement?
I was forced to retire at 60 when I was laid off. Shocked at first, I'm really enjoying the freedom after decades in a high stress sales job. Can I still afford to buy a house without the steady paycheck? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 16, 2023
Balancing Retirement and Experiences
I like my job but my wife is pretty miserable. With a history of early onset Alzheimer's in her family we would like to do a reset sooner rather than later. Can we do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 15, 2023
Can I Retire Next Year at 62?
I will be 62 next year and I have $500,000 in a 401(k) plan, $150,000 in cash and another $45,000 in a Roth account. I don't spend much. Can I retire in 2024? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 14, 2023
Tax Planning in Retirement
My wife and I are retired military and we're wondering what is the best strategy for accumulating wealth without a high tax burden? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 13, 2023
Planning Around a Terminal Illness
I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming home sale? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 12, 2023
Personal Finance With Vanguard Part Two
This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson , Global Head of Enterprise Advice Methodology at Vanguard . Here's part two. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 11, 2023
Personal Finance With Vanguard Part One
This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson , Global Head of Enterprise Advice Methodology at Vanguard . Here's part one. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 10, 2023
When Will Bonds Improve?
The bond portion of my portfolio is getting crushed. When will it improve? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 9, 2023
What to Do With HELOC Amidst Rising Rates?
With the interest rate on our HELOC rising rapidly, should we use some of our accessible funds to pay it off? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 8, 2023
Should I Stay in the Market?
Should I keep $723,000 in the stock market or should I be doing something different with it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 7, 2023
How to Fund an Addition?
We're considering an addition/remodel to our house because home prices in our area have skyrocketed such that it doesn't make sense to move, but we need more space. How should we fund it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 6, 2023
401(k) or Brokerage?
I currently max out my workplace retirement plan, but should I start only contributing to the match in my 401(k), doing Roth, and put the rest of what I would have contributed into a brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 5, 2023
How Much Life Insurance Do We Need?
After hearing about all the rules of thumb, I'm trying to figure out how much life insurance we need. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 4, 2023
How to Allocate Portfolio
After saving and saving for years, I'm now starting to wonder if my portfolio is allocated properly. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 3, 2023
State of the Housing Market
I joined CBS Mornings to talk about the importance of a Missouri realty case that awarded a group of home sellers about $1.8 billion in damages, and how it might lead to changes in the housing market. We also touched on mortgage rates and whether or not we might be headed into a housing recession. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 2, 2023
Tax Loss Harvesting and Early Retirement
We have been careful savers and were told by different advisors that we could retire in July 2022, so we did. Did we make a mistake? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 1, 2023
College Tuition Dilemma
We have told our son that we can cover $25k per year for business school. He has heard us, but continues to apply and focus on only the very expensive schools. What should we do? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 31, 2023
Turning 60 and Looking To Retire
I am turning 60 and looking to retire, however, my pension will only equal 30% of my current income. Is it doable? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 30, 2023
Annuity Dilemma
Our annuities are past the surrender penalty period and I think I should transfer the money out. Do you agree? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 29, 2023
Preserving Our Assets
I'm 60 and still working but looking for ways to make sure I'm able to preserve my existing IRA assets for the day that I eventually do retire. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 28, 2023
Navigating Retirement
We're both already retired, but now we're facing a few financial decisions and would like some guidance. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 27, 2023
Too Scared to Invest
I am scared about adding more money to my brokerage account and my 401(k). Besides high interest savings accounts and CDs, where can I put my money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 26, 2023
Everything Everywhere All at Once
Right now it feels like everything is coming at us from everywhere all at once and I am feeling overwhelmed! Can you help? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 25, 2023
Burned Out and Would Love to Retire
My wife plans to retire in four years when she will have 30 years at her job. I am burned out and would love to retire in less than a year if possible. Is it doable? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 24, 2023
To Pool or Not to Pool?
We would like to get a pool at some point in the near future. What do you think? Would it be a dumb idea to spend all that money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 23, 2023
Retirement Concerns at 51
As I contemplate early retirement, I feel like we have plenty of money, but I feel like I have as much anxiety over not losing this money as I did accumulating it. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 22, 2023
Financial Wellness Part Two
This weekend we're joined by Jean Chatzky, award-winning financial journalist and CEO of HerMoney.com . Jean joined us this weekend to discuss why the gender gap is, unfortunately, still alive and very real in workplace financial wellness programs. Want more of Jill and Jean? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 21, 2023
Financial Wellness Part One
This weekend we're joined by Jean Chatzky, award-winning financial journalist and CEO of HerMoney.com . Jean joined us this weekend to discuss why the gender gap is, unfortunately, still alive and very real in workplace financial wellness programs. Want more of Jill and Jean? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 20, 2023
What to Do With Losing Stocks?
I'm sitting on two funds in my IRA that have been big losers. Should I wait for them to recover or is it time to move on? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 19, 2023
Whole Life Mistake
I have a whole life insurance policy but I no longer think it's best for me. Would you recommend I blow out of it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 18, 2023
What's the Best Path Forward?
After saving and saving for so long, I’m trying to prepare for the decumulation phase. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 17, 2023
Hoping to Not Burst the Bubble
With no real red flags, I want to make sure everything is okay and that I’m not doing anything that will burst the bubble. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 16, 2023
Getting My Cash to Work
With a large chunk of money sitting in cash, what’s the best way to get at least some of it invested? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 15, 2023
Retirement Cash Flow Concerns
As we consider retirement in four years, we have some concerns regarding the cash flow situation. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 14, 2023
Should I Use Roth 401(k)?
I’m currently using the pre-tax option of my 401(k) but I’m starting to second guess my decision. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 13, 2023
Retirement Tax Bomb
With a large portion of our money in pre-tax accounts, should we start using the Roth option at work? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 12, 2023
Considering Semi-Retirement
After working and working for the last 35 years, is the thought of semi-retirement a possibility? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 11, 2023
Starting a New Chapter
After some fortunate investment returns, am I in position to make a career/life pivot? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 10, 2023
Learning to Be Retired
My husband recently called it quits, and as we navigate our finances in retirement, we have a few questions. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 9, 2023
Option to Retire at 62
Am I on track to have the option to retire in three years at the age of 62? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 8, 2023
Think Faster, Talk Smarter Part Two
This weekend we're joined by Matt Abrahams , whose recently released book, Think Faster, Talk Smarter: How to Speak Successfully When You're Put on the Spot , will help you develop the life-changing ability to excel in spontaneous communication situations, from public speaking to interviewing and networking. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 7, 2023
Think Faster, Talk Smarter Part One
This weekend we're joined by Matt Abrahams , whose recently released book, Think Faster, Talk Smarter: How to Speak Successfully When You're Put on the Spot , will help you develop the life-changing ability to excel in spontaneous communication situations, from public speaking to interviewing and networking. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 6, 2023
Can We Afford Two Homes?
My wife and I had our first child, and we realize we will soon outgrow our one bedroom condo, and we're now looking to purchase a house. Can we afford both? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 5, 2023
Do I Need a Long-Term Care Policy?
A financial advisor is suggesting I take $300k from my IRA and put it into a variable annuity. Do I need it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 4, 2023
Paying Daughter's Student Loan
How do you suggest we help our daughter pay on her $115,000 Grad PLUS loan that is restarting? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 3, 2023
Prepping for Retirement in 2024
With retirement now just a few months away, my question is, do I need someone to manage my money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 2, 2023
Conquering My Fear of Risk
With a lot of money sitting in cash, I can’t get past my fear of risk, or maybe it’s that I have very little tolerance for it. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Oct 1, 2023
Taming the Street Part Two
This weekend we're joined by award-winning journalist Diana B. Henriques, bestselling author of The Wizard of Lies: Bernie Madoff and the Death of Trust . Diana joined us to talk about her latest book, Taming the Street: The Old Guard, the New Deal, and FDR's Fight to Regulate American Capitalism , a tale that takes readers back to a time when America’s financial landscape was a jungle ruled by the titans of vast wealth, largely unrestrained by government. Want more of Jill and Diana? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 30, 2023
Taming the Street Part One
This weekend we're joined by award-winning journalist Diana B. Henriques, bestselling author of The Wizard of Lies: Bernie Madoff and the Death of Trust . Diana joined us to talk about her latest book, Taming the Street: The Old Guard, the New Deal, and FDR's Fight to Regulate American Capitalism , a tale that takes readers back to a time when America’s financial landscape was a jungle ruled by the titans of vast wealth, largely unrestrained by government. Want more of Jill and Diana? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 29, 2023
Federal Student Loan Repayments Resume
I joined CBS Mornings to talk about what borrowers need to know before federal student loan repayments start back up in October. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 28, 2023
Use Savings or Take Out Mortgage?
With a new house purchase on the horizon, should we raid our brokerage account or take out a larger mortgage? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 27, 2023
Adult 529 Plan
I am a working professional making good money, but I am considering getting an online MBA just to scratch my academic itch. Is it worth using a 529 plan? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 26, 2023
House Poor After Divorce
I have recently gotten divorced and now I am house poor. How should I change things to make life a little easier? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 25, 2023
Getting Close to Retirement
With retirement on the horizon, my major concern is account consolidation and how I can manage any potential tax burden. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 24, 2023
Cybersecurity Best Practices Part Two
This weekend we're joined by Adam Levin , cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about the mission that has remained steadfast throughout his career: educate consumers, businesses, law enforcement officials and lawmakers about consumer privacy and identity management and protection. Want more of Jill and Adam? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 23, 2023
Cybersecurity Best Practices Part One
This weekend we're joined by Adam Levin , cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about the mission that has remained steadfast throughout his career: educate consumers, businesses, law enforcement officials and lawmakers about consumer privacy and identity management and protection. Want more of Jill and Adam? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 22, 2023
Fed Decision and Economic Impacts of UAW Strike
I joined CBS Mornings to discuss the Federal Reserve's decision to hold interest rates steady this month as well as the United Auto Workers union strike and how it it might impact the economy. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 21, 2023
Pension Lump-Sum Options
I have a pretty small pension fund from a former job that has offered me a lump-sum pay out for 118% of the pension value and I'm not sure what to do. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 20, 2023
Overfunded 529 Plan Options
With money leftover in a 529 plan for our child, is there any way we can access the money for our own retirement? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 19, 2023
Enough Saved to Retire?
I am 62 and hoping to retire in one to three years. 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 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
Sep 18, 2023
Can We Pull Back on Retirement?
I think we are in an okay position to start backing off a bit but saving for retirement has always been our focus so the thought of pulling back makes me panic. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 17, 2023
Master of Change Part Two
This weekend we're joined by Brad Stulberg , whose most recent book, Master of Change: How to Excel When Everything Is Changing – Including You , offers a new model that describes change as an ongoing cycle of order, disorder, and reorder. Yes, we return to stability, but that stability is somewhere new. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 16, 2023
Master of Change Part One
This weekend we're joined by Brad Stulberg , whose most recent book, Master of Change: How to Excel When Everything Is Changing – Including You , offers a new model that describes change as an ongoing cycle of order, disorder, and reorder. Yes, we return to stability, but that stability is somewhere new. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 15, 2023
Can We Ditch Our Insurance?
My husband is turning 65 and I am 63. We each have term life insurance policies. At what point can we give these policies up? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 14, 2023
Divorce and Financial Reset
I'm recently divorced and would love some guidance on my financial future now that things have changed so drastically. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 13, 2023
Life Insurance Boot Camp
September is Life Insurance Awareness Month and I joined CBS Mornings to review the different types of life insurance, who can be a beneficiary and what they need to know. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 12, 2023
Help, I Was Just Laid Off!
I recently got the dreaded phone call that I was laid off because my role was going offshore. How should I be preparing? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 11, 2023
Can I Do a Reset?
I'm looking to do a reset after moving and being downsized to part-time at work. Is it doable? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 10, 2023
Gonzo Capitalism Part Two
This weekend we're joined by Chris Guillebeau , New York Times bestselling author of The $100 Startup , The Happiness of Pursuit , and many others. In his latest book, Gonzo Capitalism: How to Make Money in An Economy That Hates You , Guillebeau takes us on a fascinating tour of this brave new world where novelty is currency, and the creators are in control. Want more of Jill and Chris? Subscribe to Jill on Money LIVE to watch the full webinar. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 9, 2023
Gonzo Capitalism Part One
This weekend we're joined by Chris Guillebeau , New York Times bestselling author of The $100 Startup , The Happiness of Pursuit , and many others. In his latest book, Gonzo Capitalism: How to Make Money in An Economy That Hates You , Guillebeau takes us on a fascinating tour of this brave new world where novelty is currency, and the creators are in control. Want more of Jill and Chris? Subscribe to Jill on Money LIVE to watch the full webinar. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 8, 2023
Managing 401(k) Allocations
After recently learning that my employer offers a Roth 401(k) option, should I switch my contributions from pre-tax to Roth? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 7, 2023
Should I Attack My Student Loan?
With $12,000 left in student loan debt, should I be laser focused on paying it off? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 6, 2023
Do I Need Whole Life Insurance?
About ten years ago I purchased a whole life insurance policy, should I keep or ditch it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 5, 2023
Frozen by Analysis Paralysis
With some extra money on hand, I’m having a hard time deciding what to do. Save it or pay down debt? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 4, 2023
How to Combine Finances
As we think about getting married, our main issue is over combining the finances. How do we proceed? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 3, 2023
Will I Be Ready to Retire When I Want?
At 48, and hoping to call it quits at 55, I’m wondering if I’m on track and will I be able to retire in seven 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 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
Sep 2, 2023
Just Retired at 55, Am I Okay?
55 and just retired, but in need of some help with my portfolio allocation. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 1, 2023
Handling a Lump-Sum Payout
After receiving a lump sum from my employer as part of a separation package, how should it be invested? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 31, 2023
Can I Join My Husband in Retirement?
Can I retire and spend some time with my husband who is already retired? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 30, 2023
Do I Have Enough to Retire?
I’m in my early 50s, and after a recent inheritance, am I okay to retire now? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 29, 2023
Can I Retire in a Year at 65?
I’m 64 and would love to retire at 65, is this a realistic goal? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 28, 2023
Planning for Early Retirement
As I approach 50, how should I be maximizing my retirement contributions to possibly retire in five years or so? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 27, 2023
Roth Conversions and Pro-Rata Rule
What’s the best way to make a Roth conversion as clean and seamless as possible? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 26, 2023
How to Allocate Extra Cash Flow
With an extra $1,500 of cash flow each month, where should it be going? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 25, 2023
Should We Buy Whole Life Insurance?
Given that we’re both high wage earners, and we have three kids, do you recommend whole life insurance as a way to invest for the kids? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 24, 2023
Obsessed With Being Debt Free
Even though I know it’s the wrong financial move, should I still throw every available penny at my student loans? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 23, 2023
Money Reset After Divorce
Thanks to a recent divorce and the death of my father, I'm in search of a money reset. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 22, 2023
Can I Retire in 20 Months?
I plan on retiring in 20 months, and I’m breaking down everything like a maniac, yet I feel pretty lost. Am I positioned correctly? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 21, 2023
Worried About Retirement
My husband thinks we're just fine for retirement, I'm not so sure. Are we on track? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 20, 2023
Coaching for Leaders Part Two
This weekend on the show we're joined by Dave Stachowiak , host of the popular Coaching for Leaders podcast , a show aimed at helping you discover leadership wisdom through insightful conversations. Dave joined us on our most recent webinar to discuss all things related to the workplace. Want more of Jill and Dave? Subscribe to Jill on Money LIVE to watch the full webinar. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 19, 2023
Coaching for Leaders Part One
This weekend on the show we're joined by Dave Stachowiak , host of the popular Coaching for Leaders podcast , a show aimed at helping you discover leadership wisdom through insightful conversations. Dave joined us on our most recent webinar to discuss all things related to the workplace. Want more of Jill and Dave? Subscribe to Jill on Money LIVE to watch the full webinar. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 18, 2023
Why Am I Losing Money With Bonds?
2022 was a rough year for bonds, and so far, 2023 isn't looking much better. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 17, 2023
Are We on the Right Track?
We're only in our 30s, but I want to make sure that we are actually on the right track towards retirement and not falling behind without realizing it. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 16, 2023
Trying to Re-Retire
I was an early retiree failure, and now nearly four years later, I'm at the point where I am done. Will I fail again? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 15, 2023
Inherited IRA Strategy
I recently inherited a traditional IRA and I have ten years to drain it. What should I do with the distributions, invest in a brokerage account or use a Roth IRA? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 14, 2023
What to Do With My Mother’s Home?
I've been handling all my mom's finances for over a year now, and as we prepare to move her into an assisted living facility, we're not sure what to do with her house. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 13, 2023
Roth Conversion Considerations
I'm newly retired and considering some Roth conversions, what should I be factoring into my decision? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 12, 2023
Managing Extra Cash Flow
With significant surplus cash flow each month, where should the funds be going? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 11, 2023
What’s the Point of a Brokerage Account?
If I can get better returns with CDs and high interest money market funds, and my managed brokerage account is essentially holding even, why do I even need a brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 10, 2023
Do I Have Enough to Retire?
I'm 65, still working, and would really like to retire by 67. Do I have enough money saved to make it 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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 9, 2023
Drowning in Credit Card Mess
I have $55,000 in consumer debt, yet I have plenty of assets, including plenty of accessible cash. Should I just wipe the slate clean? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 8, 2023
Late to the Investment Game
I feel like I'm late to the investment game, so what should I be doing going forward in my 40s? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 7, 2023
Next Best Steps for Our Family
As we think about building wealth, what's the best strategy for us going forward? Real estate? Brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 6, 2023
Your Future Self Part Two
We've all had the desire to travel through time and see what our lives will be like later in life. But while we want the best possible future for ourselves, we often fail to make decisions that would truly make that version of the future a reality. The recently released book, Your Future Self: How to Make Tomorrow Better Today , provides practical advice for imagining our best future so we can make that vision a reality. Author Hal Hershfield joins us this weekend to discuss. Want more of Jill and Hal? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 5, 2023
Your Future Self Part One
We've all had the desire to travel through time and see what our lives will be like later in life. But while we want the best possible future for ourselves, we often fail to make decisions that would truly make that version of the future a reality. The recently released book, Your Future Self: How to Make Tomorrow Better Today , provides practical advice for imagining our best future so we can make that vision a reality. Author Hal Hershfield joins us this weekend to discuss. Want more of Jill and Hal? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 4, 2023
Did I Make a Huge Mistake?
Did I make a huge mistake by buying a fixed MassMutual RetireEase annuity from Fidelity? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 3, 2023
Can I Use the Exit Ramp Soon?
We have been pretty good savers all of our working years but I'm still not sure if we're going to be okay in retirement. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 2, 2023
Mid-Year Money Checkup
I joined CBS Mornings to discuss how to do a mid-year money check-up, including which accounts, policies, and subscriptions to review if your goal is saving money for the rest of the year. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Aug 1, 2023
Preparing for Decumulation
I am 56, recently retired and looking for help with the decumulation phase. I have tried online calculators to see how long my money will last, but I am not sure about their accuracy. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 31, 2023
What's My Next Goal?
I'm in my early 30s and feel like I've already accomplished many of my financial goals. What should I tackle next? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 30, 2023
Pre-Tax or Roth 401(k)?
Which option should I use for my 401(k), pre-tax or Roth? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 29, 2023
Where to Invest Additional Funds?
With some additional funds added to the mix, where's the best place to be investing? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 28, 2023
Too Much of a Single Stock?
How much of a single stock is too much? I own 5,000 shares of one company, should I consider selling? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 27, 2023
Should We Buy the Mountain Home?
We are a professional couple in our late 50's trying to balance our dream of having a mountain home with sequential retirements over the next one to five years. Can we make it work? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 26, 2023
Can I Retire in Five Years at 62?
When I plug my numbers into the retirement calculator, it says I'm on track to call it quits in five years at 62. Is the calculator accurate? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 25, 2023
Is a Tiny Home Community a Good Move?
I'm considering a potential life change of downsizing to reduce my expenses, which will decrease my pressure of monthly income and allow some flexibility as I contemplate a possible job change or moving to part-time work. Should I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 24, 2023
Does My Wife Have to Stop Working?
We are struggling with understanding how we can have my wife continue to work as a nurse with longer hours when our children are home during the summer months. What's the best financial decision? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 23, 2023
How Much Company Stock Is Enough?
With a couple of different options available to me, how much company stock should I be keeping within my portfolio? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 22, 2023
Roth Conversion Strategy
What should we be considering as we begin to convert our traditional IRA into a Roth before required minimum distributions begin? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 21, 2023
Should I Sell Condo to Buy a House?
With a potential home purchase in my crosshairs, do I need to sell my condo to make it 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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 20, 2023
What Is a Reasonable Fee?
I have $1.1 million in a 403(b), $50k in mutual funds and $30k in a traditional IRA and was recently quoted a .8 percent management fee. Is this reasonable? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 19, 2023
I Think We’re Okay, Are We?
Considering that we both have sizable pensions, I think we're in good shape, but would love another opinion to see if there's anything I'm missing. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 18, 2023
On Track for Retirement?
I'm 63 years old and hoping to retire in two years, 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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 17, 2023
What to Do With Settlement Money?
What should we do with more than $100,000 sitting in cash from a settlement? Fund our Roth IRAs? Stick it all in our brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 16, 2023
Car Talk With Mike Quincy Part Two
This weekend we're bringing you a snippet of an interview we did with Mike Quincy , automotive writer at Consumer Reports. It was a wide-ranging chat that covered the overall state of the auto industry for consumers and whether or not we should all be considering an electric vehicle. Want more of Jill and Mike? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 15, 2023
Car Talk With Mike Quincy Part One
This weekend we're bringing you a snippet of an interview we did with Mike Quincy , automotive writer at Consumer Reports. It was a wide-ranging chat that covered the overall state of the auto industry for consumers and whether or not we should all be considering an electric vehicle. Want more of Jill and Mike? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 14, 2023
Life Insurance Retirement Plan
Now that we're both retired at 61, does it make sense for us to consider a Life Insurance Retirement Plan (LIRP) as opposed to a Roth conversion to save on future taxes? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 13, 2023
How to Invest My Cash?
With a ton of cash sitting in the bank, is there a better alternative than the high yield account that's currently earning four percent? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 12, 2023
Hubby Wants to Quit ASAP
My husband is only 47 but recently informed me that he wants to leave his job. Can he do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 11, 2023
Contemplating a Reset
As my husband and I get closer and closer to retirement, we're contemplating a big change. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 10, 2023
Is It Okay for Me to Call It Quits?
After working in tech for the last 30 years, I'm wondering if I have enough saved to call it quits? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 9, 2023
Thinking About My Next Chapter
With a lot of uncertainty in my future, how should I be approaching my investments? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 8, 2023
Am I Making the Right Money Moves?
As I navigate my long-term retirement plan, I want to make sure I'm making the right money moves. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 7, 2023
What to Do With Real Estate Proceeds?
With some home sale proceeds on the horizon, I'm wondering what I should do with the nearly $400k? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 6, 2023
Can I Retire Next Year at 62?
I'm wondering if I can retire next year at 62 and if there's any reason why I should be worried about Social Security being around for me? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 5, 2023
Can I Retire in Two Years?
Working longer is not an option, so I'm wondering if I'm on track to retire in 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 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
Jul 4, 2023
An American Story
Since it's the 4th of July, we're re-airing an interview we did with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home Depot. He joined us a few years back to talk about his book, I Love Capitalism!: An American Story , but really it was just a fascinating conversation with a guy who grew up in a working-class family, put himself through school, and after some hard work and smart decisions and a few guardian angels, became one of the most successful businessmen in the country. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 3, 2023
Should I Get Umbrella Insurance?
Is there a net worth number at which you would suggest purchasing umbrella insurance? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 2, 2023
Self-Employed Retirement Plan Options
With my wife starting to see some income from her small business, what should we be doing with the money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jul 1, 2023
Are the Fees Too High?
Overall I'm very happy with my financial advisor, yet I can't help but wonder if I'm being charged too much in fees? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 30, 2023
Money & Marriage
Wedding season is upon us, but before the rings are exchanged, I joined CBS Mornings with some important financial topics every couple should discuss. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 29, 2023
Should We Use 401(k) For Home Purchase?
Rather than securing another loan for a real estate purchase, I would like to withdraw from our 401(k) savings. Good idea? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 28, 2023
Is It Time to Sell I Bonds?
I'm wondering if I should sell the $10,000 I have in I bonds and instead invest that money in my brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 27, 2023
Managing Assets for Mom
As executor of my father's will, I want to make sure his assets are safe and sound for my mother, who is in memory care with Alzheimer's. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 26, 2023
Decumulation to Fund Travel
With a lot of travel on the horizon, should we be worried in any way about spending eight percent of our liquid assets early in our retirement 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 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
Jun 25, 2023
Money and Love Part Two
This weekend we're bringing you a snippet of an interview we did with Abby Davisson , author of Money and Love: An Intelligent Roadmap for Life’s Biggest Decisions . The recently released book is essentially a guide for navigating life’s most consequential and daunting decisions using research-based insights road-tested in a popular Stanford University course. Want more of Jill and Abby? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 24, 2023
Money and Love Part One
This weekend we're bringing you a snippet of an interview we did with Abby Davisson , author of Money and Love: An Intelligent Roadmap for Life’s Biggest Decisions . The recently released book is essentially a guide for navigating life’s most consequential and daunting decisions using research-based insights road-tested in a popular Stanford University course. Want more of Jill and Abby? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 23, 2023
Can I Retire or Step Back?
With my spouse already retired, I am contemplating the idea of retiring or semi-retiring so that we can enjoy some time together. Is it doable? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 22, 2023
Can I Retire Early and Buy a New Home?
Can I retire early and can I afford a new home in case I have to take care of my aging parents? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 21, 2023
Can I Retire at 70?
I have worked for the past seven years since my divorce to rebuild my savings and I would like to know if I am making the right decisions to hopefully retire at 70. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 20, 2023
Safe to Retire in December?
My wife is already retired and I'm planning to call it quits at the end of 2023, are we in good shape? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 19, 2023
The Whiteness of Wealth Part Three
In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown , who as a young black girl growing up in the South Bronx, saw how racism limited the lives of her family and neighbors. In her book, The Whiteness of Wealth , Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 18, 2023
The Whiteness of Wealth Part Two
In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown , who as a young black girl growing up in the South Bronx, saw how racism limited the lives of her family and neighbors. In her book, The Whiteness of Wealth , Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 17, 2023
The Whiteness of Wealth Part One
In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown , who as a young black girl growing up in the South Bronx, saw how racism limited the lives of her family and neighbors. In her book, The Whiteness of Wealth , Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 16, 2023
Fed Pauses Rate Hike
I joined CBS Mornings to break down the decision by the Federal Reserve to pause its interest rate hike campaign. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 15, 2023
We Just Retired, Are We Okay?
My husband and I just retired, and even though we have saved and planned for early retirement, we need some advice on the best way to fund our lives with the money we have saved while trying to be tax efficient. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 14, 2023
Too Much in Tax Advantaged Accounts?
Given the required minimum distributions that I'll one day be facing, I'm wondering if I should start saving my money in places other than tax advantaged accounts? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 13, 2023
What To Do Next?
With some high interest debt in the mix, what should our next financial move be? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 12, 2023
Retirement Tax Strategy
My husband is retired and I am considering retiring in a year or two. What should we be thinking about in terms of our tax liability? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 11, 2023
Inside the Federal Reserve Part Two
Did the Federal Reserve fail to recognize what would happen in an extended low interest rate environment? Here's a clip from our recent chat with Jeanna Smialek who writes about the Federal Reserve and the economy for The New York Times . Want more of Jill and Jeanna? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 10, 2023
Inside the Federal Reserve Part One
Did the Federal Reserve wait too long to raise interest rates? Here's a clip from our recent chat with Jeanna Smialek who writes about the Federal Reserve and the economy for The New York Times . Want more of Jill and Jeanna? Subscribe to Jill on Money LIVE to watch the full chat. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 9, 2023
Should We Skip the 403(b) Plan?
With a mediocre 403(b) as one of our retirement plan options, should we skip it all together and instead put the money in a brokerage account? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 8, 2023
Should We Downsize Now That We’re Retired?
Now that we're both retired from state service, is it the right time to sell our home and downsize? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 7, 2023
Is It Time to Diversify From the S&P 500?
With analysts now raising concerns that the S&P 500 is overweighted and top heavy, should I diversify from what I thought was a diversified fund to begin with? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 6, 2023
Should I Consider an Annuity?
I panicked last year and moved a lot of my investments to cash and now I'm wondering if I'd be better off purchasing an annuity. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 5, 2023
53 and Buying a Condo
I'm 53 and looking to buy the condo that I've been living in for 14 years. Is there a way to make it 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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 4, 2023
Ed Slott on if a Traditional IRA Is Worth It
Is there any benefit to using a traditional IRA? Here's a clip from our recent webinar with IRA expert Ed Slott where he gives his opinion. Want more Ed? Subscribe to Jill on Money LIVE (link below) to watch the full webinar. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 3, 2023
Ed Slott on Roth IRA Conversions
What's the difference between a backdoor Roth and a Roth conversion? Here's a clip from our recent webinar with IRA expert Ed Slott that breaks it down. Want more Ed? Subscribe to Jill on Money LIVE (link below) to watch the full webinar. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 2, 2023
Planning for Retirement in Two Years
I'm 59 and hoping to retire in two years, but with my wife 15 years younger and not earning any income, can I pull it off? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Jun 1, 2023
Life After the Military
I have just completed a 21-year career as a nurse in the Army and want to make a huge shift in our lifestyle. Can I do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 31, 2023
Afraid to Spend a Dime
My husband died unexpectedly last year, and as a result, I now find myself in a position of having to make all the financial decisions. Can you help? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 30, 2023
Looking for an Off-Ramp
I am 52 and considering going part-time (if financially possible) in five or so years. What's the best way to start building an off-ramp? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 29, 2023
Little Things That Can Change Your Life Part Three
In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 17 million views online. McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 28, 2023
Little Things That Can Change Your Life Part Two
In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 17 million views online. McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 27, 2023
Little Things That Can Change Your Life Part One
In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 17 million views online. McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 26, 2023
Inherited IRA Tax Strategy
What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 25, 2023
Social Security at 67 vs. 70
I've noticed when discussing Social Security, you tend to use the full retirement age for planning instead of waiting until age 70. Why do you "default" to full retirement age instead of age 70? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 24, 2023
Prepping for Retirement in Four Years
My husband and I are both 51 and we plan on retiring in 2027 after 32 years of public school teaching. What should we be doing between now and then? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 23, 2023
Managing Taxes in Retirement
With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 22, 2023
Husband Retiring at 51, Are We on Track?
My husband (51) is planning on retiring at the end of the year and I (47) will continue to work. Can we 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 and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 21, 2023
State of the Post-Pandemic Economy Part Two
I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout , to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 20, 2023
State of the Post-Pandemic Economy Part One
I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout , to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 19, 2023
Taxes Due on Roth Conversions
I started Roth conversions last year, and I plan on doing more this year, but I'm confused as to when estimated taxes are due for these conversions. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 18, 2023
Combining Money After Marriage
Now that my partner and I are married, do you have any advice regarding the best way to handle our finances as we move into this next phase? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 17, 2023
Financial Housekeeping
We lost everything to a California wildfire four years ago. It took more time than we imagined to get back on our feet and we eventually decided to move to Nevada. We just recently started to recoup our financial losses, so we're now sitting on a lot of cash. How should we proceed? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 16, 2023
How to Increase Liquid Cash Flow?
Should I divide up my retirement contributions differently in order to have more money available right now? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 15, 2023
Retirement With Special Needs Twins
I'm really confident that we have saved enough for us to retire, but lately I find myself worrying about leaving enough for our special needs twins. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 14, 2023
Taking Over the Finances After a Loss
My husband recently passed away and he handled most of the finances. How do I regroup and move forward? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 13, 2023
Saving Too Much for Retirement?
With some extra income on hand, do I have to put it into retirement, or can I back off and enjoy life a little bit? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 12, 2023
Bombarded by Annuity Pitches
We are being bombarded by companies telling us we need to move our money into safer places. Should we start considering other options such as annuities? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 11, 2023
Inflation Cools, Debt Heats Up
As inflation cools, Americans are racking up credit card debt at unprecedented rates, approaching $1 trillion, surpassing the pre-pandemic high. I joined CBS Mornings to explain what's driving the increase, and what you should do if you're struggling with credit card debt. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 10, 2023
Do I Have to Work?
I'm retired and have been tapping my retirement accounts, but now I'm starting to wonder if I need to find another job? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 9, 2023
Pay Off Mortgage With My 401(k)?
Would it be wise to pay off my mortgage with my 401(k)? Or should I stay the course and continue to use my mortgage interest as a tax deduction? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 8, 2023
Navigating the Decumulation Phase
As I prepare to retire at the end of 2023, how should I be approaching the decumulation phase in the years ahead? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 7, 2023
Evolving Situation, Are We on Track?
With a lot of change happening in our lives, we want to make sure that we're still on track to accomplish our financial goals. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 6, 2023
27 and Hoping to Retire by 50
At the ripe old age of 27 I'm already dreaming about financial independence at 50. What should I be doing to make this dream a reality? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 5, 2023
When to Pull Out of the Market?
I have been hearing that people my age should pull out of the market because they believe the bottom is going to fall out and stocks will drop deeply. Should I bail? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 4, 2023
Can I Retire at 58 With My Expensive Hobby?
Can I retire at 58 with an expensive hobby? I don't want to be 70 and miss out on the amazing physical and mental experience that comes with my hobby. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 3, 2023
Catching Up and Staying on Track
After not maxing out our retirement accounts for a few years, I want to make sure that we're now on the right path for reaching our financial goals. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 2, 2023
First Republic Fails, Now What?
I joined CBS Mornings to discusses the decline and fate of First Republic Bank and the Federal Reserve's report of what went wrong with Silicon Valley Bank. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
May 1, 2023
Can I Do a Reset at 55?
I'm 53 years old and trying to determine if a reset is possible within the next 2 to 3 years. Do I have enough saved to do it? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 30, 2023
Do I Need an Annuity?
A financial planner I was connected with is suggesting some insurance products and I need a second opinion before pulling the trigger. 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 29, 2023
Best Place to Invest
Given some restrictions within my workplace retirement plan, I'm wondering if it's the best place to be investing my money? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 28, 2023
Mutual Funds vs CDs
Does it make sense to sell some of my brokerage bond mutual funds that are down around 5% for the past year and put the proceeds into 1 year 5% CDs? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 27, 2023
Figuring It Out at 22
I'm 22 and working two jobs while going to college. As a young adult, what can I do now to financially prepare myself for the future? 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 visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Apr 26, 2023
Contemplating a Job Change
After weighing the pros and cons for the last few months, I am going crazy trying to figure out if I should accept a new job offer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney 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
Apr 25, 2023
Financing Our Dream Home
We are planning on building a new home out of state sometime next year and would move there during the latter half of the building process. What's the best way to finance our dream home? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney 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
Apr 24, 2023
Inheriting Large Amount of Money
I'm comfortable doing my finances and investments on my own, but after receiving a large inheritance, I'm thinking I might need some help. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney 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
Apr 23, 2023
Should I Do a Roth Conversion?
I'm thinking about converting some pre-tax money to take advantage of tax-free growth for the next few decades. Is it the right move? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney 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
Apr 22, 2023
Focused On Paying Down the Mortgage
We are laser focused on paying off the house. Is it the right approach? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney 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
Apr 21, 2023
Can We Buy a Rental Property?
Knowing that we have a sizable inheritance in the future, is it okay if we try our luck with an investment property? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney 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
Apr 20, 2023
The Rising Cost of College
I joined CBS Mornings to discuss the cost of paying for college, as well as what students and families need to know about financial aid packages, how high interest rates could impact student loans, and some resources for students and families. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney 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
Apr 19, 2023
Can I Make a Career Change?
Is my financial foundation strong enough to consider a career change? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 18, 2023
Are We Okay to Tap Our TSPs?
Are we okay to start tapping our TSPs at such a young age? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 17, 2023
Should I Use the Pension Plan?
With a lot of uncertainty around my career, I'm unsure if I should be using the pension plan or not, what do you think? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 16, 2023
Do I Need the Advisor?
I recently inherited some money and I'm not sure if I should stick with the advisor overseeing the funds. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 15, 2023
Roth IRA Options
What are some of the things I should be considering as I think about doing backdoor Roth conversions? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 14, 2023
Can I Retire in Five Years at 55?
Knowing that I'll have a hefty pension, can I retire in five years at the age of 55? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 13, 2023
Will We Have Enough to Retire?
As we hit our early 50s, I'm overly concerned about whether or not we'll have enough to retire. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 12, 2023
Is the Pension Worth It?
I have a new job opportunity to work for the state of California, and it's a position that comes with a pension after 10 years. Should I take it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 11, 2023
Are We Saving Too Much?
My husband thinks we're saving too much, I disagree, who's right? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 10, 2023
Can I Retire at 58?
My wife of 25 years died unexpectedly two years ago. I now find myself wanting to retire because I am no longer interested in the career I have built. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 9, 2023
Other People's Pockets Part Two
Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the last Diet Coke? This weekend we're joined by Maya Lau , host of Other People’s Pockets , a show where people from all walks of life get radically transparent about their personal finances. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 8, 2023
Other People's Pockets Part One
Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the last Diet Coke? This weekend we're joined by Maya Lau , host of Other People’s Pockets , a show where people from all walks of life get radically transparent about their personal finances. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 7, 2023
Tax Season Tips
I joined CBS Mornings to discuss ways to boost your refund and how to tackle your tax return. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 6, 2023
Should We Bail on Schwab?
With Schwab experiencing some concerns with its bank deposits, is there any reason why we should be concerned? Should we move our accounts? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 5, 2023
Can I Retire at 47?
I'm 42 and I think I can retire in five years at 47, what do you think? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 4, 2023
FINE by 54?
I'm burnt out from driving 60 minutes to and from work each day and the pressures of my daily job. Do I have enough money saved to retire? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 3, 2023
Reset After Divorce
Despite a recent divorce, I feel like I am financially secure, yet I have questions about my next financial moves. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 2, 2023
Take Social Security or Tap IRA?
Thanks to an earlier than anticipated retirement, I'm trying to decide if I should take Social Security or tap my IRA? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 1, 2023
Considering a Backdoor Roth
With some extra money at the end of each month, should I be looking into a backdoor Roth conversion? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 31, 2023
Analyzing the Gender Pay Gap
I joined CBS Mornings during Women's History Month to discuss the gender pay gap. According to a recent Pew Research Center report, the gender pay gap has barely changed in 20 years. In 2022, women earned an average of 82% of what men earned. In 2002, women earned 80% as much as men. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 30, 2023
I'm 52, Can I Retire at 59?
I'm 52 and my financial advisor has my wife and I on track to retire at 59. Is he correct? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 29, 2023
Dazed and Confused or on Top of the World?
I will be transitioning to retirement soon and have some concerns about how to manage my retirement income while minimizing my taxes and balancing my wants. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 28, 2023
Financial Planning While Overseas
Living overseas is a dream, but it can make planning and navigating retirement a bit of a nightmare. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 27, 2023
A Complete Reset at 57
I was offered my dream job, traveling all over Europe, but I will be moving from New York to an Air Force base in Virginia. Should I buy a house again when the time is right? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 26, 2023
Are We Saving Enough or Too Much?
In our mid 30s, we're trying to figure out if we're saving enough for retirement, or are we saving too much? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 25, 2023
Managing Surplus Cash Flow
With a substantial amount of cash flow remaining at the end of each month, what should I be doing with it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 24, 2023
Retiring in Three Years, Are We Okay?
Wife is 56 and retired. I’m 59 and retiring in three years at 62. Are we okay? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 23, 2023
Guidance on Next Financial Steps
In about three years, with our major home updates complete, we’ll have a lot of extra cash flow. Should we save it or invest? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 22, 2023
Fed Faces Key Decision
Later today the Federal Reserve will announce its rate decision after several recent bank failures have shaken the industry. I joined CBS Mornings to discuss. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 21, 2023
On the Right Track in Our Early 30s?
In our early 30s, recently married and planning to start a family, are we on the right track? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 20, 2023
Trying to Plan For My Retirement
With retirement on the horizon, am I on track to possibly call it quits at 62? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 19, 2023
Retirement Readiness Part Two
Over the next 5-7 years, all 73 million Baby Boomers will hit full-retirement age. But one question looms: Are you retirement ready? And even if you're financially ready, are you mentally ready? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 18, 2023
Retirement Readiness Part One
Over the next 5-7 years, all 73 million Baby Boomers will hit full-retirement age. But one question looms: Are you retirement ready? And even if you're financially ready, are you mentally ready? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 17, 2023
Banking Crisis Update and a Layoff Protection Plan
After Meta announced it is laying off an additional 10,000 employees, I joined CBS Mornings to discuss the best way to prepare for potential layoffs or government furloughs. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 16, 2023
Am I on Track at 50?
After a career in the military, am I going in the right financial direction? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 15, 2023
Should I Be Considering a Backdoor Roth?
Given our combined income, should I be considering a backdoor Roth, or is there an easier alternative? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 14, 2023
SVB Failure, Keep Calm and Carry On
Silicon Valley Bank was shut down by federal regulators, marking the second largest failure of a U.S. financial institution in history. I joined CBS Mornings to discuss the collapse and the Federal Reserve's latest action. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 13, 2023
Can We Buy a Vacation Home and Still Retire Early?
Thanks to a big pension, I'm thinking about retiring early and buying a place in Florida, can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 12, 2023
Should I Pay Down Debt as Much as Possible?
Now that I'm in my mid 30s, should I be laser focused on paying off my student loan debt? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 11, 2023
Pay Down the Mortgage or Invest?
After making some money on a real estate transaction, should we use it to pay down our primary mortgage or invest it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 10, 2023
Keep or Ditch Insurance Policies?
I'm on the verge of canceling our insurance policies that we took out five years ago, but I just want to make sure it's the right move. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 9, 2023
Did We Blow It With This Annuity?
I feel like we're in good financial shape, but I'm starting to wonder if we made a big mistake by purchasing an annuity back in 2010? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 8, 2023
Should We Prioritize Debt or Investing?
What's the plan for us, paying down debt or focusing on retirement now that we're 47 and 50? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 7, 2023
Transitioning to Life After a Career With the Government
I am 53 years old and about to retire from over 20 years of service with the federal government. How do I smoothly transition into the next phase? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 6, 2023
Planning Around a Terminal Illness
My spouse was diagnosed five years ago with stage four breast cancer. After five years of balancing working and caregiving, I’m burned out. Can I retire? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 5, 2023
Being Pitched an Investment Idea
I'm being pitched an investment option regarding my IRA, and something tells me I need a second opinion. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 4, 2023
What's the Financial Priority?
As somebody who's just starting out, where should the focus be, on retirement or my student loans? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 3, 2023
Useful Money Saving Tips
In honor of America Saves Week, I joined CBS Mornings to discuss the best ways to dig yourself out of debt and replenishing your savings. New government data shows Americans' personal savings rate is at a low of 4.7%. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 2, 2023
Withdrawal of Retirement Savings
With my spouse about to be fired, we would appreciate your guidance on a few issues, including driving our savings to "empty" right before we die. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 1, 2023
Feeling Like There’s More to Life
By any standard I'm a success story, both personally and professionally. Yet I can't help but wonder if there's more to life? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 28, 2023
Can I Retire in Five Years at 56?
Thanks to the pension system at work, I’m considering retirement in about five years. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 27, 2023
Should I Retire at 68 and Enjoy Life?
Even though I enjoy my job, I'm 68 years old and wondering if I should retire and start enjoying life? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 26, 2023
How to Handle Inherited IRA
With an inherited IRA at our disposal, we're wondering what's the most tax efficient way to draw it down? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 25, 2023
Should I Be Worrying About Mom?
Is there any reason why I should be worrying about mom and her finances, or should I be focusing on my financial future? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 24, 2023
Planning for Special Needs Child
With my monthly expenses covered by Social Security and a pension, and with plenty of other investments, is it okay if I pay off the mortgage of $138k? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 23, 2023
Mortgage Pay Off After Retirement?
I retired ten years ago, but I still have a mortgage. Does it make sense to pay it off? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 22, 2023
Can I Retire ASAP?
I have to make a decision as to whether I should retire in the immediate future or be forced to return to in-person work at a job I hate due to recent management changes. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 21, 2023
Rent the House or Sell It?
With a move to France on the horizon, a move that could be permanent, should I keep or sell my house in Florida? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 20, 2023
Feeling Anxiety Over My Finances
Feeling like I got a late start, I have been super frugal and trying to save as much as possible. I want to know if it's safe to loosen up a bit? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 19, 2023
Retirement Reboot Part Two
Even before the pandemic, a large share of Americans over age 50 faced the threat that their living standards would decline sharply in retirement. In the wake of COVID-19, these numbers will surely worsen. In Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track , finance writer and regular New York Times retirement contributor Mark Miller offers practical strategies for Americans to improve their retirement prospects. He joins us this weekend to discuss. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 18, 2023
Retirement Reboot Part One
Even before the pandemic, a large share of Americans over age 50 faced the threat that their living standards would decline sharply in retirement. In the wake of COVID-19, these numbers will surely worsen. In Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track , finance writer and regular New York Times retirement contributor Mark Miller offers practical strategies for Americans to improve their retirement prospects. He joins us this weekend to discuss. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 17, 2023
A Nervous Federal Worker
In the last few years I have finally begun reaching my financial goals such as buying a home and contributing to a Roth IRA. I feel like I've come so far, but this debt ceiling showdown has me extremely worried. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 16, 2023
Construction Loan Decisions
My wife and I are in the process of purchasing land to build a home, and while we are pre-approved through a few banks, we’re wondering which is the better loan option? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 15, 2023
Catastrophic Diagnosis for Child
Everything is great, and it seems like you're on the perfect financial track, until it's not, and life throws you the ultimate curveball. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 14, 2023
Is Purchasing an Annuity a Good Idea for Me?
I realize that my 401(k) doesn't include any guarantees but I think I have enough for my needs, so I'm wondering if purchasing an annuity would be a good idea for me? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 13, 2023
Are We Saving Enough at 51?
Given how much we spend on a monthly basis, which is a lot, are we saving enough now that we're in our early 50s. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 12, 2023
On Track to Retire in Two Years?
With retirement on the horizon, I'm looking for some feedback to make sure I am indeed on track to call it quits. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 11, 2023
Withdrawals in Retirement
Now that I'm retired, I'm trying to make the adjustment from living on a steady paycheck to living off my investments. Am I approaching it the right way? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 10, 2023
Should I Buy Long-Term Care Insurance?
I’m a 44 year old single woman with no kids and on the fence about spending $10k per year on long-term care insurance. Should I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 9, 2023
Do We Have Enough for Early Retirement?
At 53 years old, can my wife and I retire in about five years and start spending half the year in Europe? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 8, 2023
Should I Ditch the Annuity?
Approximately six years ago, at the advice of a relative in the financial industry, I purchased an annuity. Should I keep it or ditch it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 7, 2023
Can I Retire at 61?
I am soon to turn 61 and my husband is 65 and already retired. He wants me to retire and feels our financial situation is secure enough. Is he right? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 6, 2023
Preparing for Severance Payment
Knowing that I have a big severance payment coming, is there anything I can do now to try and minimize the taxes paid on this additional income? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 5, 2023
Confused About Rebalancing
I know I'm supposed to rebalance, but I'm not exactly sure what it means or how to do it. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 4, 2023
Long-Term Care Policy Options
With the premiums going up and up and up, should we keep or ditch the long-term care policy that my mother has? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 3, 2023
Withdrawal Strategy in Retirement
We've been very good savers over the years, but given the age difference between me and my husband, how should we approach our withdrawal strategy in retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 2, 2023
Whole Life or Term Life Insurance?
I'm working with an advisor and she's pushing us to get whole life insurance policies. I was initially thinking we needed term policies so now I'm wondering if this is the right move? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 1, 2023
Does My Retirement Plan Make Sense?
When it comes to my retirement plan, should I consider the dividends and capital gains from my investments as a personal income stream/annuity? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 31, 2023
How to Manage Unexpected Raise
After getting a huge raise at work, how should I be managing the extra cash flow? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 30, 2023
College Savings and Life Insurance
With two kids nearing college, and a third a few years behind, I have some questions regarding life insurance and where to put any college savings going forward. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 29, 2023
Can I Retire in Four Years?
At the ripe old age of 49, I'm wondering if I can retire from my current job in about four years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 28, 2023
Annuity Options
I have an annuity coming due with a few different options, which should I choose? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 27, 2023
Tips for Tax Payers
I joined CBS Mornings to discuss what people need to know for the 2023 tax season. More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. We also discuss the best way to file, rules for deducting home office expenses, and child tax credit changes. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 26, 2023
Financial Tips to Live Your Best Life
I joined CBS Mornings to discuss my new book, " The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life ." We discussed advice for helping everyone understand their own financial situation better, and what they might need to make a change and live their best life. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 25, 2023
We Are Being Pitched an Annuity!
Our planner has presented us with an annuity option that he seems very keen on, but we're not sure if it's necessary. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 24, 2023
Helping Mom With Her Investments
With my 87 year old mother in an assisted living facility, should I sell her stocks and keep everything in CDs and a money market fund? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 23, 2023
Helping My Recently Widowed Aunt
My uncle recently passed away and I am trying to help my aunt out with her financial situation, but I feel like I need some advice on a plan going forward. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 22, 2023
Secure Act 2.0 Part Two
The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education. It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy. To help us break it down, we're joined this weekend by Brent Weiss , co-founder at Facet Wealth . If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 21, 2023
Secure Act 2.0 Part One
The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education. It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy. To help us break it down, we're joined this weekend by Brent Weiss , co-founder at Facet Wealth . If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 20, 2023
The Debt Ceiling and Your Finances
I joined CBS Mornings to discuss the U.S. debt ceiling and how reaching it impacts your finances. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 19, 2023
Getting Back on Track After a Loss
My wife of 35 years passed away in August of 2021 at the age of 59. Our plan had always been to retire at age 62. Can I still do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 18, 2023
Still on Track After Five Years Retired?
Today we're at a 8.6% withdraw rate but starting in 2026, assuming the balance is $800K, we'd be at 3.8%. Are these numbers sustainable? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 17, 2023
12 Years to Go at Age 45?
My wife and I are both in a government pension system and have about 10-12 years to go for the full retirement mark, but we want to make sure we are on track and being realistic. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 16, 2023
The Great Money Reset Part Three
The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements. This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 15, 2023
The Great Money Reset Part Two
The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements. This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 14, 2023
The Great Money Reset Part One
The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements. This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 13, 2023
What to Do With Whole Life Policies?
My wife and I are in our late 30s with one child and we each have whole life policies with annual premiums of about $5,800 between the two. Should we keep the policies? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 12, 2023
Will I Run Out of Money in Retirement?
I am 67 years old, single, and decided to call it quits about six years ago, but now I'm starting to wonder if I'm going to run out of money in retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 11, 2023
Where to Put Money From Sale of House?
I recently sold my home and was wondering if I should leave the proceeds in a savings account or is there someplace safe that will make more interest? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 10, 2023
Major Move Before Retirement
My husband is retiring within the next 1-2 years, and we want to know if it's crazy to sell our house and make a major move for the adventure and to be near part of our family? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 9, 2023
Preparing for a Career Transition
I will be retiring from the military in 18 months and will have a net monthly pension of $6,500. Knowing this, can I adjust (reduce) my emergency savings? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 8, 2023
Am I Saving in the Right Way?
Knowing that I may want some flexibility in the future for a possible career change, am I saving in the right places? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 7, 2023
Is the 401(k) Worth It?
Given the fees associated with my 401(k) plan, should I even be using it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 6, 2023
Should I Contribute to My Roth 401(k)?
Considering that my company now offers a Roth 401(k) option, do you think I should be using it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 5, 2023
When Is Leaving Worth More Than Staying?
Under what circumstances should I consider remaining in a pension system versus perhaps considering other options? In other words, when is leaving worth more than staying? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 4, 2023
The FINE Phase
Are we on track to achieve our goal of financial independence within the next few years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 3, 2023
Feeling Behind After Living Large
After living large in our 20s and 30s, I feel like we're behind on our retirement savings. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 2, 2023
Why Do I Feel Nervous?
Deep down I know I'm in great shape, yet I can't help but feel nervous. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 1, 2023
The Power of Regret Part Two
Regrets are a universal and healthy part of being human. And as our guest this weekend, Daniel H. Pink, explains in his book, The Power of Regret: How Looking Backward Moves Us Forward , understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 31, 2022
The Power of Regret Part One
Regrets are a universal and healthy part of being human. And as our guest this weekend, Daniel H. Pink, explains in his book, The Power of Regret: How Looking Backward Moves Us Forward , understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 30, 2022
Retirement Withdrawal Strategy
With retirement just a matter of months away, I'm wondering how I should approach my withdrawal strategy? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 29, 2022
Do We Have Enough Squirreled Away?
After squirreling away money for years and years and years, and doing all the investing on my own, I'm wondering if we'll be okay in our retirement years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 28, 2022
Can I Survive in Retirement?
My hubby says we're fine, but I'm still worried and feel like we're going to run out of money in retirement. Help!! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 27, 2022
In Our 30s, Are We on Track?
In our 30s with one young child, are we on track to accomplish our future financial goals? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 26, 2022
Already Retired but Very Worried
I retired earlier this year and the market gyrations of 2022 now have me extremely worried about the state of my portfolio. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 25, 2022
The Data Detective Part Two
We often think statistics are the enemy, numbers used to mislead and confuse us. Our guest this weekend, Tim Harford , says that's a mistake. In his latest book, The Data Detective , Harford says we shouldn’t be suspicious of statistics, we need to understand what they mean and how they can improve our lives: they are, at heart, human behavior seen through the prism of numbers and are often “the only way of grasping much of what is going on around us.” Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 24, 2022
The Data Detective Part One
We often think statistics are the enemy, numbers used to mislead and confuse us. Our guest this weekend, Tim Harford , says that's a mistake. In his latest book, The Data Detective , Harford says we shouldn’t be suspicious of statistics, we need to understand what they mean and how they can improve our lives: they are, at heart, human behavior seen through the prism of numbers and are often “the only way of grasping much of what is going on around us.” Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 23, 2022
The Gyrations Are Scaring Me
Despite receiving a hefty pension, the market gyrations are freaking me out, causing me to be ultra conservative with some of my other investments. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 22, 2022
How Much Longer Do We Need to Work?
I'm still working at 71 and wondering how much longer before I can finally call it quits? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 21, 2022
Have We Saved Enough for Retirement?
After spending years paying off all our debts, I'm now worried if we have enough saved for retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 20, 2022
Funding Grad School
What's the best way to help our daughter pay for grad school? Loan? Home equity line of credit? Raid our brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 19, 2022
Can My Husband Retire at 60?
Are we on track to have my husband retire in four years when our only child graduates from college? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 18, 2022
Estate Planning Drama
What's the best way for me to handle some estate planning drama involving my three kids? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 17, 2022
Saving in the Right Places
With financial independence hopefully in my future, I want to make sure I'm saving in all the right places. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 16, 2022
Making Up for Lost Time
At 34 years old, I feel like I'm late to the game and trying to make up for lost time. Am I on the right path? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 15, 2022
Are We Being Charged Too Much?
Now that the management fee has increased, I'm wondering if we're being charged too much by our advisor? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 14, 2022
Presenting Gone South Season 2: The Dixie Mafia
Welcome to Season Two of Gone South, the Edward R. Murrow Award winning documentary podcast from C13Originals. Starting in the early sixties, a rag-tag confederation of traveling criminals known as The Dixie Mafia terrorized every state from Georgia to Oklahoma. Its hundreds of members, unofficially headquartered in Biloxi, Mississippi, specialized in scams, heists and murder. Their ringleader, the estranged son of a prominent Oklahoma politician, was a skilled and charismatic outlaw named Kirksey Nix. When Nix was sentenced to life in prison at Angola for a murder he committed in New Orleans, The Dixie Mafia was thought to be extinct. But fifteen years later, a sitting criminal court judge named Vincent Sherry and his wife Margaret, a mayoral candidate for the city of Biloxi, were assassinated. As the case ran cold, authorities were forced to confront a disturbing reality: the reign of Kirksey Nix and The Dixie Mafia was far from over. Gone South is a creation and production of Peabody-nominated C13Originals, a Cadence13 studio, in association with Jed and Tom Lipinski. 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
Dec 14, 2022
Can We Retire at 60 and 62?
I am 58 and my husband is 61 and we're wondering if we are on the right track to retire in the next year or two? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 13, 2022
Should I Reduce My 401(k) Contributions?
With retirement in the near future, should I reduce my 401(k) contributions to the match and put more cash in savings or a brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 12, 2022
Are We Crazy for This Idea?
We have a paid-for home in Tennessee but we don't really love it here. Are we crazy if we sell our house and most of our belongings and move to the Rocky Mountains? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 11, 2022
Planning Around Social Security
When it comes to our overall retirement game plan, how should we be thinking about Social Security? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 10, 2022
Does a Whole Life Policy Make Sense?
Is a whole life insurance policy a good idea to use as a buffer against stock market volatility? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 9, 2022
Old Retirement Plan Options
I'm switching jobs and wondering if it would be better to roll over my old 401(k) (mostly Roth) to my new company's 401(k) or to the existing Roth and Traditional IRA accounts that I already have in place at Schwab? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 8, 2022
In Our Early 50s, Are We on Track?
In our early 50s with good pensions coming our way in retirement, plus a lot of real estate, are we on track to meet our retirement needs? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 7, 2022
Thoughts on Annuity Purchase
I'll be taking a lump sum payment in January and I'd like to purchase a 100% spousal survivor annuity to create a guaranteed lifetime paycheck. Should I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 6, 2022
The Fees Are Bugging Me
I have a hard time stomaching the 1.35% AUM fee I’ve been paying for a certain firm to handle my Roth IRA. Should I move it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 5, 2022
Should I Retire in Five Years?
At the ripe old age of 52, can I call it quits in five years and figure out my next career move? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 4, 2022
In Our 30s, Are We on Track?
With my wife staying at home to take care of the kids, are we still on track with our retirement game plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 3, 2022
Do I Need Permanent Life Insurance?
Given that I'm in my 30s, single, and no kids, is there any reason why I need a whole life insurance policy? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 2, 2022
Why Use Brokerage?
If you're close to or beyond 59.5, is there any reason why you should use a brokerage account over a workplace retirement plan, especially if the workplace plan has a Roth option? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 1, 2022
Charitable Giving Tips
I joined CBS Mornings on "Giving Tuesday" to discuss what taxpayers need to know about charitable giving this year. We also shared tips for ensuring you are giving to a legitimate charity, and don't fall victim to a scam. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 30, 2022
Financially Responsible for My Parents
Knowing that I'll be financially responsible for my parents in the near future, how should I be adjusting my finances? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 29, 2022
Should I Pay Off the Mortgage?
Given my current situation, should I pay off my mortgage as fast as possible? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 28, 2022
Mother-in-Law Needs Help ASAP
The rocky year on Wall Street has spooked my mother-in-law, and now she's starting to panic. Will she be okay? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 27, 2022
Do We Still Need Term Insurance?
At what point in time is it safe for us to ditch our term life insurance policies? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 26, 2022
Can I Invest the Emergency Fund?
I'm tempted to invest the emergency fund in something that's low risk, good idea or bad? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 25, 2022
How to Handle Inherited Annuities
I recently inherited some annuities and I'm not sure if I should go back into another annuity, or cash out, pay the taxes and move on? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 24, 2022
What We're Thankful For
A quick message from Jill and Mark and what we're thankful for this Thanksgiving. Happy Thanksgiving everybody! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 23, 2022
Estate Planning Boot Camp
I joined CBS Mornings to discuss estate planning and review the four main documents you should have. We also discuss why estate planning is important for people of all ages, no matter your marital status or whether you have children. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 22, 2022
Roth 401(k) or a Brokerage Account?
How do we decide when to decrease our 401(k) contributions and instead put more into savings or a brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 21, 2022
Considering My Age, Do I Have Enough Saved?
Considering my age, do I have enough cash saved, or should I put less in retirement accounts and allocate more to cash? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 20, 2022
Can We Get Out of the Rat Race?
Are we in a position to exit the rat race and move into something else that's much less stressful? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 19, 2022
Preparing for a Change
What are some of the things I should be mindful of as I prepare to make a career change? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 18, 2022
Change Jobs or Tough It Out?
My husband has 22 years in federal employment and is trying to decide if it's worth sticking it out for another eight years to max out the retirement benefit. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 17, 2022
Am I on Track at 51?
At 51 years old, and knowing that I plan on working for at least another 15 years or so, am I on track given my current numbers? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 16, 2022
Should I Move Out With My Friends?
I currently live rent free with my parents, but am looking to move out with some friends. Should I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 15, 2022
Managing Competing Financial Priorities
With a few big financial obligations on our plate over the coming years, how should we be prioritizing them? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 14, 2022
Help, We Are Stuck So We Do Nothing!
What is the best way to use our money? Should we access 401(k)s first, brokerage accounts or Social Security? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 13, 2022
Quit with Annie Duke Part Two
In our own lives, we persist in relationships or careers that no longer serve us. Why? According to our guest this weekend, Annie Duke , in the face of tough decisions, we’re terrible quitters. And that is significantly holding us back, and that's also the subject of the latest book by Duke, Quit: The Power of Knowing When to Walk Away . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 12, 2022
Quit with Annie Duke Part One
In our own lives, we persist in relationships or careers that no longer serve us. Why? According to our guest this weekend, Annie Duke , in the face of tough decisions, we’re terrible quitters. And that is significantly holding us back, and that's also the subject of the latest book by Duke, Quit: The Power of Knowing When to Walk Away . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 11, 2022
Should We Pay Down the HELOC?
We have a HELOC for $38,000 and the interest rate just went up to 5.5%. Should we pay it off? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 10, 2022
Tax-Deferred or Brokerage Account?
With a good chunk of money already in tax-deferred accounts, does it make sense for me to instead focus on beefing up my taxable account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 9, 2022
Can I Slow Down?
After working in real estate for many years, can I finally pull back and start slowing down at 63? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 8, 2022
Is Now the Time to Convert to a Roth?
Given that we know our income is going to take a big jump next year, is this the time for us to do a Roth conversion? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 7, 2022
A Different Kind of Retirement Calculator?
When it comes to the retirement calculators, am I delusional to think we can "live off" my 401(k) dividends without touching the principal of my investments? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 6, 2022
What to Do With Old 401(k) Plan?
What's the best course of action with an old 401(k) that's floating around? Leave it where it is or roll it into something else? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 5, 2022
Should We Convert to Roth?
I'm trying to decide if it makes sense for us to start converting a traditional IRA into a Roth. What should we be considering? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 4, 2022
Housing Market Slowdown
I joined CBS Mornings to provide an update on the housing market, as mortgage rates hit a 20-year high. We also chatted about the rental market and provided some advice for homeowners staying in their homes. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 3, 2022
Can I Do This Investing Thing on My Own?
I'm paying 0.30% to have my money managed, is it worth doing this or should I do it on my own? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 2, 2022
Are We Making a Financial Mistake?
Will we be making a serious financial blunder if we build an investment property on a piece of land we own in another country? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 1, 2022
Divorce and My Financial Future
I'm going through an ugly divorce and can't help but feel extremely unsettled when it comes to my financial future. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 31, 2022
Rethinking My Plan
I'm 65 and semi-retired but the down market has me rethinking my retirement game plan going forward. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 30, 2022
Year-End Planning With Ed Slott Part Two
Yes indeed, it's that time of year again, time to do some year-end planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . There's a lot to unpack, and keep in mind that there could still be some changes coming with the latest version of the SECURE Act. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 29, 2022
Year-End Planning With Ed Slott Part One
Yes indeed, it's that time of year again, time to do some year-end planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . There's a lot to unpack, and keep in mind that there could still be some changes coming with the latest version of the SECURE Act. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 28, 2022
I’m a Habitual Worrier, Are We Okay?
We got burned back in 2008 and we don't want it to happen again. How should we be planning this time around? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 27, 2022
How to Allocate Savings vs. Retirement?
With two recent raises hitting our household, how should be allocating the extra cash flow? Should it all go into retirement accounts? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 26, 2022
How Do I Catch Up at 62?
I'm discouraged hearing so many of your callers that have a million or more in retirement savings. How in the world can I catch up at this age? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 25, 2022
What to Do With Home Sale Proceeds?
My wife and I just sold our house and purchased our dream home. What should we do with the $200k that we made from the sale of our house? Right now it's sitting in cash. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 24, 2022
Roth 401(k) or Not?
It feels like I should be contributing into the regular 401(k) to minimize my burden, but that Roth 401(k) option is attractive because it would bulk up my non-deferred accounts. I'm not sure what's the best way to go. What do you think? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 23, 2022
HSA Boot Camp Part Two
Open enrollment season is here, and to coincide with the kickoff, Morningstar is out with its annual study on health savings accounts (HSAs) available to individuals. Joining us this weekend to discuss the power of the HSA is Tom Nations , lead author of the study and associate director of manager research at Morningstar. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 22, 2022
HSA Boot Camp Part One
Open enrollment season is here, and to coincide with the kickoff, Morningstar is out with its annual study on health savings accounts (HSAs) available to individuals. Joining us this weekend to discuss the power of the HSA is Tom Nations , lead author of the study and associate director of manager research at Morningstar. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 21, 2022
Should I Consider Changing Jobs?
Due to my lack of Social Security earnings, should I consider switching jobs for the last stretch of my working years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 20, 2022
Can I Retire in Two Years?
I am anxious to retire from my corporate sales career and potentially work part-time at something less stressful and more fulfilling. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 19, 2022
Can I Retire at 62?
I'm 59 years old, and with my wife already retired, I'm hoping to join her on the sidelines in just over two years. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 18, 2022
Are the Fees Too High?
Are the fees we're paying too high, especially considering the advisor rarely contacts us? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 17, 2022
Are Retirement Calculators Lying to Me?
When I use various retirement calculators, the numbers seem too good to be true. Can I trust the results that I am seeing? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 16, 2022
The American Dream and Other Fairy Tales Part Two
Filmmaker and activist Abigail Disney joins the show this weekend to discuss her new documentary, " The American Dream and Other Fairy Tales ." The film examines income inequality at the company her grandfather and great-uncle founded, asking why the American dream seems so out of reach for so many. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 15, 2022
The American Dream and Other Fairy Tales Part One
Filmmaker and activist Abigail Disney joins the show this weekend to discuss her new documentary, " The American Dream and Other Fairy Tales ." The film examines income inequality at the company her grandfather and great-uncle founded, asking why the American dream seems so out of reach for so many. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 14, 2022
Who Is Right?
Who is right about whether I'm on track for retirement, my fee-based financial advisor or my Schwab CFP provided free by my work? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 13, 2022
Pay Off Car Loan or Keep Money in Savings?
I have a cheap auto loan and I also have a good chunk of money sitting in cash. Should I use some of the cash to pay off the loan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 12, 2022
Help in Life Transitions
I feel like I have made many money/life mistakes but now I'm in a solid position to do better, but I don't know what steps to take next. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 11, 2022
Pre-Retirement Anxiety
I think our retirement plan is solid, but my wife is constantly worrying about her job security and isn't sure our plan is doable. Can you help me convince her? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 10, 2022
Am I Behind on Retirement Savings?
After some time out of the workforce, I feel like I'm behind on my retirement savings. What should I be doing to get back on track? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 9, 2022
Can I Retire a Bit Early?
Due to a variety of reasons, I'm thinking about retiring a bit earlier than anticipated, can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 8, 2022
Old Retirement Plan Options
I have an old 401(k) that's still with the old employer, and I'm wondering what's the best course of action? Leave it or roll it over? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 7, 2022
After-Tax 401(k) Contributions
My employer offers a post-tax 401(k) contribution option that would allow for 1-20% of my income to be contributed after-tax and then it would grow tax-deferred. Should I use it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 6, 2022
Help, My Husband Is Panicking!
My husband is having such a hard time with the market doing poorly that he wants to put all of our money into a CD. What should I do? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 5, 2022
Totally Fried at the Age of 55
The bad news is that I'm totally fried at the age of 55. The good news is I've saved a ton of money. Can I pull the ripcord? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 4, 2022
Should I Stop 401(k) Contributions?
With my 401(k) getting hammered so far this year, should I consider reducing my monthly contribution and parking it in my savings account where at least I know it's safe? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 3, 2022
Retirement Planning With a Disability
What investment considerations should I make for the impending disability that I'm facing? Both for the possibility that I may not be able to work and that we will have increased expenses. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts . And please take our poll , it's all of two questions! "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
Oct 2, 2022
Social Security Strategies
When it comes to Social Security, it seems like there's a million different claiming strategies, but more times than not, less really is more. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts . And please take our poll , it's all of two questions! "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
Oct 1, 2022
Planning After a Loss
When planning for retirement, life does not always move in a straight line, as you'll hear with our latest caller. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 30, 2022
How to Approach Bond Funds
Given that we are likely in a situation where interest rate hikes will continue to hammer fund prices for half a year or more, how should we be approaching bond funds? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 29, 2022
Welcome to Campaign HQ with David Plouffe
David Plouffe, former President Barack Obama’s campaign manager and White House Senior Advisor, returns for a new season with a deep dive into key states in the crucial midterm elections, and what it will take to win them. Plouffe’s guests are key operatives, local political reporters and independent pollsters, who don’t just have opinions about what is happening, they know what is happening, because they are the ones in the arena. 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
Sep 29, 2022
How Much to Put Down on a House?
With a new home purchase on the horizon, should we only put down the amount needed to ensure an affordable mortgage payment? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 28, 2022
How Can We Help My Ma In Law?
My wife’s mother was diagnosed with Alzheimer’s last year and it's looking like we're going to have to help with the expenses. How will this impact our retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 27, 2022
SEP IRA or Solo 401(k)?
Now that I'm a freelancer and my income is starting to grow, I'm wondering what kind of retirement plan I should put in place for myself? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 26, 2022
Can We Cut Back and Start Enjoying Life?
With a young son in the mix, and after working in health care for many years, can we ease into retirement and spend more time enjoying life? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 25, 2022
Invest or Pay Down Mortgage?
With a little extra cash flow thanks to a recent raise, should I make extra payments on the mortgage or put the money to work in an investment account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 24, 2022
Incorporating Additional Income
With a second income about to enter our household, how should we incorporate the additional money into our retirement planning? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 23, 2022
How to Unravel an Annuity?
My mother-in-law has been working with a financial advisor who has placed her into some very questionable and overly complex investments. How do I unravel this mess? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 22, 2022
Ignore the Market Gyrations
Another interest rate hike by the Fed and another drop on Wall Street. Just remember, for long-term investors, the market gyrations are a-okay. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 21, 2022
Early Retirement or a Pool?
I'm 50 and would like to retire at 55, but we're also hoping to buy a new home with a pool. Can we manage the new house if I call it quits? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 20, 2022
How Much Is Enough?
Even if my wife decided to quit work and join me on the sidelines, I think we're fine for retirement. So now I'm wondering, when is enough, enough? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 19, 2022
Do We Have Enough in Investments?
My wife and I are in our mid 50s and hoping to retire in the next year or so. Do we have enough money saved to make it happen? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 18, 2022
We're 47, Can We Retire in Four Years?
At 47 years of age, both my wife and I are thinking about calling it quits in four years or so, if not sooner. Is it doable? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 17, 2022
Pay Off the Car Loan?
Even though it's not a huge car loan, just having it is driving me nuts. Is paying if off the right financial move? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 16, 2022
Are We Doing Okay?
At 53 years old, and about to launch only son off to college, are we in solid shape for our retirement years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 15, 2022
All Roth All the Time?
More often than not, I hear you and Mark recommend Roth 401(k) contributions, whether the person is in the 12% tax bracket or the 24% or 32% tax brackets. What are your guidelines when deciding between a traditional or Roth 401(k)? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 14, 2022
Worst Day on Wall Street in Two Years
The stock market had its worst day in two years after the consumer price index report for August showed higher-than-expected inflation. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 13, 2022
Should I Hire an Advisor?
I’ve been handling my own portfolio for quite some time, but as I get older, compounded with the turmoil in the markets, I'm starting to wonder if I should hire an advisor? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 12, 2022
Investing Neophyte
Listening to your show for several months now, I feel like everyone has a brokerage account, except us! Is it time for us to start using a taxable account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 11, 2022
Should I Be Getting Life Insurance?
As I prepare to make a career change, is there any reason why I should be considering life insurance? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 10, 2022
Should I Roll Over My TSP?
As I prepare to retire from the military and head into the civilian workforce, should I leave my TSP where it is or roll it over? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 9, 2022
Can We Splurge on a Motor Home?
With retirement on the horizon, would we be crazy to splurge on a $200k motor home? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 8, 2022
Should I Rebalance Now or Wait?
With the markets bouncing all over the place this year, should I rebalance now or stick to my plan and do it in January? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 7, 2022
Pre-Tax or Post for My 401(k)?
My employer offers a pre-tax and Roth 401(k) option, which should I be using? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 6, 2022
Retirement Planning With an Age Difference
Given the age difference between myself and my husband, I just want to make sure our financial picture is solid. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 5, 2022
Does My Kid Need Life Insurance?
Is there any reason why I should be considering a life insurance policy for my child? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 4, 2022
How to Change Part Two
Award-winning Wharton Professor Katy Milkman has devoted her career to the study of behavior change, and this weekend we're rerunning an interview from when she joined us to discuss her book, How to Change: The Science of Getting from Where You Are to Where You Want to Be . Change comes most readily when you understand what's standing between you and success and tailor your solution to that roadblock. If you want to work out more but find exercise difficult and boring, downloading a goal-setting app probably won't help. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 3, 2022
How to Change Part One
Award-winning Wharton Professor Katy Milkman has devoted her career to the study of behavior change, and this weekend we're rerunning an interview from when she joined us to discuss her book, How to Change: The Science of Getting from Where You Are to Where You Want to Be . Change comes most readily when you understand what's standing between you and success and tailor your solution to that roadblock. If you want to work out more but find exercise difficult and boring, downloading a goal-setting app probably won't help. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 2, 2022
Pension Options
I have a pension from a previous employer, should I take it as a lump sum or an annuity? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 1, 2022
Do We Need a Planner?
As we get ready for retirement in a few years, does it make sense for us to find a planner? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 31, 2022
Young and Dreaming of Early Retirement
I'm a recent grad and hoping to one day retire early, what's the best way to set myself up for success? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 30, 2022
Income Streams in Retirement
With various pots of money, how should we be tapping each to generate our income streams in retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 29, 2022
Prospects for Retirement
I'm 59 and was hoping to retire at 63, but now I'm worried about my prospects for retirement. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 28, 2022
The Practice of Groundedness Part Two
Achievement often comes at a cost. Angst, restlessness, frayed relationships, exhaustion, and even substance abuse can be the unwanted side effects of an obsession with outward performance. While the high of occasional wins can keep you going for a while, playing into the always-on, never enough hustle culture ultimately takes a serious toll. In The Practice of Groundedness , author Brad Stulberg shares a healthier, more sustainable model for success. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 27, 2022
The Practice of Groundedness Part One
Achievement often comes at a cost. Angst, restlessness, frayed relationships, exhaustion, and even substance abuse can be the unwanted side effects of an obsession with outward performance. While the high of occasional wins can keep you going for a while, playing into the always-on, never enough hustle culture ultimately takes a serious toll. In The Practice of Groundedness , author Brad Stulberg shares a healthier, more sustainable model for success. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 26, 2022
Should We Keep Investing?
Given the ups and downs on Wall Street this year, should we keep investing, or hit the pause button? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 25, 2022
We Upsized, Are We Okay?
After splurging on a second house, are we still on track for retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 24, 2022
Time to Help the Parents
My parents are getting to the point where they need a little help, and I need a little help to make sure I'm pointing them in the right direction. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 23, 2022
Helping Mom Get on Track
Following the death of my father I've been trying to help my mom with the finances and would like a second opinion to make sure I'm doing things properly. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 22, 2022
New 401(k), Pre-Tax or Roth?
With a new job and a new retirement plan, should I be using the pre-tax or Roth 401(k) option? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 21, 2022
A World Without Email Part Two
This weekend we're rerunning an interview with Cal Newport who joined us a while back to talk about his latest book, A World Without Email: Reimagining Work in an Age of Communication Overload . Modern knowledge workers communicate constantly. Their days are defined by a relentless barrage of incoming messages and back-and-forth digital conversations, a state of constant, anxious chatter in which nobody can disconnect, and so nobody has the cognitive bandwidth to perform substantive work. We have become so used to an inbox-driven workday that it's hard to imagine alternatives. But they do exist. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 20, 2022
A World Without Email Part One
This weekend we're rerunning an interview with Cal Newport who joined us a while back to talk about his latest book, A World Without Email: Reimagining Work in an Age of Communication Overload . Modern knowledge workers communicate constantly. Their days are defined by a relentless barrage of incoming messages and back-and-forth digital conversations, a state of constant, anxious chatter in which nobody can disconnect, and so nobody has the cognitive bandwidth to perform substantive work. We have become so used to an inbox-driven workday that it's hard to imagine alternatives. But they do exist. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 19, 2022
How to Handle Large Salary Increase
My salary is about to double and I'm not sure how handle the extra cash flow, can you help? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 18, 2022
Can I Retire at 56, or Wait Until 60?
With a strong desire to call it quits, can I retire at 56 or should I wait until 60? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 17, 2022
Is the Fee I'm Paying Too High?
I feel like we might be paying too much for our financial advisor, so do we keep him or ditch him? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 16, 2022
Late Start, Will I Be Okay?
At 51, I feel like I got a late start in terms of saving for retirement. Will I be okay? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 15, 2022
What to Do With an Extra $50k?
With an extra $50k kicking around after a home sale, what's the best use of this money? Something safe? Or a brokerage account or 529 plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 14, 2022
Why Generalists Triumph in a Specialized World Part Two
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Our repeat guest this weekend, David Epstein , uses his latest book, Range: Why Generalists Triumph in a Specialized World , to examine the world’s most successful athletes, artists, musicians, inventors, forecasters and scientists. He discovered that in most fields, especially those that are complex and unpredictable, generalists, not specialists, are primed to excel. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 13, 2022
Why Generalists Triumph in a Specialized World Part One
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Our repeat guest this weekend, David Epstein , uses his latest book, Range: Why Generalists Triumph in a Specialized World , to examine the world’s most successful athletes, artists, musicians, inventors, forecasters and scientists. He discovered that in most fields, especially those that are complex and unpredictable, generalists, not specialists, are primed to excel. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 12, 2022
I'm 66, Can I Retire?
66 years old and considering retirement after being at the same employer for 44 years. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 11, 2022
Can I Retire at 59.5?
I'm 59 and retirement is on my mind. Can I pull the trigger and call it quits in the near future? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 10, 2022
Time to Lock In My Mortgage?
After taking out an adjustable rate mortgage in 2017, is it time to refinance and lock in a rate? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 9, 2022
Can I Pull Some Money Out of My IRA?
I would love to take $1,800 per month out of my IRA, but my stock broker says absolutely not, is he right? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 8, 2022
Will I Be Living in My Car?
I want to retire, but I'm not sure if I have enough savings to pull it off. Will I make it or will my dog and I be living in my car? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 7, 2022
Lump Sum or Annuity?
With an old pension plan kicking around, I'm being presented with some options. Which should I choose? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 6, 2022
Helping Dad With His Finances
With my financial life in good shape, the focus is on helping my dad. Is the plan we have in place a good one? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 5, 2022
Withdrawals When the Market Tanks
With the market down so far this year, how should I go about implementing a four percent withdrawal strategy? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 4, 2022
Variable Rate Mortgage vs Traditional Mortgage
Given the current environment, is it nuts to even consider an adjustable rate mortgage for an upcoming house purchase? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 3, 2022
Our Retirement Plan, Would You Change Anything?
As we get closer and closer to retirement, we feel like our plan is solid, but we want to make sure there's nothing we're missing. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 2, 2022
Housing Dilemma for Mom
The only retirement asset my mom has is her house, and now that she's in her 70s, I'm looking at the possibility of her gifting me the property. Is this a good idea? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 1, 2022
Financing the Cost of College
We have 529 plans for our kids, but with the market in the tank, I'm worried about paying for college over the next few years. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 31, 2022
Prepping for a Transition
My husband will be transitioning from military life to civilian life in a few short years. What should we be thinking about now to help make it a smooth transition? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 30, 2022
Savings Prioritization
How do we juggle between saving for retirement and saving for a house down payment? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 29, 2022
State of the Economy
With the highest inflation rates in four decades, the federal reserve has raised the short-term interest rate for the fourth time this year. I joined CBS Mornings to discuss the impact this has on borrowers with mortgages, credit card debt and loans. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 28, 2022
Too Much Real Estate?
With $910k in real estate assets and $170k in traditional retirement assets, do we have too much in real estate? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 27, 2022
Pension Options Including Disability
My wife is on long-term disability and has two options regarding her pension and we're not quite sure which one to select. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 26, 2022
I'm 57, Can I Retire Yet?
Another day, another retirement question, this one from a 57 year old hoping to call it quits early next year. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 25, 2022
Can I Retire by 60?
I am 57 and would like to retire by 60, is it doable? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 24, 2022
Weathering the Economic Headwinds Part Two
Is everything more expensive than it used to be? Yes, more-or-less, that's the reality facing Americans and it's not clear when consumer prices will ease. And on that note, this weekend we're running my appearance on The Takeout , a podcast hosted by Major Garrett , Chief Washington Correspondent for CBS News. It was a fun conversation about inflation, interest rates and what you can do to weather the economic headwinds. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 23, 2022
Weathering the Economic Headwinds Part One
Is everything more expensive than it used to be? Yes, more-or-less, that's the reality facing Americans and it's not clear when consumer prices will ease. And on that note, this weekend we're running my appearance on The Takeout , a podcast hosted by Major Garrett , Chief Washington Correspondent for CBS News. It was a fun conversation about inflation, interest rates and what you can do to weather the economic headwinds. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 22, 2022
HSA or Roth?
With an extra $5k to invest, should I use a Health Savings Account (HSA) or a Roth? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 21, 2022
How to Avoid Falling Victim to Financial Fraud
I joined CBS Mornings to discuss IRS scams and how to avoid them, including which red flags to watch for, and how to report them to the government. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 20, 2022
Can We Take a Sabbatical?
We're thinking about selling our small business and taking a sabbatical. Are we crazy? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 19, 2022
Tax Strategies in Retirement
The good news is that we've accumulated a ton of money. What I find confusing is how to strike the right balance between pre-paying taxes and managing the increased costs, including IRMAA, Social Security taxes and capital gains taxes. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 18, 2022
Helping Mom as She Transitions to Long-Term Care
My mother is 93 years old and because her memory and ability to care for herself have noticeably declined this past year, we moved her into a memory care facility. How do we go about developing a financial strategy to support the recent change? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 17, 2022
I’m Thinking About Paying off the Mortgage
With a unique situation on my hands, I'm thinking about paying off the mortgage. Does it make sense? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 16, 2022
Is My Money Safe?
When it comes to my money being insured, is it okay to have one large taxable account, or should I have a few smaller brokerage accounts? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 15, 2022
What Do You Think of Our Plan?
We're married, in our early to mid 50s and planning to retire in two years. After a real estate sale, we should clear about $600k which will be our bridge account. Are there any holes in the plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 14, 2022
Prepping for a Possible Recession
With inflation at a 41 year high, and the Federal Reserve raising interest rates, many financial experts warn of an economic slow down. I joined CBS Mornings to discuss how to protect your finances during this uncertain time. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 13, 2022
Retiring With a Disabled Daughter
My daughter is disabled and will most likely be financially and socially dependent on us for the rest of our lives. How should we be thinking about retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 12, 2022
I’m Fried, Can I Retire?
Working as a school nurse during COVID has accelerated my anxiety to the point that all I think about is retiring. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 11, 2022
When Can I Retire?!
Given the possibility of layoffs with my current employer, I'm thinking that I'd like to retire in 2-4 years. Is this doable? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 10, 2022
Target Date Funds
Should I be using a target date fund, or can I create my own sort of target date fund allocation using individual index funds? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 9, 2022
Should We Be Using a Roth 401(k)?
After using our pre-tax 401(k) for years, we now have the Roth option. Should we switch things up? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 8, 2022
How to Invest Extra Money
With some extra money on hand due to an inheritance, I'm wondering what's the best way to put the money to work? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 7, 2022
Best Way to Plan for Retirement
41 years old and self-employed, what's the best way for me to save for retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 6, 2022
Already Retired, but Need a Plan
I accepted an early retirement package, which I took as a lump sum, and now I need help with all the proceeds in my rollover IRA. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 5, 2022
The Frugal Way to Travel Part Two
The summer travel season is officially upon us, and for the first time in a long time, it feels like millions of Americans will be hitting the roads and taking to the skies to enjoy their long awaited vacations. I know I'm Europe bound and Mark will be as well in August. That's why we're re-running an interview we did (pre-Covid) with Seth Kugel , currently the Tripped Up columnist at the New York Times, and formerly the Frugal Traveler columnist for The Times. So sit back, relax, and enjoy! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 4, 2022
The Frugal Way to Travel Part One
The summer travel season is officially upon us, and for the first time in a long time, it feels like millions of Americans will be hitting the roads and taking to the skies to enjoy their long awaited vacations. I know I'm Europe bound and Mark will be as well in August. That's why we're re-running an interview we did (pre-Covid) with Seth Kugel , currently the Tripped Up columnist at the New York Times, and formerly the Frugal Traveler columnist for The Times. So sit back, relax, and enjoy! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 3, 2022
Loving Capitalism Part Two
Since the 4th of July holiday is upon us, we're going to re-run an interview we did with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home Depot. He joined us a few years back to talk about his book, I Love Capitalism!: An American Story , but really it was just a fascinating conversation with a guy who grew up in a working-class family, put himself through school, and after some hard work and smart decisions and a few guardian angels, became one of the most successful businessmen in the country. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 2, 2022
Loving Capitalism Part One
Since the 4th of July holiday is upon us, we're going to re-run an interview we did with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home Depot. He joined us a few years back to talk about his book, I Love Capitalism!: An American Story , but really it was just a fascinating conversation with a guy who grew up in a working-class family, put himself through school, and after some hard work and smart decisions and a few guardian angels, became one of the most successful businessmen in the country. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 1, 2022
41 and Planning for the Future
41 years old and finally trying to plan ahead for the future, is there anything I should be thinking about that's not on my radar? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 30, 2022
In Our Mid 40s, Are We on Track?
After having to learn the basics of personal finance on my own, I just want to make sure my trajectory is going in the right direction. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 29, 2022
When to Take My Pension
I am lucky enough to have a great pension from a great company. I was originally thinking I would take it in January of 2023, but with the market down, maybe I should wait? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 28, 2022
Single Mom Trying to Save for Retirement
Even though I have a ton of equity in real estate, I'm wondering how I can put more money away for retirement without having to sell my home? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 27, 2022
Finding a Balance Between Saving for Retirement and Enjoying Life
I feel like we're doing okay, yet I also feel like we are struggling in terms of finding a balance between saving for retirement, having emergency funds and enjoying life. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 26, 2022
What to Do With My Annuity?
Annuities are confusing products, which means the decisions to be made are never quite that easy. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 25, 2022
$108k Left on the Mortgage, Should I Pay It Off?
Already retired and just over $100k left on the mortgage, should I go ahead and just pay it off? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 24, 2022
My Retirement Money
I hear all the advice about staying the course, but I'm retired and I cannot add to my nest egg, and it seems as if it's going down the toilet. What should I do? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 23, 2022
Financial Advice for College Grads
I joined CBS Mornings to share financial advice for recent college graduates, including how to manage student loan debt, starting a retirement fund and what parents who want to help should be mindful of. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 22, 2022
Can I Retire NOW?
I hate my job. It wakes me up at 2 AM and often I am not able to go back to sleep. Thus, I believe my job is having a negative effect on my health. Can I retire? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 21, 2022
Big Pension and TSP, How Much Is Enough?
With a big pension coming my way in retirement, how much should I be contributing to my TSP, if anything at all? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 20, 2022
Should I Ditch My Stocks and Go All Cash?
With the stock market volatility freaking me out, should I blow out of my stocks and go all cash? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 19, 2022
Should I Take a New Job and Ditch My Pension?
Is my current pension so valuable that I should turn down an intriguing new job offer? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 18, 2022
How Should I Invest My 401(k)?
When it comes to my 401(k), should I be investing on a pre-tax or post-tax basis? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 17, 2022
Nowhere to Run, Nowhere to Hide
Another three percent drop on Wall Street, and just like the song says, there's nowhere to run and there's nowhere to hide. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 16, 2022
Biggest Rate Increase Since 1994
The biggest interest rate hike since 1994, plus, with some student loan debt still in the picture, what's the best way to utilize $160,000 in cash we're currently sitting on? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 15, 2022
Trying to Get My Financial Life in Order
After avoiding finances for quite some time, I feel like it's time to get my financial life in order. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 14, 2022
Good With Money but Need a Plan
I feel like we're good with our money but still need some help coming up with a solid retirement plan. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 13, 2022
Recession Fears
Gas prices in the nation are at a never-before-seen level and fears of a recession don't seem to be slowing down anytime soon. I joined CBS Mornings to help make sense of the latest economic data. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 12, 2022
Celebrating Pride Month Part Two
June is #PrideMonth, when the LGBTQ community and its allies, honor the 1969 Stonewall Riots in New York City, an event that served as the catalyst for the gay rights movement in the U.S. and around the world. To help us celebrate, we’re joined this weekend by Glennda Testone, Executive Director of the Lesbian, Gay, Bisexual and Transgender Center in NYC. If you want to support my ride, you can donate HERE . Thank you!!! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 11, 2022
Celebrating Pride Month Part One
June is #PrideMonth, when the LGBTQ community and its allies, honor the 1969 Stonewall Riots in New York City, an event that served as the catalyst for the gay rights movement in the U.S. and around the world. To help us celebrate, we’re joined this weekend by Glennda Testone, Executive Director of the Lesbian, Gay, Bisexual and Transgender Center in NYC. If you want to support my ride, you can donate HERE . Thank you!!! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 10, 2022
Help Me Get Set Financially
I'm looking to firm up our financial picture, but I'm not quite sure where to start, can you help? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 9, 2022
Sitting on Cash, Should I Pay Off the Mortgage?
If I'm sitting on a pile of cash, and it's earning next to nothing, does it make sense to use it to pay down the mortgage? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 8, 2022
Starting to Panic
I really thought we were on track for a good retirement, but now I'm starting to panic. Can you help calm my nerves? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 7, 2022
Am I Crazy to Still Be Renting?
As a happy renter, am I crazy to not consider buying a house in the Bay Area? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 6, 2022
Evaluating Pension Options
With retirement a month away, it's time for me to make a decision regarding my pension. With so many options to choose from, which one should I go with? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 5, 2022
Starting Off on the Right Foot
Aunt Jill, any tips for a recent college grad looking to start things off on the right foot when it comes to preparing for my eventual retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 4, 2022
Life Insurance for College?
Is life insurance a good vehicle when it comes to saving for college? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 3, 2022
Reality Check, Can I Retire in Three Years?
I'm 55 and would like to retire in three years. I don't really like my job, or I should say I have a hard time not letting my work take too much of my emotional energy and attention. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 2, 2022
Can We Retire in a Month?
We’ve decided that our retirement date is planned for July 1 of this year, and we’re thinking we should make an annuity part of our income plan. Yay or nay? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 1, 2022
Decent 401(k), but No Pension
At 62 I'm starting to think about retirement. My 401(k) is in pretty good shape, but I don't have a pension, so I'm not quite sure how to make the numbers work. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 31, 2022
Forced Retirement at 55, Are We Okay?
With my husband being forced into retirement at 55, will we be okay given the current state of our retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 30, 2022
Make Your Bed: Little Things That Can Change Your Life...And Maybe the World
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with more than 16 million views online. McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 29, 2022
Roar: Into the Second Half of Your Life Part Two
Joining us this weekend is Michael Clinton , former president and publishing director of Hearst Magazines. In his recently released book, ROAR , Michael helps those who are considering retirement or mid-career change as well as those who have no wish to retire, to get on with fulfilling their dreams before it’s too late. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 28, 2022
Roar: Into the Second Half of Your Life Part One
Joining us this weekend is Michael Clinton , former president and publishing director of Hearst Magazines. In his recently released book, ROAR , Michael helps those who are considering retirement or mid-career change as well as those who have no wish to retire, to get on with fulfilling their dreams before it’s too late. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 27, 2022
Can We Retire at 55?
With a pension on the horizon, and insurance covered, can we start daydreaming about retirement at 55? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 26, 2022
Stay or Go?
With a 76 mile commute, 2.5 hours sitting in the car each day, I'm wondering if it's time to start looking for a new job closer to home? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 25, 2022
When Can I Afford to Call It Quits?
I'm only 53 but I'm totally fried at work. I can gut it out for a few more years, but once I hit 60, can I call it quits? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 24, 2022
Need Advice on Early Retirement
We're 49 and 50 and both miserable at our jobs. Is it realistic to start considering early retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 23, 2022
Recent Widow, What Am I Supposed to Do?
My husband recently passed away and he always took care of the investments. Now it is left up to me to manage all of this money, and I am scared. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 22, 2022
Don’t Bail on Bonds Part Two
In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Well, what happens when the so-called “safe” part of your portfolio loses value? That’s the conundrum that diversified investors are facing, as they confront this year’s drop in bond prices. Joining us this weekend to help soothe your nerves is Kathy Jones , the Chief Fixed Income Strategist at the Schwab Center for Financial Research. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 21, 2022
Don’t Bail on Bonds Part One
In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Well, what happens when the so-called “safe” part of your portfolio loses value? That’s the conundrum that diversified investors are facing, as they confront this year’s drop in bond prices. Joining us this weekend to help soothe your nerves is Kathy Jones , the Chief Fixed Income Strategist at the Schwab Center for Financial Research. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 20, 2022
Dell Podference: Consumer Sought Goods and the Pandemic Part Two
On this bonus episode of Jill on Money, we're joined by Chieh Huang , the CEO of Boxed , an online and mobile membership-free wholesale retailer that offers direct delivery of bulk-sized packages. As the pandemic unfolded, it caused an increase in demand for consumer sought goods and direct delivery of bulk-sized packages. In this episode, hear the story of how Boxed relied on technology to rise to the challenge. This special episode is part of the Small Business Podference presented by Dell Technologies. To find more participating podcasts, search for Dell Technologies Small Business Podference on Audacy dot com, Spotify or Apple podcasts at the end of this episode. 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
May 20, 2022
Dell Podference: Consumer Sought Goods and the Pandemic Part One
On this bonus episode of Jill on Money, we're joined by Chieh Huang , the CEO of Boxed , an online and mobile membership-free wholesale retailer that offers direct delivery of bulk-sized packages. As the pandemic unfolded, it caused an increase in demand for consumer sought goods and direct delivery of bulk-sized packages. In this episode, hear the story of how Boxed relied on technology to rise to the challenge. This special episode is part of the Small Business Podference presented by Dell Technologies. To find more participating podcasts, search for Dell Technologies Small Business Podference on Audacy dot com, Spotify or Apple podcasts at the end of this episode. 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
May 20, 2022
Closing in on a Bear Market
Stocks had their worst day in two years on Wednesday, after a huge sell-off prompted by major retailers announcing a drop in profits. While this isn't necessarily a sign of a looming recession, it's important to keep in mind that one could come as part of a normal business cycle. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 19, 2022
Dell Podference: A Fintech Company Navigates the Pandemic
On this bonus episode of Jill on Money, we're joined by Brent Weiss , co-founder and Chief Evangelist at Facet Wealth , a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. Two plus years into the pandemic, how was a fintech company not only able to survive, but thrive, as the world drastically changed during the pandemic? One key ingredient: technology. This special episode is part of the Small Business Podference presented by Dell Technologies. To find more participating podcasts, search for Dell Technologies Small Business Podference on Audacy dot com, Spotify or Apple podcasts at the end of this episode. 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
May 19, 2022
Seeking Options in Early Retirement
Now that we're retired, should we be using I Bonds? Should we be doing Roth conversions? Should we be looking at annuities? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 18, 2022
I’m Scared, Should I Keep Investing?
The markets have me freaked out, and now I'm wondering if I should still be using my 401(k)?! Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 17, 2022
Evaluating My Pension Options
I have a choice to make with my pension, and I'm on the fence as to whether I should take the lump-sum or a monthly annuity. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 16, 2022
Are We Ok to Possibly Retire at 61 or 62?
After 40 years in the workforce, and two bouts of COVID, we're burned out. Can we retire this year? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 15, 2022
Help Me Help My Parents!
Before it's too late, how can I help my parents get their financial house in order? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 14, 2022
Am I Over Diversified?
I feel like I've got a lot going on in a lot of different places. Is it possible I'm over diversified? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 13, 2022
Convince Me to Keep Investing
With the markets tanking, I'm not thrilled about the idea of investing new money. Convince me to stay the course! Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 12, 2022
How Is the Interest on I Bonds Calculated?
I gotta tell ya, the questions about I Bonds are pouring in! With one interest to start the year, another rate now kicking in, it can be confusing. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 11, 2022
Where Do I Go From Here?
We recently got in touch with an advisor who wants to manage our portfolio for a fee of 1.25%. Should we do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 10, 2022
Too Much Company Stock?
We have a third of our money in company stock, and I realize that’s way too much, but I also don't want to pay the huge tax bill should we reallocate. What should I do? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 9, 2022
Financial Worries Keeping Me Awake at Night
Our financial advisor says we’re all set, we have nothing to worry about, yet I find myself worrying every day. Help!! Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 8, 2022
Navigating the Pandemic as CEO Part Two
Ann Mukherjee , Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the spirits business, and the surge in canned cocktails. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 7, 2022
Navigating the Pandemic as CEO Part One
Ann Mukherjee , Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the spirits business, and the surge in canned cocktails. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 6, 2022
Keep Calm and Keep Investing
A crazy ride on Wall Street this week with some extreme highs and lows. My advice? Keep calm and keep investing. Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 5, 2022
Will I Be Okay To Retire in Seven Years?
I'm 60 years old, still working, but also pulling money out of my 401(k) which has me wondering if I'll be okay to retire in about seven years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 4, 2022
Can I Retire and Move to Spain?
After working at the same company for 30 years, can I call it quits and spend a good chunk of time in Spain? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 3, 2022
Can I Accomplish My Goal of Semi-Retirement?
My goal is to semi-retire by the end of 2024, can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 2, 2022
53 and Panicking About Retirement
I'm 53 years old and starting to panic when I think about retirement. Will I be okay? Have a money question? Email us, ask jill [at] jill on money dot com. 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
May 1, 2022
Role Reversal With Jill Part Two
This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor market. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 30, 2022
Role Reversal With Jill Part One
This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor market. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 29, 2022
Planning for Retirement and Relocation
Looking into the future, maybe ten years or so down the road, will we be able to retire comfortably and relocate? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 28, 2022
Balancing Retirement and College Savings
We've been saving and saving for retirement, but now I'm wondering how to balance retirement and funding college for our kids. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 27, 2022
Delay Social Security and Start Converting?
Knowing that we've got some serious required minimum distributions on the horizon, should we delay Social Security and starting converting to a Roth? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 26, 2022
Questions About Inherited IRA
Because of the emotions attached to it, I've been kind of ignoring an inherited IRA, but I'm finally ready to take some action. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 25, 2022
Are We on the Right Track?
We have been working very hard to get ready for college and ultimately retirement. Are we on track? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 24, 2022
How to Prioritize Our Savings
How should we be looking to juggle saving for retirement as well as the cost the day care? Does one take priority over the other? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 23, 2022
Factoring Health Into the Retirement Equation
Planning for retirement isn't always a straight line, especially when you mix some health factors into the equation. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 22, 2022
Is Now the Time for an Annuity?
Considering the current economic environment, is now actually the time to consider a fixed annuity? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 21, 2022
Flat Fee or AUM, What is Best for Me?
Considering that I'm not a complicated client, I'm struggling with the management fees I'm currently paying. What's the solution? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 20, 2022
Prepping for Retirement
With retirement a few years out, what should I be doing now to ensure a smooth transition? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 19, 2022
Questions About My Early Retirement
Newly retired and only in my 50s, which means I've got plenty of questions! Where should I draw my funds from to support my retirement before Social Security? Should I fire my advisor? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 18, 2022
Help Us Get Back on Track
After making some questionable financial moves, we feel like we're out of whack. Can you help get us back on track? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 17, 2022
What's Your Problem Part Two
This weekend we're joined by former Planet Money host Jacob Goldstein , host of What’s Your Problem , a new podcast that helps listeners understand the problems really smart people are trying to solve right now. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 16, 2022
What's Your Problem Part One
This weekend we're joined by former Planet Money host Jacob Goldstein , host of What’s Your Problem , a new podcast that helps listeners understand the problems really smart people are trying to solve right now. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 15, 2022
Last-Minute Tax Tips and Elon Wants Twitter
I joined CBS Mornings with some last-minute tax tips ahead of the filing deadline on Monday, April 18. But before doing so, we also chatted about Elon Musk offering to buy 100% of Twitter. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 14, 2022
Why Shouldn’t We Pay Off the Mortgage?
Here we go, the latest example of me trying to convince somebody why it's not a good idea to be hellbent on paying off the mortgage before retirement. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 13, 2022
Please Help and Let Me Get Some Sleep!
Can you help?! I'm 66 and haven't been keeping up with my retirement funds and allocations and really want to reallocate since I am older. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 12, 2022
Can I Retire Next Year at 56?
Can I retire next year at 56 or should I keep working and let my pension grow even bigger? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 11, 2022
Is a Widower on Track for Retirement in Three Years?
After losing my wife a few years back, I'm beginning to think that it's time to retire and start enjoying life on my terms. Can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 10, 2022
Am I Doing Enough for Retirement?
With a little extra cash on hand, and with the retirement accounts already maxed out, what's the best course of action? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 9, 2022
What to Do With Old 401(k)?
What's the best course of action when you have an old 401(k) that's still parked with the old employer? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 8, 2022
I Bonds or a 529 Plan?
With bond funds getting hammered, how about using I bonds as an alternative to the bond portion of a 529 plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 7, 2022
How to Pay for College
On May 1, the pause on federal student loan payments is set to expire. I joined CBS Mornings to discuss the likelihood that it will get extended again and what borrowers need to do to prepare. We also share some advice for families looking into financial aid. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 6, 2022
The Just In Case Plan
I’m not sure how to approach my retirement plans, but one thing is certain, I feel like I need a backup plan. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 5, 2022
When Do We Take the Hit on Taxes?
With a tax hit on the horizon for my non-qualified deferred compensation plan, do I take the hit all at once or spread it out over a few years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 4, 2022
28, Retire by 45?
28-years-old and already daydreaming about shifting gears at 45. Am I on the right track to make my dreams a reality? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 3, 2022
Taxes in Retirement
As I ponder my taxes in my retirement, is there any reason why I should be considering an annuity or switching to Roth? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 2, 2022
Mortgage or No Mortgage?
I'm getting ready to purchase a house, should I pay cash or take out a mortgage? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Apr 1, 2022
I'm 43, Should I Retire?
With more money coming in than going out, should I call it quits at the ripe old age of 43? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 31, 2022
Do I Need an Advisor?
After inheriting a large amount of money, is now a good time to find a financial advisor? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 30, 2022
Can I Help My Daughter Buy an Apartment?
With my own finances in solid shape, is it okay if I help my daughter buy an apartment in New York City? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 29, 2022
Where to Put the Next Available Dollar?
With a possible career change happening in the future, where should we be saving any available dollars that we have on a monthly basis? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 28, 2022
Feeling Pressure to Buy a Home
I am 40 years old and feeling all sorts of pressure to buy a house. Should I pull the trigger and do it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 27, 2022
Launching Financial Grownups Part Two
Bobbi Rebell joins us this weekend to discuss her latest book, Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart , which explains how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so we can all live richer lives. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 26, 2022
Launching Financial Grownups Part One
Bobbi Rebell joins us this weekend to discuss her latest book, Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart , which explains how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so we can all live richer lives. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 25, 2022
Financial Checkup at 47
I'm 47 and hoping to retire at 55, or at least have the option to call it quits. Is this doable given my current financial situation? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 24, 2022
Can We Afford to Buy a Piece of Land?
We're considering a HELOC to purchase a piece of land that's near our primary residence. Good idea or bad? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 23, 2022
Feeling Financial Anxiety
Just because you have a boatload of money saved, doesn't mean you're not allowed to feel some financial anxiety. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 22, 2022
Am I Taking Too Much Risk at 75?
As I approach my 75th birthday, the market gyrations are starting to freak me out a bit. Does that mean I'm taking too much risk? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 21, 2022
Stacking Our Financial Priorities
With a million dollars in qualified retirement accounts, but very little in non-qualified taxable accounts, and four kids, how should we be stacking our financial priorities? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 20, 2022
Did I Retire Too Early?
I've already pulled the trigger, but now I'm wondering if I retired too early? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 19, 2022
Keep or Ditch Disability Policy?
It's not a huge financial burden, but I'm wondering if I should I keep or ditch my disability insurance policy? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 18, 2022
What the Fed’s Rate Hikes Mean for You
I joined CBS Mornings to discuss what the increase in interest rates means for credit cards, auto loans and more. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 17, 2022
Should We Be Doing Roth Conversions?
When you're approaching retirement, or even already retired, does it make sense to start doing some Roth conversions? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 16, 2022
Pre-Retirement Anxiety
I really want to retire, the dilemma is that most of my wealth is tied up in real estate. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 15, 2022
Cash Poor and Retired
The good news is I have a good amount saved in my 401(k), the bad news is that the retirement account is basically the extent of my savings. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 14, 2022
Planning for Retirement 6-7 Years Out
I'm 53 and hoping to retire at 60, am I on track? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 13, 2022
The Fees Seem High
With some time on my hands to do some poking around, it seems I'm paying a lot in fees. Am I right? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 12, 2022
Can We Cut Back to Part-Time?
In our mid 50s, is it possible for us to cut back the hours and start thinking about full retirement at 60? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 11, 2022
Tips for Fighting Rising Prices
I joined CBS Mornings to share ways to save money at the gas pump and grocery store amid record-high inflation. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 10, 2022
Tapping Accounts in Retirement
When you have 15 years to go between retirement and Social Security, knowing which accounts to tap, and when, can be tricky. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 9, 2022
A Ban on Oil and Helping the People of Ukraine
It's been a busy and crazy week, and it's only Wednesday! Today we're chatting about the ban on oil from Russia and how many Americans are turning to Airbnb to directly send money to individual Ukrainians. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 8, 2022
Tax Cutoff for Roth Conversion
Does there come a point when the tax bracket no longer makes sense to consider a Roth conversion? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 7, 2022
Fear of Going Broke
On one hand I really want to retire, on the other hand I have this fear of going broke. What's the compromise? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 6, 2022
Tax Season with Ed Slott Part Two
With tax season heating up, and Build Back Better twisting in the wind, it's a perfect time to chat with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . We'll spend this weekend talking about tax prep, Roth IRAs, capital gains and more! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 5, 2022
Tax Season with Ed Slott Part One
With tax season heating up, and Build Back Better twisting in the wind, it's a perfect time to chat with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . We'll spend this weekend talking about tax prep, Roth IRAs, capital gains and more! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 4, 2022
Buy or Rent?
With the real estate market being crazy, and me being 0 for 6 on recent offers, should I rent for a year or two or keep looking to buy? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 3, 2022
Roth Conversion to Lower RMD
With Required Minimum Distributions on the horizon, should we be doing some Roth conversions to lower the RMDs? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 2, 2022
What Am I Missing?
I feel like I have done a decent job of saving and preparing for the future, but I always feel like I'm missing something or could improve somewhere. Can you help? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Mar 1, 2022
Your Financial Reality
When it comes to making big financial decisions, it's important to remember that you are constrained by your financial reality. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 28, 2022
Feeling Pressure to Hire a Financial Advisor
Now that we're in our 50s, we're starting to feel some pressure to hire a financial advisor. Do we need one? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 27, 2022
Why the ESG Craze Is Flawed Part Two
Okay, here's the good news: A collective hunger for Environmental, Social, and Governance (ESG) investing has driven a myriad of investment companies to create more options for investors. Ready for the bad news? According to a recent series in the Wall Street Journal, written by James Mackintosh , the whole ESG craze may be flawed. He joins us this weekend to discuss. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 26, 2022
Why the ESG Craze Is Flawed Part One
Okay, here's the good news: A collective hunger for Environmental, Social, and Governance (ESG) investing has driven a myriad of investment companies to create more options for investors. Ready for the bad news? According to a recent series in the Wall Street Journal, written by James Mackintosh , the whole ESG craze may be flawed. He joins us this weekend to discuss. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 25, 2022
Economic Impact of Russian Invasion
The Russian invasion of Ukraine has already had a wide economic impact. I joined CBS Mornings to discuss what we can expect over the coming days. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 24, 2022
Does a Fixed Annuity Make Sense?
Even though I have always been opposed to annuities, I'm starting to wonder if a fixed annuity might make sense for me. Yay or nay? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 23, 2022
Will I Be Okay Post-Divorce?
I was feeling really good about my retirement picture, but now that I'm getting divorced, I'm not so sure. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 22, 2022
Social Security Timing
With retirement getting closer and closer, my plan right now is to take Social Security at 62. Good idea or bad? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 21, 2022
Retired and Navigating Inflation
We're both already retired and because we're feeling a bit nervous about inflation, should we be looking to make any changes to our portfolio? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 20, 2022
The Power of Regret Part Two
Everybody has regrets, and our guest this weekend, Daniel H. Pink, explains in his latest book, The Power of Regret: How Looking Backward Moves Us Forward . Regrets are a universal and healthy part of being human. And understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 19, 2022
The Power of Regret Part One
Everybody has regrets, and our guest this weekend, Daniel H. Pink, explains in his latest book, The Power of Regret: How Looking Backward Moves Us Forward . Regrets are a universal and healthy part of being human. And understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 18, 2022
Can I Retire?
After 20 years on the job, I've had enough. Can I call it quits and retire later this year? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 17, 2022
Lake House Dream or Pipe Dream?
In our 30s and dreaming of selling our current home and moving to a lake home. Are we nuts? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 16, 2022
Financial Advisor or Not?
With a new job and big raise, should I be looking to bring a financial advisor into the mix? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 15, 2022
Are We Doing Enough for Retirement?
Our income has basically doubled for an undetermined amount of time, and it has us wondering if we're doing enough for retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 14, 2022
Do I Need a Financial Partner?
After a bad experience, I'm starting to wonder if I need a financial partner on my journey to financial independence. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 13, 2022
The Revolution That Wasn't Part Two
Joining us this weekend is Wall Street Journal columnist Spencer Jakab , whose just released book, The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors , tells the real story of the GameStop squeeze, and the surprising winners of a rigged game. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 12, 2022
The Revolution That Wasn't Part One
Joining us this weekend is Wall Street Journal columnist Spencer Jakab , whose just released book, The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors , tells the real story of the GameStop squeeze, and the surprising winners of a rigged game. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 11, 2022
How to Negotiate With Your Boss
As job postings became plentiful and labor shortages pinched various industries of the economy, many Americans have realized that they can seek better opportunities if their needs aren’t satisfied. In this episode Mark and I do a little workplace role-playing. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 10, 2022
Does a Roth 401(k) Have RMDs?
We're all about taking advantage of the Roth, but just be aware of some big differences between a Roth IRA and a Roth 401(k). Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 9, 2022
I Need Help With a Large Inheritance
When you inherit a large amount of money, and you're not confident in your own financial abilities, it's crucial that you have a good plan. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 8, 2022
Should We Be Doing Roth Conversions?
Retired in our 50s and collecting pensions, should we also be doing Roth conversions? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 7, 2022
Are We on Track for the Next 10 Years? 20? Beyond?
Even though you're almost certain you're in good shape, sometimes you just need to hear it from an objective observer. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 6, 2022
Navigating the Metaverse and Beyond Part Two
It's time for our annual tech visit with our good pal, Jeff Bakalar , the head of content development and strategy at Giant Bomb . On this visit we're talking about the state of gaming, the Metaverse, Web 3.0 and blockchain. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 5, 2022
Navigating the Metaverse and Beyond Part One
It's time for our annual tech visit with our good pal, Jeff Bakalar , the head of content development and strategy at Giant Bomb . On this visit we're talking about the state of gaming, the Metaverse, Web 3.0 and blockchain. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 4, 2022
Will Volatility Impact My Goals?
Help! I'm concerned that market volatility will impact my ability to achieve my goals. What should I do? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 3, 2022
To Pay Off the Mortgage or Not
If you're approaching retirement and have the urge to pay off the mortgage, you're not alone. But is it the right move? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 2, 2022
My Gap Year (updated)
As we're often reminded, life doesn't always go according to plan. Our latest (repeat) caller is a perfect example. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Feb 1, 2022
ETFs vs Index Funds
In terms of paying taxes, does it make much of a difference if I'm using ETFs or index funds? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 31, 2022
Is the Advisor Screwing Dad?
How do we know if the advisor working with our dad is really acting as a fiduciary? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 30, 2022
The Great Resignation or a Reshuffle? (Part Two)
LinkedIn principal economist, Guy Berger , joins us this weekend to discuss the current job market and shares how workplace dynamics have changed with employees now having more bargaining power. We also chat about which industries are seeing dramatic increases in pay and the future of remote/hybrid work. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 29, 2022
The Great Resignation or a Reshuffle? (Part One)
LinkedIn principal economist, Guy Berger , joins us this weekend to discuss the current job market and shares how workplace dynamics have changed with employees now having more bargaining power. We also chat about which industries are seeing dramatic increases in pay and the future of remote/hybrid work. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 28, 2022
Pre-Tax or Roth 401(k)?
I currently have my workplace retirement options set up so that I'm using some pre-tax features and some Roth. Should I switch to all Roth? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 27, 2022
Tax Season Is Open!
I joined CBS Mornings on the first day of tax season to discuss what Americans need to know when filing their taxes this year, including specifics about the Child Tax Credit, stimulus payments, unemployment benefits and free resources for tax prep. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 26, 2022
Active Military, Seeking Advice on Retirement Planning
Making the transition from military life to civilian can be tough, but having a couple awesome pensions certainly makes things a bit easier. Have a money question? Email us, ask jill [at] jill on money dot com. Register HERE for Your Money in 2022: What's News, What's Noise, and What You Need To Do 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
Jan 25, 2022
Pension or 401(k)?
Should my wife choose a pension or a 401(k) for her new workplace retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 24, 2022
Can We Retire?
Can we retire? The answer is yes, but it doesn't mean you haven't been getting some lousy advice along the way. Have a money question? Email us, ask jill [at] jill on money dot com. Register HERE for Your Money in 2022: What's News, What's Noise, and What You Need To Do 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
Jan 23, 2022
Rebalancing Retirement Account
Is there an easy way to rebalance inside of retirement accounts when we're using target date funds? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 22, 2022
Should I Buy an Annuity?
Sometimes annuities make sense, sometimes they don't. Here's the latest scenario. Have a money question? Email us, ask jill [at] jill on money dot com. Register HERE for Your Money in 2022: What's News, What's Noise, and What You Need To Do 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
Jan 21, 2022
Will I Ever Be Able To Retire?
With not much saved in retirement at the age of 51, is there any chance of me retiring in 5-7 years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 20, 2022
Will I Hit My Retirement Number?
I'm all for having a retirement number, but how you end up at that number is what really matters. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 19, 2022
Is Moving My 401(k) the Right Move?
A big financial firm wants to manage half the value of my still active 401(k). Should I make the move? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 18, 2022
Claiming Social Security Early
Instead of waiting until 70 to claim Social Security, why not take the reduced benefit early and invest it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 17, 2022
How Prepared Are We for Retirement?
Most online retirement calculators seem to indicate we're in great shape, are we? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 16, 2022
Take the Pitch or Swing?
I'm 59 years-old and trying to plan for retirement, do I need the insurance product I'm being pitched? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 15, 2022
Pay Off the Mortgage?
As we head into retirement, does it make sense to pay off the mortgage? Or should we invest the available cash? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 14, 2022
From Listener to Website Developer
In case you haven't noticed, the Jill on Money website has been beautifully redesigned. Here's something else you may not know, it was redesigned by one of you guys, a listener! Here's the backstory. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 13, 2022
Inflation and Hot Housing
I joined CBS Mornings to talk about what the latest home sales data means for the housing market. We also discussed mortgage rates and what you need to consider when looking to buy a home to ensure it's affordable for your family. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 12, 2022
Can I Retire at 60?
After years of saving, can I finally call it quits at 60? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 11, 2022
Transitioning to Retirement
Saving for retirement can often be the easy part. For many people the hard part is learning how to be retired. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 10, 2022
$7,000,000 and 8 Kids
Eight kids and $7,000,000 buckaroos coming your way. This is certainly a first for the Jill on Money show. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 9, 2022
What's the Financial Priority?
With a few items that need to be addressed, what should my top priority be? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 8, 2022
Should We Switch to a 529 Plan?
We're saving for college but not using a 529 plan. Should we be? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 7, 2022
Financial Planning and Terminal Illness
Life doesn't always go as planned and you've got to be ready to make adjustments when it comes to your finances. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 6, 2022
Pre-Tax or Roth?
Should I be making my retirement contributions pre-tax or Roth? Or a mix of both? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 5, 2022
Should I Do a 15 or 30 Year Mortgage?
With a refinance on the horizon, is it best to do a 15 or 30 year mortgage? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 4, 2022
Yay or Nay on Robo Advisors?
With just about every major brokerage firm now offering a robo advisor product, is it something we should be considering? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 3, 2022
Trying to Make Up for Lost Time
When you feel like you're late to the game in terms of saving for retirement, what's the best way to make up for lost time? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 2, 2022
In Pursuit of Financial Independence
When one is pursuing financial independence, how should the financial priorities be stacked? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jan 1, 2022
Which Retirement Accounts to Use
When it comes to saving for retirement, which accounts exactly should I be using? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 31, 2021
How To Handle an Inheritance
The bad news is somebody passed away, the silver lining is there's an inheritance coming your way. What should you do with it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 30, 2021
In Need of a Retirement Checkup
I'm pretty sure I'm in good shape, but turning 50 has left me wanting a second opinion. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 29, 2021
Social Security Strategy
When it comes to claiming your Social Security benefits, there's usually a few different strategies to consider. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 28, 2021
Do I Need a Whole Life Policy?
I'm being pitched a whole life insurance policy, do I need it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 27, 2021
I Think I’m in Good Shape, Can You Confirm?
Even though you think you're in good shape for retirement, it never hurts to get a second opinion. That's what we're here for! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 26, 2021
Keep or Ditch Whole Life Policy?
We're sticking with the insurance theme this holiday weekend, this time talking about whole-life policies. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 25, 2021
Should I Ditch or Keep Our Insurance Policies?
Merry Christmas! What better way to celebrate than by talking about insurance policies :) Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 24, 2021
Retirement Plan Options
Sometimes for reasons out of your control, your retirement options can be limited at work. Are there any other good choices available? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 23, 2021
Are We Going Off the Rails?
I'm pretty sure we're in good shape for retirement, but how would we know if we're going off the rails? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 22, 2021
Did I Retire Too Soon?
The decision has already been made, and the paperwork filed, but now you're wondering if you retired too soon. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 21, 2021
Have I Accumulated Enough to Retire?
It’s the million dollar question of whether or not you’ve saved enough to comfortably retire at the age of 61. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 20, 2021
Roth Conversion Before End of Year?
With the clock ticking, should we try and do a Roth conversion before 2021 comes to a close? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 19, 2021
Should I Pay Off a Small Mortgage?
With just a little bit of principal left on the mortgage, is it okay to pay it off in one fell swoop? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 18, 2021
End of Year Rebalancing
It's that time of year again when investors should think about rebalancing their portfolios. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 17, 2021
End of Year Money Tips
Here's a recent appearance from CBS Mornings where I discussed end of year financial planning tips and moves Americans can make now to save on taxes next year. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 16, 2021
In Desperate Need of Consolidation
After plenty of job changes over the years, you're now left with 8-9 retirement accounts. What's the best way to consolidate? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 15, 2021
Is $800k in One Stock Too Much?
Everything with your retirement game plan seems to be on track, except for the fact that you have $800k tied up in single stock. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 14, 2021
Roth Option Stinks, Still Use It?
Usually we're all about using the Roth option at work if it's available. What do you do if it's available but the plan really stinks? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 13, 2021
Ballooning Costs
I joined CBS Saturday Morning to break down the surging rate of inflation and the rest of the nation's economic picture. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 12, 2021
Easily Invest in Rental Homes Part Two
Ryan Frazier, co-founder and CEO of Arrived , joins us this weekend to discuss the start-up's appeal to retail investors. Frazier explains how the rental property investment strategy works, their plans for scaling up and the impact inflation could have. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 11, 2021
Easily Invest in Rental Homes Part One
Ryan Frazier, co-founder and CEO of Arrived , joins us this weekend to discuss the start-up's appeal to retail investors. Frazier explains how the rental property investment strategy works, their plans for scaling up and the impact inflation could have. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 10, 2021
Use Investments To Pay Off Mortgage?
With retirement about five-years off, should I pull $300k out of my investments to pay off our remaining mortgage debt? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 9, 2021
Job Eliminated, What To Do With Old 401(k)?
My job was recently eliminated and now I need help in determining the best move for my 401(k) plan. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 8, 2021
Evaluating Pension Options
Pensions are great, but they're not always straightforward and usually come with a bunch of options. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 7, 2021
How To Take Advantage of Lower Income
Due to COVID, your income took a pretty good whack in 2021. Are there any tax advantaged moves worth considering? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 6, 2021
What To Do With Extra Money?
For the first time ever I'm going to have some extra cash flow each month. What should I be doing with it? Use my workplace retirement plan or use a brokerage account? Or something else? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 5, 2021
Year-End Money Tips Part Two
Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors . With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021. And oh yeah, 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 us, ask jill [at] jill on money dot com. 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
Dec 4, 2021
Year-End Money Tips Part One
Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors . With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021. And oh yeah, 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 us, ask jill [at] jill on money dot com. 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
Dec 3, 2021
Non-Deductible IRA or Brokerage?
With a backdoor Roth out of the question, am I better off making a non-deductible contribution into a tradition IRA or using a taxable brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 2, 2021
Should I Use an HSA?
I don't hear much talk about HSAs, and now I'm starting to wonder if I'm making a mistake by using one? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Dec 1, 2021
The Hierarchy of Savings
When we're talking about workplace retirement plans, HSAs and brokerage accounts, what's the appropriate hierarchy of savings? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 30, 2021
Should I Ditch Bonds for Cash?
Because I'm concerned about bond yields, I moved my $1.3 million bond allocation to cash. Good move or did I make a mistake? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 29, 2021
Is My Financial Future Secure?
After working as a firefighter for 28 years, and recently retiring at 51, is my financial future secure? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 28, 2021
How to Implement Bonds?
I know my portfolio needs bonds, the question is how do I get them in there? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 27, 2021
Long-Term Care Insurance
Long-term care insurance policies are expensive and tricky. Our latest call is an example of both. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 26, 2021
$500k in a Single Stock
Some company stock I own was worth $6,000 28-years-ago, now it's worth $500,000! As we approach retirement how should we deal with this stock? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 25, 2021
What We're Grateful For
On today's show Mark joins me and we're hitting the pause button on the money talk and instead talking about what we're grateful for this Thanksgiving. Happy Turkey Day!!! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 24, 2021
How to Fund College?
Because the focus was always on saving for retirement, we don't have anything saved for college, which is right around the corner. What are our options? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 23, 2021
Looking to Join the FINE Movement
With thoughts of transitioning to a new endeavor in a few years time, should we be beefing up our brokerage account or continue saving in our workplace retirement plans? Or both? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 22, 2021
At 67, Is My 80/20 Portfolio Too Risky?
67-years-old with an 80/20 portfolio and not phased by the ups and downs of the market, can I stay or the course or do I need to peel back the risk. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 21, 2021
I'm 49, Can I Retire at 53?
I'm 49-years-old and looking to retire from my current full-time job in four years. Should I be looking to get a part-time gig when the time comes? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 20, 2021
Annuity Options
When an annuity is coming due you usually have some options. Figuring out which one to choose is not always so easy. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 19, 2021
Taking a Sabbatical at 26
26-years-old and already prepping to take a sabbatical. Is this pandemic related? I'm hoping we find out the answer. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 18, 2021
Retail Sales Surge
Retail sales increased by 1.7% last month, and an overall 16.3% compared to last year. I joined CBS Mornings to explain what's behind the increase and what it means for the upcoming holiday shopping season. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 17, 2021
Can We Shift From Retirement to College Savings?
Does there come a time when it's okay to transition from saving for retirement to saving for college? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 16, 2021
Derailed by the Pandemic
One day you're working your dream job and the next thing you know you're out of work, all thanks to the pandemic. Now what? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 15, 2021
How to Help My Mother-In-Law
To qualify for medicaid, my mother-in-law wants to fully sign over her brokerage account to my husband and myself. Good idea or not? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 14, 2021
27 and Seeking Flexibility Later On
This is my kinda call! Just 27-years-old and already looking to take the steps to ensure financial independence down the road. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 13, 2021
How Much Company Stock Is Too Much?
I'm not against owning company stock, but I am against owning too much of it. Remember folks, company stock should only represent a small percentage of your overall portfolio. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 12, 2021
What to Do With Home Sale Proceeds?
Thanks to a recent home sale in this hot housing market, you've basically got $500k to play with. What should you be doing with the money? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 11, 2021
Inflation and Supply Chain Shortages
Inflation is at its highest level in 31 years and supply chain problems across the country could cause havoc for people's holiday plans. On CBS Mornings Meg Oliver finds out why shoppers may want to hit the grocery store soon to prepare for Thanksgiving, and I explain how long we can expect to see inflated prices. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 10, 2021
Single Parent, Am I on Track?
Being a single parent makes it hard to focus on retirement, but when your time finally comes, you want to make sure you're on the right track. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 9, 2021
Craving Account Consolidation
When it comes to your finances, I'm a believer that less really is more. Not only with the number of funds you're using, but also with the number of accounts you have. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 8, 2021
Help, I’m Stressing Over My Finances!
I get that people stress out over their finances, but often it's unnecessary, especially when there's an obvious solution to your problems. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 7, 2021
Estate Planning Drama
When it comes to discussing the family finances, things can quickly get ugly. One way to avoid the drama is by having a rock-solid estate plan in place. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 6, 2021
Is Grad School Worth It?
I'm usually not the biggest cheerleader when it comes to grad school, but does there come a point when it's actually worth it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 5, 2021
Does the Roth Option Make Sense for Us?
If you're earning a hefty salary, does it still make sense to consider the Roth 401(k) option? As you'll hear, there's no clear and obvious answer. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 4, 2021
Should I Use My 457 or a Brokerage Account?
With some extra cash flow available each month, does it make sense to use a 457 plan and pay the taxes later, or pay the taxes now and use a brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 3, 2021
$6,000 to Kill Bullwinkle?!?!
Married couple, making a good living, with zero housing expenses. Where is all the extra cash flow going each month? Good thing Mark asked the question! Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 2, 2021
How Are We Doing Financially?
We have a million bucks in retirement accounts yet we're having a hard time coming up with an emergency fund. Any suggestions? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Nov 1, 2021
Should I Be Using a Brokerage Account?
If you don't have a huge salary, and you know you'll have a pension come retirement, should you also be using a taxable brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 31, 2021
At What Point Is My 401(k) Not Worth Using?
Some retirement plans are just so bad that you're left wondering if there's a better alternative. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 30, 2021
Have We Saved Enough for Retirement?
We were so obsessed with paying off debt that we're now wondering if our retirement savings has suffered as a result? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 29, 2021
Hubby Says No, Wife Says Yes, Who’s Right?
The wife wants a second home, husband says no way. Which way is Aunt Jill leaning? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 28, 2021
New Home Owner, Did I Make a Mistake?
I recently took the plunge and purchased my first home. Now I'm starting to wonder if it was a mistake. Was it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 27, 2021
Can I Take a Home Office Deduction?
With everyone basically working from home during the pandemic, many people are looking to take the home office deduction. But not everybody qualifies. When is it legit and the right thing to do? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 26, 2021
Going From Two Incomes to One
Even though we've saved a lot money, I'm feeling a bit worried as my wife prepares to leave the workforce later this year. Will we be okay? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 25, 2021
Am I Saving Too Aggressively?
43-years-old and saving very aggressively for retirement with everything in stocks and not feeling the urge to have any bond allocation. Is it a mistake? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 24, 2021
Shutdown: How Covid Shook the World's Economy Part Two
The shocks of 2020 have been great and small, disrupting the world economy, international relations and the daily lives of virtually everyone on the planet. Never before has the entire world economy contracted by 20 percent in a matter of weeks nor in the historic record of modern capitalism has there been a moment in which 95 percent of the world's economies were suffering all at the same time. Across the world hundreds of millions have lost their jobs. And over it all looms the specter of pandemic, and death. Our guest this weekend, Adam Tooze , brings his analytical and narrative skills to a panoramic and synthetic overview of our current crisis. In Shutdown: How Covid Shook the World's Economy , he sets the pandemic story in a frame that casts a sobering new light on how unprepared the world was to fight the crisis, and how deep the ruptures in our way of living and doing business are. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 23, 2021
Shutdown: How Covid Shook the World's Economy Part One
The shocks of 2020 have been great and small, disrupting the world economy, international relations and the daily lives of virtually everyone on the planet. Never before has the entire world economy contracted by 20 percent in a matter of weeks nor in the historic record of modern capitalism has there been a moment in which 95 percent of the world's economies were suffering all at the same time. Across the world hundreds of millions have lost their jobs. And over it all looms the specter of pandemic, and death. Our guest this weekend, Adam Tooze , brings his analytical and narrative skills to a panoramic and synthetic overview of our current crisis. In Shutdown: How Covid Shook the World's Economy , he sets the pandemic story in a frame that casts a sobering new light on how unprepared the world was to fight the crisis, and how deep the ruptures in our way of living and doing business are. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 22, 2021
Tackling the Child Care Crisis
Yours truly and Parents Digital Content Director Julia Dennison joined CBS Mornings to talk about how the child care crisis impacts the economy. We also offered creative solutions and advice for parents. Here's the "Grey Rhino" blog post referenced in the intro: https://www.jillonmoney.com/blog/2021/10/15/us-child-care-a-gray-rhino Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 21, 2021
In My 50s, Am I on Track?
I'm in my 50s and trying to make up ground, am I on track or is there something else I need to be doing? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 20, 2021
Can We Spend Some of Our Inheritance?
With a large inheritance on the horizon, is it okay if we give ourselves permission to spend some of it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 19, 2021
Tax Strategies in Retirement
With a lot of money in tax-deferred accounts, how concerned should you be about doing Roth conversions as you head into retirement? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 18, 2021
Should We Sell the Rental Property?
Our rental property is cash flow positive and worth $600k, should we sell it? Or hang on to it for the income? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 17, 2021
Trillions: How a Band of Renegades Invented the Index Fund Part Two
Fifty years ago, the Manhattan Project of money management was quietly assembled in the financial industry's backwaters, unified by the heretical idea that even many of the world's finest investors couldn't beat the market in the long run. The motley crew of nerds, including economist wunderkind Gene Fama, humiliated industry executive Jack Bogle, bull-headed and computer-obsessive John McQuown, and avuncular former WWII submariner Nate Most, succeeded beyond their wildest dreams. Passive investing now accounts for more than $20 trillion, equal to the entire gross domestic product of the US, and is today a force reshaping markets, finance and even capitalism itself in myriad subtle but pivotal ways. Yet even some fans of index funds and ETFs are growing perturbed that their swelling heft is destabilizing markets, wrecking the investment industry and leading to an unwelcome concentration of power in fewer and fewer hands. In Trillions , Financial Times journalist Robin Wigglesworth unveils the vivid secret history of an invention Wall Street wishes was never created, bringing to life the characters behind its birth, growth, and evolution into a world-conquering phenomenon. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 16, 2021
Trillions: How a Band of Renegades Invented the Index Fund Part One
Fifty years ago, the Manhattan Project of money management was quietly assembled in the financial industry's backwaters, unified by the heretical idea that even many of the world's finest investors couldn't beat the market in the long run. The motley crew of nerds, including economist wunderkind Gene Fama, humiliated industry executive Jack Bogle, bull-headed and computer-obsessive John McQuown, and avuncular former WWII submariner Nate Most, succeeded beyond their wildest dreams. Passive investing now accounts for more than $20 trillion, equal to the entire gross domestic product of the US, and is today a force reshaping markets, finance and even capitalism itself in myriad subtle but pivotal ways. Yet even some fans of index funds and ETFs are growing perturbed that their swelling heft is destabilizing markets, wrecking the investment industry and leading to an unwelcome concentration of power in fewer and fewer hands. In Trillions , Financial Times journalist Robin Wigglesworth unveils the vivid secret history of an invention Wall Street wishes was never created, bringing to life the characters behind its birth, growth, and evolution into a world-conquering phenomenon. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 15, 2021
59 and 60, Can We Retire?
Here we go, the latest early retirement question. This time from a couple currently 59 and 60 and looking to call it quits in the near future and do some extensive travel. Doable? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 14, 2021
The Great Resignation
A record-breaking 4.3 million workers quit their jobs in August, the highest number ever recorded. People from all across the pay spectrum resigned, some because of low pay, others from burnout and the desire for a better work-life balance. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 13, 2021
Can We Retire at 62?
Retirement at 62 is not always a given, but when you have an amazing perk that most don't, it certainly makes things a lot more doable. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 12, 2021
Recently Retired and Have Questions
Just because you're officially retired doesn't mean the questions stop. Sometimes that's when the questions just begin, especially when it comes to old workplace retirement plans. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 11, 2021
Which Accounts to Tap in Retirement
For years you've done a great job of saving for retirement and now it's time to start tapping your various accounts. Is there any rhyme or reason as to which should be accessed first? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 10, 2021
It Feels Like We’re Treading Water
It feels like we're treading water with our personal finances. Are we, or am I just being overly dramatic? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 9, 2021
Where Should Our Focus Be?
When it comes to our savings strategy, should we be doing a little of everything or should we be focusing on one area in particular? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 8, 2021
Student Loan Forgiveness
The Department of Education announced an overhaul on a student loan forgiveness program, which could help over half a million borrowers erase their debt. I joined CBS Mornings to explain who will benefit from the changes. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 7, 2021
Drowning in Credit Card Debt (Caller Update)
Earlier this year we chatted with a listener who was drowning in credit card debt. It was a call that certainly struck a nerve with the audience. Did he take any steps to right the ship? Today we have a quick update. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 6, 2021
How to Allocate Extra Cash Flow?
With an extra $500 each month, how should the money be allocated? Build up the emergency reserve? Pay off the car loan? Something else? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 5, 2021
Prepping for the Next Phase
Prepping for retirement and the next phase brings all sorts of questions, such as whether to pay for a new house with cash or take out a mortgage? Or should you forget buying and just rent? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 4, 2021
When to Save, When to Spend?
Preparing for retirement can be tricky as you're juggling two very different things, saving and determining how much you can spend. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 3, 2021
The Practice of Groundedness Part Two
Achievement often comes at a cost. Angst, restlessness, frayed relationships, exhaustion, and even substance abuse can be the unwanted side effects of an obsession with outward performance. While the high of occasional wins can keep you going for a while, playing into the always-on, never enough hustle culture ultimately takes a serious toll. In The Practice of Groundedness , author Brad Stulberg shares a healthier, more sustainable model for success. At the heart of this model is groundedness, a practice that values presence over rote productivity, accepts that progress is nonlinear, and prioritizes long-term values and fulfillment over short-term gain. To be grounded is to possess a firm and unwavering foundation, a resolute sense of self from which deep and enduring, not shallow and superficial, success can be found. Groundedness does not eliminate ambition and striving; rather, it situates these qualities and channels them in more meaningful ways. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 2, 2021
The Practice of Groundedness Part One
Achievement often comes at a cost. Angst, restlessness, frayed relationships, exhaustion, and even substance abuse can be the unwanted side effects of an obsession with outward performance. While the high of occasional wins can keep you going for a while, playing into the always-on, never enough hustle culture ultimately takes a serious toll. In The Practice of Groundedness , author Brad Stulberg shares a healthier, more sustainable model for success. At the heart of this model is groundedness, a practice that values presence over rote productivity, accepts that progress is nonlinear, and prioritizes long-term values and fulfillment over short-term gain. To be grounded is to possess a firm and unwavering foundation, a resolute sense of self from which deep and enduring, not shallow and superficial, success can be found. Groundedness does not eliminate ambition and striving; rather, it situates these qualities and channels them in more meaningful ways. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Oct 1, 2021
What Role Do Dividends Play?
When running your retirement numbers, how should you factor dividends into the equation? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 30, 2021
Debt Ceiling Fallout
Secretary Janet Yellen estimates that the U.S. could default on October 18 if Congress doesn't act to raise the debt ceiling. I joined CBS Mornings to talk about the possible impacts on the economy. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 29, 2021
How Can I Help My Grandmother?
My 81-year-old grandmother is not in a great financial situation, is there anything more I can be doing to help her out? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 28, 2021
Can My Husband Ditch His Pension?
How much is a big fat guaranteed pension worth? So much that you'd be insane to walk away from it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 27, 2021
Can I Start a New Endeavor at 57?
Here we go, yet another career change related question. Pre-COVID, we got maybe five of these all year, now it seems like we're getting five a week. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 26, 2021
Machiavelli for Women Part Two
This weekend we welcome Stacey Vanek Smith , NPR host of The Indicator and correspondent for Planet Money , who joined us to discuss her recently released book, Machiavelli for Women: Defend Your Worth, Grow Your Ambition, and Win the Workplace . Women have been making strides towards equality for decades, or so we’re often told. They’ve been increasingly entering male-dominated areas of the workforce and consistently surpassing their male peers in grades, university attendance, and degrees. They’ve recently stormed the political arena with a vengeance. But despite all of this, the payoff is, quite literally. not there: the gender pay gap has held steady at about 20% since 2000. And the number of female CEOs for Fortune 500 companies has actually been declining. So why, in the age of #MeToo and #TimesUp, is the glass ceiling still holding strong? And how can we shatter it for once and for all? Stacy Vanek Smith’s advice: ask Machiavelli “with this delicious look at what we have to gain by examining our relationship to power.” Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 25, 2021
Machiavelli for Women Part One
This weekend we welcome Stacey Vanek Smith , NPR host of The Indicator and correspondent for Planet Money , who joined us to discuss her recently released book, Machiavelli for Women: Defend Your Worth, Grow Your Ambition, and Win the Workplace . Women have been making strides towards equality for decades, or so we’re often told. They’ve been increasingly entering male-dominated areas of the workforce and consistently surpassing their male peers in grades, university attendance, and degrees. They’ve recently stormed the political arena with a vengeance. But despite all of this, the payoff is, quite literally. not there: the gender pay gap has held steady at about 20% since 2000. And the number of female CEOs for Fortune 500 companies has actually been declining. So why, in the age of #MeToo and #TimesUp, is the glass ceiling still holding strong? And how can we shatter it for once and for all? Stacy Vanek Smith’s advice: ask Machiavelli “with this delicious look at what we have to gain by examining our relationship to power.” Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 24, 2021
Is Our Portfolio Too Conservative?
Even though we're retired, is our portfolio too conservative? Are we missing out on returns? Should we be taking more risk? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 23, 2021
My Gap Year
The pandemic has caused a lot of people to reevaluate their current professional and personal situations, and our next caller is just the latest example. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 22, 2021
Stocks See Lowest Drop Since May
Monday, stocks saw the biggest drop in months due to a Chinese property developer on the brink of bankruptcy. I joined CBS Mornings to discuss the impact on the market, what investors should do now and if this will impact the two-day Federal Reserve meeting. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 21, 2021
Are We on Target for Retirement?
Are we on track for a solid retirement? I think that has become the most popular question we receive, that and Roth related questions. Here we go with our latest caller. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 20, 2021
We’re 57, Can We Retire at 60?
When I run the numbers it looks like we're in good shape, so can my wife and I call it quits in three years, retire at 60, and do some traveling? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 19, 2021
Thrift Savings Plan For All Part Two
This weekend on the show we're joined by labor economist Teresa Ghilarducci and her new co-author, Kevin Hassett (former Trump administration CEA Chair) to discuss their recently released white paper outlining a plan to help millions of Americans build retirement wealth. The duo attempt to generate a practical solution to the savings crisis, with their proposal showing the impact of expanding access to a savings and investment program for lower-income Americans modeled after the highly successful federal Thrift Savings Plan (TSP). You can read the full paper here . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 18, 2021
Thrift Savings Plan For All Part One
This weekend on the show we're joined by labor economist Teresa Ghilarducci and her new co-author, Kevin Hassett (former Trump administration CEA Chair) to discuss their recently released white paper outlining a plan to help millions of Americans build retirement wealth. The duo attempt to generate a practical solution to the savings crisis, with their proposal showing the impact of expanding access to a savings and investment program for lower-income Americans modeled after the highly successful federal Thrift Savings Plan (TSP). You can read the full paper here . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 17, 2021
Are We Paying Too Much in Fees?
With fees for the do-it-yourself investor at near zero, how do you know if you're being charged too much by your advisor? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 16, 2021
I’m 39, Can I Semi-Retire in Eight Years?
I work in a career that I despise and it's taking a toll on my mental and physical health, can I power through and semi-retire in eight years? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 15, 2021
Labor Market Concerns
Today we're talking about the surprising August unemployment numbers and why people are still unemployed and what those searching for a job should do. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 14, 2021
How to Invest Cash on the Sidelines?
Now that a home purchase is off the table, what should you do with the cash that was set aside for the down payment? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 13, 2021
Sell the Rental and Invest the Proceeds?
With the real estate market on fire, should we sell our rental and invest the proceeds, or just stick with the rental income? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 12, 2021
Remembering 9/11 Part Two
Twenty years after Sept. 11, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with more than 10 million views online. In January, 2015 Bill became the Chancellor of the entire University of Texas system (retired 2018) and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 11, 2021
Remembering 9/11 Part One
Twenty years after Sept. 11, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with more than 10 million views online. In January, 2015 Bill became the Chancellor of the entire University of Texas system (retired 2018) and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 10, 2021
Is Paying Off Mortgage Early Worth It?
With an extra $900 each month, does it make sense to pay extra on the mortgage, or put the money in the market? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 9, 2021
Convert Rollover IRA to Roth?
Five years ago the rollover IRA was worth $55,000, now it's worth $125,000, should we still consider converting to a Roth? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 8, 2021
Does Our Plan Have Any Holes?
When it comes to your retirement plan and running the numbers, what are some of the red flags you should be looking out for? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 7, 2021
Is It Okay to Invest the Emergency Fund?
I know you guys are fed up with your emergency reserves earning bupkis, but does that mean you should consider placing the money in something riskier? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 6, 2021
Should We Sell a Rental to Pay Off Debt?
With 90k in student loan debt, does it make sense to sell a rental property and wipe the slate clean? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 5, 2021
Can We Retire in 3-4 Years?
Here we go, our latest question about early retirement, this time a couple looking to call it quits in 3-4 years. Doable? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 4, 2021
How to Handle Inherited Annuity
When you inherit a variable, non-qualified annuity, what's the best course of action? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 3, 2021
Keep Renting or Buy a Condo?
Here we go with yet another real estate question. Should we keep renting or buy a condo? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 2, 2021
How Much Is a Pension Worth?
Pensions are hard to come by nowadays, and that's what makes them even more valuable under the right circumstances. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Sep 1, 2021
Should I Convert From Traditional to Roth?
Easily the most common topic we discuss on this show is somehow Roth related. Here's the latest example. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 31, 2021
Buy a House or Stay Put?
Should I buy a house or stay put where I am? Seems to be a frequent question over the last twelve months or so. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 30, 2021
Old Retirement Plan Options
Should I keep my old 401(k) with my old employer, or should I roll it into my current plan? Or something else? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 29, 2021
Can I Retire a Bit Early?
I will soon be turning 60, and after some hard years, both physically and emotionally, am I in a solid position to retire a bit early? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 28, 2021
Do We Need Bonds?
With most of our money in stocks, our financial advisor is telling us we should also be using bonds, is she right? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 27, 2021
Overall Financial Planning
The beauty of having you guys live on the show is that the conversations often take a different turn. This latest call started off talking about old retirement plans and quickly evolved into something more complex. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 26, 2021
Social Security Claiming Strategy
When it comes to claiming your Social Security benefits, it's a pretty straightforward decision making process, at least to me. Others may disagree :) Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 25, 2021
What to Do With Home Sale Proceeds?
With some cash sitting on the sidelines from a recent real estate transaction, you have a couple options regarding the money. Which is the right choice? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 24, 2021
Passive Versus Active Investing
Ah yes, the active versus passive debate. Is there any argument to be made that active investing is better than passive? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 23, 2021
How to Handle Extra Cash Flow?
For quite a while it was a one income household, now all of a sudden it's a two income household, which begs the question, what should we be doing with the extra cash flow? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 22, 2021
Planning After a Loss
Having a plan is great, but unfortunately things go wrong, forcing many of us to adjust on the fly. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 21, 2021
Can We Retire Early?
Even though I plan on working forever, I realize a lot of you want to call it quits early. The question is whether or not you're in a financial position to do so. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 20, 2021
Should I Pay Extra on the Mortgage?
For whatever reason so many people are obsessed with paying off the mortgage. But is it really the best financial decision? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 19, 2021
Pay Off the Loan or Invest the Money?
A question that we hear more and more of these days, pay off the loan, which is usually at a low interest rate, or invest the money instead. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 18, 2021
Do I Need Life Insurance?
Whether or not you need life insurance all depends on what's going on in your life. Some people need it, others do not. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 17, 2021
What to Do With Old Retirement Plan?
You usually have a few options to choose from when you're trying to figure out what to do with an old retirement plan. Move it? Leave as is? Rollover into the new plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 16, 2021
Deciding Between a Traditional or a Roth 401(k)
Thankfully it's pretty common nowadays for employers to offer a Roth 401(k) option, which means you guys need to make a decision, Roth or pre-tax? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 15, 2021
Making College Pay Part Two
The cost of college makes for frightening headlines. The outstanding balance of student loans is more than $1.5 trillion nationally, while tuition continues to rise. And on the heels of a pandemic that nearly dismantled the traditional college experience, we have to wonder: Is college really worth it? To help answer that question, we're joined this weekend by economist Beth Akers , whose recent book, Making College Pay: An Economist Explains How to Make a Smart Bet on Higher Education , shows how to improve your odds by making smart choices about where to enroll, what to study, and how to pay for it It’s true that college is expensive, but once we see higher education for what it is, an investment in future opportunities, job security, and earnings, a different picture emerges: The average college graduate earns an additional million dollars over their career (compared to those who stopped their education after high school), and on average, two- and four-year schools deliver a 15 percent return on investment, double that of the stock market. Yet these outcomes are not guaranteed. Rather, they hinge upon where and how you opt to invest your tuition dollars. Simply put, the real problem with college isn’t the cost, it’s the risk that your investment might not pay off. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 14, 2021
Making College Pay Part One
The cost of college makes for frightening headlines. The outstanding balance of student loans is more than $1.5 trillion nationally, while tuition continues to rise. And on the heels of a pandemic that nearly dismantled the traditional college experience, we have to wonder: Is college really worth it? To help answer that question, we're joined this weekend by economist Beth Akers , whose recent book, Making College Pay: An Economist Explains How to Make a Smart Bet on Higher Education , shows how to improve your odds by making smart choices about where to enroll, what to study, and how to pay for it It’s true that college is expensive, but once we see higher education for what it is, an investment in future opportunities, job security, and earnings, a different picture emerges: The average college graduate earns an additional million dollars over their career (compared to those who stopped their education after high school), and on average, two- and four-year schools deliver a 15 percent return on investment, double that of the stock market. Yet these outcomes are not guaranteed. Rather, they hinge upon where and how you opt to invest your tuition dollars. Simply put, the real problem with college isn’t the cost, it’s the risk that your investment might not pay off. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 13, 2021
How to Change a Sucky Attitude
If you're feeling a bit frustrated about constantly working and not enjoying your money, you're not alone. I can provide some suggestions, but only you can change the situation. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 12, 2021
Pension or 401(k)?
Options are a good thing, and when it comes down to deciding between a guaranteed pension or a 401(k) with a match, that's a tough one, and one that needs a bit of a deeper dive. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 11, 2021
Are We on Track at 55?
With both the husband and wife right around 55 years old, and still planning on working for a few more years, should any tweaks be made as they prepare to enter the homestretch? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 10, 2021
Single Parent's Late Start (Best Email EVER)
Mark and I have been doing some version of Jill on Money since 2011, and in this episode we read what may be the best email ever, so make sure you listen all the way until the end. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 9, 2021
Permission to Pay Off Mortgage?
With not a lot remaining on a rental property mortgage, and a ton of cash sitting in the bank, should I go ahead and just pay it off? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 8, 2021
Having the Money Talk Part Two
This weekend on the show we're trying to help kids get smart about money. To help us with our task, we're joined by Susan Beacham , co-founder and CEO of Money Savvy Generation . Money Savvy Generation develops innovative products to help parents, educators and others teach kids the skills of basic personal finance. The company strives to empower kids to take control of their financial lives and, in turn, their futures. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 7, 2021
Having the Money Talk Part One
This weekend on the show we're trying to help kids get smart about money. To help us with our task, we're joined by Susan Beacham , co-founder and CEO of Money Savvy Generation . Money Savvy Generation develops innovative products to help parents, educators and others teach kids the skills of basic personal finance. The company strives to empower kids to take control of their financial lives and, in turn, their futures. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 6, 2021
Why Do I Feel Like a Loser?
You have a net worth of two million dollars, yet you can't help feeling like a loser. What in the world is going on here? It's actually a very common mindset, and one that Aunt Jill is happy to discuss. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 5, 2021
Las Vegas, the Land of Bad Odds and Bad Behavior
Before we get to your calls, which we will do, I promise, I need to rant for a bit about my recent trip to Las Vegas. Let's just say that I'm in no hurry to get back on a plane. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 4, 2021
Is Our Retirement Strategy Okay?
When it comes to your retirement plan, it's only natural to be worried and full of anxiety. But that's why we're here, to help you take that deep, calming breath. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 3, 2021
How to Finance a Renovation
When it comes to financing a remodeling project, I'm all for using the most efficient strategy possible. A remodel is stressful enough, so let's not add to it :) Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 2, 2021
Feeling a Bit Overwhelmed
When it comes to your finances, it's very easy to feel a bit overwhelmed, especially when you factor in a substantial inheritance. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Aug 1, 2021
Is Our Financial Foundation Solid?
I'm 50 and my husband is 60, are we on the right track with our current retirement game plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 31, 2021
Do I Need a Whole Life Policy?
Nothing like being pitched a whole life policy for your child! That's one that makes my blood boil. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 30, 2021
How to Handle a Pension
When it comes to a pension, there's usually a few different options to consider, such as whether to take a lump sum or regular payments. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 29, 2021
Do We Need an Advisor?
Do we need an advisor? Well, it depends on how much you need that hand-holding personal service of a dedicated person. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 28, 2021
Should I Consider a Mortgage Recast?
Ever since last spring we've been getting a ton of mortgage questions, and here's another one related to a mortgage recast. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 27, 2021
The Backdoor Roth Process
The backdoor Roth conversion process is pretty easy to execute, but if you've got existing IRA balances, the process can get tricky. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 26, 2021
How to Prioritize Our Savings Strategy
When you have a variety of investment strategies available to you, such as pre-tax or post-tax, how should you go about prioritizing them? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 25, 2021
The Premonition Part Two
Friend of the pod Michael Lewis is back with us this weekend to talk about his recently released book, The Premonition: A Pandemic Story . The characters you will meet are as fascinating as they are unexpected. A thirteen-year-old girl’s science project on transmission of an airborne pathogen develops into a very grown-up model of disease control. A local public-health officer uses her worm’s-eye view to see what the CDC misses, and reveals great truths about American society. A secret team of dissenting doctors, nicknamed the Wolverines, has everything necessary to fight the pandemic: brilliant backgrounds, world-class labs, prior experience with the pandemic scares of bird flu and swine flu, everything, that is, except official permission to implement their work. Michael Lewis is not shy about calling these people heroes for their refusal to follow directives that they know to be based on misinformation and bad science. Even the internet, as crucial as it is to their exchange of ideas, poses a risk to them. They never know for sure who else might be listening in. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 24, 2021
The Premonition Part One
Friend of the pod Michael Lewis is back with us this weekend to talk about his recently released book, The Premonition: A Pandemic Story . The characters you will meet are as fascinating as they are unexpected. A thirteen-year-old girl’s science project on transmission of an airborne pathogen develops into a very grown-up model of disease control. A local public-health officer uses her worm’s-eye view to see what the CDC misses, and reveals great truths about American society. A secret team of dissenting doctors, nicknamed the Wolverines, has everything necessary to fight the pandemic: brilliant backgrounds, world-class labs, prior experience with the pandemic scares of bird flu and swine flu, everything, that is, except official permission to implement their work. Michael Lewis is not shy about calling these people heroes for their refusal to follow directives that they know to be based on misinformation and bad science. Even the internet, as crucial as it is to their exchange of ideas, poses a risk to them. They never know for sure who else might be listening in. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 23, 2021
How to Handle a Lump Sum
Whether it's a settlement or an inheritance, there's no easy answer when it comes to handling a lump sum of money. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 22, 2021
Are We Being Too Aggressive With Our Investments?
Is it too risky to be in your early 50s and 100% invested in stocks? For me, yes, for you, maybe not, so let's dive in a bit deeper and discuss it. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 21, 2021
Help! We're Drowning in Credit Card Debt.
Whether you make a lot of money or a little, no one is immune when it comes to racking up significant credit card debt. And if you're not tracking your money, it's much harder to right the ship. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 20, 2021
Am I Okay to Retire This Year?
My heart is set on retiring later this year, and working another year or two isn't an option, so am I okay to pull the trigger and call it quits? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 19, 2021
Inflation and Your Money
Yours truly on Face the Nation: There is "red-hot consumer demand" and a bottleneck of supply in certain areas, leading to the "biggest price increases in 30 years." Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 18, 2021
Subtract: The Untapped Science of Less Part Two
We pile on “to-dos” but don’t consider “stop-doings”. We create incentives for good behavior, but don’t get rid of obstacles to it. We collect new-and-improved ideas, but don’t prune the outdated ones. Every day, across challenges big and small, we neglect a basic way to make things better: We don’t subtract. Leidy Klotz , our guest this weekend and author of the recently released book, Subtract: The Untapped Science of Less , has plenty of research that shows why. Whether we’re building Lego models or cities, grilled-cheese sandwiches or strategic plans, our minds tend to add before taking away. Even when we do think of it, subtraction can be harder to pull off because an array of biological, cultural, and economic forces push us toward more. But we have a choice, our blind spot need not go on taking its toll on our cities, our institutions, and our minds. By diagnosing our neglect of subtraction, we can treat it. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 17, 2021
Subtract: The Untapped Science of Less Part One
We pile on “to-dos” but don’t consider “stop-doings”. We create incentives for good behavior, but don’t get rid of obstacles to it. We collect new-and-improved ideas, but don’t prune the outdated ones. Every day, across challenges big and small, we neglect a basic way to make things better: We don’t subtract. Leidy Klotz , our guest this weekend and author of the recently released book, Subtract: The Untapped Science of Less , has plenty of research that shows why. Whether we’re building Lego models or cities, grilled-cheese sandwiches or strategic plans, our minds tend to add before taking away. Even when we do think of it, subtraction can be harder to pull off because an array of biological, cultural, and economic forces push us toward more. But we have a choice, our blind spot need not go on taking its toll on our cities, our institutions, and our minds. By diagnosing our neglect of subtraction, we can treat it. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 16, 2021
Time to Fire My Advisor?
If you're thinking about firing your advisor and going it alone, there's definitely a few things to consider before making the change. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 15, 2021
I'm Constantly Worried About Money
You're only in your 20s and doing everything you should be doing to prepare for retirement, yet you find yourself constantly worried about money. What's the solution? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 14, 2021
Can I Retire at 60 and Travel?
John in California is hoping to call it quits and take to the skies. Is he at a point in his financial life where he can make his dream a reality? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 13, 2021
My Wife Is 40, Can She Stop Working?
Wife wants to call it quits at 40 and do something else, hubby thinks it's a bad idea. Who's right and who's wrong? Aunt Jill is here to play the role of mediator. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 12, 2021
Am I Sitting on Too Much Cash?
What would cause somebody to be sitting on what you might think is too much cash? More times than not, it has to do with a traumatic experience. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 11, 2021
Preparing for a Transition
Part of financial planning is dealing with all sorts of curve balls that might come your way, and that includes dealing with a transition in your professional life. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 10, 2021
How to Prioritize My Savings
When there's multiple financial aspirations on the table, one has to figure out how to prioritize the various goals and objectives. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 9, 2021
How to Maximize Earning Potential
Nothing better than chatting with a 36-year-old woman who's already in awesome financial shape yet is still looking to maximize her earning potential. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 8, 2021
Does It Make Sense to Pay Off the Mortgage?
While it's usually a straightforward scenario, not every mortgage pay off question is the same, and this latest conversation is certainly a unique situation. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 7, 2021
Trying to Time the Market
Deep down you know that trying to time the market is a bad idea, yet it's something you're willing to consider. Thankfully you reached out to Aunt Jill :) Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 6, 2021
Target Date Fund Strategy
Just because you have the option of using a single target date fund, does it mean it's always the best option? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 5, 2021
Roth or Traditional 401(k)?
When it comes to your 401(k), should you be using the pre-tax option or the post-tax Roth option? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 4, 2021
On the Path to Financial Independence
Appropriate that on Independence Day we're talking to a recent grad who wants to put himself on the path to financial independence. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 3, 2021
Lump Sum or Annuity?
When it comes to a pension payout, which makes more sense, the lump sum or regular annuity payments? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 2, 2021
How to Break Up With My Advisor?
Breaking up is hard to do, but is there an easy way to ditch my advisor? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jul 1, 2021
Use Inheritance to Pay Off Mortgage?
Is there anything wrong with treating a recent inheritance as "found money" and using it to pay off the mortgage? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 30, 2021
Boring Is Beautiful
I feel like I'm doing everything I possibly can to prepare for retirement, yet other people seem to be doing better. Is there something I'm doing wrong? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 29, 2021
Roth Conversion Strategy
You've been doing some Roth conversions in retirement but you aren't sure if it's a strategy you should keep utilizing in future years. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 28, 2021
How Much Life Insurance Do We Need?
When shopping around for term life insurance, is there a magic formula to determine how much coverage you need? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 27, 2021
Financial Help for a Parent
Retirement planning for yourself is hard enough, what happens when you also have to take care of a parent? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 26, 2021
Can I Call It Quits in a Few Years?
Can I call it quits in a few years and retire on the early side? I'll tell you what, having a big fat guaranteed pension certainly makes things easier. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 25, 2021
Should I Bite the Bullet and Go Roth?
Even though you're in a pretty high tax bracket, should you bite the bullet and start using the Roth 401(k) at work? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 24, 2021
Should I Use the Roth 401(k) Option?
After 20 years of tax-deferred savings, your workplace retirement plan recently started offering a Roth 401(k) option, does that mean you should start using it? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 23, 2021
Help Allocating Our Portfolio
Saving for retirement is incredibly important, but what's equally as important is knowing how your dollars are being invested. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 22, 2021
Are We on Track for Early Retirement?
Are we on track for early retirement and some travel? Seems like we're getting this question on a fairly regular basis, especially if there's been some health scares along the way. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 21, 2021
Sell the House in a Hot Market?
If you've been thinking about selling the house, and you're in a hot real estate market, there may never again be a better time to pull the trigger. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 20, 2021
State of the Economy Part Two
Believe it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk , chief economist at Grant Thornton . The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchases at $120 billion per month. The statement following the June meeting was much more upbeat about the progress of vaccinations and the economy. The bottom line is that Fed Chairman Jerome Powell tried to reassure the public and financial markets that the Fed will not allow inflation to get out of control. The Fed’s own forecast, or “dot plot” as it is called, showed a substantial move up in the timing of rate hikes. The problem for financial markets is that inflation and rate hikes are always unwelcome. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 19, 2021
State of the Economy Part One
Believe it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk , chief economist at Grant Thornton . The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchases at $120 billion per month. The statement following the June meeting was much more upbeat about the progress of vaccinations and the economy. The bottom line is that Fed Chairman Jerome Powell tried to reassure the public and financial markets that the Fed will not allow inflation to get out of control. The Fed’s own forecast, or “dot plot” as it is called, showed a substantial move up in the timing of rate hikes. The problem for financial markets is that inflation and rate hikes are always unwelcome. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 18, 2021
Enjoying Life Prior to Retirement
Preparing for retirement is the name of the game, but there's more to life than just saving, at some point you have to enjoy things along the way. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 17, 2021
Should I Start Using the Roth 401(k)?
Is it ever too late to start using the Roth function within your workplace retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 16, 2021
Can We Retire Early and Travel?
Can we retire early and travel around the globe? Well, that depends on what kind of travel we're talking about. Are we talking about a week or two here and there, or something more luxurious? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 15, 2021
How Will Inflation Impact My Stocks?
Inflation is coming, inflation is coming! Yes, that may very well be true, and if so, what does it mean for your stocks and bonds? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 14, 2021
Consumer Prices Are on the Rise
I joined CBS This Morning to break down why consumer prices are spiking, what sectors are impacted the most and how long people could feel the pain in their wallets. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 13, 2021
From Janitor to Top Executive Part Two
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive , tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his future into his own hands and created the world’s hottest snack food: Flamin’ Hot Cheetos. This bold move not only disrupted the food industry with some much-needed spice, but also shook up a corporate culture in which everyone stayed in their lane. Through creative thinking, community building, and a few powerful mindset shifts, he outsmarted the naysayers who tried to get in his way, proving that you can break out of your career rut and that your present circumstances don't have to dictate your future. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 12, 2021
From Janitor to Top Executive Part One
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive , tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his future into his own hands and created the world’s hottest snack food: Flamin’ Hot Cheetos. This bold move not only disrupted the food industry with some much-needed spice, but also shook up a corporate culture in which everyone stayed in their lane. Through creative thinking, community building, and a few powerful mindset shifts, he outsmarted the naysayers who tried to get in his way, proving that you can break out of your career rut and that your present circumstances don't have to dictate your future. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 11, 2021
Should We Convert to a Roth?
Husband wants to convert to a Roth, wife says not so fast. Is one right and the other wrong? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 10, 2021
How to Pay for Grad School
With grad school on the horizon, now comes the decision about how to pay for it. Should you dip into your savings? Take out a loan? Or is there another option? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 9, 2021
How to Finance Home Improvement Project
You need to finance a home improvement project yet most of your money is tied up in retirement accounts. Is there a good alternative? Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 8, 2021
Can I Quit My Job?
With things around the country starting to resemble something normal, many employers are calling workers back into the office, and after many months of working from home, many aren't so eager to go back, including our latest caller. Have a money question? Email us, ask jill [at] jill on money dot com. 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
Jun 7, 2021
Crypto, Housing Shortages & More with Major Garrett
I had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout , to discuss a number of topics, including meme stocks, cryptocurrencies, the state of the housing market, and the Eye on Money , my latest podcast project with CBS Audio. 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
Jun 6, 2021
How to Change with Katy Milkman Part Two
Award-winning Wharton Professor Katy Milkman has devoted her career to the study of behavior change, and this weekend she joins us to discuss her recently released book, How to Change: The Science of Getting from Where You Are to Where You Want to Be . Change comes most readily when you understand what's standing between you and success and tailor your solution to that roadblock. If you want to work out more but find exercise difficult and boring, downloading a goal-setting app probably won't help. But what if, instead, you transformed your workouts so they became a source of pleasure instead of a chore? Turning an uphill battle into a downhill one is the key to success. Drawing on Milkman's original research and the work of her world-renowned scientific collaborators, How to Change shares strategic methods for identifying and overcoming common barriers to change, such as impulsivity, procrastination, and forgetfulness. Whether you're a manager, coach, or teacher aiming to help others change for the better or are struggling to kick-start change yourself, How to Change offers an invaluable, science-based blueprint for achieving your goals, once and for all. 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
Jun 5, 2021
How to Change with Katy Milkman Part One
Award-winning Wharton Professor Katy Milkman has devoted her career to the study of behavior change, and this weekend she joins us to discuss her recently released book, How to Change: The Science of Getting from Where You Are to Where You Want to Be . Change comes most readily when you understand what's standing between you and success and tailor your solution to that roadblock. If you want to work out more but find exercise difficult and boring, downloading a goal-setting app probably won't help. But what if, instead, you transformed your workouts so they became a source of pleasure instead of a chore? Turning an uphill battle into a downhill one is the key to success. Drawing on Milkman's original research and the work of her world-renowned scientific collaborators, How to Change shares strategic methods for identifying and overcoming common barriers to change, such as impulsivity, procrastination, and forgetfulness. Whether you're a manager, coach, or teacher aiming to help others change for the better or are struggling to kick-start change yourself, How to Change offers an invaluable, science-based blueprint for achieving your goals, once and for all. 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
Jun 4, 2021
Homebuyer With Heartache
I'll tell you what, I'm quite content being on the sidelines given the current state of the totally wacky and crazy housing market. Unfortunately, many of our listeners aren't so lucky. 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
Jun 3, 2021
How Many Funds Do We Need?
Is there a sweet spot when it comes to the number of funds you should be using in your overall portfolio? Here's a little secret, more funds does NOT necessarily mean a bigger return. 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
Jun 2, 2021
Target Date Fund Strategy
When it comes to target date funds, what's the right strategy? Should you be using one fund or multiple funds with different 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 . 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
Jun 1, 2021
Do We Have the Right Plan in Place?
When you're a do-it-yourself investor it's very easy to second guess your strategy. That's what Aunt Jill is here for! 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
May 31, 2021
Work, Relationships and Grieving with Esther Perel Part Three
New York Times best-selling author and psychotherapist Esther Perel joins the show this Memorial Day weekend to discuss balancing working from home during the pandemic and maintaining healthy relationships, as well as new rituals of grief and mourning that were created over the past year. Perel, the author of “ Mating in Captivity ” and “ The State of Affairs ,” is out with the second season of her popular podcast, “ How’s Work? ” 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
May 30, 2021
Work, Relationships and Grieving with Esther Perel Part Two
New York Times best-selling author and psychotherapist Esther Perel joins the show this Memorial Day weekend to discuss balancing working from home during the pandemic and maintaining healthy relationships, as well as new rituals of grief and mourning that were created over the past year. Perel, the author of “ Mating in Captivity ” and “ The State of Affairs ,” is out with the second season of her popular podcast, “ How’s Work? ” 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
May 29, 2021
Work, Relationships and Grieving with Esther Perel Part One
New York Times best-selling author and psychotherapist Esther Perel joins the show this Memorial Day weekend to discuss balancing working from home during the pandemic and maintaining healthy relationships, as well as new rituals of grief and mourning that were created over the past year. Perel, the author of “ Mating in Captivity ” and “ The State of Affairs ,” is out with the second season of her popular podcast, “ How’s Work? ” 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
May 28, 2021
20 or 30 Year Mortgage?
You're about to refinance and aren't sure if you should take out a 20 or 30 year mortgage. You're tempted by the 20, but maybe your gut is telling you otherwise. 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
May 27, 2021
Can We Retire in Two Years?
The goal is to retire in just under two years, basically 1/1/2023. Are you on track to achieve your goals? Is there anything that needs to be tweaked? 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
May 26, 2021
Investing in a Zig Zag Stock Market
May has been a volatile month for the stock market amid concerns over inflation and how the Federal Reserve might respond. I joined CBSN to discuss how to navigate the choppy waters. 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
May 25, 2021
Should We Buy or Keep Renting?
In this absolutely insane housing market, does it make sense to buy or keep renting? 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 . 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
May 24, 2021
Punished for Being Single?
Am I being punished by the tax code for being single? Or should I find something more important to worry about? 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
May 23, 2021
The Whiteness of Wealth Part Two
Our guest this weekend, Dorothy A. Brown , became a tax lawyer to get away from race. As a young black girl growing up in the South Bronx, she’d seen how racism limited the lives of her family and neighbors. Her law school classes offered a refreshing contrast: Tax law was about numbers, and the only color that mattered was green. But when Brown sat down to prepare tax returns for her parents, she found something strange: James and Dottie Brown, a plumber and a nurse, seemed to be paying an unusually high percentage of their income in taxes. When Brown became a law professor, she set out to understand why. In her recently released book, The Whiteness of Wealth , Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed. She takes us into her adopted city of Atlanta, introducing us to families across the economic spectrum whose stories demonstrate how American tax law rewards the preferences and practices of white people while pushing black people further behind. From attending college to getting married to buying a home, black Americans find themselves at a financial disadvantage compared to their white peers. The results are an ever-increasing wealth gap and more black families shut out of the American dream. 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
May 22, 2021
The Whiteness of Wealth Part One
Our guest this weekend, Dorothy A. Brown , became a tax lawyer to get away from race. As a young black girl growing up in the South Bronx, she’d seen how racism limited the lives of her family and neighbors. Her law school classes offered a refreshing contrast: Tax law was about numbers, and the only color that mattered was green. But when Brown sat down to prepare tax returns for her parents, she found something strange: James and Dottie Brown, a plumber and a nurse, seemed to be paying an unusually high percentage of their income in taxes. When Brown became a law professor, she set out to understand why. In her recently released book, The Whiteness of Wealth , Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed. She takes us into her adopted city of Atlanta, introducing us to families across the economic spectrum whose stories demonstrate how American tax law rewards the preferences and practices of white people while pushing black people further behind. From attending college to getting married to buying a home, black Americans find themselves at a financial disadvantage compared to their white peers. The results are an ever-increasing wealth gap and more black families shut out of the American dream. 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
May 21, 2021
Am I Okay Using a Robo-Advisor?
If your situation is fairly straightforward, is there anything wrong with using a robo-advisor? Or are you better off using an actual financial 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 . 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
May 20, 2021
Tips for Switching Careers
According to a Pew survey, 66% of unemployed workers considered a new career during the pandemic. I joined CBS This Morning with some tips to consider when making a career change. 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
May 19, 2021
Knocked Down but Not Out
The pandemic knocked a lot of people down. Thankfully some were able to get back up. Our latest caller is an example of the latter. 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
May 18, 2021
Retirement Checkup
Saving for your golden years is often the easy part, trying to figure out how to live in retirement can be the hard part. 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
May 17, 2021
Are We Over Saving for Retirement?
Are you over saving for retirement to the point where you're not able to totally enjoy life? If so, it may be time to reevaluate the game plan. 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
May 16, 2021
Dream First, Details Later Part Two
This weekend we're joined by Ellen Bennet , author of Dream First, Details Later: How to Quit Overthinking & Make It Happen ! As a 24-year-old line cook, Ellen Marie Bennett couldn't stand the kitchen staff’s poorly designed, cheaply made aprons. So when her head chef announced he was ordering a new batch, she blurted out, “Chef, I have an apron company” even though she had no company, no business plan, just a glimmer of a design idea and a business license. Through hustle and a willingness to leap into the unknown, time and time again, she built that first order into a multi-million-dollar company called Hedley & Bennett , making aprons and kitchen gear worn by many of the world’s best chefs and home cooks everywhere. Dream First, Details Later shares Ellen's journey and her forged-in-the-fire personal playbook for starting before you stop yourself. If you've ever imagined doing something and immediately thought, "that's impossible," or "I wouldn't even know where to start," or "I'm not qualified to do that," in these pages, you'll learn how to shove aside your inner worrier and launch into action. This honest and bold illustrated book will be like having Ellen, your personal hype woman, there with you, all the while yelling, "Don't stop! You got this!" 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
May 15, 2021
Dream First, Details Later Part One
This weekend we're joined by Ellen Bennet , author of Dream First, Details Later: How to Quit Overthinking & Make It Happen ! As a 24-year-old line cook, Ellen Marie Bennett couldn't stand the kitchen staff’s poorly designed, cheaply made aprons. So when her head chef announced he was ordering a new batch, she blurted out, “Chef, I have an apron company” even though she had no company, no business plan, just a glimmer of a design idea and a business license. Through hustle and a willingness to leap into the unknown, time and time again, she built that first order into a multi-million-dollar company called Hedley & Bennett , making aprons and kitchen gear worn by many of the world’s best chefs and home cooks everywhere. Dream First, Details Later shares Ellen's journey and her forged-in-the-fire personal playbook for starting before you stop yourself. If you've ever imagined doing something and immediately thought, "that's impossible," or "I wouldn't even know where to start," or "I'm not qualified to do that," in these pages, you'll learn how to shove aside your inner worrier and launch into action. This honest and bold illustrated book will be like having Ellen, your personal hype woman, there with you, all the while yelling, "Don't stop! You got this!" 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
May 14, 2021
Inflation Fears
The Consumer Price Index rose 4.2% in the past year, the biggest growth in 12 1/2 years. Prices from computer chips & cars to groceries, gas and lumber continue to rise, and a recent study indicates that many Americans are concerned about the rise in household expenses. On today's show I'll do my best to put these numbers into perspective. 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
May 13, 2021
Are We Trying to Time the Market?
Today I get to play the role of marriage counselor! One spouse has some investment ideas and the other isn't exactly sold on the idea. Who's right? 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
May 12, 2021
Prepping for Retirement
You've done a great job of saving for retirement, and I mean GREAT, but now you're wondering how you'll be impacted by taxes and RMDs. 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
May 11, 2021
Getting on Track for Retirement
What's the best way to get on track for retirement? That's an easy one my friends! Start socking away that money :) 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
May 10, 2021
Last Minute Tax Tips
I joined CBS This Morning to discuss what Americans need to know about filing for taxes this year, ahead of Tax Day on May 17. 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
May 10, 2021
BONUS: Small Business Bootcamp
I am often asked about the best retirement plan options for entrepreneurs and sole proprietors. There's a lot of choices out there, and it's not always so easy to determine which plan makes the most sense, that's why on this episode we're glad to welcome back Michael Goodman for a little small business bootcamp! As the president of Wealthstream Advisors in New York City, Michael knows firsthand what it's like to run a small business. We'll touch on a variety of topics, including which retirement plan is the best choice for your situation. Among the options discussed: Individual Retirement Account (IRA): You can choose a traditional IRA, where you pay taxes in the future or a Roth, where you pay taxes today. Simplified Employee Pension (SEP-IRA): This is a good option for those who have up to 25 employees and want to offer a retirement benefit that is easy to operate. Savings Incentive Match Plan for Employees (SIMPLE IRA Plan): SIMPLE plans were aimed at slightly larger small business owners (usually up to 100 employees), who wanted to provide employees a way to save for retirement. Solo 401(k) plan: Alternatively referred to as an “individual 401(k)” or “uni-401(k),” this plan is geared to small business owners who have no employees (other than a spouse) and have the capacity to sock away a lot of dough. This special episode is part of the Small Business Podference presented by Dell Technologies. To find more participating podcasts, search for Dell Technologies Small Business Podference on the Audacy App, Spotify or Apple podcasts at the end of this episode. 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
May 9, 2021
Spring Housing Market Part Two
I think it's officially time for a deep dive on the spring housing market. Joining us this weekend is Maria Fregosi , the Chief Investment Officer at Homepoint Financial . Where is the housing market going next? Despite the fact that we are coming to the end of the pandemic with accelerated vaccinations, many companies have announced that employees working from home may continue to do so permanently. That may allow some to seek out more affordable areas like Austin, Charlotte, Miami, and Nashville. Some smaller cities have launched cash initiatives, home buying allowances, tax credits and money toward local goods and services to induce pandemic movers to relocate there. If you are in the market to buy, you will need to run the basic numbers, including mortgage principal and interest, homeowners' insurance, and taxes. Add a line item for upkeep and maintenance, depending on the age of the house and its condition, factor in 1-3 percent of the purchase price annually. And for the transaction itself, don’t forget about closing costs, which averaged more than $6,000 last year. It’s easy to gloss over things like mortgage loan application and appraisal fees, the title search and insurance, as well as legal and recording fees, because they seem to be built into the legal process, but you should ask for discounts along the way to see if you can push them down. Finally, even if the numbers appear to work, consider whether buying could preclude you from addressing other important financial issues in your life, like paying down student loans or saving for retirement. Just because a lender will fork over the dough, doesn't mean you should take 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
May 8, 2021
Spring Housing Market Part One
I think it's officially time for a deep dive on the spring housing market. Joining us this weekend is Maria Fregosi , the Chief Investment Officer at Homepoint Financial . Where is the housing market going next? Despite the fact that we are coming to the end of the pandemic with accelerated vaccinations, many companies have announced that employees working from home may continue to do so permanently. That may allow some to seek out more affordable areas like Austin, Charlotte, Miami, and Nashville. Some smaller cities have launched cash initiatives, home buying allowances, tax credits and money toward local goods and services to induce pandemic movers to relocate there. If you are in the market to buy, you will need to run the basic numbers, including mortgage principal and interest, homeowners' insurance, and taxes. Add a line item for upkeep and maintenance, depending on the age of the house and its condition, factor in 1-3 percent of the purchase price annually. And for the transaction itself, don’t forget about closing costs, which averaged more than $6,000 last year. It’s easy to gloss over things like mortgage loan application and appraisal fees, the title search and insurance, as well as legal and recording fees, because they seem to be built into the legal process, but you should ask for discounts along the way to see if you can push them down. Finally, even if the numbers appear to work, consider whether buying could preclude you from addressing other important financial issues in your life, like paying down student loans or saving for retirement. Just because a lender will fork over the dough, doesn't mean you should take 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
May 7, 2021
Can We Retire at 53 and 57?
Who wouldn't want to retire early and travel the world? Our latest caller is trying to make that dream a reality. Can she pull it off? 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
May 6, 2021
Should I Be Doing Roth Conversions?
Stop the presses, it's yet another question about whether or not it makes sense to be doing Roth conversions. All Roth, all the time, by far the most popular topic on the show. 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
May 5, 2021
Roth or Pre-Tax 401(k)?
Just like yesterday, we have a caller trying to figure out if it makes sense to use the Roth 401(k) option at work. Unlike yesterday, this is a pretty straightforward question. 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
May 4, 2021
Second Guessing My Roth Decision
You recently made the decision to make your 401(k) contributions post-tax and now you're wondering if you made the right decision. This particular scenario is certainly not a black-and-white 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 . 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
May 3, 2021
American Families Plan
There are more signs that the U.S. economy is roaring back to life, and President Biden is proposing trillions of dollars in new government spending. I joined CBS This Morning: Saturday to discuss the economy and the president's plan. 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
May 2, 2021
The Unspoken Rules Part Two
You've landed a job. Now what? To help answer that question, we're joined this weekend by Gorick Ng , author of The Unspoken Rules: Secrets to Starting Your Career Off Right . No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how to get promoted. The answers to these professional unknowns lie in the unspoken rules, the certain ways of doing things that managers expect but don't explain and that top performers do but don't realize. The problem is, these rules aren't taught in school. Instead, they get passed down over dinner or from mentor to mentee, making for an unlevel playing field, with the insiders getting ahead and the outsiders stumbling along through trial and error. Until now. 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
May 1, 2021
The Unspoken Rules Part One
You've landed a job. Now what? To help answer that question, we're joined this weekend by Gorick Ng , author of The Unspoken Rules: Secrets to Starting Your Career Off Right . No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how to get promoted. The answers to these professional unknowns lie in the unspoken rules, the certain ways of doing things that managers expect but don't explain and that top performers do but don't realize. The problem is, these rules aren't taught in school. Instead, they get passed down over dinner or from mentor to mentee, making for an unlevel playing field, with the insiders getting ahead and the outsiders stumbling along through trial and error. Until now. 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
Apr 30, 2021
A Journey in Financial Literacy
Welcome to a special bonus episode for Side x Side with U.S. Bank, a limited series. A collaboration with my show and others. On this episode we're joined by Gunjan Kedia , Vice Chair, Wealth Management and Investment Services at U.S. Bank . Throughout our chat we'll talk about the gaps that exist socially, economically and financially. And how they differ based on class, race and gender. It's an important conversation to have, one in which we can all listen and learn from each other. You can follow or subscribe to the series wherever you listen by searching Side x Side with U.S. Bank or visit sidebysidewithusbank.com . 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
Apr 29, 2021
Worried About Mom and Dad
Worrying about your own financial life is hard enough, then mix in worrying about your parents and their financial situation, and eventually it might become too much to handle. 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
Apr 28, 2021
Can I Save Less?
The house needs some work and you're wondering how to pay for the improvements. Should you decrease your retirement contributions? 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
Apr 27, 2021
What To Do With Bonus?
You've got 20k in extra cash thanks to a recent bonus and are wondering how to best deploy the funds. Pay off the car loan? Do a backdoor Roth? 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
Apr 26, 2021
Financial Planning For Maternity Leave
Baby number two is on the way and mom, the higher earner, will be out of work for a while, meaning a short-term hit to the household income. How best to prepare for such a 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 . 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
Apr 25, 2021
One Annuity to Another?
If my annuity was a good investment way back when, why is it no longer a good investment? That's a very good question from somebody with a good baloney detector. 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
Apr 24, 2021
Pay Off Mortgage?
Ah yes, the very common question of whether or not it makes sense to pay off the mortgage with some saved up cash, or instead invest that cash?? 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
Apr 23, 2021
Is It Time To Cash Out?
You have a boatload of money, yet the current environment is kinda freaking you out, should you sell everything right now and just bite the bullet and pay the taxes? 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
Apr 22, 2021
Rags to Riches
For all you listeners wondering if all our callers were born with silver spoons, do yourselves a favor and check out the first email in this episode. 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
Apr 21, 2021
I Hit the Crypto Jackpot!
The good news is that you hit the crypto jackpot at the ripe young age of 40! The bad news is that your portfolio is now completely out of whack. What to do, what to 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
Apr 20, 2021
Am I Crazy To Give Up a Pension?
You guys know I love pensions. Does that mean in all circumstances you'd be crazy to consider giving one up? 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
Apr 19, 2021
Learning To Be Retired
Getting to retirement is one thing, learning to be comfortable in retirement is another. It's not always as easy as it seems. 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
Apr 18, 2021
Bernie Madoff and The Wizard of Lies Part Two
With the death of Bernie Madoff earlier this week, Mark and I decided to re-run an interview we did a few years back with Diana Henriques . Madoff is perhaps the most notorious name in the history of Wall Street. By now we all know the story. Madoff conducted a Ponzi scheme that is considered to be the largest in U.S. history. Over the course of decades, Madoff stole billions of dollars from his clients and finally, amid the financial crisis of 2008, the crime came to a screeching halt. How on earth was he able to pull it off for so long, when there were plenty of warning signs and whistleblowers who tried to alert regulators that something was amiss? One of the journalists covering the scandal was Henriques, then a staff reporter at The New York Times , who specialized in investigative reporting on white-collar crime, market regulation and corporate governance. Diana used her countless hours of work as the lead reporter on the story as a catalyst to write the bestselling book, The Wizard of Lies : Bernie Madoff and the Death of Trust . Diana had incredible access, including the first interview with an imprisoned Madoff. Robert De Niro was so drawn to the character of Bernie Madoff as Henriques depicted him, that he bought the film rights to “The Wizard of Lies" and it was turned into a film for HBO. If you’ve yet to see “ The Wizard of Lies ,” go watch it. DVR it, stream it, whatever the method, just watch it. It’s incredibly well done and stars Robert De Niro as Bernie Madoff and Michelle Pfeiffer as Ruth Madoff. 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
Apr 17, 2021
Bernie Madoff and The Wizard of Lies Part One
With the death of Bernie Madoff earlier this week, Mark and I decided to re-run an interview we did a few years back with Diana Henriques . Madoff is perhaps the most notorious name in the history of Wall Street. By now we all know the story. Madoff conducted a Ponzi scheme that is considered to be the largest in U.S. history. Over the course of decades, Madoff stole billions of dollars from his clients and finally, amid the financial crisis of 2008, the crime came to a screeching halt. How on earth was he able to pull it off for so long, when there were plenty of warning signs and whistleblowers who tried to alert regulators that something was amiss? One of the journalists covering the scandal was Henriques, then a staff reporter at The New York Times , who specialized in investigative reporting on white-collar crime, market regulation and corporate governance. Diana used her countless hours of work as the lead reporter on the story as a catalyst to write the bestselling book, The Wizard of Lies : Bernie Madoff and the Death of Trust . Diana had incredible access, including the first interview with an imprisoned Madoff. Robert De Niro was so drawn to the character of Bernie Madoff as Henriques depicted him, that he bought the film rights to “The Wizard of Lies" and it was turned into a film for HBO. If you’ve yet to see “ The Wizard of Lies ,” go watch it. DVR it, stream it, whatever the method, just watch it. It’s incredibly well done and stars Robert De Niro as Bernie Madoff and Michelle Pfeiffer as Ruth Madoff. 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
Apr 16, 2021
Getting My Financial Life in Order
Your new goal is getting your financial life in order, but you're worried you won't be able to do it. Fear not, Aunt Jill is here to help you out! 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
Apr 15, 2021
Fixing an IRA Mess
IRAs and Roth IRAs can be very tricky when it comes to all the different rules involved, so it's not uncommon for people to make honest mistakes when using them. 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
Apr 14, 2021
On Track for Retirement?
25 years at the same job, 25 years of saving, am I finally in a solid position to call it quits at 62 if that's what I choose to 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
Apr 13, 2021
Can I Pay Off the Mortgage?
Every once in a while you gotta throw a curveball to mix things up, and that's basically what I did with the latest question about whether or not it makes sense to pay off the mortgage. 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
Apr 12, 2021
Dissecting the Infrastructure Plan
President Biden released his $1.5 trillion budget proposal, which he hopes will have bipartisan support. But Senate Republicans are already pushing back and criticizing the less than 2% increase in defense spending. I joined CBS This Morning: Saturday to discuss where the plan stands and what the road ahead looks like. 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
Apr 11, 2021
What To Do With My Savings?
With your savings currently parked in a money market account, is there something better you should be doing with your money? 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
Apr 10, 2021
Roth or Pre-Tax 401(k)?
It's pretty commonplace nowadays for workplace retirement plans to offer a Roth option. Does that mean you should be using 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
Apr 9, 2021
Desperate for a House
The housing market is bonkers, so much so that it has people considering all kinds of desperate maneuvers to get in on the action. Please hear what your Aunt Jill has to say before making any silly 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 . 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
Apr 8, 2021
Retirement Saving Tips
I joined CBS This Morning to discuss how to start or restart saving for retirement, including which type of account might be best. Plus, the importance of emergency funds and differentiating that from retirement saving. 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
Apr 7, 2021
Keep or Ditch Whole Life Policy?
Young, not married, no kids, is there any reason why you should be using a whole life policy as in investment vehicle? 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
Apr 6, 2021
Pay Off Debt or Save for Retirement?
With at least an extra $1,000 each month, should the priority be paying down debt or saving for retirement? 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
Apr 5, 2021
Can I Retire at 55?
It's easy to understand why 20 plus years of business travel could leave you burned out and yearning for early retirement. How about calling it quits at 55, doable? 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
Apr 4, 2021
Helping Mom and Dad
99.9% of the time you guys write in asking questions about your own personal finances, but every once in a while we get questions from people looking to help out their parents. 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
Apr 3, 2021
Do We Need an Advisor?
When is it time to hire a financial advisor? Well, before pulling the trigger, there's a few questions you need to answer. 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
Apr 2, 2021
The Magic of Compound Interest
The magic of compound interest is a beautiful thing to watch. Start early, stay consistent, and voila, you end up with a boatload of money come retirement. 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
Apr 1, 2021
Can I Retire Early?
Ah yes, another early retirement question. Sometimes I'm okay with it, most of the time I'm not. Where do I fall this time around? 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
Mar 31, 2021
A Clean Backdoor Roth Conversion
When it comes to doing a backdoor Roth conversion, it really helps to have things cleaned up, and that doesn't always mean you have to pay a bunch of taxes in the process. 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
Mar 30, 2021
What's the Financial Priority?
When there's a few items in your financial life that need some cleaning up, what should the priority be? 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
Mar 29, 2021
A Smorgasbord of Roth Questions
It wasn't planned, but turns out we have a variety of Roth related questions on this episode. Not surprising as it is by far the most common question we receive. 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
Mar 28, 2021
Is My Portfolio Too Risky?
When you're younger you don't spend too much time thinking about risk, but as you get older, it suddenly becomes more and more prevalent. 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
Mar 27, 2021
Am I Over Diversified?
We always stress how important it is to have a diversified overall portfolio, but is there such a thing as being over diversified? 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
Mar 26, 2021
Is It Time To Hire an Advisor?
Does there come a certain point in time when you should really consider working with a professional? Or can you keep doing it on your own, especially if the results have been good? 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
Mar 25, 2021
Spring Housing Season
Spring housing season has begun but many buyers feel frustrated by the lack of available homes and higher prices. I joined CBS This Morning to explain what homeowners and potential buyers can expect. 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
Mar 24, 2021
Three Options for Extra Cashflow
What to do with extra cashflow each month? Three options to choose from, which one makes the most sense? Not so hard when two of the options are non-starters for me :) 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
Mar 23, 2021
What To Do With $100,000
You've just had an annuity come due and now you're sitting on $100,000. What should you do with it? The answer gets a lot easier when you have zero interest in the market. 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
Mar 22, 2021
Tax Strategies in Retirement
The planning doesn't stop once you're actually retired, in fact, sometimes things can get more complicated, especially when you start mixing in taxes. 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
Mar 21, 2021
A World Without Email Part Two
This weekend I'm so excited to welcome back Cal Newport to the show, who joins us to talk about his latest book, A World Without Email: Reimagining Work in an Age of Communication Overload . Modern knowledge workers communicate constantly. Their days are defined by a relentless barrage of incoming messages and back-and-forth digital conversations, a state of constant, anxious chatter in which nobody can disconnect, and so nobody has the cognitive bandwidth to perform substantive work. There was a time when tools like email felt cutting edge, but a thorough review of current evidence reveals that the "hyperactive hive mind" workflow they helped create has become a productivity disaster, reducing profitability and perhaps even slowing overall economic growth. Equally worrisome, it makes us miserable. Humans are simply not wired for constant digital communication. We have become so used to an inbox-driven workday that it's hard to imagine alternatives. But they do exist. 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
Mar 20, 2021
A World Without Email Part One
This weekend I'm so excited to welcome back Cal Newport to the show, who joins us to talk about his latest book, A World Without Email: Reimagining Work in an Age of Communication Overload . Modern knowledge workers communicate constantly. Their days are defined by a relentless barrage of incoming messages and back-and-forth digital conversations, a state of constant, anxious chatter in which nobody can disconnect, and so nobody has the cognitive bandwidth to perform substantive work. There was a time when tools like email felt cutting edge, but a thorough review of current evidence reveals that the "hyperactive hive mind" workflow they helped create has become a productivity disaster, reducing profitability and perhaps even slowing overall economic growth. Equally worrisome, it makes us miserable. Humans are simply not wired for constant digital communication. We have become so used to an inbox-driven workday that it's hard to imagine alternatives. But they do exist. 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
Mar 19, 2021
Save for House or Invest?
Maybe, just maybe one day you'll want to buy a house, but it's not like the purchase is imminent. Should you be saving any extra cash for the possible home purchase or investing it in the market? 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
Mar 18, 2021
ETF or Index Fund?
If you've been using index funds all along, and they've treated you very well, is there any reason to consider making the switch to ETFs? 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
Mar 17, 2021
Take on a Mortgage in Retirement?
Most people want to head into retirement mortgage free. Is there a case when taking on a mortgage in retirement makes sense? 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
Mar 16, 2021
Women and Work
Many moms have been forced out of their jobs during the pandemic due to health or childcare issues. I joined CBS This Morning to explain what women should prioritize financially and what's in the new stimulus bill that could help them. 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
Mar 15, 2021
Producer Mark Makes a Rare Appearance
All it takes is the one year anniversary of a global pandemic to get producer Mark on the air. Enjoy! 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
Mar 14, 2021
The Data Detective with Tim Harford Part Two
Today we think statistics are the enemy, numbers used to mislead and confuse us. Our guest this weekend, Tim Harford , says that's a mistake. In his latest book, The Data Detective , Harford says we shouldn’t be suspicious of statistics, we need to understand what they mean and how they can improve our lives: they are, at heart, human behavior seen through the prism of numbers and are often “the only way of grasping much of what is going on around us.” If we can toss aside our fears and learn to approach them clearly, understanding how our own preconceptions lead us astray, statistics can point to ways we can live better and work smarter. 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
Mar 13, 2021
The Data Detective with Tim Harford Part One
Today we think statistics are the enemy, numbers used to mislead and confuse us. Our guest this weekend, Tim Harford , says that's a mistake. In his latest book, The Data Detective , Harford says we shouldn’t be suspicious of statistics, we need to understand what they mean and how they can improve our lives: they are, at heart, human behavior seen through the prism of numbers and are often “the only way of grasping much of what is going on around us.” If we can toss aside our fears and learn to approach them clearly, understanding how our own preconceptions lead us astray, statistics can point to ways we can live better and work smarter. 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
Mar 12, 2021
New Stimulus Bill Details
$1,400 checks, tax credits, and suspended evictions. I joined CBS This Morning to explains some of the key benefits in the latest stimulus package and what the expanded child tax credit means. 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
Mar 11, 2021
Which Assets in Which Accounts?
Is there a rhyme or reason as to which assets you should be holding in your various accounts? For instance, should bonds be held in a taxable or tax-deferred 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 . 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
Mar 10, 2021
What to Do With Excess Cash?
Having a few thousand dollars each month to save is a nice problem to have. What should you do with it? Save in a 529 plan? Hire an advisor? Open a brokerage 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 . 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
Mar 9, 2021
Saving for Financial Independence
Saving 50 percent of your salary (while you can) in hopes of buying yourself some flexibility as you approach retirement sounds like my kind of plan. 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
Mar 8, 2021
Buy or Keep Renting?
Ahh yes, one of my favorite topics ever! Does it make sense to keep renting or should I be looking to finally take the plunge and jump into home ownership? 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
Mar 7, 2021
Asset Allocation
It's funny how your attitude toward asset allocation can change as you get older and the money starts to accumulate. In some cases, it makes you wonder if you really need to be taking all that risk. 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
Mar 6, 2021
Tax Season and the Recovery Rebate Credit
As tax season continues, this weekend we're bringing you one more episode sponsored by H&R Block . Stimulus payments have been a critical lifeline for many Americans during the coronavirus crisis. But what if you didn’t receive the full amount due to life changes such as a new baby or lower income? Thankfully there’s a way to solve this, in the form of a recovery rebate credit . The recovery rebate and your stimulus payments are actually one in the same. It’s just that the recovery rebate credit is paid as part of filing your return. Joining us this weekend to help make sense of it all is Kathy Pickering , the chief tax officer at H&R Block. As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you deserve. 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
Mar 5, 2021
Dollar Cost Avg or Lump Sum?
When you have a chunk of money you want to invest, is it better to do it all at once or a little bit at a time, aka dollar cost averaging? 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
Mar 4, 2021
Too Much Cash in Savings?
Is there such a thing as keeping too much cash in savings? I guess it depends on what your long and short-term goals are and if you already have an adequate emergency reserve. 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
Mar 3, 2021
Planning for Retirement With 500k in Student Loans
Nothing like planning for retirement as a young couple with half a million dollars in outstanding student loan debt. You know what's even crazier? I'm kind of okay with 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
Mar 2, 2021
Health Insurance Options
With many industries decimated by the pandemic, scores of people have been left scrambling to find health insurance coverage. 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
Mar 1, 2021
Pre-Tax or Roth in Retirement Plan?
When your workplace retirement plan offers both a pre-tax and a Roth option, which one should you be using? Sometimes it's a no-brainer. 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
Feb 28, 2021
Next-Generation Financial Services Part Two
This weekend we’re joined by Brent Weiss , co-founder and Head of Planning at Facet Wealth . Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security? The folks at Facet Wealth strive to provide the answers. Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management. 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
Feb 27, 2021
Next-Generation Financial Services Part One
This weekend we’re joined by Brent Weiss , co-founder and Head of Planning at Facet Wealth . Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security? The folks at Facet Wealth strive to provide the answers. Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management. 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
Feb 26, 2021
Is One Percent a Reasonable Fee?
Is paying an advisor a one percent fee worth it? Unfortunately this isn't a yes or no answer. A variety of factors must first be considered. 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
Feb 25, 2021
Real Estate Dilemma
I'm all for snatching up a good real estate deal if presented with the opportunity, but not if it means twisting and turning like a pretzel to make it happen. 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
Feb 24, 2021
Details of Third Stimulus Package
$1,400 checks, tax credits and suspended evictions, I joined CBS This Morning to explain some of the key proposed benefits in the latest stimulus package. 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
Feb 23, 2021
On Path to Financial Independence?
Although I may not be crazy about early retirement, I'm all about doing whatever you can to reach financial independence and the flexibility that comes with it. Because once you have that, the options are endless. 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
Feb 22, 2021
Too Much Company Stock?
When it comes to owning company stock, it's important to consider it as one aspect of your overall portfolio, which means there should be a limit as to how much you own. 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
Feb 21, 2021
Bitcoin Boot Camp Part Two
It seems every few years or so we're due for a bit of bitcoin bootcamp! So this weekend we're joined once again by Dan Roberts , senior writer at Yahoo Finance and a total crypto geek who has been covering the wild ride from the beginning. Bitcoin (BTC) started 2020 at $7,200. It ended the year at nearly $30,000, up 296%. The surge continued full-steam into 2021. It took bitcoin 10 years in existence to reach $20,000 on most exchanges, on Dec. 15. Then it took just 17 days to reach $30,000.Bitcoin broke through $30,000 for the first time on Jan. 2, then climbed to $32,000 just hours later. On Jan. 5, it broke $35,000, and on Jan. 7, it hit $40,000. Now it's regularly hitting $50,000. Crazy, right? Before you decide to dip your toes in the bitcoin waters, please do yourself a favor and first listen to these episodes with Dan. As I like to say, proceed with caution! 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
Feb 20, 2021
Bitcoin Boot Camp Part One
It seems every few years or so we're due for a bit of bitcoin bootcamp! So this weekend we're joined once again by Dan Roberts , senior writer at Yahoo Finance and a total crypto geek who has been covering the wild ride from the beginning. Bitcoin (BTC) started 2020 at $7,200. It ended the year at nearly $30,000, up 296%. The surge continued full-steam into 2021. It took bitcoin 10 years in existence to reach $20,000 on most exchanges, on Dec. 15. Then it took just 17 days to reach $30,000.Bitcoin broke through $30,000 for the first time on Jan. 2, then climbed to $32,000 just hours later. On Jan. 5, it broke $35,000, and on Jan. 7, it hit $40,000. Now it's regularly hitting $50,000. Crazy, right? Before you decide to dip your toes in the bitcoin waters, please do yourself a favor and first listen to these episodes with Dan. As I like to say, proceed with caution! 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
Feb 19, 2021
Inflation Hedge
A lot of people seem to believe there's some serious inflation on the horizon. If that's true, should you be making any adjustments to your portfolio? 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
Feb 18, 2021
Market Timing Doesn't Work
Here we go, the latest example of why market timing does not work. If I've said it once, I've said it a thousand times, stick to your game plan! 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
Feb 17, 2021
Roth Conversion Strategy
I know it seems like a no brainer to have all your assets in Roth money by the time you retire, but there are some factors you have to consider before making any conversions. 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
Feb 16, 2021
Pay Down Mortgage or Invest?
The very common question of should I use a chunk of money to pay down the mortgage or would I be better off investing in the S&P 500? 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
Feb 15, 2021
Prepping for First Investment Property
26 years old, about $300,000 saved, and prepping to close on your first investment property. Not too shabby, right? 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
Feb 14, 2021
How to Organize Our Savings
Adding kids to the mix can certainly shake things up a bit and cause you to re-evaluate your priorities when it comes to saving money, even if it's only temporary. 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
Feb 13, 2021
Side Hustle School with Chris Guillebeau
No time like the present to start thinking about that side hustle you've always dreamed about. If a global pandemic doesn't get you motivated, I'm not sure what will. And if you are raking in some extra cash on the side, there will be tax consequences! That's why we're happy to bring you another episode that's sponsored by H&R Block . As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you deserve. Okay, now back to your side hustle. Do you have to be an “entrepreneur,” replete with a big, fat business plan in hand, to make a little extra cash on the side? What if I told you that in 27 days you can come up with an idea, implement it, and potentially start making some extra income on the side? That is what you call a side hustle, which also happens to be the title of a book from Chris Guillebeau , who's nice enough to join us this weekend. While the thought of quitting your day job to pursue a business of your own may be intoxicating and even escapist, it may also be a bit unrealistic. Most of us can’t just up and quit a job that delivers a regular paycheck and benefits, to boot. But what if you could quickly and easily create an additional stream of income without giving up the security of a full-time job? Enter Chris and the side hustle. 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
Feb 12, 2021
Better Option Than Bonds?
It's funny, last spring I didn't hear anybody complaining about the bond portion of their portfolios. Yet now we're starting to hear from people looking for better options than bonds. Things that make you go hmmm. 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
Feb 11, 2021
Is Tesla a Good Investment?
It seems any time there's a crazy story like GameStop or Bitcoin is surging to new record highs, people start looking for ways to make a quick buck. Be careful, folks. 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
Feb 10, 2021
What's the Financial Priority?
Young couple, check. Toddler, check. Living in an insanely expensive city, check. New mortgage, check. Adequate emergency reserve, doh! What should the financial priority be? 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
Feb 9, 2021
Should I Roll Over Old 401(k)?
It seems like just about everybody has an old workplace retirement plan floating around out there. What should you do with it? Roll it over or leave as is? 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
Feb 8, 2021
Did We Make a Financial Blunder?
Whether you make tons of money, or not a ton, everybody is capable of having some financial missteps along the way, and Aunt Jill is here to help calm the nerves :) 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
Feb 7, 2021
Slice: The Easiest Way to Order Your Favorite Local Pizza
It's Super Bowl Sunday, and if your plan is to order a few pizza pies for the game, finish listening to this podcast first, as we're joined by Ilir Sela , founder and CEO of Slice . Since 2010, Slice, the easiest way to order pizza online, has been all about connecting hungry customers with the great pizza restaurants around them. Today, more people than ever are experiencing the benefits of the free and easy Slice ordering applications with access to thousands of independent pizza menus. For hungry customers it provides a quick and easy way to place orders with the best local pizza restaurants. For pizza restaurants it provides an effortless and complete online ordering solution, fully interactive menu and marketing services to attract new customers. Enjoy! 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
Feb 6, 2021
Tax Season Tips with Ed Slott
After a tumultuous 2020, the IRS will open tax filing season on Friday, February 12th, a few weeks later than years in the past. The deadline to file and pay any tax owed is once again different, with Tax Day being delayed to May 17, 2021. To celebrate the upcoming opening of tax season, this weekend we're bringing you the second of three tax-related episodes, Each will be sponsored by H&R Block . As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you deserve. The first episode was all about your taxes and COVID-19, and in case you missed it, you can find it here . This weekend is more of a general dive on everything you need to know as you prepare to file. And just like the first episode, we're once again joined by the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . 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
Feb 5, 2021
Invest in Bitcoin?
If you asked me a while back about investing in bitcoin, I probably would've said no way! But now, a few years later, my thought process has changed, and I'm now okay with it being a small portion of your overall portfolio. 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
Feb 4, 2021
Wasted Stimulus Payments
I'm all for helping people out with the stimulus checks, but I also think the distribution needs to be more targeted, and I know some of you feel the same way. 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
Feb 3, 2021
Navigating Retirement While Undocumented
Saving for retirement is not always as straightforward as it seems, especially when dealing with individuals who aren't yet citizens. 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
Feb 2, 2021
How's My Retirement Plan Looking?
Here we go, another question about how the retirement plan is looking. And yes, this caller has a nice amount of money saved, so I don't wanna hear from the haters that we only talk to rich people. The Jill on Money show does not discriminate, money or no money, we'll chat with anybody. 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
Feb 1, 2021
Should We Convert to Roth?
I'm almost always on board with a Roth conversion, but if it's going to push you into a much higher tax bracket, and eat up your liquidity, then maybe it's not the best strategy. 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
Jan 31, 2021
GameStop: The Internet vs. Wall Street Part Two
When the worlds of finance and tech collide, my man, Jeff Bakalar , is my go to source! (And I'm his go to source, which is why he had me on his CNET show earlier in the week to help explain the concept of short selling. You can check it out here .) You've heard Jeff on the pod before, but in case you've forgotten, Jeff is the editor-at-large at CNET , and a total tech geek who's with us this weekend to help explain what in the world happened this week with GameStop and Reddit. GameStop, the brick-and-mortar video game seller that many presumed was destined to the dustbin of retailers, started to attract enormous interest from individual investors on Reddit, a message board where community members create content, submit links, and comment on specific topics (subreddits). The GameStop believers touted the upside as early as mid-2019, after Michael Burry (the guy featured in “The Big Short,” who bet against the housing market in the mid-2000’s) had amassed a big position in the company. The chatter continued into 2020, when GameStop was trading at about $4/share. GameStop saw the culmination of the mother of all short squeezes on January 27th, when the stock soared by more than 130 percent to nearly $350/share, almost ten times the value from the prior week and putting its year-to-date return at 900 percent. And remember folks, those who are investing in volatile stocks like GameStop should be prepared for a wild ride, and should only risk what they can afford to lose. 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
Jan 30, 2021
GameStop: The Internet vs. Wall Street Part One
When the worlds of finance and tech collide, my man, Jeff Bakalar , is my go to source! (And I'm his go to source, which is why he had me on his CNET show earlier in the week to help explain the concept of short selling. You can check it out here .) You've heard Jeff on the pod before, but in case you've forgotten, Jeff is the editor-at-large at CNET , and a total tech geek who's with us this weekend to help explain what in the world happened this week with GameStop and Reddit. GameStop, the brick-and-mortar video game seller that many presumed was destined to the dustbin of retailers, started to attract enormous interest from individual investors on Reddit, a message board where community members create content, submit links, and comment on specific topics (subreddits). The GameStop believers touted the upside as early as mid-2019, after Michael Burry (the guy featured in “The Big Short,” who bet against the housing market in the mid-2000’s) had amassed a big position in the company. The chatter continued into 2020, when GameStop was trading at about $4/share. GameStop saw the culmination of the mother of all short squeezes on January 27th, when the stock soared by more than 130 percent to nearly $350/share, almost ten times the value from the prior week and putting its year-to-date return at 900 percent. And remember folks, those who are investing in volatile stocks like GameStop should be prepared for a wild ride, and should only risk what they can afford to lose. 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
Jan 29, 2021
Should I Ditch My Advisor?
Do I need to pay my current advisor, or is this something I can do on my own? This is definitely becoming one of the more popular questions we receive. 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
Jan 28, 2021
Bonus: GameStop Stock Surge Explained
How is GameStop's skyrocketing stock and a subreddit connected? Here’s my appearance on KMOX radio in St. Louis about how the internet took on Wall Street and why none of this is about video games at all. 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
Jan 28, 2021
Keep or Sell Rental Property?
You're looking to buy a house and wondering if you should keep your current rental property, which is cashflow positive, or sell it and use the proceeds on the new house. 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
Jan 27, 2021
How Much for House Down Payment
I'm all about putting 20 percent down when getting ready to buy a house, but what about putting way more down? Good idea? Bad idea? Neither? 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
Jan 26, 2021
Will I Outlive My Money?
One of the biggest concerns about retirement is whether or not you're going to outlive your money. Things only get more complicated when you mix in a spouse with long-term health care 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 . 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
Jan 25, 2021
Is My Advisor Charging Too Much?
It's getting harder and harder to justify paying an advisor a hefty fee, especially if all they're doing is asset management. 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
Jan 24, 2021
Can I Afford to Retire Early?
You guys know I'm not crazy about early retirement, but when it's a matter of life and death, I may be a bit more forgiving :) 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
Jan 23, 2021
Your Taxes and COVID-19 with Ed Slott
This weekend we're bringing you the first of three tax-related episodes that will run between now and late February. Each episode will be sponsored by H&R Block . As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you deserve. This first episode will focus on your taxes and COVID-19. Because of all the various changes that went into effect last year as the pandemic unfolded, this tax season could be a tricky one. To help us break it down, we're joined by the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . 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
Jan 22, 2021
Hidden Costs of Investing
So you have an S&P 500 fund in your workplace retirement plan and you're wondering why the returns don't seem to be doing as well as what you're seeing elsewhere. Hmmm, I have a pretty good guess. 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
Jan 21, 2021
Pay for College With Retirement Savings?
Paying for college is no joke. There are right ways and wrong ways of going about it, and raiding your retirement savings is not one of the right ways. 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
Jan 20, 2021
Can I Afford a Career Change?
Here's the deal, I'm all for making a career change, and maybe even doing a little traveling in between gigs, but you've got to make sure you have a plan in place, especially when we're still dealing with a global pandemic. 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
Jan 19, 2021
Roth or Traditional Debate, Who's Right?
Nothing like a friendly debate between sisters over whether it's better to save for retirement using pre-tax or Roth contributions. Yours truly is happy to play the role of the judge! 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
Jan 18, 2021
On Track for Retirement?
Am I doing everything possible to be on track for retirement? Easily one of the most common questions we get, but answering them never gets old, as every situation is 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 . 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
Jan 17, 2021
How to Take RMDs
Unless you're one of the lucky ones and have all your money in a Roth IRA and/or brokerage accounts, you'll eventually be forced to take distributions from your tax-deferred accounts. Is there a wrong way or right way to do 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
Jan 16, 2021
Should I Adjust Retirement Contributions?
The start of a new year is the perfect time to take a look at your retirement plan and see if there's any adjustments you should be making. 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
Jan 15, 2021
Debt Free, Now What?
Paying down debt is a beautiful thing, especially when it means you've now got a bunch of extra money and are wondering what to do with 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
Jan 14, 2021
Pay Down Mortgage or Invest
You guys know my love of liquidity, but that doesn't mean I don't enjoy a good question about paying down the mortgage or instead using that money to invest. 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
Jan 13, 2021
Recession-Proof Portfolio
Is there such a thing as trying to recession-proof your portfolio by pulling off a bit of market timing? Is this an ingenious idea, or a crazy 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
Jan 12, 2021
Long-Term Care Insurance
Long-term care insurance is a tricky topic, and figuring out whether or not you need to purchase it can be even trickier, which often leads to many people buying something they probably don't need. 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
Jan 11, 2021
Financial Help for Recent Widow
Dealing with a loss is hard enough, then mix in trying to navigate the finances, and things can quickly become too much to handle. 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
Jan 10, 2021
I Am, I Can, I Will, I Do with Christine D’Ercole Part Two
It's a new year which usually means a lot of resolutions as people try to shake things up in their lives, whether it's a diet or a new career. This weekend on the show we have somebody who embodies fitness as well as an interesting career path. Her name is Christine D'Ercole , and if you're a Peloton fanatic like me, then you're certainly familiar with her. As a Senior Instructor at Peloton, her classes are grounded in the science of cycling and the power of words. Her unique style of mindful motivation inspires members of the Peloton community, reaching thousands of devoted riders every day. And when she's not on the bike, Christine is a public speaker whose work is rooted in self-talk. Her WORDSHOPS© are workshops for editing our self-talk into the story we want our lives to tell. Her catalog of wordshops span topics from body image to addiction and loss to corporate cultural growth and team building. As if she hasn't accomplished enough, Christine is also a decorated competitive track cyclist. She is a Masters World Champion and five time National Champion. 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
Jan 9, 2021
I Am, I Can, I Will, I Do with Christine D’Ercole Part One
It's a new year which usually means a lot of resolutions as people try to shake things up in their lives, whether it's a diet or a new career. This weekend on the show we have somebody who embodies fitness as well as an interesting career path. Her name is Christine D'Ercole , and if you're a Peloton fanatic like me, then you're certainly familiar with her. As a Senior Instructor at Peloton, her classes are grounded in the science of cycling and the power of words. Her unique style of mindful motivation inspires members of the Peloton community, reaching thousands of devoted riders every day. And when she's not on the bike, Christine is a public speaker whose work is rooted in self-talk. Her WORDSHOPS© are workshops for editing our self-talk into the story we want our lives to tell. Her catalog of wordshops span topics from body image to addiction and loss to corporate cultural growth and team building. As if she hasn't accomplished enough, Christine is also a decorated competitive track cyclist. She is a Masters World Champion and five time National Champion. 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
Jan 8, 2021
Did I Make an Annuity Mistake?
Here's a tip guys, if a "friend" of yours is trying to sell you on an annuity product, please reach out to us before pulling the trigger. 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
Jan 7, 2021
Roth or Traditional?
New year, same popular questions, such as whether it makes sense to use the Roth option or the traditional pre-tax option. You know me, I'm all Roth, all the 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, 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
Jan 6, 2021
What to Do With Excess Cashflow
Having extra cash flow each month and wondering what to do with it, well, that's what I like to call a good problem to have. 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
Jan 5, 2021
What to Do With Old 401(k)?
When you bounce around from job to job, chances are you've got some old retirement plans floating around out there. Should you consolidate? 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 . 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
Jan 4, 2021
Pay Cash or Take Out a Mortgage?
Similar to the idea of paying off your mortgage early, is the idea of paying cash for a house when you can take out a dirt cheap mortgage and keep your liquidity. 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
Jan 3, 2021
How to Avoid Taxes in Retirement
If the vast majority of your retirement money is in pre-tax accounts, just remember that the real amount is less than what you might think it is. 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
Jan 2, 2021
Did I Retire Too Early?
Early retirement can be very dangerous, but not always. Sometimes people do it and it turns out they're in totally fine shape. 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
Jan 1, 2021
Is Our Advisor Charging Too Much?
When it comes to investing these days, there's really no reason at all why it should be costing you a lot of money, unless of course you're dealing with a greedy 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 . 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
Dec 31, 2020
Should We Pay Down the Mortgage?
For whatever reason, and I guess it's a mental thing, it seems the vast majority of people are obsessed about paying off their mortgages. I happen to prefer my liquidity! 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
Dec 30, 2020
Are We in Good Shape for Retirement?
You're 56 and thinking about transitioning to part-time work and retiring altogether in about five years. Are you in good enough shape to make this plan a reality? 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
Dec 29, 2020
Do I Need an Annuity?
Should I consider adding an annuity as part of my overall portfolio? Easily one of the most common questions we receive every year! 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
Dec 28, 2020
Student Loan Strategy
Ah, student loans, one of the most popular questions we receive each year, so what would 2020 be without one more chat with a college graduate trying to navigate the murky student loan waters? 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
Dec 27, 2020
The China Hustle Part Two
Next up on the list of films to stream this holiday weekend is The China Hustle . The documentary begins amid the depths of the 2008 financial crisis, when we meet protagonist Dan David and a band of Wall Street outsiders. These detective-like investors operate on the fringes of the financial world, scouring global markets for money making opportunities. With the U.S. economy and markets in a tailspin, they turn to China, where there is what seems like a modern day gold rush. Chinese stock market indexes are doubling every year and the potential seems endless. There’s one problem, though: U.S. investors can’t participate because they are barred from investing directly in Chinese markets. But this is America, and people always find a way. A few Wall Street operators create a novel solution by bringing hundreds of promising Chinese companies directly to U.S. stock markets. All of the sudden, US investors can get in on the Chinese miracle, without leaving the comforting confines of the NYSE and the NASDAQ. It all seems to be going well, until detectives discover that most of the companies they’re investing in are frauds, producing phony balance sheets, claiming sham inventory levels and celebrating non-existent profits. The investors flip their strategy on its head and begin to master the art of short selling, essentially, betting that a company will fail. 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
Dec 26, 2020
The China Hustle Part One
Next up on the list of films to stream this holiday weekend is The China Hustle . The documentary begins amid the depths of the 2008 financial crisis, when we meet protagonist Dan David and a band of Wall Street outsiders. These detective-like investors operate on the fringes of the financial world, scouring global markets for money making opportunities. With the U.S. economy and markets in a tailspin, they turn to China, where there is what seems like a modern day gold rush. Chinese stock market indexes are doubling every year and the potential seems endless. There’s one problem, though: U.S. investors can’t participate because they are barred from investing directly in Chinese markets. But this is America, and people always find a way. A few Wall Street operators create a novel solution by bringing hundreds of promising Chinese companies directly to U.S. stock markets. All of the sudden, US investors can get in on the Chinese miracle, without leaving the comforting confines of the NYSE and the NASDAQ. It all seems to be going well, until detectives discover that most of the companies they’re investing in are frauds, producing phony balance sheets, claiming sham inventory levels and celebrating non-existent profits. The investors flip their strategy on its head and begin to master the art of short selling, essentially, betting that a company will fail. 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
Dec 25, 2020
Chasing the FIRE Movement
If you're looking for something to stream over the next week or so, we're going back into the archives this weekend. First up is the FIRE movement. Today we're re-airing an interview with Travis Shakespeare, director of a documentary called Playing with FIRE , which follows 35 year old Scott Rieckens, his wife Taylor, and their toddler Jovie as the family decides to embark on a year-long odyssey to understand the rules of the FIRE movement and test their willingness to reject the standard narrative of adult life. When Scott hears a prominent leader and “early retiree” in the FIRE movement subculture interviewed on a podcast, he enlists his wife to abandon everything they’ve been taught about the role of money in adulthood and instead focus on pursuing financial independence. But doing so requires an about face since their current path has them spending every dime they make living the “Instagram” life in an expensive San Diego suburb, driving luxury cars, and eating at fancy restaurants. It’s an interesting tale full of ups and downs. If the FIRE movement is something you’re interested in, this film is a must watch. 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
Dec 24, 2020
Burnt Out Doctor
I'm not sure anybody has had a tougher year than the health care workers, and I can only imagine feeling the need to take a break and recharge. But just like anything else, you've gotta make sure your ducks are in a row before making such a move. 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
Dec 23, 2020
Are We in Good Financial Shape?
Nothing like the birth of your first child to make you wonder if you're on the right financial path! Not having your estate planning in order is not a good way to start off :) 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
Dec 22, 2020
15 or 30 Year Mortgage?
You're in the early stages of planning your dream home and one of the many decisions you'll need to make is whether to take out a 15 or 30 year mortgage? 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
Dec 21, 2020
Recent Widow, Now What?
As if this year hasn't been hard enough, imagine also losing your spouse of 41 years. When something like that happens, sometimes the best move, is no move. 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
Dec 20, 2020
Post Corona with Scott Galloway Part Two
The COVID-19 outbreak has turned bedrooms into offices, pitted young against old, and widened the gaps between rich and poor, red and blue, the mask wearers and the mask haters. Some businesses, like home exercise company Peloton, video conference software maker Zoom, and Amazon, woke up to find themselves crushed under an avalanche of consumer demand. Others, like the restaurant, travel, hospitality, and live entertainment industries, scrambled to escape obliteration. But as New York Times bestselling author Scott Galloway argues, the pandemic has not been a change agent so much as an accelerant of trends already well underway. In his latest book, Post Corona , he outlines the contours of the crisis and the opportunities that lie ahead. 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
Dec 19, 2020
Post Corona with Scott Galloway Part One
The COVID-19 outbreak has turned bedrooms into offices, pitted young against old, and widened the gaps between rich and poor, red and blue, the mask wearers and the mask haters. Some businesses, like home exercise company Peloton, video conference software maker Zoom, and Amazon, woke up to find themselves crushed under an avalanche of consumer demand. Others, like the restaurant, travel, hospitality, and live entertainment industries, scrambled to escape obliteration. But as New York Times bestselling author Scott Galloway argues, the pandemic has not been a change agent so much as an accelerant of trends already well underway. In his latest book, Post Corona , he outlines the contours of the crisis and the opportunities that lie ahead. 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
Dec 18, 2020
Laid Off, Can I Retire?
So 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 . 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
Dec 17, 2020
From Saving to Spending
For 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 . 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
Dec 16, 2020
On the Path To FIRE?
If 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 . 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
Dec 15, 2020
Do I Need This Insurance Product?
Every 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 . 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
Dec 14, 2020
Should I Use a Non-Qualified Plan?
Sometimes 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 . 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
Dec 13, 2020
Year-End Money Moves Part Two
What 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 . 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
Dec 12, 2020
Year-End Money Moves Part One
What 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 . 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
Dec 11, 2020
Prepping for Early Retirement
A 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 . 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
Dec 10, 2020
Taking on Too Much Risk
People 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 . 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
Dec 9, 2020
How To Get on Track for Retirement
As 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 . 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
Dec 8, 2020
Are We on Track for Retirement?
I 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 . 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
Dec 7, 2020
Can I Convert My 401(k)?
Converting 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 . 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
Dec 6, 2020
How to Decide with Annie Duke Part Two
What 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 . 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
Dec 5, 2020
How to Decide with Annie Duke Part One
What 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 . 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
Dec 4, 2020
Year-End Roth Conversion
Year-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 . 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
Dec 3, 2020
Do We Really Need an Advisor?
Is 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 . 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
Dec 2, 2020
Charitable Giving
Americans 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 . 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
Dec 1, 2020
Behind on Retirement Savings
You'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 . 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
Nov 30, 2020
Pay Down Mortgage or Invest?
Whether 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 . 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
Nov 29, 2020
Succession Star Brian Cox Part Two
What 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 . 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
Nov 28, 2020
Succession Star Brian Cox Part One
What 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 . 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
Nov 27, 2020
The Gift of Humanity Part Two
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different. Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps , a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassionate world. In short, it serves as a good reminder of the things that matter most. And who better to help us stay in the giving thanks spirit than our guest Dave Isay , the founder and president of StoryCorps. His goal is simple: to use stories to remind us of our shared humanity, to strengthen and build the connections between people, to teach the value of listening, and to weave into the fabric of our culture the understanding that everyone’s story matters. At the same time, StoryCorps is creating an invaluable archive for future generations as every interview is housed at the Library of Congress. So as you’re sitting around this Thanksgiving weekend with family and friends, I encourage you to use StoryCorps Connect (virtually) or the StoryCorps app (in person) and take part in The Great Thanksgiving Listen, a national movement that empowers people of all ages to create an oral history of the contemporary United States by recording an interview. 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
Nov 26, 2020
The Gift of Humanity Part One
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different. Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps , a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassionate world. In short, it serves as a good reminder of the things that matter most. And who better to help us stay in the giving thanks spirit than our guest Dave Isay , the founder and president of StoryCorps. His goal is simple: to use stories to remind us of our shared humanity, to strengthen and build the connections between people, to teach the value of listening, and to weave into the fabric of our culture the understanding that everyone’s story matters. At the same time, StoryCorps is creating an invaluable archive for future generations as every interview is housed at the Library of Congress. So as you’re sitting around this Thanksgiving weekend with family and friends, I encourage you to use StoryCorps Connect (virtually) or the StoryCorps app (in person) and take part in The Great Thanksgiving Listen, a national movement that empowers people of all ages to create an oral history of the contemporary United States by recording an interview. 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
Nov 25, 2020
Time for a Younger Advisor?
You've been with your advisor for many, many years, and you think he's great, yet you're a bit concerned about what the future holds since he just turned 70. Is it time to ditch him and look for somebody younger? 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
Nov 24, 2020
Help With Inheritance
Your father recently passed away and you suddenly find yourself in charge of a construction company. That's the scenario facing our latest caller, and needless to say, there are plenty of questions that need answering. 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
Nov 23, 2020
Inherited IRA Options
Inherited IRAs usually come with a handful of options that need to be carefully considered before making a decision, so make sure you weigh all the pros and cons. 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
Nov 22, 2020
State of Affairs with Bill Bratton Part Two
2020 has been a wacky year, especially when it comes to civil unrest. So we're veering off course a little bit this weekend and chatting with Bill Bratton , one of the most respected and trusted experts on risk and security issues. During a 46-year career in law enforcement, he instituted progressive change while leading six police departments, including seven years as Chief of the Los Angeles Police Department and two terms as the Commissioner of the NYPD. As the Executive Chairman of Risk Advisory at Teneo , a management consulting firm, Commissioner Bratton advises clients on risk identification, prevention, and response. 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
Nov 21, 2020
State of Affairs with Bill Bratton Part One
2020 has been a wacky year, especially when it comes to civil unrest. So we're veering off course a little bit this weekend and chatting with Bill Bratton , one of the most respected and trusted experts on risk and security issues. During a 46-year career in law enforcement, he instituted progressive change while leading six police departments, including seven years as Chief of the Los Angeles Police Department and two terms as the Commissioner of the NYPD. As the Executive Chairman of Risk Advisory at Teneo , a management consulting firm, Commissioner Bratton advises clients on risk identification, prevention, and response. 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
Nov 20, 2020
Being Taken for a Ride?
How do you know if you're being taken for a ride by your advisor? When it's clear you have no need for whole life insurance, yet it's being pitched, that's probably a good sign. 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
Nov 19, 2020
How to Allocate Inheritance?
You've got an inheritance coming your way and you've got some outstanding financial issues that need to be addressed, so what should the priority be? 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
Nov 18, 2020
Year-End Money Moves
The pandemic likely impacted your 2020 taxes, but what's really deductible? I joined CBS This Morning to explain. 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
Nov 17, 2020
Are We on Track?
Sometimes we get emails that simply leave me floored for all the right reasons! One such email would be from a couple in their 30s who are just crushing yet, so much so that it was a struggle just to nitpick :) 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
Nov 16, 2020
Which Annuity To Use?
You guys know by now that I'm not a big fan of annuities, but if you're going to use one, your retirement plan with TIAA is certainly a good place to look. 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
Nov 15, 2020
The Student Loan Burden Part Two
Last week in the NYT there was an article titled, For Millions Deep in Student Loan Debt, Bankruptcy Is No Easy Fix , which basically explains how darn difficult it is to discharge student loan debt, with only a few hundred people a year even trying. It's a very good read, so I suggest you check it out. It got us thinking that we should re-run an interview from last year with Caitlin Zaloom, professor and author of Indebted: How Families Make College Work at Any Cost . The book does a great job of takes readers into the homes of middle-class families throughout the nation to reveal the hidden consequences of student debt and the ways that financing college has transformed family life. 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
Nov 14, 2020
The Student Loan Burden Part One
Last week in the NYT there was an article titled, For Millions Deep in Student Loan Debt, Bankruptcy Is No Easy Fix , which basically explains how darn difficult it is to discharge student loan debt, with only a few hundred people a year even trying. It's a very good read, so I suggest you check it out. It got us thinking that we should re-run an interview from last year with Caitlin Zaloom, professor and author of Indebted: How Families Make College Work at Any Cost . The book does a great job of takes readers into the homes of middle-class families throughout the nation to reveal the hidden consequences of student debt and the ways that financing college has transformed family life. 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
Nov 13, 2020
Pay Down Debt or Invest?
You just inherited some money, a pretty good chunk, and now you're wondering if you should use it to pay down debt or if you should invest it? A very common scenario! 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
Nov 12, 2020
Rental Property Worth It?
Investing in rental property can sometimes make sense, but I also think it needs to be a pretty straightforward and seamless transaction. If it involves jumping through a bunch of hoops, I'm likely passing on the opportunity. 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
Nov 11, 2020
Stock Markets Surge
Stock markets got a shot in the arm after promising news of a vaccine and election results were announced. I joined CBS This Morning to explain the factors behind the market surge. 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
Nov 10, 2020
Prepping for Retirement
Laid off, rehired, in your 60s and prepping for retirement, sounds like a lot to navigate, not to mention we're still trying to navigate a pandemic. 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
Nov 9, 2020
On the Path To FIRE?
Last year and early this year we used to get a ton of questions about the FIRE movement, Financial Independence, Retire Early. Then the questions seemed to go away for a bit, but here we are with the latest question from somebody in their early 30s looking to retire at 40. 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
Nov 8, 2020
The State of Retirement
Yesterday it was Charles Schwab , today it's his daughter Carrie Schwab-Pomerantz , who joined us to discuss a recent retirement survey conducted by Schwab. The online survey was conducted among 2,000 Americans aged 55 to 75 with at least $100,000 in investable assets. Among the findings: More than 80% of those who have retired and those soon-to-retire believe their lifestyle in retirement will be everything that they envision Aspiring retirees expect to retire six years later (at age 66) than accomplished retirees did 19% of survey respondents say they or their spouse were financially impacted by COVID-19 52% of respondents say they’re more focused on developing a retirement plan due to COVID-19 It's a true family affair this weekend on Jill on Money! 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
Nov 7, 2020
1-on-1 with Charles Schwab
We decided to re-run an interview we did a while back with Charles Schwab , yes, that Charles Schwab, the founder of The Charles Schwab Corporation . He joined us to talk about his personal memoir, Invested: Changing Forever the Way Americans Invest , in which he describes his passion to have Main Street participate in the growing economy as investors and owners, not only earners. Schwab opens up about the challenges he faced while starting his fledgling company in the 1970s and recounts the company’s game-changing sale to Bank of America, and how, in the end, the merger almost doomed his organization. A remarkable story of a company succeeding by challenging norms and conventions through decades of change, Invested also offers unique insights and lifelong principles for readers, the values that Schwab has lived and worked by that have made him one of the most successful entrepreneurs of our 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, 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
Nov 6, 2020
Should We Take Out a Mortgage?
Many, many people want to have the mortgage paid off as they head into retirement, but is having a mortgage in your golden years the worst thing in the 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/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Nov 5, 2020
Which Investment Company To Use?
When it comes to investing, there are plenty of solid companies to consider using. Some of the names are very well known, such as Vanguard, Schwab, Fidelity, etc, but what about the companies with lesser name recognition? 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
Nov 4, 2020
Too Good To Be True?
In the world of financial services, when something seems too good to be true, chances are it is, and a big red warning flag should go up! 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
Nov 3, 2020
Should I Find a New Advisor?
Paying your advisor a fee that's a percentage based on the account value is commonplace, but what happens when you feel like you're not getting much in return? 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
Nov 2, 2020
COVID-19 Financial Lessons
I joined CBS This Morning to discuss the financial lessons from the coronavirus pandemic and how Americans can regain financial security. 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
Nov 1, 2020
Money Talk with Sharon Epperson Part Two
This weekend on the podcast it's two personal finance chicks talking shop, as I'm joined by Sharon Epperson , Senior Personal Finance Correspondent at CNBC. As a personal finance guru at CNBC, Epperson covers the many aspects of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, student loans, consumer debt, and estate planning. 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
Oct 31, 2020
Money Talk with Sharon Epperson Part One
This weekend on the podcast it's two personal finance chicks talking shop, as I'm joined by Sharon Epperson , Senior Personal Finance Correspondent at CNBC. As a personal finance guru at CNBC, Epperson covers the many aspects of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, student loans, consumer debt, and estate planning. 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
Oct 30, 2020
401(k) Options Aren't Great
I'm all for using a 401(k) to save for retirement, but if the plan has terrible investment options and high fees, and there's no company match, it may be time to look at better 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 . 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
Oct 29, 2020
Am I Saving Too Much?
I'm all for trying to save boatloads of money for retirement, but I also don't want you going through life living like a pauper. 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
Oct 28, 2020
Trying to Help Mom and Dad
Taking care of your own financial life is hard enough, but what happens when mom and dad are in desperate need of some financial assistance? 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
Oct 27, 2020
Is Our Advisor Worth the Fee?
When you're getting charged a pretty hefty fee, and you're not terribly please with the service, it's only natural to wonder if there are better 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 . 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
Oct 26, 2020
When to Buy Rental Property
With the real estate market booming in many parts of the country, plenty of people are jumping into the rental property game. But make no mistake, being a landlord is no joke. 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
Oct 25, 2020
Undaunted with Kara Goldin Part Two
Don’t let anyone crush your dreams! Whatever you want to achieve, no matter how hard it might seem, you owe it to yourself to read this book. Undaunted will inspire you to move past your fears and defy the doubters. It doesn’t matter whether you feel confident; it matters what you actually do. Author Kara Goldin joins us this weekend to talk about how she turned Hint water into one of the most successful beverage businesses of our time and has been named one of InStyle’s Badass 50, Fast Company’s Most Creative People in Business, Fortune’s Most Powerful Women Entrepreneurs and EY Entrepreneur of the Year for Northern California. 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
Oct 24, 2020
Undaunted with Kara Goldin Part One
Don’t let anyone crush your dreams! Whatever you want to achieve, no matter how hard it might seem, you owe it to yourself to read this book. Undaunted will inspire you to move past your fears and defy the doubters. It doesn’t matter whether you feel confident; it matters what you actually do. Author Kara Goldin joins us this weekend to talk about how she turned Hint water into one of the most successful beverage businesses of our time and has been named one of InStyle’s Badass 50, Fast Company’s Most Creative People in Business, Fortune’s Most Powerful Women Entrepreneurs and EY Entrepreneur of the Year for Northern California. 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
Oct 23, 2020
Time for an Advisor?
Deciding whether or not you need a financial advisor can be a tricky thing, especially when you've done an amazing job on your own of saving a ton of money. 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
Oct 22, 2020
Pay Off Debt or Invest?
So you've got some consumer debt and yet you're investing some extra cash on the side, causing your wife to think you're nuts. Is she right or wrong? 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
Oct 21, 2020
Convert Traditional IRA to Roth?
Should you convert your traditional IRA to a Roth IRA? Sometimes it makes a ton of sense, especially if you're looking to do backdoor conversions while avoiding the dreaded pro-rata rule. 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
Oct 20, 2020
Why Would I Need an Annuity?
You're 57 years old and in pretty darn good financial shape, so why on earth would you need to add an annuity into the mix? 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
Oct 19, 2020
I Want to Get Rich
I'm 18 years old and I want to get rich! Who doesn't, right? But before you start thinking about getting rich, let's make sure you have the basics covered. 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
Oct 18, 2020
The Election and Your Money Part Two
In October 2016, I warned that in advance of the presidential election, “you should not make changes to your portfolio in an effort to outfox the tried and true investment strategy of identifying your personal goals and objectives; creating and sticking to a diversified asset allocation plan, using low cost index funds; and rebalancing two to four times a year.” Four years later, I am sticking to that guidance, so let’s just pinky-swear that you won’t try to adjust your investments or time whatever market movement you expect, and I promise not to lecture you about the folly of trying to time the market, OK? To help us break down how the upcoming election may impact your investments, we're joined by Nathan Sheets , Chief Economist and Head of Global Macroeconomic Research at PGIM Fixed Income . 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
Oct 17, 2020
The Election and Your Money Part One
In October 2016, I warned that in advance of the presidential election, “you should not make changes to your portfolio in an effort to outfox the tried and true investment strategy of identifying your personal goals and objectives; creating and sticking to a diversified asset allocation plan, using low cost index funds; and rebalancing two to four times a year.” Four years later, I am sticking to that guidance, so let’s just pinky-swear that you won’t try to adjust your investments or time whatever market movement you expect, and I promise not to lecture you about the folly of trying to time the market, OK? To help us break down how the upcoming election may impact your investments, we're joined by Nathan Sheets , Chief Economist and Head of Global Macroeconomic Research at PGIM Fixed Income . 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
Oct 16, 2020
Donor-Advised Fund
What is a donor-advised fund and should I consider using one when it comes to making my charitable contributions? I say that's a big fat yes as it's a simple and tax-efficient way to give to your favorite charities. 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
Oct 15, 2020
Drowning in Cash
Drowning in cash sounds like a good problem to have, especially when you really have no use or need for the money. Is there a better alternative? 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
Oct 14, 2020
Do I Need Long-Term Care Insurance?
Do you need long-term care insurance? There's no one-size-fits-all answer, as each case depends on your unique 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 . 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
Oct 13, 2020
Attacking Student Loans
Graduating with student loan debt is never really ideal, but two things can help. One, it's not a terrible amount, and two, you have a good head on your shoulders. 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
Oct 12, 2020
Financial Literacy
What better gift to give than that of financial literacy? I can't think of a better feeling than to set somebody off, especially somebody young, on the right financial path. It's the gift that keeps on giving. 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
Oct 11, 2020
Inspiration Loves Company Part Two
This weekend on the podcast we're joined by consultant and best-selling author, Debbie Epstein Henry , who joins the show to talk about her new podcast, Inspiration Loves Company . Inspiration. Engagement. Impact. That’s the essence of the podcast. It’s about doing better and being better at life, work and everything in-between. Episodes (featuring yours truly!) will explore issues around women, bias, happiness, work, race, money, candor, balance, leadership and 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
Oct 10, 2020
Inspiration Loves Company Part One
This weekend on the podcast we're joined by consultant and best-selling author, Debbie Epstein Henry , who joins the show to talk about her new podcast, Inspiration Loves Company . Inspiration. Engagement. Impact. That’s the essence of the podcast. It’s about doing better and being better at life, work and everything in-between. Episodes (featuring yours truly!) will explore issues around women, bias, happiness, work, race, money, candor, balance, leadership and 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
Oct 9, 2020
One Advisor or Two?
You guys know I'm a big fan of consolidation when it comes to your various retirement accounts, but what about when it comes to your advisor? Is there a reason why you should be working with more than 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
Oct 8, 2020
Divorced and Starting Over
Life is hard enough, and it only gets harder when you find yourself divorced and having to start over, especially when you're not sure which financial moves you should be making. 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
Oct 7, 2020
Which Account to Tap First
The bad news is that you've been laid off. The good news is that you've done an amazing job of saving for retirement. So now the question becomes which account should you be tapping first to get you through this period? 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
Oct 6, 2020
The Election and Capital Gains
With Election Day right around the corner, there could be some changes coming that impact how your investments are handled. Should you be looking to make changes beforehand? 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
Oct 5, 2020
Roth Conversion with Existing IRA
You guys know I'm a total fan of doing Roth conversions. However, if you have an existing IRA that is already funded, the process could get tricky due to the pro-rata rule. Thankfully, there are some workarounds. 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
Oct 4, 2020
State of Technology Part Two
When it comes to money and personal finance, I like to think I know a thing or two. But when it comes to technology and gadgets, I turn to Jeff Bakalar , Editor at Large at CNET. It’s a good arrangement: When Jeff has a personal finance question, he knows who to call. And when I need help purchasing a new phone or want to understand what lies ahead on the tech landscape, Jeff returns the favor. The technology world changes so fast it’s almost impossible to keep up with it. Every month it seems, there’s a hot new app, a popular gadget, a hopeful tech IPO, a disruptive innovation, it’s never ending. 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
Oct 3, 2020
State of Technology Part One
When it comes to money and personal finance, I like to think I know a thing or two. But when it comes to technology and gadgets, I turn to Jeff Bakalar , Editor at Large at CNET. It’s a good arrangement: When Jeff has a personal finance question, he knows who to call. And when I need help purchasing a new phone or want to understand what lies ahead on the tech landscape, Jeff returns the favor. The technology world changes so fast it’s almost impossible to keep up with it. Every month it seems, there’s a hot new app, a popular gadget, a hopeful tech IPO, a disruptive innovation, it’s never ending. 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
Oct 2, 2020
Are We on Track?
Are we on track to retire in three years? A very common question, and one that's hard to answer definitively, but having a couple million bucks in various accounts will certainly help! 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
Oct 1, 2020
Low Cost Investing
It seems like there's a zillion different options for those looking to get in on the investing game, and regardless of which path you choose, the key is to do it in the cheapest way possible. 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
Sep 30, 2020
Rock Bottom Fees
When major firms like Vanguard, Schwab, Fidelity, etc, are basically charging zero fees, how on earth are they making money? 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
Sep 29, 2020
Financial Planner or Fiduciary?
The financial services industry can be very hard to understand, especially when it's full of jargon, so if you ever need help making sense of what's what, I'm more than happy to help! 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
Sep 28, 2020
Buy or Keep Renting?
How near-historic low mortgage rates, fewer homes for sale and bidding wars are driving the housing market during the pandemic. If you're renting, should you be looking to buy? 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
Sep 27, 2020
Ben and Jerry's Part Two
Ben Cohen and Jerry Greenfield, the founders of Ben & Jerry's Ice Cream join the show this weekend to talk about the role businesses play in social activism. Also hear how the duo, who met in 7th grade gym class, went on to create the iconic company with no business or ice cream making experience 42 year ago. 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
Sep 26, 2020
Ben and Jerry's Part One
Ben Cohen and Jerry Greenfield, the founders of Ben & Jerry's Ice Cream join the show this weekend to talk about the role businesses play in social activism. Also hear how the duo, who met in 7th grade gym class, went on to create the iconic company with no business or ice cream making experience 42 year ago. 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
Sep 25, 2020
Real Estate Mailbag
In sticking with the theme from yesterday, today we're answering nothing but real estate related questions. There's so many we could probably do a few episodes on the housing market alone! 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
Sep 24, 2020
Pandemic Housing Market
How near-historic low mortgage rates, fewer homes for sale and bidding wars are driving the housing market during the pandemic. I joined CBS This Morning to discuss how homebuyers can navigate the process. 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
Sep 23, 2020
Hide Assets in Annuity?
Okay, this may go down as the worst advice given in 2020! An emailer was told by his "advisor" that they should be "hiding" their assets inside an annuity so they'll be able to qualify for financial aid. Folks, sometimes you can't make it up. 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
Sep 22, 2020
Are We Saving Too Much?
You guys know I'm all about saving for retirement, but not to the point where you're driving yourself crazy in the process. You've got to have a little (or a lot) of fun along the way. 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
Sep 21, 2020
How to Establish Credit
Helping your grandkids establish a credit history is one of the best gifts you could give. But however you decide to do it, make sure actual teaching is a big component. 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
Sep 20, 2020
Masterworks Part Two
For too long, access to blue-chip art investments have been limited to the ultra rich who purchase masterpieces, often historical treasures, and remove them from public display when they enter their private collections. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. With Masterworks , you can invest in history. This weekend we're joined by founder and CEO, Scott Lynn . 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
Sep 19, 2020
Masterworks Part One
For too long, access to blue-chip art investments have been limited to the ultra rich who purchase masterpieces, often historical treasures, and remove them from public display when they enter their private collections. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. With Masterworks , you can invest in history. This weekend we're joined by founder and CEO, Scott Lynn . 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
Sep 18, 2020
Should We Buy IUL Policy?
One 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
Sep 17, 2020
Too Scared to Act
When 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
Sep 16, 2020
Extra Cash Flow
Having 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
Sep 15, 2020
Is a Refi the Right Move?
Is 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
Sep 14, 2020
What to Do With Inheritance?
Inheriting 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
Sep 13, 2020
Digital Minimalism Part Two
If 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/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 12, 2020
Digital Minimalism Part One
If 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/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Sep 11, 2020
Planning After a Loss
When 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
Sep 10, 2020
Claiming Social Security
When 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
Sep 9, 2020
When to Pay Capital Gains?
Good 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
Sep 8, 2020
Income Inequality
Two-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
Sep 7, 2020
Coronavirus: TIAA CEO Part Three
This 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? 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
Sep 6, 2020
Coronavirus: TIAA CEO Part Two
This 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? 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
Sep 5, 2020
Coronavirus: TIAA CEO Part One
This 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? 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
Sep 4, 2020
Coronavirus: Do a Cash-Out Refinance?
There 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
Sep 3, 2020
Coronavirus: Keep or Ditch Insurance Policy?
Whether 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
Sep 2, 2020
Coronavirus: Bad Advisor Experience
Is 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
Sep 1, 2020
Coronavirus: Couple with Age Difference
Is 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
Aug 31, 2020
Coronavirus: Use Two Companies or One?
When 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
Aug 30, 2020
Coronavirus: Boxed CEO Part Two
Today 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
Aug 29, 2020
Coronavirus: Boxed CEO Part One
Today we're bringing back 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
Aug 28, 2020
Coronavirus: Should We Reallocate?
Nothing like a completely wacky year on Wall Street to get you wondering if you should reallocate to a more conservative portfolio, especially if you're approaching retirement. 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
Aug 27, 2020
Coronavirus: On the Refinancing Fence
Deciding whether or not it makes sense to refinance is not always a piece of cake. There are a variety of factors that need to be considered before pulling the trigger. 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
Aug 26, 2020
Coronavirus: Roth or Traditional?
If you're maxing out your workplace retirement plan, and it has a Roth and pre-tax option, is there any rhyme or reason as to how you should split up the contributions? 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
Aug 25, 2020
Coronavirus: Should We Refinance?
Does it make sense to refinance or should we stay the course with our current mortgage? That is perhaps the question of the year so far in 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 . 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
Aug 24, 2020
Coronavirus: Save or Pay Down Debt
Many people often struggle with the decision of paying down debt versus saving, and things may be even trickier if you're approaching your retirement 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 . 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
Aug 23, 2020
Coronavirus: Range Part Two
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Plenty of experts argue that anyone who wants to develop a skill, play an instrument, or lead their field should start early, focus intensely, and rack up as many hours of deliberate practice as possible. If you dabble or delay, you’ll never catch up to the people who got a head start. But a closer look at research on the world’s top performers, from professional athletes to Nobel laureates, shows that early specialization is the exception, not the rule. Our guest this weekend, David Epstein , uses his latest book, Range: Why Generalists Triumph in a Specialized World , to examine the world’s most successful athletes, artists, musicians, inventors, forecasters and scientists. He discovered that in most fields, especially those that are complex and unpredictable, generalists, not specialists, are primed to excel. 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
Aug 22, 2020
Coronavirus: Range Part One
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Plenty of experts argue that anyone who wants to develop a skill, play an instrument, or lead their field should start early, focus intensely, and rack up as many hours of deliberate practice as possible. If you dabble or delay, you’ll never catch up to the people who got a head start. But a closer look at research on the world’s top performers, from professional athletes to Nobel laureates, shows that early specialization is the exception, not the rule. Our guest this weekend, David Epstein , uses his latest book, Range: Why Generalists Triumph in a Specialized World , to examine the world’s most successful athletes, artists, musicians, inventors, forecasters and scientists. He discovered that in most fields, especially those that are complex and unpredictable, generalists, not specialists, are primed to excel. 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
Aug 21, 2020
Coronavirus: How to Replenish Emergency Fund
My guess is that unfortunately a lot of people have had to dip into the emergency reserve fund in 2020, and once that happens, it needs to be replenished. 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
Aug 20, 2020
Coronavirus: Pay Off Debt or Save?
If you have some extra cash flow available each month, does it make sense to beef up the emergency reserve or instead pay down some outstanding debt? 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
Aug 19, 2020
Coronavirus: Invest Monthly or Quarterly?
When you're trying to implement a game plan for investing on a regular basis, does it matter if you're doing it monthly or quarterly? 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
Aug 18, 2020
Coronavirus: Invest Now or Wait?
The totally wacky year on Wall Street has you spooked, and now you're wondering if you should invest now or wait and see how things continue to unfold? Seems to be the million dollar question of 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 . 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
Aug 17, 2020
Coronavirus: Investing Surplus Cash
Wondering how to invest some extra cash is what I like to call a good problem to have, especially considering what the first half of 2020 has been like! 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
Aug 16, 2020
Coronavirus: Policygenius Part Two
Policygenius , the nation’s leading online insurance marketplace, recently announced the launch of a mobile app that enables consumers to create wills and trusts conveniently on their phones. Consumers can also shop for life and home insurance from the app, creating a mobile one-stop shop for key financial protection needs. To help explain it all, we're joined this weekend by co-founder and CEO, Jennifer Fitzgerald . We also dive into a variety of other topics, such as recent trends in the insurance industry, the future of the workplace, and how current economic conditions are impacting the company. 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
Aug 15, 2020
Coronavirus: Policygenius Part One
Policygenius , the nation’s leading online insurance marketplace, recently announced the launch of a mobile app that enables consumers to create wills and trusts conveniently on their phones. Consumers can also shop for life and home insurance from the app, creating a mobile one-stop shop for key financial protection needs. To help explain it all, we're joined this weekend by co-founder and CEO, Jennifer Fitzgerald . We also dive into a variety of other topics, such as recent trends in the insurance industry, the future of the workplace, and how current economic conditions are impacting the company. 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
Aug 14, 2020
Coronavirus: Financial Foundation
When trying to set your financial foundation in place, there are a series of initial steps that should be taken before doing anything else. 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
Aug 13, 2020
Coronavirus: How to Invest Lump Sum
When you have a large chunk of money that you need to invest, should you move the money all at once, or do a little at a 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, 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
Aug 12, 2020
Coronavirus: How to Invest in Bonds
So you've finally realized that you need to start mixing some bonds into your portfolio, now the question is how to do 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
Aug 11, 2020
Coronavirus: Annuity for Retirement?
Should you add a fixed annuity as part of your overall retirement portfolio? If you're considering it, you better take a look at the low interest rate environment we're living in. 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
Aug 10, 2020
Coronavirus: Higher Ed During COVID
The coronavirus is leaving its mark on colleges and universities, perhaps permanently. With schools working hard to keep COVID-19 off-campus, 13% percent of colleges will offer online-only classes, while 35% will offer a mix of virtual and socially-distanced in-person classes. Here's my piece for CBS Sunday Morning on how educators and students are adjusting to an on-campus experience that will be, as one university professor describes it, “some combination of a monastery and a minimum security prison.” 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
Aug 9, 2020
Coronavirus: Rezdora Part Two
Small businesses have been decimated by the pandemic, and perhaps no industry has been impacted more than the hospitality industry, especially in cities like New York. According to a recent survey, more than 80% of restaurants and bars in the Big Apple couldn’t pay their rent in July. One of those restaurants fighting to survive is Rezdora , an Italian restaurant in New York City's Flatiron neighborhood that was put on the map after a three-star review in the New York Times. Chef and co-owner Stefano Secchi joins us on the podcast this weekend to discuss what he's doing to try and survive the pandemic, as well as his thoughts on the future of the hospitality industry once the pandemic passes. Apologies in advance if this interview leaves you hungry and looking for reservations the next time you visit the NYC! 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
Aug 8, 2020
Coronavirus: Rezdora Part One
Small businesses have been decimated by the pandemic, and perhaps no industry has been impacted more than the hospitality industry, especially in cities like New York. According to a recent survey, more than 80% of restaurants and bars in the Big Apple couldn’t pay their rent in July. One of those restaurants fighting to survive is Rezdora , an Italian restaurant in New York City's Flatiron neighborhood that was put on the map after a three-star review in the New York Times. Chef and co-owner Stefano Secchi joins us on the podcast this weekend to discuss what he's doing to try and survive the pandemic, as well as his thoughts on the future of the hospitality industry once the pandemic passes. Apologies in advance if this interview leaves you hungry and looking for reservations the next time you visit the NYC! 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
Aug 7, 2020
Coronavirus: Health Insurance Options
More than 50 million people have applied for unemployment since the pandemic began, and nearly half of U.S. workers get their health insurance through work. One study found that an estimated 5.4 million American workers lost their health insurance in just three months. I joined CBS This Morning to discuss coverage alternatives and what Americans who lost their coverage can 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
Aug 6, 2020
Coronavirus: Cash on Hand
Nothing like a turbulent period on Wall Street to make you wonder how much cash you should be keeping on hand. Is it 6 months or 12? Or 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
Aug 5, 2020
Coronavirus: Is My Pension Safe?
With 2020 being an absolutely crazy year on Wall Street, and with the government pumping an insane amount of money into the system, a lot of people have been wondering about the safety of their pensions and Social Security. 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
Aug 4, 2020
Coronavirus: Saving for Grandkids
A lot of grandparents often want to put some money aside for the grandkids, but what's the best way to do it? A college savings account? A regular brokerage 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 . 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
Aug 3, 2020
Coronavirus: All Eggs in One Basket
You're retired, and you have all your eggs in one basket, meaning 100% in stocks. Given the tumultuous year on Wall Street, you decided to move half of it into cash. What should the next move be? 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
Aug 2, 2020
Coronavirus: Workplace Diversity Part Two
If the pandemic has acted as an accelerant to business trends, it has also become an accelerant to inequality. Last year, before the onset of coronavirus, the Census Bureau found income inequality was at its highest level in 50 years, with two-thirds of the total wealth in the country owned by the richest 5-percent. Meanwhile, 4 out of 10 American adults said they would have difficulty covering a $400 unexpected expense, more than 38 million Americans are living in poverty, and more than 14 million children went hungry last month. When discussing these facts and figures, it is important to remember that there are people behind the numbers. To do a deeper dive with us on this topic, we're joined by Dane Holmes , co-founder and CEO at Eskalera , a diversely founded company, committed to providing employees and managers with the knowledge and skills to build a more inclusive culture and helping organizations drive systemic and sustainable change. 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
Aug 1, 2020
Coronavirus: Workplace Diversity Part One
If the pandemic has acted as an accelerant to business trends, it has also become an accelerant to inequality. Last year, before the onset of coronavirus, the Census Bureau found income inequality was at its highest level in 50 years, with two-thirds of the total wealth in the country owned by the richest 5-percent. Meanwhile, 4 out of 10 American adults said they would have difficulty covering a $400 unexpected expense, more than 38 million Americans are living in poverty, and more than 14 million children went hungry last month. When discussing these facts and figures, it is important to remember that there are people behind the numbers. To do a deeper dive with us on this topic, we're joined by Dane Holmes , co-founder and CEO at Eskalera , a diversely founded company, committed to providing employees and managers with the knowledge and skills to build a more inclusive culture and helping organizations drive systemic and sustainable change. 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
Jul 31, 2020
Coronavirus: Is High Turnover Okay?
Is high turnover in a mutual fund a bad thing? You'd think the answer is an automatic yes, but it really depends on where that mutual fund is located. Is it in a a tax-deferred account or a taxable 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 . 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
Jul 30, 2020
Coronavirus: Time for a Will?
The pandemic is putting estate planning into focus. I joined CBS This Morning to explain why having a will, health care proxy and power of attorney documents are so important right now. 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
Jul 29, 2020
Coronavirus: On the Sidelines
If you're like countless others who decided to ditch the stocks and wait it out on the sidelines, how and when is the right time to get back in on the action? That, my friends, is the million dollar question. 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
Jul 28, 2020
Coronavirus: Skip 2020 RMD?
When it comes to taking your required minimum distribution for 2020, you have some options that you normally wouldn't have, which also means you have some decisions to make. Namely, should you take the RMD or skip 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
Jul 27, 2020
Coronavirus: Stick with Target Date Fund?
You want to invest, yet you don't want to worry about your investments. Is a target date fund the right approach? Easily one of the most common questions we get! 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
Jul 26, 2020
Coronavirus: Bond Boot Camp Part Two
What’s a portfolio without a bond position? It’s incomplete and potentially riskier than necessary. We field so many questions about your portfolios and asset allocation and while stocks may seem sexier because of their upside potential, you always hear me stress that everyone needs exposure to bonds as well. We rarely dive into bonds in great detail, what they are, how they work, and why you absolutely need them, which is why I thought it would be time for a little Bond Boot Camp. Joining us on the podcast this weekend is Kathy Jones , Senior VP and Chief Fixed Income Strategist at Schwab. 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
Jul 25, 2020
Coronavirus: Bond Boot Camp Part One
What’s a portfolio without a bond position? It’s incomplete and potentially riskier than necessary. We field so many questions about your portfolios and asset allocation and while stocks may seem sexier because of their upside potential, you always hear me stress that everyone needs exposure to bonds as well. We rarely dive into bonds in great detail, what they are, how they work, and why you absolutely need them, which is why I thought it would be time for a little Bond Boot Camp. Joining us on the podcast this weekend is Kathy Jones , Senior VP and Chief Fixed Income Strategist at Schwab. 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
Jul 24, 2020
Coronavirus: Can I Retire on 500K?
Knowing how much you need to live on is a big help when it comes to planning for retirement, because knowing that number basically tells you how much you need to have saved in order to make 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
Jul 23, 2020
Coronavirus: Planning After a Loss
It's easy to take things for granted in life when all is going well. You've got your health, you've got a job, a few bucks in the bank, etc. Then you get an email from a listener who just had his life turned upside down after losing his spouse. It puts things into perspective 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 . 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
Jul 22, 2020
Coronavirus: Use Cash to Pay Off Car?
You've got a bunch of cash sitting in the bank basically earning zero, and you also have a car loan at three percent, so does it make sense to use that cash to pay down the car? 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
Jul 21, 2020
Coronavirus: Pre-Tax or Roth?
Good news, your workplace retirement plan offers both a traditional pre-tax and a Roth option. You're hearing conflicting things about which one to use, so what do you do? You email the Jill on Money show! 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
Jul 20, 2020
Coronavirus: How Much are the Fees?
What you're paying in fees, especially when it comes to your advisor, should never be a confusing issue. And if is, it may be time to run for the hills. 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
Jul 19, 2020
Coronavirus: The Labor Force Part Two
The labor force has been decimated over the last several weeks, and perhaps no group has been impacted more than the older works. According to an analysis from the Economic Policy Institute, older workers are less likely than younger ones to have jobs that can be done remotely. Almost 8 in 10 workers over 65 can’t telecommute, compared with about 6 in 10 between 35 to 44, the analysis found. At the same time, older Americans may be at higher risk of complications from the coronavirus due to their higher rate of chronic health issues. To discuss this and much, much more, we're joined by labor economist Teresa Ghilarducci . Any time I get a chance to chat with Teresa, I consider it a must listen. 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
Jul 18, 2020
Coronavirus: The Labor Force Part One
The labor force has been decimated over the last several weeks, and perhaps no group has been impacted more than the older works. According to an analysis from the Economic Policy Institute, older workers are less likely than younger ones to have jobs that can be done remotely. Almost 8 in 10 workers over 65 can’t telecommute, compared with about 6 in 10 between 35 to 44, the analysis found. At the same time, older Americans may be at higher risk of complications from the coronavirus due to their higher rate of chronic health issues. To discuss this and much, much more, we're joined by labor economist Teresa Ghilarducci . Any time I get a chance to chat with Teresa, I consider it a must listen. 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
Jul 17, 2020
Coronavirus: Keep as Rental Property?
Should you keep using the condo as rental property or is it better to start living in it so that when you sell it in a few years you'll avoid being taxed on the capital gains? 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
Jul 16, 2020
Coronavirus: Is an Online Will Okay?
Estate planning is a must when it comes to your personal finance "to-do" list. Does that mean you have to shell out the big bucks for an estate attorney? Or is an online version okay? 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
Jul 15, 2020
Coronavirus: Where's My Refund?
Happy Tax Day! Never thought I'd be typing that in July :) Hopefully you already filed, and if you did, I hope you did it electronically, because if you didn't, and you're expecting a refund, chances are you're still waiting for your money. 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
Jul 14, 2020
Coronavirus: What's the Priority?
Despite what's going on in the markets, let's not lose sight of the fact that a lot of people are still struggling and find themselves having to make some very tough 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 . 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
Jul 13, 2020
Coronavirus: Should We Refinance?
Welp, coming off a weekend in which we discussed all things related to the mortgage market, how do we begin the week? Yep, with a question about whether or not it makes sense to refinance. 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
Jul 12, 2020
Coronavirus: Mortgage Market Part Two
When it comes to finding a mortgage for a new home purchase or a refinance, there’s more to consider than simply getting a low interest rate. That's why we're bringing on Mike Raimi , Managing Director at Luxury Mortgage Corp . Mike covers all the usual topics, such as a 15 or 30 year mortgage, who should (and should not) be looking to refinance, and how the real estate market has changed, if at all, given what's going on with the pandemic. 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
Jul 11, 2020
Coronavirus: Mortgage Market Part One
When it comes to finding a mortgage for a new home purchase or a refinance, there’s more to consider than simply getting a low interest rate. That's why we're bringing on Mike Raimi , Managing Director at Luxury Mortgage Corp . Mike covers all the usual topics, such as a 15 or 30 year mortgage, who should (and should not) be looking to refinance, and how the real estate market has changed, if at all, given what's going on with the pandemic. 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
Jul 10, 2020
Coronavirus: Which Retirement Plan to Use?
Being self-employed comes with many options, including which retirement plan to set up. Some of the plans are pretty incredible and allow you to sock away a ton of money on an annual 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
Jul 9, 2020
Coronavirus: Cash Out Life Insurance?
Should we keep or cash out a life insurance policy in order to reduce our overall stock market exposure? Tis the question! Good plan or bad? 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
Jul 8, 2020
Coronavirus: Options for Extra Cash
One of the main reasons to refinance a mortgage is to increase your cash flow. Once that happens, and you find yourself with a few extra bucks, what should you do with 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
Jul 7, 2020
Coronavirus: Roth Conversion Time?
If the second half of 2020 is anything like the first half, there will be countless questions about doing a Roth conversion. It's such a smart money move to make if you're able. 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
Jul 6, 2020
Coronavirus: Social Security Break Even
You can start receiving your Social Security benefits as early as age 62. But should you? Every situation is different and variety of factors should be considered, including your health. 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
Jul 5, 2020
Coronavirus: How to Get Results Part Two
This weekend on the show we're joined by Steve Herz , author of Don't Take Yes for an Answer: Using Authority, Warmth, and Energy to Get Exceptional Results . A self-empowerment guide to achieving your fullest professional and personal potential, Don’t Take YES for An Answer explains why positive feedback limits personal and professional growth and then teaches you how to embrace hard truths and critical feedback to escape mediocrity and break away from the pack. 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
Jul 4, 2020
Coronavirus: How to Get Results Part One
This weekend on the show we're joined by Steve Herz , author of Don't Take Yes for an Answer: Using Authority, Warmth, and Energy to Get Exceptional Results . A self-empowerment guide to achieving your fullest professional and personal potential, Don’t Take YES for An Answer explains why positive feedback limits personal and professional growth and then teaches you how to embrace hard truths and critical feedback to escape mediocrity and break away from the pack. 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
Jul 3, 2020
Coronavirus: Invest in Real Estate?
The recent turmoil in the markets has created plenty of opportunities, including in the real estate market. If you have some extra cash on hand, is it a good move to make? 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
Jul 2, 2020
Coronavirus: Pending Home Sales
The nation's pending home sales jumped a record 44.3% in May, according to the National Association of Realtors. It's the highest one-month gain in the history of the index, which began in January 2001. I joined CBS This Morning to explain how the pandemic is impacting the housing market and why home prices remain high despite record low mortgage rates. 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
Jul 1, 2020
Coronavirus: Bad Vibes from Robo
When the blank is hitting the fan, as it has been the last few months, that's when you really expect the institution that's handling your money to step up to the plate. And if they don't, then it may be time to start asking 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 . 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
Jun 30, 2020
Coronavirus: Ditch Target Date Fund?
There are pros and cons when it comes to target date funds. If you're using one, does that mean you should ditch it for something else? 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
Jun 29, 2020
Coronavirus: Contributing Too Much?
When you're young and basically just starting to navigate your financial path, is there such a thing as saving too much? Like most things in personal finance, 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 . 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
Jun 28, 2020
Coronavirus: Taxes in July Part Two
Yes, we're officially in the summer months, and for millions of Americans, thanks to the coronavirus, the early summer weeks will include preparing and paying taxes. Because of the pandemic’s timing and impact, the IRS delayed the tax-filing and payment deadlines from April 15th to July 15th. The agency also moved back Q2 quarterly estimates, which would have been due on June 15th, to July 15th. To help us break down all the ins and outs of this "new" tax season, we're joined by Ed Slott , the ultimate tax guru and founder of IRA Help . 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
Jun 27, 2020
Coronavirus: Taxes in July Part One
Yes, we're officially in the summer months, and for millions of Americans, thanks to the coronavirus, the early summer weeks will include preparing and paying taxes. Because of the pandemic’s timing and impact, the IRS delayed the tax-filing and payment deadlines from April 15th to July 15th. The agency also moved back Q2 quarterly estimates, which would have been due on June 15th, to July 15th. To help us break down all the ins and outs of this "new" tax season, we're joined by Ed Slott , the ultimate tax guru and founder of IRA Help . 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
Jun 26, 2020
Coronavirus: Do I Need My Advisor?
When it comes to investing, the name of the game is keeping your costs low! Does that mean you should automatically ditch an advisor who is charging you one percent? 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
Jun 25, 2020
Coronavirus: Laid Off, Now What?
Yes, there are signs of hope as the country attempts to safely restart the economy, at least in some places, but that doesn't mean that things don't totally stink for a lot of people out there. 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
Jun 24, 2020
Coronavirus: Is Deflation Coming?
You've been hearing a lot about inflation over the last few months, but what about deflation? What is it and is it something we want to see? 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
Jun 23, 2020
Coronavirus: Ditch the Advisor?
You have an account set up for your kids and you're being charged a 5.5% upfront commission. Is it time to ditch the advisor you're working with? 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
Jun 22, 2020
Coronavirus: Dollar Cost Average
One of the best and easiest ways to get into the investing game is by dollar cost averaging. In a nutshell, it's investing the same amount in a given fund at regular intervals, that way you buy less shares when the price is high, and more shares when the price is lower. 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
Jun 21, 2020
Coronavirus: Buying a Car Part Two
Times are tough for millions during the coronavirus pandemic, but for those with the financial wherewithal, it may be the perfect time to buy a new car. Low-interest and zero-percent financing deals abound, along with cash-back offers and attractive lease terms. Not to mention that many car manufacturers are pushing deferred payment plans that can delay the first payment on a new car for as many as two or three months. To help us break it down, we're joined by good friend of the pod, Mike Quincy, Automotive Specialist at Consumer Reports . 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
Jun 20, 2020
Coronavirus: Buying a Car Part One
Times are tough for millions during the coronavirus pandemic, but for those with the financial wherewithal, it may be the perfect time to buy a new car. Low-interest and zero-percent financing deals abound, along with cash-back offers and attractive lease terms. Not to mention that many car manufacturers are pushing deferred payment plans that can delay the first payment on a new car for as many as two or three months. To help us break it down, we're joined by good friend of the pod, Mike Quincy, Automotive Specialist at Consumer Reports . 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
Jun 19, 2020
Coronavirus: Money Talk with Parents
As if dealing with the coronavirus situation isn't enough, try mixing in an awkward conversation with the parents (one of whom is terminally ill) who are struggling to manage their own finances. 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
Jun 18, 2020
Coronavirus: Are the Fees Worth It?
When it comes to finding an advisor that could be around for the long haul, how much of a factor should the fees be when making a final decision? 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
Jun 17, 2020
Coronavirus: I Need a Retirement Plan!
You have a good amount of cash just sitting in the bank but you really don't know what to do with it. This to me sounds like somebody in need of a good financial game plan. 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
Jun 16, 2020
Coronavirus: Invest a Million Bucks
It's not all doom and gloom these days. How about selling a piece of real estate and walking away with a million bucks?! Nice problem to have, eh? 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
Jun 15, 2020
Coronavirus: Pre-tax or Roth
Yes, very likely the most popular question on the show: is it better to be making pre-tax or post-tax contributions into my retirement plan at work? 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
Jun 14, 2020
Coronavirus: State of the Economy Part Two
More than 1.5 million Americans filed for unemployment last week, bringing the total jobless claims to over 44 million in the last 12 weeks. Yes, weekly job losses continue despite a big gain in May. And yes, the rollercoaster on Wall Street is just as bumpy as it was a few months ago. To help try and demystify the current state of the economy, we're joined today by Mark Spindel , one of my oldest friends in the world and the Managing Member, Chief Executive Officer and Chief Investment Officer for Potomac River Capital . Mark, who along with Sarah Binder, recently published: The Myth of Independence: How Congress Governs the Federal Reserve . If you're looking for a deep dive on the Fed, this is the book for you. 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
Jun 13, 2020
Coronavirus: State of the Economy Part One
More than 1.5 million Americans filed for unemployment last week, bringing the total jobless claims to over 44 million in the last 12 weeks. Yes, weekly job losses continue despite a big gain in May. And yes, the rollercoaster on Wall Street is just as bumpy as it was a few months ago. To help try and demystify the current state of the economy, we're joined today by Mark Spindel , one of my oldest friends in the world and the Managing Member, Chief Executive Officer and Chief Investment Officer for Potomac River Capital . Mark, who along with Sarah Binder, recently published: The Myth of Independence: How Congress Governs the Federal Reserve . If you're looking for a deep dive on the Fed, this is the book for you. 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
Jun 12, 2020
Coronavirus: Next Financial Step?
You believe you're financially secure, and pretty much have all your financial ducks in a row, so what should the next financial step be? 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
Jun 11, 2020
Coronavirus: Rent or Buy?
Should I rent or should I buy? Definitely one of the most common questions we get. Also one of the easiest to answer, especially as the person in question gets older :) 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
Jun 10, 2020
Coronavirus: Invest in Real Estate?
You admittedly know nothing about the real estate market, yet you want to start investing in it. Is this a good idea? If so, what's the best way to do 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
Jun 9, 2020
Coronavirus: Taking Too Much Risk?
It's funny how when everything is rosy, people don't feel like they're taking too much risk. Then you have what we just went through the last few months, and it makes you re-evaluate things. 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
Jun 8, 2020
Coronavirus: I Want to Reallocate
Have you learned anything about your investments these last few months? Maybe that you're too conservative? Or that you're too risky and probably need to peel back some of the risk? 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
Jun 7, 2020
Coronavirus: Stay the Course Part Two
With such a tumultuous first half of the year on Wall Street, we thought it was a good time to check in with Michael Goodman , president of Wealthstream Advisors in New York City. We cover a variety of topics, including possible opportunities that arise when markets are bouncing all over the place. 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
Jun 6, 2020
Coronavirus: Stay the Course Part One
With such a tumultuous first half of the year on Wall Street, we thought it was a good time to check in with Michael Goodman , president of Wealthstream Advisors in New York City. We cover a variety of topics, including possible opportunities that arise when markets are bouncing all over the place. 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
Jun 5, 2020
Coronavirus: Target Date Funds
Sometimes people think I dislike the use of target date funds, but that's not true. If you're using them, all good. I just want you guys to understand that they're often times more expensive and more risky than you realize. 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
Jun 4, 2020
Coronavirus: Max Out Roth Early?
With the market bouncing all over the place in the first half of 2020, this could be the year when it makes sense to front load some of your annual contributions. 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
Jun 3, 2020
Coronavirus: Why Use Bonds?
I realize it's not the sexiest of investments, but I'm a firm believer in using bonds as part of your overall portfolio. Still, that's not enough for some people, and they continue to ask, "why should I be using bonds?" 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
Jun 2, 2020
Coronavirus: Where to Invest Cash?
When the chaos on Wall Street was hot and heavy back in March, a lot of people jumped out. Now the million dollar question is how to jump back in? 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
Jun 1, 2020
Coronavirus: Is My Pension Safe?
Layoffs, furloughs, cuts in pay, no more matches in retirement plans, it's all on the table as we continue to deal with the coronavirus pandemic. What about state pension plans? Will those be impacted? 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
May 31, 2020
Coronavirus: Saving for Retirement
You're 30 years old and want to make sure you're utilizing the best retirement vehicle to plan for your future. What do you do? You email the Jill on Money show! 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
May 30, 2020
Coronavirus: Should I Trade Options?
You know we like to keep things pretty simple here in the Jill on Money universe, that's why you don't often hear us talk about options trading. Is it doable? Yes! Does that mean you should do it? Well, that 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 . 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
May 29, 2020
Coronavirus: Plan for Young Investor
It's not all gloom and doom these days. In fact, some lucky ones are just starting out on the investing path, and I'm more than happy to help them get started. 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
May 28, 2020
Coronavirus: Lump Sum or Annuity
What's the better option, a lump sum payment or a lifetime annuity? Well, the answer depends on a variety of circumstances, such as the company, your health, etc. 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
May 27, 2020
Coronavirus: Early Retirement Offer
Not only are millions of employees being laid off and furloughed, but many are also being offered early retirement packages. If that's you, should you jump at the offer? 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
May 26, 2020
Coronavirus: Work From Home Deduction?
With all of us working from home, are there any deductions we should be looking out for when tax season rolls around next spring? I've been waiting for that question to hit the inbox :) 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
May 25, 2020
Make Your Bed Part Three
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with more than 10 million views online. In January, 2015 Bill became the Chancellor of the entire University of Texas system and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . We hope you enjoy this brief diversion from the money talk. 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
May 24, 2020
Make Your Bed Part Two
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with more than 10 million views online. In January, 2015 Bill became the Chancellor of the entire University of Texas system and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . We hope you enjoy this brief diversion from the money talk. 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
May 23, 2020
Make Your Bed Part One
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with more than 10 million views online. In January, 2015 Bill became the Chancellor of the entire University of Texas system and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World . We hope you enjoy this brief diversion from the money talk. 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
May 22, 2020
Coronavirus: ETF vs Index Fund
Exchange Traded Fund (ETF) or Index Fund? Very similar, yet 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 . 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
May 21, 2020
Coronavirus: Do I Need a Trust?
Few personal finance to-dos are more vexing than estate planning. But in this pandemic crisis, no other issue is more important. The need is immediate and pressing for front-line health care workers and first responders, but also necessary for everyone else. 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
May 20, 2020
Coronavirus: Financial Priorities
How to navigate your personal finances during the coronavirus crisis? I joined CBS This Morning with the important things to keep in mind if you’re receiving unemployment checks and the financial priorities for those still working. 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
May 19, 2020
Coronavirus: Negative Interest Rates?
One result of the pandemic has been historically low interest rates. How low can they go? Will they go negative? If so, what would that mean? 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
May 18, 2020
Coronavirus: Best to Use Index Funds?
If you're lucky enough to have some extra cash and you want to open a brokerage account, what's the best way to invest? Individual stocks? Index funds? ETFs? 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
May 17, 2020
Coronavirus: Future of Work Part Two
The coronavirus pandemic has ushered in a new normal for many employees now working from home. Others have lost their jobs as the national unemployment rate has soared to its highest level since the Great Depression. LinkedIn editor-in-chief Dan Roth joins Jill on Money to discuss the future of work and offers advice to college graduates in these uncertain times. 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
May 16, 2020
Coronavirus: Future of Work Part One
The coronavirus pandemic has ushered in a new normal for many employees now working from home. Others have lost their jobs as the national unemployment rate has soared to its highest level since the Great Depression. LinkedIn editor-in-chief Dan Roth joins Jill on Money to discuss the future of work and offers advice to college graduates in these uncertain times. 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
May 15, 2020
Coronavirus: Buy Bitcoin?
Turmoil in the markets can often cause people to look for alternative investments. Is Bitcoin a solid choice? 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
May 14, 2020
Coronavirus: Student Loan Options
One of the hardest hit industries during the pandemic has been the student loan landscape. Difficult to understand in the best of times, things may now be even more confusing. To help us navigate the murky waters, we're joined by David Klein , CEO and co-founder of Commonbond , a company that positions itself as a place for simpler, smarter student loans for a brighter future. CommonBond was founded in 2012 to help relieve the burden that is student debt, and since then have funded $4 billion in better student loans. Their approach is no big secret: lower rates, simpler options, and a world class experience, all built to support you throughout your student loan journey. If you're on the fence when it comes to refinancing, use their simple, interactive guide to help you understand the impact of the recent federal student loan relief programs and how to take advantage, if you need to. 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
May 13, 2020
Coronavirus: Traditional or Roth?
The pandemic has caused people to really take a look at their game plans and see if there's anything they should be doing differently or tweaking, such as changing retirement contributions from pre-tax to post-tax. 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
May 12, 2020
Coronavirus: 529 or UTMA?
With the market bouncing around, it's a good time to get a jump on the college savings plan. Some even say it's a good time to front load your contribution. Which plan should you use? A 529 plan? An UTMA or UGMA? Something else? 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
May 11, 2020
Coronavirus: Use International Stocks?
With stocks all around the globe pretty much taking a beating so far in 2020, does it make sense to mix in some international exposure as part of your overall portfolio? 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
May 10, 2020
Coronavirus: Accelerate Mortgage Payments?
Ah yes, another example of one of the most common questions we receive: Does it make sense for me to make extra mortgage payments and pay it off sooner? 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
May 9, 2020
Coronavirus: Unemployment Rate Soars
The U.S. economy lost 20.5 million jobs in April amid the coronavirus pandemic. The national unemployment rate soared to 14.7% last month, the highest since the Great Depression. I joined CBS This Morning to discuss. 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
May 8, 2020
Coronavirus: No More Employer Match
Raise your hand if your employer has reduced or eliminated the company match going into your retirement plan. Just know that you're not alone, it's happening all over. 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
May 7, 2020
Coronavirus: MBA Worth It?
The coronavirus pandemic has caused us to re-evaluate all sorts of things, one of them being whether or not the super expensive colleges are worth the ridiculous price tag. 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
May 6, 2020
Coronavirus: Death of Retail and Higher Ed?
As Americans shelter at home, everyday shopping habits have changed, perhaps permanently, with online grocery sales way up, and department stores struggling to survive. Here's an interview I did with Scott Galloway, a professor of marketing at New York University, about the future of retail and higher education. 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
May 5, 2020
Coronavirus: Laid Off, Now What?
With the market coming off a strong month, and areas around the country beginning to reopen, it's may be easy to think we're out of the woods. Let's not forget about the millions upon millions of people who are now out of work. 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
May 4, 2020
Coronavirus: Too Much in Cash?
When the market is bouncing all over the place, it can cause you to second guess yourself. Am I sitting on too much cash? Should I be investing it? Will I be missing out on the possible gains? 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
May 3, 2020
Coronavirus: Invest Now or Wait?
You thought you wanted to jump into the investing game, and then the pandemic happened. Now what? Wait or get in on the action? 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
May 2, 2020
Coronavirus: Time to Convert to Roth?
Is 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 . 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
May 1, 2020
Coronavirus: Help the Parents?
Given 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 . 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
Apr 30, 2020
Coronavirus: Inflation on Horizon?
With 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 . 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
Apr 29, 2020
Bonus Episode: Partnership with Dell Technologies: Small Business Podference
For 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, 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
Apr 28, 2020
Coronavirus: ETF or Index Fund?
Should 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 . 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
Apr 27, 2020
Coronavirus: Where to Put Money
You'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 . 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
Apr 26, 2020
Coronavirus: Taking Too Much Risk
When 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 . 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
Apr 25, 2020
Coronavirus: Risky 529 Plan
Since 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 . 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
Apr 24, 2020
Coronavirus: Emergency Reserve
When 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 . 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
Apr 23, 2020
Coronavirus: Managed vs Non-Managed
Pandemic 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 . 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
Apr 22, 2020
Coronavirus: How to Allocate
If 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 . 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
Apr 21, 2020
Coronavirus: Need Unemployment Help
As 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 . 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
Apr 20, 2020
Coronavirus: Time to Rebalance?
Easily 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 . 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
Apr 19, 2020
Coronavirus: Convert to a Roth?
Since 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 . 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
Apr 18, 2020
Coronavirus: Robo-Advisor or Traditional?
Like 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 . 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
Apr 17, 2020
Coronavirus: Time to Dump Advisor?
Times 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 . 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
Apr 16, 2020
Coronavirus: File for Bankruptcy?
Although 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 . 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
Apr 15, 2020
Coronavirus: Should We Refinance?
A 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 . 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
Apr 14, 2020
Coronavirus: Where to Park Short-Term Money
There 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 . 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
Apr 13, 2020
Coronavirus Caller: Do I Need an Advisor?
Crazy 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 . 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
Apr 12, 2020
Coronavirus: Timing the Market
Here we go again, more questions from people who jumped out of the market and now want to know when it makes sense to jump back in. When I find that crystal ball, I'll let you know :) 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
Apr 11, 2020
Coronavirus: I Don't Need My Stimulus Check
While most individuals need the stimulus check coming their way, some are fortunate and do not. If that's you, what should you do with 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
Apr 10, 2020
Coronavirus: Stuck Investor
You're in your 20s, want to start investing, but got spooked by the recent madness on Wall Street. What should you do? Jump in or wait until things settle down? 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
Apr 9, 2020
Coronavirus Caller: Invest or Pay Off Debt?
In crazy times like these, is it a good idea to invest your extra money or pay off some debt? That's the discussion with Matt from Nashville. 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
Apr 8, 2020
Coronavirus: Mortgage Forbearance
Requests to delay mortgage payments have jumped nearly 2,000% as borrowers seek relief during coronavirus outbreak. There is help out there if you're one of the millions struggling. 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
Apr 7, 2020
Coronavirus: Stay the Course?
When the market is doing crazy things, sometimes people start acting in crazy ways. But more times than not, staying the course really is the best advice. 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
Apr 6, 2020
Coronavirus: What to Do With Cash?
If you're lucky enough to have excess cash sitting on the sidelines, is it time to jump into the game? 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
Apr 5, 2020
Coronavirus: Pay Off Debt?
With the financial world full of uncertainty, is now a good time to pay off some of those interest bearing loans? 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
Apr 4, 2020
Coronavirus: When to Jump Back In?
Once you jump out of the market, when's the right time to jump back in? If I only had the answer... 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
Apr 3, 2020
Coronavirus: Our Hands on Your Back
Another episode of your most pressing coronavirus related money questions, as well as a little reminder that whatever it is you're going through, you're not alone. 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
Apr 2, 2020
Coronavirus: How to Pay Mortgage?
The beginning of April means many bills are due, and given what's going on with the coronavirus, many people aren't able to pay them. That includes the mortgage. If that's you, are there any options? 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
Apr 1, 2020
Coronavirus: Will I Get a Stimulus Check?
Will you be receiving a stimulus check? It depends on a number of factors, some of which are very much within your control. 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
Mar 31, 2020
Coronavirus: Time to Keep Investing?
While many think now is the perfect time to jump out of the market, plenty see it as a golden opportunity, kind of like a major sale at the local retailer. 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
Mar 30, 2020
Coronavirus: Planning on Retiring Soon
When you're young and time is on your side, it's much easier to ride out the recent turbulence on Wall Street. But what about those who are retired or preparing for retirement? 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
Mar 29, 2020
Coronavirus Email: Borrow to Invest?
A wild ride on Wall Street can present plenty of opportunities for savvy investors, but you have to be smart about it. Does borrowing money to invest fall under the "smart" category? 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
Mar 28, 2020
Coronavirus Email: Is Now a Good Time to Convert?
Times of chaos on Wall Street can sometimes present blessings in disguise, one being an opportune time to convert to a Roth IRA. That's one of the questions we addressed on the latest podcast. 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
Mar 27, 2020
Coronavirus Email: Stay In or Get Out?
Should I stay in or get out? Perhaps the most popular question we've received since the turmoil on Wall Street began a couple weeks ago. Hopefully the last three days have taught you an important lesson. 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
Mar 26, 2020
Coronavirus Email: Should I Decrease Contributions?
When the sky is falling, I suppose it's a natural response to want to get out of the stock market. But is that the best move? Should you decrease your contributions? Or stay the course? 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
Mar 25, 2020
Coronavirus Email: Should I Tap My 401(k)?
As we wait for Congress to make a deal, rumor has it that the package may allow you to borrow from your 401(k) without the 10% early withdrawal penalty. Boy oh boy, that has danger written all over 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
Mar 24, 2020
Coronavirus Email: Are the Banks Safe?
Are the banks safe? Will I be able to access the ATM? Should I take all my cash out and put it under the mattress? Yes, those are common questions when there's a pandemic sweeping across the nation. 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
Mar 23, 2020
Coronavirus Email: Should I Rebalance?
With crazy market swings on a daily basis, is now a good time to rebalance? That's one of the questions we discussed on the latest episode. 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
Mar 22, 2020
Coronavirus Email: Should Wall Street Be Shut Down?
As we go through this crazy period of uncertainty, one of the most common questions we've been getting is whether or not the markets should be closed. I give my two cents in this episode. 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
Mar 21, 2020
Coronavirus Email: Impact on Student Loans
And so ends another lousy week on Wall Street. But the weekend does not mean the emails from you guys stop, so here's another episode where we answer a handful of questions, including how student loans are being impacted as the coronavirus crisis continues to unfold. 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
Mar 20, 2020
Coronavirus Email: Can I Still Retire?
The coronavirus emails continue to flow in. We answer a handful in this episode, including one from Brycie who is wondering if retirement in two months is still a possibility. 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
Mar 19, 2020
Coronavirus Caller: Should We Sell It All?
Another bad day on Wall Street, this even as Washington announced a huge stimulus package. And it has you guys freaked out, hence the daily edition of Jill on Money. On this episode we take our first ever "remote" call as we chat with Rose in Illinois! 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
Mar 18, 2020
Coronavirus Market Questions 03-18
Treasury Secretary Steve Mnuchin said that the administration plans to move “immediately” to send money to Americans as the coronavirus continues to cripple the economy. That news moved the market in a positive direction. 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
Mar 17, 2020
Coronavirus Market Questions 03-17
Yep, another brutal day on Wall Street, the worst one yet. If the market is freaking you out, we're here to help, so please send us an email. 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
Mar 16, 2020
Coronavirus Market Questions 03-16
The Fed has slashed rates to zero in emergency rate cut due to coronavirus effects. And until things settle down with the market, which doesn't appear to be happening anytime soon, we're going to bring you a daily episode of Jill on Money to help calm the nerves. If the market is freaking you out, please send us an email. 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
Mar 15, 2020
Coronavirus Market Questions 03-15
Until things settle down with the market, we're going to bring you a daily episode of Jill on Money to help calm the nerves. If the market is freaking you out, please send us an email. 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
Mar 14, 2020
Coronavirus Market Questions 03-14
The stock markets ended a brutal week on a positive note. The Dow bounced back by nearly 2,000 points, picking up more than 9% on Friday. Until things settle down, and because the email inbox is overflowing, we're going to bring you a daily episode of Jill on Money to help calm the nerves. If the market is freaking you out, please send us an email. 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
Mar 12, 2020
Sizing People Up
After two decades as a behavior analyst in the FBI, Robin Dreeke knows a thing or two about sizing people up. He's navigated complex situations that range from handling Russian spies to navigating the internal politics at the Bureau. Through that experience, he was forced to develop a knack for reading people, their intentions, their capabilities, their desires and their fears. In Sizing People Up , Dreeke shares his simple, six-step system that helps you predict anyone's future behavior based on their words, goals, patterns of action, and the situation at hand. Predicting the behavior of others is an urgent need for anyone whose work involves relationships with others, whether it's leading an organization, collaborating with a teammate, or closing a sale. But predictability is not as simple as good and evil, or truth and fiction. Allies might make a promise with every intention of keeping it, not realizing that they will be unable to do so due to some personal shortcoming. And those seeking to thwart your endeavor may not realize how reliable their malevolent tells have become. Using this book as their manual, readers will be able to quickly and easily determine who they can trust and who they can'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
Mar 11, 2020
Investing Amid Fear and Uncertainty
The stock market recovered slightly from Monday’s historic coronavirus-related losses. The DOW Jones industrial average saw its largest single-day point drop in history, with the biggest percentage-wise selloff since the 2008 economic crisis. I joined CBS This Morning to share advice about what the numbers could mean for personal investors. 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
Mar 10, 2020
How to Rebalance
Knowing when and how to rebalance is an essential part of managing a portfolio. But it's not as easy as it sounds, hence the latest call from Eric in Texas. 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
Mar 5, 2020
Turning Adversity into Advantage
How do you find a competitive edge when the obstacles feel insurmountable? How do you get people to take you seriously when they're predisposed not to, and perhaps have already written you off? Our latest guest, Laura Huang , has come up against that problem many times, and so has anyone who's ever felt out of place or underestimated. Many of us sit back quietly, hoping that our hard work and effort will speak for itself. Or we try to force ourselves into the mold of who we think is "successful," stifling the creativity and charm that makes us unique and memorable. In her recently released book, Edge: Turning Adversity into Advantage , Huang offers a different approach. She argues that success is rarely just about the quality of our ideas, credentials, and skills, or our effort. Instead, achieving success hinges on how well we shape others' perceptions, of our strengths, certainly, but also our flaws. It's about creating our own edge by confronting the factors that seem like shortcomings and turning them into assets that make others take notice. 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
Mar 4, 2020
Mohamed El-Erian on Coronavirus and Fed Rate Cut
The Federal Reserve lowered its benchmark interest rate by a half-point, the largest cut since 2008, in a move to offset the impact of the coronavirus on the U.S. economy. To help explain it all, we're joined via telephone by Mohamed El-Erian, Chief Economic Adviser to Allianz. 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
Mar 3, 2020
Should We Pay Off the Mortgage?
Should we pay off the mortgage? Such a common question, especially from those who are preparing for retirement. Sometimes it makes sense, other times not so much. Greg from Colorado is the latest to be considering such a move. 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
Feb 27, 2020
Tax Season Planning with Ed Slott
Tax season is open, which means there’s another opportunity to: (a) vent about how much you hate this time of year, (b) complain about the complexity of the U.S. code, and (c) whine about your refund being lower than previous years, even though you know that a refund is just the return of the extra money that you paid Uncle Sam, on which he paid zero interest. The Internal Revenue Service is hoping that this year’s filing season will be less fraught than last year’s, because the government has remained open (remember the 35-day shutdown of 2018-2019?) and it will be the second time that the American taxpayers will be filing under the new rules that emerged from the Tax Cuts and Jobs Act (TCJA) . The deadline to file 2019 tax returns and pay any tax owed is Wednesday, April 15, 2020 and the IRS expects that more than 150 million individual tax returns will be filed. Back with us for his annual tax season appearance is Ed Slott , the ultimate tax guru and founder of IRA Help . The best way to prepare for this season is to grab last year’s return as a guide to what’s missing and then to start organizing your documents (W-2s, 1099s, as well as bank, investment, mutual fund and mortgage company documents) in a simple file. While most of tax year 2019 will look like 2018, there are inflation adjustments to the standard deduction, tax bracket ranges and many tax credits. There are also a few notable changes which we’ll discuss with Ed. 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
Feb 26, 2020
Investor Panic Prevention Plan
Talk about a rough couple of days on Wall Street! Right about this time, you may be feeling a certain amount of queasiness, leading to low levels of anxiety and maybe even full-blown panic. Oh sure, you know that investing is risky, after all, that horrendous bear market of 2008-09 is not such a distant memory. But you may have forgotten just how awful the gut-wrenching losses can feel, especially as you confront those monthly and quarterly statements. Here’s the thing: those emotions are totally normal, but you need to guard against doing something that can knock you off course. 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
Feb 25, 2020
Should We Buy or Keep Renting?
I love the topic of renting versus buying, so much so that I devoted a chapter of my book to it! That's the discussion on the latest bonus call with Molly from Boston. A happy renter, should she be looking to buy? 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
Feb 20, 2020
Can You Really Have It All?
Our latest guest, Romi Neustadt , is a mom of two, a wife, a daughter, bestselling author, speaker, entrepreneur, and coach. What's more, she's achieved these things without a staff of 10, the ability to sleep two hours a night or driving herself crazy. She's figured out the key to having it all: Priorities. In her second book, You Can Have It All, Just Not at the Same Damn Time , Romi provides a no-BS blueprint for women to figure out what to focus on and what not to. She explains why saying YES to everything and everyone really means saying NO to the things that matter, to your goals, your dreams, and your true self. The key to achieving your wildest dreams isn't to downsize them. It's to embrace them more fully, and discard everything that isn't serving them. This book is for anybody who wants to live a fulfilled, authentic life without feeling stressed and exhausted. 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
Feb 18, 2020
Do I Need What I'm Being Pitched?
I'm saving a ton and feel like I'm in pretty good shape, but I'm being pitched a financial product by a former colleague, do I need it? My gut says no. That's the situation facing Pete from Denver. 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
Feb 14, 2020
Prepping for Tax Season
In just the first week of this tax season, the IRS says it has processed nearly 13 million returns and issued nearly 4.3 million refunds. The filing deadline is April 15. I joined CBS This Morning with what you need to know before filing your taxes. 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
Feb 13, 2020
Secure Act 101
After I wrote about the Setting Every Community Up for Retirement Enhancement ( SECURE ) Act, I received a slew of questions from readers. So to help clear up some of the confusion, we’re bringing on IRA guru Ed Slott . (Ed will also join us for a tax season related episode) The Secure Act includes significant changes to retirement accounts, including: Age Limit Eliminated for Traditional IRA Contributions Beginning in 2020, the new law eliminates the age limit for traditional IRA contributions (formerly 70 ½). Now, those who are still working can continue to contribute to a traditional IRA, regardless of their age. RMD Age Raised to 72 The SECURE Act also raises the age for beginning RMDs to 72 for all retirement accounts subject to RMDs. IRA owners reaching age 70 ½ in 2020 catch a break and will not have to take their first RMD in 2020 now that the RMD deadline has been extended to age 72. New Exception to the 10% Penalty for Birth or Adoption The SECURE Act adds a new 10% penalty exception for birth or adoption, but the distribution is still subject to tax. It is limited to $5,000 over a lifetime. The birth or adoption distribution amount can be repaid at any future time (re-contributed back to any retirement account). IRA Contributions with Fellowship and Stipend Payments Additionally, the new law allows taxable non-tuition fellowship and stipend payments to be treated as compensation to qualify for an IRA (or Roth IRA) contribution. Employer Liability Protection for Annuities in Plans The SECURE Act provides a safe harbor for employer liability protection for offering annuities in an employer plan. This is expected to open the door for more annuity products to be available as investment choices in employer plans. Good Bye, Stretch IRA Beginning for deaths after December 31, 2019, the stretch IRA is replaced with a ten year rule for the vast majority of beneficiaries. The rule requires accounts to be emptied by the end of the tenth year following the year of death. There are no annual RMDs. Instead, the only RMD on an inherited IRA is the balance at the end of the 10 years after death. For deaths in 2019 or prior years, the old rules would remain in place. There are five classes of “eligible designated beneficiaries” who are exempt from the 10-year post-death payout rule and can still stretch RMDs over life expectancy. These include surviving spouses, minor children, disabled individuals, the chronically ill, and beneficiaries not more than ten years younger than the IRA owner. 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
Feb 11, 2020
How to Prioritize Debt
When you have $90,000 in student loans, yet make a very good salary, what should the priority be? Should you be throwing every penny at the $90k, or can you also start building up the emergency reserve and perhaps save for a down payment on a house? That's the discussion with Kaeli from California. 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
Feb 7, 2020
Avoiding Common Money Mistakes
On average, college students who graduated in 2018 owe more than $29,000 in loans. I joined CBS This Morning to look at some of the most costly mistakes people make with their finances and what people can do to shrink student debt faster. 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
Feb 6, 2020
How Big Tech Betrayed All of Us
In Don’t Be Evil , Financial Times global business columnist Rana Foroohar tells the story of how Big Tech lost its soul, and ate our lunch. “Don’t be evil” was enshrined as Google’s original corporate mantra back in its early days, when the company’s cheerful logo still conveyed the utopian vision for a future in which technology would inevitably make the world better, safer, and more prosperous. Unfortunately, it’s been quite a while since Google, or the majority of the Big Tech companies, lived up to this founding philosophy. Today, the utopia they sought to create is looking more dystopian than ever: from digital surveillance and the loss of privacy to the spreading of misinformation and hate speech to predatory algorithms targeting the weak and vulnerable to products that have been engineered to manipulate our desires. How did we get here? How did these once-scrappy and idealistic enterprises become rapacious monopolies with the power to corrupt our elections, co-opt all our data, and control the largest single chunk of corporate wealth, while evading all semblance of regulation and taxes? 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
Feb 4, 2020
Inherited IRA Options
Should I keep taking the required minimum distributions or cash out the balance from my inherited IRA? That's what Jennifer from Connecticut was wondering. 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
Jan 31, 2020
13 "Dumb" Financial Mistakes
Do you have a “friend” who is super smart, has a great career, holds a graduate degree, has even saved a chunk of money for retirement, but who keeps making the same dumb mistakes when it comes to money? Is this “friend” you? I joined Here and Now on NPR to discuss how you can avoid making some of these common mistakes. 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
Jan 30, 2020
Everything is Figureoutable with Marie Forleo
While most self-help books offer quick fixes, Everything is Figureoutable by Marie Forleo will retrain your brain to think more creatively and positively in the face of setbacks. If you're having trouble solving a problem or reaching a dream, the problem isn't you. It's that you haven't yet installed the one belief that changes everything. Marie's mom once told her, "Nothing in life is that complicated. You can do whatever you set your mind to if you roll up your sleeves. Everything is figureoutable." Whether you want to leave a dead end job, break an addiction, learn to dance, heal a relationship, or grow a business, Everything is Figureoutable will show you how. You'll learn: The habit that makes it 42 percent more likely you'll achieve your goals. How to overcome a lack of time and money. How to deal with criticism and imposter syndrome. It's more than just a fun phrase to say. It's a philosophy of relentless optimism. A mindset. A mantra. A conviction. 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
Jan 28, 2020
Should We Be Using a 529 Plan?
If saving for college is in your plans, there are tax-efficient ways of doing it. If you're a regular listener, you know I'm a big fan of 529 plans. That's the gist of my conversation with Gabe from Philadelphia. 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
Jan 24, 2020
Is It Time to Refinance?
Almost 63% of mortgage applicants are homeowners looking to refinance. I joined CBS This Morning to explain how low mortgage rates could help homeowners cut their costs. 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
Jan 23, 2020
The Story Behind Warby Parker
Warby Parker was founded with a rebellious spirit and a lofty objective: to offer designer eyewear at a revolutionary price, while leading the way for socially conscious businesses. We’re lucky enough to have two of the founders with us in-studio as Neil Blumenthal and Dave Gilboa join us on the latest show. By circumventing traditional channels, designing glasses in-house, and engaging with customers directly, Warby Parker is able to provide higher-quality, better-looking prescription eyewear at a fraction of the going price. The team believes that buying glasses should be easy and fun. It should leave you happy and good-looking, with money in your pocket. They also believe that everyone has the right to see. Almost one billion people worldwide lack access to glasses, which means that 15% of the world’s population cannot effectively learn or work. To help address this problem, Warby Parker partners with nonprofits like VisionSpring to ensure that for every pair of glasses sold, a pair is distributed to someone in need. 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
Jan 21, 2020
Do I Need to Worry About Mom?
So often you will hear me remind you guys that before you start worrying about your kids or parents, your first priority should be your own financial situation. That should almost always be first and foremost, as you'll hear on the latest call with Andy from Kansas City. 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
Jan 17, 2020
Senior Roommates
Senior citizens are getting creative to make ends meet financially: getting roommates. More than 33% of Americans age 65 and over do not have any money saved for retirement. In 2016, 70% more seniors lived with roommates than a decade before. Check out my story for CBS This Morning about two strangers in New York who took a cue from the “Golden Girls” and moved in together to save money. 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
Jan 16, 2020
The Infinite Game with Simon Sinek
How do we win a game that has no end? Finite games, like football or chess, have known players, fixed rules and a clear endpoint. The winners and losers are easily identified. Infinite games, games with no finish line, like business or politics, or life itself, have players who come and go. The rules of an infinite game are changeable while infinite games have no defined endpoint. There are no winners or losers, only ahead and behind. The question is, how do we play to succeed in the game we’re in? Our latest guest, Simon Sinek , author of The Infinite Game , offers a framework for leading with an infinite mindset. On one hand, none of us can resist the fleeting thrills of a promotion earned or a tournament won, yet these rewards fade quickly. In pursuit of a Just Cause, we will commit to a vision of a future world so appealing that we will build it week after week, month after month, year after year. Although we do not know the exact form this world will take, working toward it gives our work and our life meaning. 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
Jan 14, 2020
Should I Pay Off the Mortgage?
If you've been a regular listener you know that I almost always advise against paying down a mortgage early. That's because everybody seemingly has a low interest rate. But there are a handful of exceptions. Laurie from Connecticut is one of them. Sort of. 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
Jan 9, 2020
Loserthink with Scott Adams
If you've been on social media lately, or turned on your TV, you may have noticed a lot of dumb ideas floating around. Such as, “we know when history will repeat and when it won't” or “we can tell the difference between evidence and coincidences.” Wrong! So says our latest guest, Scott Adams , author of Loserthink: How Untrained Brains Are Ruining America and also the man behind the Dilbert cartoon. If we're not careful, Adams says loserthink would have us believe that addicts should be responsible for fixing the opioid epidemic, and that your relationship fell apart simply because you chewed with your mouth open. Even the smartest people can slip into loserthink's seductive grasp. This book will teach you how to spot and avoid it, and will give you scripts to respond when hollow arguments are being brandished against you, whether by well-intentioned friends, strangers on the internet, or political pundits. You'll also learn how to spot the underlying causes of loserthink, like the inability to get ego out of your decisions, thinking with words instead of reasons, failing to imagine alternative explanations, and making too much of coincidences. 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
Jan 7, 2020
Withdrawal Strategy in Retirement
In many ways, saving for retirement is the easy part. What can be tricky is knowing how to execute a withdrawal strategy. That's the discussion with Michael from Minneapolis. 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
Jan 2, 2020
Financial Resolutions for 2020
Many Americans are ringing in the New Year with resolutions. One Fidelity Investments survey of financial resolutions found 53% of Americans hope to save more in 2020, 51% hope to pay down debt and 35% hope to spend less. I joined CBS This Morning to discuss how to make those goals happen. 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
Dec 31, 2019
My Planner Has Me in 19 Funds
When it comes to a diversified portfolio, how many funds is the optimal number? Well, it kinda depends on each case, but I'm gonna go out on a limb here and say that 19 separate funds is way too many. That's the situation facing Jennifer from Buffalo. 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
Dec 26, 2019
Playing with FIRE
On the latest episode we’re joined by Travis Shakespeare, director of a new documentary called Playing with FIRE , which follows 35 year old Scott Rieckens, his wife Taylor, and their toddler Jovie as the family decides to embark on a year-long odyssey to understand the rules of the FIRE movement and test their willingness to reject the standard narrative of adult life. When Scott hears a prominent leader and “early retiree” in the FIRE movement subculture interviewed on a podcast, he enlists his wife to abandon everything they’ve been taught about the role of money in adulthood and instead focus on pursuing financial independence. But doing so requires an about face since their current path has them spending every dime they make living the “Instagram” life in an expensive San Diego suburb, driving luxury cars, and eating at fancy restaurants. Although everything they are doing is sanctioned by their friends, traditional education, and broad society, Taylor agrees that something is wrong when it becomes clear she’ll need to sacrifice the precious hours of her daughter’s childhood and work 40+ hours per week to continue paying for their lifestyle. She agrees to uproot their lives and spend a year traveling around the country to meet the subculture’s mentors while living rent free to save as much as they can. It’s an interesting tale full of ups and downs. If the FIRE movement is something you’re interested in, this film is a must watch. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 24, 2019
How to Buy Bonds
A bond position is an essential component of an overall portfolio. But how does one start implementing bonds? That's the discussion with Karen from Ohio. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 20, 2019
Lagging Retirement Savings on CBS This Morning
Many Americans are being left behind when it comes to saving for retirement. Almost half of people 55 and older have saved nothing, according to the Economic Policy Institute. I joined CBS This Morning to discuss how you can catch up financially. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 19, 2019
Being Smarter With Your Money
It’s been several months now that we’ve been with our new sponsor, Marcus by Goldman Sachs , so today we’re bringing on Omer Ismail , the Head of U.S. Consumer Business at Marcus to discuss what’s behind the online bank. The focus at Marcus is on three main areas: Value - Financial products intended to help the customers, from personal loans with fixed rates and customizable payment options to savings accounts that help customers meet their financial goals. Transparency - The personal loans have no hidden fees. Same with the savings accounts. But there is an early withdrawal fee associated with the CDs. And money is made on interest from the loans. Simplicity - No jargon. No tricks. Just straight talk. Not to mention an intuitive digital experience and real people answering the phones at the customer call center. The team at Marcus listened to more than 100,000 people and their experiences with money. Whether your goals are short-term or long-term, they likely have a product that will help you make the most of your money. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 17, 2019
Keep or Ditch LTC Policy?
Long-term care policies are becoming harder and harder to find, and if you do find one, they're also getting more and more expensive. Deciding whether to keep or ditch an existing policy can be very tricky. That's the discussion with Matt from Philadelphia who's helping his mother navigate her options. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 13, 2019
Coastal Job Growth on CBS This Morning
A new report shows just five coastal cities are getting a huge majority of America's high-tech jobs. Researchers found the Seattle, San Francisco, San Jose, San Diego, and Boston areas accounted for more than 90% of job growth in the tech sector from 2005 to 2017. I joined CBS This Morning to discuss what this says about the economy and the future of jobs. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 12, 2019
Inside Facet Wealth
On the latest show we’re joined by Brent Weiss , co-founder and Head of Planning at Facet Wealth , a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security? The folks at Facet Wealth strive to provide the answers. They start with an in-depth conversation about your goals for retirement. Once they have a clear and comprehensive view of the big picture, they'll work with you to set up the next steps to get you from working today, to retirement tomorrow. When delivering their financial plans, the team at Facet aims to provide a clear vision and path for the retirement you’ve always imagined. Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 10, 2019
When to Take Social Security
When should one take Social Security? It's the million dollar question, and if you can tell me when exactly you're going to die, then I can give you an accurate answer. That's the discussion this week with Dan from Philadelphia. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 6, 2019
Charitable Giving on CBS This Morning
Giving Tuesday is meant to encourage charitable donations during the holidays. Americans, including companies and foundations, gave an estimated $427 billion to U.S. charities last year. I joined CBS This Morning to share how to make the most of your charitable giving this holiday season. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 5, 2019
Year-End Money Moves for 2019
December is upon us, which means I basically have your attention for about two more weeks max. So while I have you, and as the year comes to an end, it's a perfect time to review some year-end financial planning tips. 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 dear friend of mine, he's also my advisor. We discussed a variety of financial planning topics to ponder before you shut down for the holidays, including: Selling assets in your portfolio now versus waiting until next year: Losses offset gains that you have taken previously in the year; if you have more losses than gains, you can deduct up to $3,000 of losses against ordinary income. Take Required Minimum Distributions: Generally, once you turn 70 1/2, you must begin withdrawing a specific amount of money from your retirement assets (there are some exceptions). The penalty for not taking your RMD is steep at 50 percent on the shortfall! Consider a Qualified Charitable Distribution (QCD): One way to sidestep the taxation on your RMD is to make a Qualified Charitable Distribution, which allows you to gift directly from your IRA to a charity without having to include the distribution in your taxable income. Making last minute 529 plan contributions: Money saved in these programs grows tax-free and withdrawals used to pay for college sidestep taxes, too. So before you completely shut it down for the rest of 2019, you’ll want to listen to this episode to make sure there’s nothing you’re forgetting. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Dec 3, 2019
Do I Need Permanent Life Insurance?
Is it a good idea to buy permanent life insurance as part of your overall investment strategy? Well, it depends, but more times than not the answer is a big fat no. Thankfully Joe from Minnesota was suspicious enough that he decided to give us a call. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 30, 2019
Holiday Spending on CBS This Morning
As the holiday shopping season kicks off with Black Friday, I joined CBS This Morning to discuss the business of Black Friday and why brick-and-mortar stores are not dead. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 28, 2019
Roth Conversions, Mortgage Payoff, Finding an Advisor
Thanksgiving is all about being thankful. Trust me when I say I’m so incredibly thankful for you, the audience. Without you guys listening and sending in your questions, this show wouldn’t be possible. In lieu of the usual in-studio guest or the guest on the phone, aka you the listeners, today I’m going to answer a handful of emails. The inbox is seriously backed up, so what better way to show my appreciation :) Keep ‘em coming, I promise we’ll get to them all. Happy Thanksgiving! Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 27, 2019
Avoiding Holiday Debt on CBS This Morning
More than 56 percent of consumers have already started their holiday shopping, and about 48 million Americans are still paying off their debt from the last holiday season. I joined CBS This Morning to discuss how to to avoid overspending this holiday season. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 26, 2019
The Beauty of a Roth 401(k)
Having a Roth 401(k) option is a beautiful thing, and nowadays many employers offer them, but the problem is that many employees have no idea the option exists. That's the gist of the latest conversation with Joel from Atlanta. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 22, 2019
Year-End Money Moves on CBS This Morning
There are six weeks left in the year to take action on your income tax withholding and to meet critical deadlines for retirement plans. I joined CBS This Morning to discuss money moves to make before December 31. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 21, 2019
How Money Became Dangerous
In the not too distant past, money was simple. You might have had a bank account and a mortgage, perhaps some basic investments. Wall Street didn’t have a reputation for greed and recklessness. That all started to change in the eighties, as our financial systems became increasingly complex, moving beyond the understanding of the general public while impacting our lives in innumerable ways. Our latest guest, Chris Varelas , is an industry veteran who’s had first hand involvement in the events that shaped modern money, and in his recently released book, How Money Became Dangerous , Varelas and co-author Dan Stone journey from the crime-ridden LA jewelry district to the cutthroat Salomon Brothers trading floor, capturing the key deals, developments, and players that made the financial world what it is today. The book illuminates the dark, hidden forces of Wall Street and how it has dehumanized and left behind everyday Americans. A fresh and enlightening take on how we reached this point, How Money Became Dangerous also makes the case for why Wall Street needs to be saved, if only to save ourselves. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 19, 2019
How Much Company Stock Is Too Much?
There are rules of thumb one should follow when it comes to owning company stock within your overall portfolio. That's the discussion this week with Clayton from Austin. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 15, 2019
Retirement Savings Lag on CBS This Morning
A new report shows Americans' retirement savings are not growing at the same pace as stocks, which are again hovering around record highs. Over the last decade, the average 401(k) account balance grew about 124 percent, while the Dow skyrocketed 214 percent. I joined CBS This Morning to offer some financial advice. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 14, 2019
52 Simple Ways to Ignite Success, Meaning, and Joy at Work
Technology has enabled us to be more interconnected today than ever before. So why do so many of us feel isolated and undervalued at work? Why does it feel like something is missing? It doesn’t have to be this way. In these rapidly changing, challenging times, how do we, YOU, develop the intuition, self-awareness, and interpersonal agility required to prosper? In Connect First: 52 Simple Ways to Ignite Success, Meaning, and Joy at Work , our latest guest, Melanie Katzman , reveals the key to greater success, meaning, and joy at work. The book delivers an impactful approach to connect first as fellow humans, then as coworkers and colleagues, to forge deep bonds that make a significant difference. Dr. Katzman presents 52 actions you can take immediately to create a deeply rewarding work life by connecting to yourself, your organization, and the world at large. These are the same powerful techniques she has used with leaders and employees at the world’s top companies to enhance productivity and foster fulfillment and joy at work, the hallmarks of true success. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 12, 2019
Should I Get Another Annuity?
You have an annuity that's coming due and you're not quite sure what to do with it. Should you get another annuity? Should you roll it over into an IRA? That's the discussion with Mark from Buffalo as we discuss some of the pros and cons. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 8, 2019
Open Enrollment on CBS This Morning
It's decision time for up to 254 million Americans, with open enrollment season in full swing. The average amount paid by a family for health insurance jumped 22% in the last five years. I joined CBS This Morning to help you make the most of your benefits. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 7, 2019
Taking the Work Out of Networking
Networking has garnered a reputation as a sort of necessary evil in the modern business world. Some do relish the opportunity to boldly work the room, introduce themselves to strangers, and find common career ground, but for many others, the experience is often awkward, or even terrifying. The common networking advice for introverts are variations on the theme of overcoming or “fixing” their quiet tendencies. But our latest guest, Karen Wickre , is a self-described introvert who has worked in Silicon Valley for 30 years. In her recent book, Taking the Work Out of Networking: Your Guide to Making and Keeping Great Connections , she shows you how to embrace your true nature to create sustainable connections that can be called upon for you to get, and give, career assistance, advice, introductions, and lasting connections. Karen’s “embrace your quiet side” approach is for anyone who finds themselves shying away from traditional networking activities, or for those who would rather be curled up with a good book on a Friday night than out at a party. With compelling arguments and creative strategies, this new way to network is perfect not only for introverts, but for anyone who wants for a less conventional approach to get ahead in today’s job market. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Nov 5, 2019
Saving for Financial Flexibility
Natasha from Dallas is well on her way to achieving the financial flexibility she craves as she's only 27 years old with basically a quarter of million bucks already saved. I can't tell you how happy these kind of calls from the younger generation make me. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 31, 2019
Invested with Charles Schwab
This week we have a financial icon in-studio as Charles Schwab pays us a visit. Yes, that Charles Schwab, the founder of The Charles Schwab Corporation . In his just released personal memoir, Invested: Changing Forever the Way Americans Invest , Schwab describes his passion to have Main Street participate in the growing economy as investors and owners, not only earners. Schwab opens up about the challenges he faced while starting his fledgling company in the 1970s. A year into his grand experiment in discounted stock trading, he carried a six-figure debt and a pocketful of personal loans. As it turned out, customers flocked to Schwab, leaving his small team scrambling with scarce resources and no road map to manage the company’s growth. He recounts the company’s game-changing sale to Bank of America, and how, in the end, the merger almost doomed his organization. We learn about the clever and timely leveraged buyout he crafted to regain independence. A remarkable story of a company succeeding by challenging norms and conventions through decades of change, Invested also offers unique insights and lifelong principles for readers, the values that Schwab has lived and worked by that have made him one of the most successful entrepreneurs of our time. Today, his company is one of the leading financial services firms in the world. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 29, 2019
How to Manage Student Loan Debt
How do I tackle my student loans is probably one of the most common questions we receive on a weekly basis. Today's call from Lauren is no different, as the 27 year old wonders if there's a more efficient way for her to deal with more than 40k in loans. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 25, 2019
Cutting the Financial Cord on CBS This Morning
A 2018 Merrill Lynch survey found 79 percent of parents financially support an adult child between the ages of 18 and 34, and 25 percent said they would be willing to draw from retirement savings to do it. I joined CBS This Morning to look at how this can affect everyone in the family. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 24, 2019
The Art of Persuasion
In the post-fact, deeply divided world we live in, true persuasion is rare. Engaging with people holding differing opinions is rarer still. But for progress to take place, persuasion must happen. Whether it's convincing an employer you are right for the job, a customer that your product is the best, or your closed-minded uncle that good people can disagree, it takes the art, and science, of persuasion to move forward. So, how do you change someone's mind, or at least advance the conversation, when everyone is entrenched in their own points of view? Our latest guest, communication expert Lee Hartley Carter , has spent nearly twenty years advising and helping the world's most well-known companies do just that. Her first book, Persuasion: Convincing Others When Facts Don't Seem to Matter , covers all the secrets to persuading anyone, at work and in life. Filled with researched insights into how we make up, and change, our minds, as well as colorful real-world examples and actionable recommendations, Persuasion will help you hone your message and craft your narrative in order to get heard and get results. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 22, 2019
Is My 401(k) Too Expensive?
What happens if your 401(k) is full of insanely high fees? Is there a better alternative? Can a case be made to not use the plan altogether? That's the discussion with Ross from Boston. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 17, 2019
JetBlue Chairman Joel Peterson
Trust is the glue that holds an organization together. It turns deflection into transparency, suspicion into empowerment, and conflict into creativity. With it, a tiny company like John Deere grew into a worldwide leader. Without it, a giant corporation like Enron toppled. In The 10 Laws of Trust Expanded Edition , JetBlue Chairman Joel Peterson explores how a culture of trust gives companies an edge. How does it feel to work for a firm where leaders and colleagues trust one another? Freed from micromanagement and rivalry, every employee contributes his or her best. Risk-taking and innovation become the norm. And, as Peterson notes, “When a company has a reputation for fair dealing, its costs drop: Trust cuts the time spent second-guessing and lawyering.” With compelling examples, Peterson details how to establish and maintain a culture of trust. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 15, 2019
Planning Amid a Diagnosis
Life doesn't always happen in a straight line. There are plenty of curveballs along the way, and some of them are flat out nasty, including being diagnosed with cancer at a very young age. That's the situation facing Stephanie from New York City. Love her bravery and fight. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 10, 2019
Making College Work at Any Cost
The struggle to pay for college is one of the defining features of middle-class life in America today. At kitchen tables all across the country, parents agonize over whether to burden their children with loans or to sacrifice their own financial security by taking out a second mortgage or draining their retirement savings. Indebted: How Families Make College Work at Any Cost , takes readers into the homes of middle-class families throughout the nation to reveal the hidden consequences of student debt and the ways that financing college has transformed family life. Caitlin Zaloom gained the confidence of numerous parents and their college-age children, who talked candidly with her about stressful and intensely personal financial matters that are usually kept private. Throughout the book, Zaloom describes the profound moral conflicts for parents as they try to honor what they see as their highest parental duty, providing their children with opportunity, and shows how parents and students alike are forced to take on enormous debts and gamble on an investment that might not pay off. What emerges is a troubling portrait of an American middle class fettered by the “student finance complex,” the bewildering labyrinth of government-sponsored institutions, profit-seeking firms, and university offices that collect information on household earnings and assets, assess family needs, and decide who is eligible for aid and who is not. Indebted breaks through the culture of silence surrounding the student debt crisis, revealing the unspoken costs of sending our kids to college. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 8, 2019
Are We on Track for Retirement?
Paid off over 100k in student loans? Check. Paid off the mortgage? Check. Saving a ton of money for retirement? Check. That's the gist of the conversation with Donna from Georgia who wanted to run her retirement game plan by us. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 4, 2019
FAFSA Season on CBS This Morning
October 1 marked the first day you can apply for college financial aid for the next school year. The Free Application for Federal Student Aid, or FAFSA, determines grants, loans and work study money for more than 12 million students. I joined CBS This Morning to discuss why even those who don't think they will qualify for aid should still apply. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 3, 2019
The Man Behind Dough Roller
The Dough Roller podcast is all about money. How to make it, give it, save it, and spend it in a way that moves us closer to financial freedom. On the latest episode we’re joined by Rob Berger , the man behind the podcast, and author of Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom . The concept behind Dough Roller is very similar to what we do with Jill on Money. Its goal is to help people make sense out of the ever-more complicated world of personal finance, investing, and money management by discussing everything from asset allocation to zero coupon bonds, from savings yields to real estate investing, and from raising financially fit kids to raising financially fit parents. Whether you are just starting out, under a mountain of debt, or nearing retirement, Dough Roller can help you achieve your financial goals. And remember, the best thing money can buy is financial freedom. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Oct 1, 2019
Estate Planning Drama
I'm a firm believer when it comes to having the essential estate planning documents in place. But that doesn't mean it's a drama free process. Our chat with Linda is a prime example, and also a prime example of why you need the necessary documents in place. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 26, 2019
The Economists' Hour with Binyamin Appelbaum
Before the 1960s, American politicians had never paid much attention to economists. But as the post-World War II boom began to sputter, economists gained influence and power. In The Economists' Hour , Binyamin Appelbaum traces the rise of the economists, first in the United States and then around the globe, as their ideas reshaped the modern world, curbing government, unleashing corporations and hastening globalization. Some leading figures are relatively well-known, such as Milton Friedman, the elfin libertarian who had a greater influence on American life than any other economist of his generation, and Arthur Laffer, who sketched a curve on a cocktail napkin that helped to make tax cuts a staple of conservative economic policy. Others stayed out of the limelight, but left a lasting impact on modern life: Walter Oi, a blind economist who dictated to his wife and assistants some of the calculations that persuaded President Nixon to end military conscription; Alfred Kahn, who deregulated air travel and rejoiced in the crowded cabins on commercial flights as the proof of his success; and Thomas Schelling, who put a dollar value on human life. Their fundamental belief? That government should stop trying to manage the economy. Their guiding principle? That markets would deliver steady growth, and ensure that all Americans shared in the benefits. But the Economists' Hour failed to deliver on its promise of broad prosperity. And the single-minded embrace of markets has come at the expense of economic equality, the health of liberal democracy, and future generations. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 24, 2019
Is Grad School Worth It?
Is grad school worth it? Given the amount of loans that are killing students, I often say no way! But it's not always the case, as you'll hear on the latest call with Trevor from Cleveland. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 19, 2019
Scam Me If You Can with Frank Abagnale
Are you at risk of being scammed? Our latest guest is former con artist and bestselling author of Catch Me If You Can , Frank Abagnale, and he’s here to show you how to stop scammers in their tracks. Maybe you're wondering how to make the scam phone calls stop. Perhaps someone has stolen your credit card number. Or you've been a victim of identity theft. Even if you haven't yet been the target of a crime, con artists are always out there, waiting for the right moment to steal your information, your money, and your life. As one of the world's most respected authorities on the subjects of fraud, forgery, and cyber security, Frank Abagnale knows how scammers work. In his latest work, Scam Me If You Can , he reveals the latest tricks that today's scammers, hackers, and con artists use to steal your money and personal information, often online and over the phone. Using plain language and vivid examples, Abagnale reveals hundreds of tips, including: • The best way to protect your phone from being hacked • The only time you should ever use a debit card • The one type of photo you should never post on social media • The only conditions under which you should use WiFi networks at the airport • The safest way to use an ATM With his simple but counterintuitive rules, Abagnale also makes use of his insider intel to paint a picture of cybercrimes that haven't become widespread yet. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 18, 2019
Interest Rate Cut on CBS This Morning
Federal Reserve Bank leaders, working to prevent an economic slowdown, began two days of meetings on Tuesday. Economists predict they will announce an interest rate cut of 25 basis points, or a quarter of a percent. It would be the second cut this year. I joined CBS This Morning to discuss how this could affect your bottom line. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 17, 2019
Do I Own Too Much Company Stock?
Is there such a thing as owning too much company stock? And if so, what's the magic number? That's the question from Jennifer in Michigan. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 12, 2019
100 Side Hustles
Best-selling author Chris Guillebeau is back on the show to talk about his most recent book, 100 Side Hustles: Unexpected Ideas for Making Extra Money Without Quitting Your Day Job . In his latest book, Guillebeau features 100 stories of regular people launching successful side businesses that almost anyone can do. This unique guide features the startup stories of regular people launching side businesses that almost anyone can do: an urban tour guide, an artist inspired by maps, a travel site founder, an ice pop maker, a confetti photographer, a group of friends who sell hammocks to support local economies, and many more. Distilled from Guillebeau's popular Side Hustle School podcast , these case studies feature teachers, artists, coders, and even entire families who've found ways to create new sources of income. With insights, takeaways, and photography that reveals the human element behind the hustles, this playbook covers every important step of launching a side hustle, from identifying underserved markets to crafting unique products and services that spring from your passions. You may soon find yourself joining the ranks of these innovative entrepreneurs, making money on the side while living your best life. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 10, 2019
What to Do With Extra Money
You've got some extra money in the bank so what should you do with it? Pay down the student loans? Pay down the mortgage? Or invest it in a brokerage account? That's the scenario with Mike from Illinois on the latest bonus call. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 5, 2019
How to Quit Like a Millionaire
Quit Like a Millionaire: No Gimmicks, Luck, or Trust Fund Required , is a no-nonsense free guide to growing your wealth, retiring early, and living life on your own terms. Kristy Shen and Bryce Leung retired with a million dollars in their early 30s, and did it without hitting a home run on the stock market, starting the next Snapchat in a garage, or investing in hot real estate. Learn how to cut down on spending without decreasing your quality of life, build a million-dollar portfolio, fortify your investments to survive bear markets and black-swan events, and use the 4 percent rule and the Yield Shield, so you can quit the rat race forever. Not everyone can become an entrepreneur or a real estate baron; the rest of us need the mathematically proven approach to retire decades before 65. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Sep 3, 2019
15 or 30 Year Mortgage?
A 15 or 30 year mortgage? That's the question facing Ilana and her husband as she says 15 and he says 30. Who's leaning in the right direction? Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 29, 2019
How to Have Career Happiness
What happens if you’re not totally happy with your career? You have that never ending feeling that there “has to be something out there that’s better.” Is there hope that you can find meaningful and fulfilling work that also pays you well? Today’s guest, Scott Anthony Barlow , is here to tell you that it not only exists, but there’s a better way to get there. As the Founder and CEO of Happen to Your Career , Scott easily gets excited about careers and getting to the core of what is holding career-changers back and helping others find their unique strengths. It’s not an easy task, but as you’ll hear Scott discuss, the tools and roadmaps exist to help you figure out what creates fulfilling work for you and then make it happen. So if you’re feeling stuck in a rut, hopefully this episode gives you the kick in the rear to get things jumpstarted. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 27, 2019
Do I Need a Robo-Advisor?
Great chat on the latest call with Rose from North Carolina who's wondering if she and her husband should be using a robo-advisor or are they okay managing their finances on their own? Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 22, 2019
How to Win in a Winner-Take-All World
Every ambitious professional is trying to navigate a perilous global economy to do work that is lucrative and satisfying, but some find success while others struggle to get by. In an era of remarkable economic change, how should you navigate your career to increase your chances of landing not only on your feet, but ahead of those around you? In How to Win in a Winner-Take-All World , Neil Irwin , senior economic correspondent at the New York Times , delivers the essential guide to being successful in today’s economy when the very notion of the “job” is shifting and the corporate landscape has become dominated by global firms. Irwin shows that the route to success lies in cultivating the ability to bring multiple specialties together, to become a “glue person” who can ensure people with radically different technical skills work together effectively, and how a winding career path makes you better prepared for today's fast-changing world. Using insights from global giants like Microsoft, Walmart, and Goldman Sachs, and from smaller lesser known organizations, How to Win in a Winner-Take-All World illuminates what it really takes to be on top in this world of technological complexity and global competition. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 20, 2019
Saving for Flexibility
It seems like this year has been all about the FIRE movement: Financial Independence, Retire Early. But the more I hear about it, the more I realize that it's not so much about retiring early as it is about having options down the road. That's the case this week with Stacy from Indiana who is socking away a ton of money in order to have options. Where should she be putting her savings? Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 16, 2019
Stocks Plunge, What You Should Be Doing
Americans saw a big chunk of their stock market savings disappear on Wednesday over fears of an economic recession. During a week like this, what should you be doing? What shouldn't you be doing? That's what this quick episode is all about. Keep calm and carry on! Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 15, 2019
Having the Money Talk with Your Parents
As your parents age, you may find that you want or need to broach the often-difficult subject of finances. In Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances , personal finance journalist Cameron Huddleston lays out the best ways to approach this issue, along with a wealth of financial and legal information that will help you help your parents into and through their golden years. Sometimes parents are reluctant to address money matters with their adult children, and topics such as long-term care, retirement savings (or lack thereof), and end-of-life planning can be particularly touchy. In this book, you’ll hear from others in similar positions who have successfully had “the talk” with their parents, and you’ll read about a variety of conversation strategies that can make talking finances more comfortable and more productive.Learn conversation starters and strategies to open the lines of communication about your parents’ financesDiscover the essential financial and legal information you should gather from your parents to be prepared for the futureGain insight from others’ stories of successfully talking money with aging parentsGather the courage, hope, and motivation you need to broach difficult subjects such as care facilities and end-of-life plans Although talking money with your parents can be hard, you aren’t alone, and this book will guide you through the process of having fruitful financial conversations that lead to meaningful action. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 13, 2019
How to Save for Retirement?
Today we're talking to Jed from South Dakota who is new to the investing world and trying to figure out how to make up for lost time. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 9, 2019
Stocks Plunge Amid Trade War on CBS This Morning
The trade battle between the U.S. and China rocked stock markets around the world earlier in the week. Major indexes lost nearly 3% or more and the Treasury Department is now labeling China as a currency manipulator. I joined CBS This Morning with more on what that means for your money. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 8, 2019
Fiscal Therapy
Keeping the economy strong will require addressing two distinct but related problems. Steadily rising federal debt makes it harder to grow our economy, boost our living standards, respond to wars or recessions, address social needs, and maintain our role as a global leader. At the same time, we have let critical investments lag and left many people behind even as overall prosperity has grown. Our latest guest, William Gale , is a leading authority on how federal tax and budget policy affects the economy, and in his latest book, Fiscal Therapy: Curing America's Debt Addiction and Investing in the Future , Gale provides a direct discussion of the challenges posed by the imbalances between spending and revenue. America is facing a gradual decline as debt accumulates and delay raises the costs of action. But there is hope: fiscal responsibility aligns with both conservative and liberal goals and citizens of all stripes can support the notion of making life better for our children and grandchildren. We face significant fiscal challenges but, if we are wise enough to seize our opportunities, perhaps we can strengthen our economy, increase opportunity, reduce inequality, and build better lives for our children and grandchildren. We do not have to kill popular programs or starve government. As the book discusses, one main goal of fiscal reform is to maintain the vital functions that government provides. To act responsibly, pay for the government we want, and shape that government in ways that serve us best. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 6, 2019
Should We Be Saving for College?
Great conversation on this episode with Jenny from Washington state who is wondering if she and her husband should be putting aside any college money for their baby son. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 2, 2019
Impact of Rate Cut on CBS This Morning
The cost of borrowing is coming down. For the first time since the 2008 financial crisis, the Federal Reserve cut interest rates. The central bank lowered the benchmark federal funds rate by a quarter percentage point Wednesday. The decision could make it easier for consumers to borrow money, on everything from credit cards to car loans. I joined CBS This Morning with a look at what the decision means for your wallet. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Aug 1, 2019
Applied Empathy
Our latest guest, Michael Ventura, entrepreneur and CEO of award-winning strategy and design practice Sub Rosa , shares how empathy, the ability to see the world through someone else’s eyes, could be what your business needs to innovate, connect, and grow. Having built his career working with iconic brands and institutions such as General Electric, Google, Nike, and Warby Parker, Ventura offers entrepreneurs and executives a way forward with his recently released book, Applied Empathy: The New Language of Leadership . Applied Empathy presents real strategies, based on Sub Rosa’s design work and the popular class Ventura and his team have taught at Princeton University, on how to make lasting connections and evolve your business internally as well as externally. For leaders of all levels, this book lays the foundation to establish a diverse, inventive, and driven team that can meet the challenges of today’s ever-evolving marketplace. If you want to connect to the people you work with and for, you first have to understand them. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 30, 2019
What Should the Priority Be?
If you're saving for retirement, establishing an emergency reserve, and trying to pay off student loans, what should the priority be? Should you be doing all three at once? That's what Ryan from Philadelphia wanted to know. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 26, 2019
Equifax Settlement on CBS This Morning
After a huge data breach in 2017, credit monitoring agency Equifax agreed to pay out $700 million, up to $425 million of which would establish a fund to compensate consumers. About 147 million people, nearly half of the country’s population, had their personal and financial information exposed. Equifax admits “no wrongdoing,” and a federal court still needs to sign off on the settlement. I joined CBS This Morning to discuss how you can find out if you’re eligible for a payment. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 25, 2019
Credit Scores 101
This week on the show we’re taking you to credit score boot camp with credit guru Gerri Detweiler. Helping consumers find reliable answers to their credit questions has been the theme of Detweiler’s work for the past 20+ years. Currently Head of Market Education for Nav , she helps individuals and business owners navigate the confusing world of consumer and small business credit. As an expert on credit issues, she has been interviewed for more than 3,000 news interviews including The Today Show, Dateline NBC, The New York Times, USA Today and Reader's Digest. She has also testified before Congress. Nearly two years after credit monitoring company Equifax announced that a “Cybersecurity Incident” had exposed personal information of 147 million Americans, it will pay at least $575 million, and potentially up to $700 million, to end a federal, state, and consumer claims against it. With breaches like Equifax happening on a seemingly regular basis, it’s more important than ever to keep a close eye on your credit score. And don’t forget to review your credit report every 12 months at AnnualCreditReport.com . If you find an error, report it immediately and stay on top of the process, as a lower score will cost you more to borrow. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 23, 2019
How to Pay for College?
It's the million dollar question: How on earth are we going to pay for college? That's the dilemma facing Camelia in Colorado as her son prepares to leave for school in August. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 20, 2019
Credit Scores on CBS This Morning
A recent creditcards.com survey found that a large majority of Americans with debt would not be willing to cut spending on either leisure travel or clothing and shoes by 50%. I joined CBS This Morning to discuss how these choices can impact your credit. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 18, 2019
Why Generalists Triumph in a Specialized World
Plenty of experts argue that anyone who wants to develop a skill, play an instrument, or lead their field should start early, focus intensely, and rack up as many hours of deliberate practice as possible. If you dabble or delay, you’ll never catch up to the people who got a head start. But a closer look at research on the world’s top performers, from professional athletes to Nobel laureates, shows that early specialization is the exception, not the rule. Today’s guest, David Epstein , uses his latest book, Range: Why Generalists Triumph in a Specialized World , to examine the world’s most successful athletes, artists, musicians, inventors, forecasters and scientists. He discovered that in most fields, especially those that are complex and unpredictable, generalists, not specialists, are primed to excel. Generalists often find their path late, and they juggle many interests rather than focusing on one. They’re also more creative, more agile, and able to make connections their more specialized peers can’t see. Range makes a compelling case for actively cultivating inefficiency. Failing a test is the best way to learn. Frequent quitters end up with the most fulfilling careers. The most impactful inventors cross domains rather than deepening their knowledge in a single area. As experts silo themselves further while computers master more of the skills once reserved for highly focused humans, people who think broadly and embrace diverse experiences and perspectives will increasingly thrive. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 16, 2019
Roth IRA or 403(b)
Having options is a good thing, especially when it comes to your investments. That's what prompted Lauren from New York City to reach out. Should she be contributing to her 403(b) or her Roth IRA? Or should she be using a regular brokerage account? Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 12, 2019
Student Loan Scams on CBS This Morning
In this week's Eye On Money, the focus is on the growing number of student loan scams. As many families deal with college financing this summer, the Better Business Bureau reports an increase in fraudulent texts, emails and voicemails about loans. I joined CBS This Morning with what families need to know to avoid these scams. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 11, 2019
Marriage and Money
Our latest guest, Belinda Luscombe, would rather have had her eyes put out than read a book about marriage; they all seemed full of advice that was obvious, useless, or bad. Plus they were boring. But after covering the relationship beat for Time magazine for ten years, she realized there was a surprisingly upbeat and little-known story to tell about the benefits of staying together for the long haul. Hence her recently released book, Marriageology: The Art and Science of Staying Together . Casting a witty, candid, and probing eye on the latest behavioral science, Luscombe has written a fresh and persuasive report on the state of our unions, how they’ve changed from those of our parents’ era, and what those changes mean for the happiness of this most intimate and important of our relationships. In Marriageology Luscombe examines the six major fault lines that can fracture contemporary marriages, also known as the F-words: familiarity, fighting, finances, family, fooling around, and finding help. She presents facts, debunks myths, and provides a fascinating mix of research, anecdotes, and wisdom from a wide range of approaches, from how properly dividing up chores can result in a better sex life to the benefits of fighting with your spouse to whether or not to tell your partner that you lost $70,000. (The last one is from firsthand experience.) Marriageology offers simple, actionable, maybe even borderline fun techniques and tips to try, whether the relationship in question is about to conk out or just needs a little grease and an oil change. The best news of all is that sticking together is easier than it looks. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 9, 2019
Do I Need a Life Insurance Retirement Plan?
Yet another call from a listener who's being pitched an insurance product as an additional tool for retirement. This time it's Avi in California asking about a LIRP, a life insurance retirement plan. Does he need it? Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 4, 2019
The Frugal Traveler
The summer travel season is officially upon us which means millions of Americans will be hitting the roads and taking to the skies to enjoy their long awaited vacations. Whether you want to hit the beach, blaze a trail off the beaten path or explore one of the major tourist destinations, there’s a smart way to do it. That’s where Seth Kugel , our latest guest, enters the picture. With many credits under his belt, including the Frugal Traveler columnist for the New York Times, and author of Rediscovering Travel: A Guide for the Globally Curious , Seth is full of tips and suggestions to help you get the most out of your latest travel experience. Where to go? Where not to go? Drive, train or fly? From Brazil and Prague to India and Italy, we circle the globe with Seth and provide you with useful tips to easily reach your destination, with a few bucks left in your pocket. For the tight-belted tourist and the first-class flyer, the eager student and the comfort-seeking retiree, Seth Kugel is all about showing how we too can rediscover the joy of discovery. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jul 2, 2019
Is My Planner Charging Me Too Much?
Is my planner charging me too much in fees? Can I get the same service, or better, for less? Can I do it on my own? These are the questions we get on a weekly basis, with the latest one coming from Troy. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 27, 2019
Consumer Reports Car Buying 101
If you live in a big city, it can be easy to forget what it’s like to depend on a car. Urbanites tend to walk, take the subway or bus, ride a bicycle, or hop in a cab to get virtually everywhere. But I grew up in the suburbs and know the vast majority of you listening to this podcast have a deep, personal relationship with your car. After all, next to your home, your car is one of the biggest assets you’ll purchase in life, which is why you are likely to have a ton of questions that need to be answered. Where does one turn to learn the best car buying tips? Maybe you have used the Consumer Reports Annual Auto Issue ? Today we go one better with Mike Quincy, Automotive Specialist at Consumer Reports . Mike may have the coolest job in the world. He gets to race, I mean drive, basically every car imaginable around a test track and then write the reviews you read, a dream job for a total car geek. With almost 30 years under his belt, Mike has the answers to the most-frequently asked car questions: Buy or lease?Sedan or SUV?Do I need to buy the extended warranty?Which manufacturers should I avoid?We also discussed the reliability of high end vehicles like Mercedes and BMW and what the future holds for autonomous cars. So as you hit the road this summer and fantasize about a new set of wheels, this episode is a must listen before you walk into that dealership. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 25, 2019
Am I Paying Too Much in Fees?
There's really no reason whatsoever nowadays why you should be paying a lot of money in fees for financial advice. And that's a good thing. It's also a good thing when you get a feeling in your gut that somebody is being a bit of a greedy pig. That's the feeling that Cathy from Pennsylvania recently experienced. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 21, 2019
Marriage and Money on CBS This Morning
According to the planning website The Knot, couples spent an average of nearly $34,000 on their wedding last year. And while 80 percent of couples say they set a budget, 45 percent report going over it. I joined CBS This Morning to share tips on how to plan a wedding without breaking the bank, and how to prepare for a sound financial future. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 20, 2019
Put Spark and Joy into Your Work and Life
"You don't have to turn into a corporate drone to kick ass in the working world," says our latest guest, Tania Katan , author of Creative Trespassing: How to Put the Spark and Joy Back into Your Work and Life . After more than ten years of smuggling creativity into the business sector without getting busted, Katan is here to tell you that any task or pursuit can be a creative one. You just need to be willing to defy conformity and be ready to conjure imagination anywhere, at any time. If you're feeling stuck in a dullsville job, a windowless cubicle, or an ill-fitting polyester work shirt, chin up! Katan has been there, too, and she's lived to tell the story. How? By choosing to stand out rather than fit in, to find her light, and to bask in it with all of her quirks and flaws. Whether you're an entrepreneur seeking new ways to innovate, a newbie trying to spice up routine entry-level work, a free spirit with a rich creative life outside the office looking to bring more of that magic into your job, Katan will show you how to transform monotony into novelty and become more energized in your work and in the world. Filled with stories of her own shenanigans, from organizing a wrestling match in the middle of an art museum to staging a corporate culture intervention via post-its, and lessons from the rule-breaking exploits of artists, change-makers, and totally legit business leaders alike, this book is an uninhibited guide to using creativity as fuel for a freer and more joyful life. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 18, 2019
Are We on Track for Retirement?
How do you know if you're on track for retirement? You reach out to the Jill on Money podcast! That's what Lisette from New York did. She wanted to check-in and take the temperature on whether or not she and her husband are moving in the right direction. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 14, 2019
FIRE Movement on CBS This Morning
In the latest installment of Eye On Money we are focusing on a fast-growing trend that focuses on saving aggressively to retire early. It's called F.I.R.E. and stands for "financial independence, retire early." The idea is to live a frugal life now, so you can take control of your financial future. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 13, 2019
aden + anais co-founder Raegan Moya-Jones
Our latest guest, Raegan Moya-Jones , never thought of herself as an entrepreneur. She was a full-time corporate cog in her thirties, with a family to help support. Sick of her micromanaging boss, she quietly started a company in the wee hours of the morning while her daughters were asleep, and once that side business, aden + anais, hit the $1 million mark in revenue, she quit to work on it full-time. The business now generates over $100 million a year in revenue. Out of it also came a book, What It Takes: How I Built a $100 Million Business Against the Odds , a tell-all and brutally honest tale that offers advice to entrepreneurs, especially women, about how to succeed despite all odds. It doesn’t take an MBA to be your own boss. If Moya-Jones, an outspoken Aussie and college drop-out, could build a business from the ground up, anyone can. Moya-Jones digs into topics most entrepreneurs shy away from, even the prickliest of things like mother guilt, butting heads with investors (or co-founders), and what to really do when you’re running out of money. There’s no magic formula to build a business, which also means you don’t have to look or act a certain way to be successful. This story will show the hopeful entrepreneur or career changer that she doesn't have to know it all. This story is about staying true to who you are, trusting your gut, and harnessing your unique talent. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 11, 2019
When to Take Social Security?
When should I take Social Security? A classic question in the personal finance world. It's not always a black and white answer as there's a variety of factors that should be considered. That's the discussion with Kevin from Minnesota. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 7, 2019
Retirement Planning Tips on CBS This Morning
A new Bankrate survey says 76 percent of Americans have at least one financial regret. Among those people, more than half are disappointed with their savings. I joined CBS This Morning with some tips on how to save for retirement. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 6, 2019
Brave, Not Perfect with Reshma Saujani
Imagine if you lived without the fear of not being good enough. If you didn't care how your life looked on Instagram, or worry about what total strangers thought of you. Imagine if you could let go of the guilt, and stop beating yourself up for tiny mistakes. What if, in every decision you faced, you took the bolder path? That’s the mission of our latest guest, Reshma Saujani , founder of Girls Who Code and author of Brave, Not Perfect: Fear Less, Fail More, and Live Bolder . Too many of us feel crushed under the weight of our own expectations. We run ourselves ragged trying to please everyone, all the time. We lose sleep ruminating about whether we may have offended someone, pass up opportunities that take us out of our comfort zones, and avoid rejection at all costs. There's a reason we act this way, Saujani says. “As girls, we were taught to play it safe. Well-meaning parents and teachers praised us for being quiet and polite, urged us to be careful so we didn't get hurt, and steered us to activities at which we could shine.” By choosing bravery over perfection, girls can find the power to claim their voice, to leave behind what makes them unhappy, and go for the things they genuinely, passionately want. In Brave, Not Perfect , Saujani shares powerful insights and practices to help us let go of our need for perfection and make bravery a lifelong habit. By being brave, not perfect, we can all become the authors of our biggest, boldest, and most joyful life. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Jun 4, 2019
Do I Need Whole Life Insurance?
If you're a regular listener you know that one of my pet peeves, maybe my #1 pet peeve, is when sales reps try to sell unnecessary products to their clients. Thankfully Bill from Buffalo has a good BS detector. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 31, 2019
Smart Housing Moves on CBS This Morning
Existing home sales in April were down 4.4 percent from a year ago, according to The National Association of Realtors, despite lower mortgage rates. I joined CBS This Morning to discuss how to know whether you're ready to buy a home and financial tips for first-time buyers. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 30, 2019
Nine Lies About Work
You crave feedback. Your organization's culture is the key to its success. Strategic planning is essential. Your competencies should be measured and your weaknesses shored up. Leadership is a thing. These may sound like basic truths of our work lives today. But actually, they're lies. As strengths guru and bestselling author Marcus Buckingham and Cisco Leadership and Team Intelligence head Ashley Goodall show in their recent book, Nine Lies About Work: A Freethinking Leader’s Guide to the Real World , there are some big lies, distortions and faulty assumptions that we encounter every time we show up for work. Nine lies, to be exact. They cause dysfunction and frustration, ultimately resulting in workplaces that are a pale shadow of what they could be. But there are those who can get past the lies and discover what's real. These freethinking leaders recognize the power and beauty of our individual uniqueness. They know that emergent patterns are more valuable than received wisdom and that evidence is more powerful than dogma. With engaging stories and analysis, the authors reveal the essential truths that such freethinking leaders will recognize immediately: that it is the strength and cohesiveness of your team, not your company's culture, that matter most; that we should focus less on top-down planning and more on giving our people reliable, real-time intelligence; that rather than trying to align people's goals we should strive to align people's sense of purpose and meaning; that people don't want constant feedback, they want helpful attention. This is the real world of work, as it is and as it should be. Nine Lies About Work reveals the few core truths that will help you show just how good you are to those who truly rely on you. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 28, 2019
How to Save for Retirement
I love getting calls from young listeners who are already thinking in terms of retirement. That's the case with Chris from Texas, who wanted to run his game plan by us. Is there anything that he and his wife should be doing differently as they invest for their future? Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 24, 2019
Degrees of Success on CBS This Morning
Almost two million Americans will graduate this year with a bachelor’s degree, but each student will have an average student loan debt of more than $33,000. I joined CBS This Morning to offer tips on what college grads and their families need to prioritize, and how it's "dangerous" for parents to dip into their own funds to help their kids pay down debt. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 23, 2019
Her Money with Jean Chatzky
Ask successful women what they want from their money and they'll tell you: independence, security, choices, a better world, and, oh yes, way less stress, not just for themselves but for their kids, partners, parents, and friends. That’s the gist of my conversation with Jean Chatzky , Financial Editor at the Today Show and host of the HerMoney podcast. In her latest book, Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve , Chatzky helps you get paid what you're worth, build secure relationships, and make your money last. Through a series of HerMoney Happy Hour discussions and one-on-one conversations, Chatzky gets women to open up about the one topic we still never talk about. Then she flips the script and charts a pathway to this joyful, purpose-filled life that today's women not only want, but also have the resources to afford. Readers will learn to:Explore their relationships with moneyTake control of their moneyUse their money to create the lives they want Women With Money shows readers how to wrap their hands around tactical solutions to get paid what they deserve, become inspired to start businesses, invest for tomorrow, make their money last, and then use that money to foster secure relationships, raise independent and confident children, send those kids to college, care for their aging parents, leave a legacy, and help to bring them joy. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 21, 2019
Do I Need This Insurance Policy?
Permanent life insurance can be a valuable tool in the financial planning process. But what if you have a policy and you're pretty sure you don't need it? You're young, no kids, etc. Should you surrender it? That's the discussion with Jess from Florida. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 16, 2019
Coaching for Leaders
Today on the show I’m joined by Dave Stachowiak , a long distance friend of mine (we still haven’t met in person!) and host of the popular Coaching for Leaders podcast, a show aimed at helping you discover leadership wisdom through insightful conversations. The workplace landscape is full of people wondering: What am I supposed to do to create a vision for my team?How do I get better feedback from my stakeholders?Where do I start in holding a difficult employee accountable?When's the right time to make the next move in my career?How can I successfully manage my former peers? If that describes you, there is hope, as it's a myth that leadership skills can't be learned. Almost nobody is a born leader. Most leaders learn how to lead through the school of hard knocks, good training, years of hard work, effective coaching, and great mentors. It’s no surprise that the most effective leaders have always known that investing in their leadership skills will pay off, big time. That's why many leaders have invested in coaching, executive MBA programs, and conferences. We all have the potential. Anyone can learn to lead teams, companies, non-profits, and especially their own family. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 14, 2019
Buy or Rent?
I'm all for owning real estate, but it's not something that makes sense in every situation. That's the discussion with Christine from New York, who with nearly $200,000 in the bank, is trying to decide if it makes sense to finally buy a home instead of being a renter. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 9, 2019
New Power with Henry Timms
Why do some leap ahead while others fall behind in our chaotic, connected age? Henry Timms , the new CEO of Lincoln Center and co-author of New Power: How Power Works in Our Hyperconnected World--and How to Make It Work for You , joins us to explain. From the rise of mega-platforms like Facebook and Uber to the unexpected emergence of movements like #MeToo, the book touches on a variety of examples and reveals what's really behind them: the rise of "new power." For most of human history, the rules of power were clear: power was something to be seized and then jealously guarded. This "old power" was out of reach for the vast majority of people. But our ubiquitous connectivity makes possible a different kind of power. "New power" is made by many. It is open, participatory, and peer-driven. The battle between old and new power is determining who governs us, how we work, and even how we think and feel. New Power shines fresh light on the cultural phenomena of our day, from #BlackLivesMatter to the Ice Bucket Challenge to Airbnb, uncovering the new power forces that made them huge. In an era increasingly shaped by new power, this book offers us a new way to understand the world, and our role in it. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 7, 2019
Do I Need Life Insurance
So often you'll hear me recommend basic term life insurance. It's almost always the right call when there's a need for basic, cheap insurance. But what happens when the term is about to end? Do you still need the coverage? Should you renew? That's the discussion with Greg from Minnesota. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
May 2, 2019
Financial Literacy
April might have been financial literacy month, but we celebrate financial literacy all year round on the Jill on Money podcast. To help us break down the ABCs of financial literacy, we’re joined by Nan Morrison , President and Chief Executive Officer of the Council for Economic Education . The Council for Economic Education’s mission is to teach K-12 students about economics and personal finance. The goal is to reach and teach every child in every district and school so that they can make better decisions for themselves, their families and their communities. The global economy has become so complex that the gap between what people know about economics and personal finance, and what they need to know, is widening every day. Americans are increasingly responsible for their financial future; yet an alarming number lack even basic economic awareness. Only 43% of 12th grade students tested at or above proficient on the most recent National Assessment of Educational Progress economics assessment, and American teenagers fall in the middle of the pack globally in financial literacy. Many parents are ill-equipped to instruct their children in economics and personal finance, and teachers, too, are often unprepared to impart this essential knowledge. That’s why more than ever we need to be passionate about educating young people about an economy they will work in, benefit from, and ultimately, inherit. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 30, 2019
How to Invest Surplus Cash
Due to a variety of IRS rules and regulations, it's not always possible to max out your workplace retirement plan, even if you have the cashflow to do it. That's what happened to Joe from Texas. So what should you do in such a situation? Here's a hint...all is not lost! Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 25, 2019
Simpler, Smarter Student Loans
On the latest episode we’ve got David Klein and Kelly Peeler from CommonBond , a company that positions itself as a place for simpler, smarter student loans for a brighter future. While taking out loans for business school, co-founder David found himself asking a lot of questions: Why is the process so confusing? Why is the customer service so bad? Why are the interest rates so high? Isn’t there a better way for people to borrow for school? Turns out he wasn’t alone as figures now show that students in the U.S. are struggling to pay down over $1.5 trillion in debt. CommonBond was founded in 2012 to help relieve that burden, and since then have funded over $2.5 billion in better student loans. Their approach is no big secret: lower rates, simpler options, and a world class experience, all built to support you throughout your student loan journey. Kelly and David firmly believe that student loans should be for fulfilling your dreams, not emptying your bank account. They’re helping you get there by lowering the cost of school and simplifying the process with no more stressful applications or being treated like an account number. Have a money question? Email me here . Please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 23, 2019
How Much Do I Need for Retirement
How much does one need saved for a comfortable retirement? You'll often hear 1x your salary by 30, 3x by 40, etc. Are these rules of thumb reliable? Or is each individual case different? That's the discussion with Sam from California who is wondering if he'll ever have enough saved. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 18, 2019
Broke Millennial Takes On Investing
Millennials want to learn how to start investing. The problem is that most have no idea where to begin. There's a significant lack of information out there catering to the concerns of new millennial investors, such as:Should I invest while paying down student loans?How do I invest in a socially responsible way?What about robo-advisors and apps, are any of them any good?Where can I look online for investment advice? That’s why we’re happy to have Erin Lowry back on the show to discuss her latest book, Broke Millennial Takes On Investing: A Beginner's Guide to Leveling Up Your Money . In this second book in the Broke Millennial series, Lowry answers those questions and delivers all of the investment basics in one easy-to-digest package. Tackling topics ranging from common terminology to how to handle your anxiety to retirement savings and even how to actually buy and sell a stock, this hands-on guide will help any investment newbie become a confident player in the market on their way to building wealth. Have a money question? Email me here . Please leave a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 16, 2019
How to Preserve Our Assets
You've done a great job of saving and are now retired. All is good, right? Except if you're worried about preserving your assets. That's the conversation with Leath from North Carolina. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 12, 2019
Last-Minute Tax Tips on CBS This Morning
There is less than a week left for many people to meet the April 15 deadline. Massachusetts and Maine residents have until the 17th. The IRS reports the number of returns is down 1.4% compared with this time last year. The average refund dropped $20 to just under $2,900. I joined CBS This Morning to discuss what last-minute filers need to know. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 11, 2019
The Making of a Manager with Julie Zhuo
Congratulations, you're a manager! After you pop the champagne, accept the shiny new title, and step into this thrilling next chapter of your career, the truth descends like a fog: you don't really know what you're doing. That's exactly how our latest guest, Julie Zhuo , felt when she became a rookie manager at the age of 25. It’s also why she felt compelled to write her first book, The Making of a Manager: What to Do When Everyone Looks to You . She stared at a long list of logistics, from hiring to firing, from meeting to messaging, from planning to pitching, and faced a thousand questions and uncertainties. How was she supposed to spin teamwork into value? What was the secret to leading with confidence in new and unexpected situations? Now, having managed dozens of teams spanning tens to hundreds of people, Julie knows the most important lesson of all: great managers are made, not born. If you care enough to be reading this, then you care enough to be a great manager. The Making of a Manager is a modern field guide packed everyday examples and transformative insights, including: * How to tell a great manager from an average manager * When you should look past an awkward interview and hire someone anyway * How to build trust with your reports through not being a boss * Where to look when you lose faith and lack the answers Whether you're new to the job, a veteran leader, or looking to be promoted, this is the handbook you need to be the kind of manager you wish you had. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 9, 2019
Are We Treading Water?
Even if you're in good financial shape, it's not uncommon to feel like you're treading water. In fact, I think it's quite natural to feel that way, so I definitely don't think Lisa from Minnesota is on her own as she tries to navigate the emotional rollercoaster. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Apr 4, 2019
How to Reinvent Your Organization
When fast-scaling startups and global organizations get stuck, they call our latest guest, Aaron Dignan . In his recently released book, Brave New Work: Are You Ready to Reinvent Your Organization? , Dignan reveals his proven approach for eliminating red tape, dissolving bureaucracy, and doing the best work of your life. He’s found that nearly everyone, from Wall Street to Silicon Valley, points to the same frustrations: lack of trust, bottlenecks in decision making, siloed functions and teams, meeting and email overload, tiresome budgeting, short-term thinking, and more. Is there any hope for a solution? Haven’t countless business gurus promised the answer, yet changed almost nothing about the way we work? That’s because we fail to recognize that organizations aren’t machines to be predicted and controlled. They’re complex human systems full of potential waiting to be released. Dignan says you can’t fix a team, department, or organization by tinkering around the edges. Over the years, he has helped his clients completely reinvent their operating systems, the fundamental principles and practices that shape their culture, with extraordinary success. In Brave New Work you’ll learn exactly how organizations are inventing a smarter, healthier, and more effective way to work. Not through top down mandates, but through a groundswell of autonomy, trust, and transparency. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Apr 2, 2019
What's the Next Financial Step?
What should the priority be in regards to our personal finance game-plan? Should we be focusing on one thing specifically or doing a little bit of everything? That's the discussion on the latest call of the week with Joe from Minnesota. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "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
Mar 28, 2019
Work and Its Future in a Time of Change
Since 1973, our productivity has grown almost six times faster than our wages. Most of us rank so far below the top earners in the country that the "winners" might as well inhabit another planet. But work is about much more than earning a living. Work gives us our identity, and a sense of purpose and place in this world. And yet, work as we know it is under siege. Joining us today to discuss is Ellen Ruppel Shell , author of The Job: Work and Its Future in a Time of Radical Change . Through exhaustive reporting and keen analysis, The Job reveals the startling truths and unveils the pervasive myths that have colored our thinking on one of the most urgent issues of our day: how to build good work in a globalized and digitalized world where middle class jobs seem to be slipping away. Traveling from deep in Appalachia to the heart of the Midwestern rust belt, from a struggling custom clothing maker in Massachusetts to a thriving co-working center in Minnesota, Shell presents evidence from a wide range of disciplines to show how our educational system, our politics, and our very sense of self have been held captive to and distorted by outdated notions of what it means to get and keep a good job. Work, in all its richness, complexity, rewards and pain, is essential for people to flourish. Ellen Ruppel Shell paints a compelling portrait of where we stand today, and points to a promising and hopeful way forward. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Mar 26, 2019
How to Invest Extra Money
While it's true that interest rates for savings accounts and CDs are on the way up, that doesn't necessarily mean it's a good excuse to keep 200k sitting in the bank. That's the discussion with Jackie on the latest call of the week. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Mar 21, 2019
How America Works
The February jobs report was a mixed bag. Let’s get the bad news out of the way: the economy added only 20,000 positions, the smallest gain since September 2017. The number was much lower than last year’s average monthly amount of 223,000 and far below expectations for 190,000. What explains the drop? There is no single answer, but here to help us break it down is Chip Cutter , a reporter at the Wall Street Journal who recently worked on a story called, How America Works: Inside the Hottest Job Market in Half a Century . Some possible culprits include a statistical anomaly, exaggerated by seasonal oddities that are unlikely to persist; spooked employers, who sat on their hands as growth slowed in the beginning of the year amid the government shutdown; bad weather, which hurt construction and maybe just a weird one-off, much in the same way that the huge January number may have also been an outlier. In fact, if we take the first two months of the year, job creation averaged about 165,000, an amount that would be consistent with a slowing economy in Q1. However, there was also good news. Average hourly earnings increased by 3.4 percent from a year ago, the best annual gain in almost a decade (April 2009). Additionally, the headline unemployment rate returned to 3.8 percent, which is where it was before the government shutdown. Finally, the broad measure of unemployment (aka “U-6”, which includes unemployed; discouraged and marginally attached workers; and those who are working part-time, but seek full time) declined to 7.3 percent from 8.1 percent, its lowest point since December 2000. These numbers seem to indicate that the labor market may be slowing this year, but it is still relatively tight and healthy. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Mar 19, 2019
Can I Retire Early?
On the latest call of the week we're chatting with Russ, who wants to know if he's in a good position to retire early and what are some of the warning signs he should be looking for in case things don't go as planned. When you're thinking about early retirement you really want to make sure you have all your ducks in a row. A great call. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Mar 14, 2019
Tax Season Tips with Ed Slott
With tax season in full swing, it can only mean one thing. It’s time for our annual chat with Ed Slott , the ultimate tax guru, and founder of IRA Help . Here is your tax season boot camp for the first tax year of the Tax Cuts and Jobs Act (TCJA) . Itemized vs. Standard Deduction: Every taxpayer needs to determine whether it makes sense to claim one of these two deductions, both of which reduce the amount of income subject to tax. TCJA nearly doubled the Standard Deduction to $12,000 for Single and Married Filing Separately, $24,000 for Married Filing Jointly and $18,000 for Head of Household. A couple of caveats on itemized deductions: Your total deduction for state and local income, sales and property taxes is limited to a combined, total deduction of $10,000 ($5,000 if Married Filing Separate). Any state and local taxes you paid above this amount cannot be deducted. The deduction for home mortgage and home equity interest was modified. It is now limited to interest you paid on a loan secured by your main home or second home that you used to buy, build, or substantially improve your main home or second home. So if you used a home equity loan or line of credit to pay off another debt, like a credit card or student loan, it would not be deductible. There is a new dollar limit on total qualified residence loan balances. If your loan was originated or treated as originating on or before Dec. 15, 2017, you may deduct interest on up to $1,000,000 ($500,000 if you are married filing separately) in qualifying debt. If your loan originated after that date, you may only deduct interest on up to $750,000 ($375,000 if you are married filing separately) in qualifying debt. Deduction for alimony is eliminated for agreements executed after December 31, 2018, or for any divorce or separation agreement executed on or before December 31, 2018, and modified after that date. In conjunction with this change, alimony and separate maintenance payments are no longer included in income based on these dates. Claim Credits: Now that personal exemptions have been eliminated, credits are even more important. The Child Tax Credit has increased to a maximum of $2,000 per qualifying child under the age of 17. Up to $1,400 of the credit can be refundable for each qualifying child as the additional child tax credit. In addition, the income threshold at which the child tax credit begins to phase out increased to $200,000, or $400,000 if married filing jointly. There are two different education credits available: the American Opportunity Tax Credit (formerly Hope Credit), which is partially refundable, and the Lifetime Learning Credit. Both may apply to expenses you pay for yourself, your spouse and any dependents.Have a money question? Have a money question? Email me here . 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
Mar 12, 2019
Help! My Student Loans Are Killing Me
Drowning in student loans can make life difficult when you're trying to make it in the real world. That's the situation with Linda from the Bay Area, who desperately wants to buy a house and start a family. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Mar 7, 2019
Taking on the World and Winning
When you’re interviewing people on a regular basis, sometimes there’s an instant connection. It happened when I met Chris Guillebeau and it happened when I met Sam Conniff Allende , author of Be More Pirate: Or How to Take on the World and Win . It was like reconnecting with a long-lost friend, which of course made for a very fun chat. In his tiny, sleek, little book, Conniff Allende unveils the innovative strategies of Golden Age pirates, drawing parallels between the tactics and teachings of legends like Henry Morgan and Blackbeard with modern rebels, like Elon Musk, Malala, and Banksy. Featuring takeaway sections and a guide to building your own pirate code 2.0, Be More Pirate will show you how to leave your mark on the 21st century. 1. Rebel — Draw strength by standing up to the status quo. 2. Rewrite — Bend, break, but most importantly, rewrite the rules. 3. Reorganize — Collaborate to achieve scale, rather than growth. 4. Redistribute — Fight for fairness, share power, and make an enemy of exploitation. 5. Retell — Weaponize your story, then tell the hell out of it. Whatever your ambitions, ideas and challenges, Be More Pirate will help change the way you live, think, and work today, and tomorrow. So what are you waiting for? Join the rebellion. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Mar 5, 2019
Is It Okay to Invest My Emergency Fund?
You guys always hear me talking about how it's crucial to have an adequate emergency reserve for those unforeseen things that just seem to pop up. But where should it be kept? Is it okay to invest it? That's the discussion with Andrew from Atlanta on the latest episode. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 28, 2019
Should You Fire Your Male Broker?
Who's a better financial planner, a man or a woman? That was the gist of the story when today’s guest, Blair duQuesnay , penned an op-ed in the New York Times. I’m guessing she didn’t think it would go viral. Welp, it did. Consider Firing Your Male Broker took off like gangbusters with reaction coming down on both sides of the aisle. What follows is from Blair’s blog, The Belle Curve , and it explains why exactly there was so much reaction: Some criticized the use of the term broker, which applies only to registered representatives of brokerage firms, commissioned sales agents. Those of us who work for independent RIA firms are advisers who adhere to a fiduciary standard. That is a different and equally important topic for an NYT op-ed. Maybe they will let me write it. Bottom line, the investing public uses the words broker/advisor/adviser interchangeably. They do not know the difference, and the article met them where they are. Other criticism revolved around the use of research on investment performance to justify the argument. In my mind, the research was not central to the thesis there should be more women advisors. Barber and Odean found that among individual investors, women outperformed men because the traded less often and incurred less trading costs. That information is fascinating and led to additional work on the affect of overconfidence on investment performance. It is not the sole basis of my argument, merely additional ammunition. Less than 20% of financial advisors are women, a statistic that has not changed in the 15 years I have been here. It’s about time for more. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 26, 2019
Dumb Things Smart People Do with Their Money
The latest bonus episode calls for a bit a shameless self-promotion :) If you agonize about money, you're not alone. Almost seven out of 10 Americans said finances are a "significant" source of stress in a recent survey. My very first book, “The Dumb Things Smart People Do with Their Money,” may provide some solutions. I joined CBS This Morning to discuss some of the ways people can right their financial wrongs. Here's the clip. Have a money question? Email us here . We love feedback so please subscribe and leave us a rating or review in Apple Podcasts ! Connect with me at these places for all my content: https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-... https://apple.co/2pmVi50 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
Feb 24, 2019
Love and Money
It’s February, time for a bonus episode on how to talk to your special someone(s) about money. That “s” is intentional, because we need to expand our financial conversations from our partner/spouse to all of our loved ones: the romantic ones, the kids and the parents. To help us navigate the process, we're joined by Benjamin Seaman , an active member of the New York City therapeutic clinical community. We touched on a variety of topics, including: Talking to a spouse/partner: You know that stress about money causes a lot of relationship issues. The conflicts usually occur because each of you arrived into adulthood with a different relationship with money. When I conducted research for my book, The Dumb Things Smart People Do with Their Money , I found that your family of origin shapes these feelings and habits, for the good and the bad. Keep that in mind as you talk to your partner about money and know that he or she may come from a dissimilar circumstance and also may be hardwired differently about finances. According to Seaman, before you start any dialogue about money, “you need to check yourself. Ask whether this conversation will bring you together or not.” If you are using it as an excuse to launch an interrogation, stop in your tracks because that is not going to serve anyone well. Talking to kids: In my book, I noted, “How you behave around money with your kids matters,” because you run the risk of saddling your kids with your own money issues.” And the conversations have to start early, because according to research from Cambridge University , money habits start to form by age 7. To help educate your kids, be careful to strike a balance between educating them so they can take responsibility for money but not overdoing it and conveying too much of a focus on money. Talking to aging parents: This is a tough one, because it requires that you balance being a responsible adult child without prying. Ideally, this is an ongoing conversation that begins when your folks are considering retirement and while they are still healthy. Seaman suggests breaking the ice by saying something like, “This is such a hard topic and it really scares me, which is why I have avoided it. But I want to make sure we are on the same page when it comes to your wishes.” Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 21, 2019
Digital Minimalism with Cal Newport
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 can have fun with friends and family without the obsessive urge to document the experience. They stay informed about the news of the day, but don't feel overwhelmed by it. 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 about our latest guest, Cal Newport , with us to talk about his latest book, Digital Minimalism: Choosing a Focused Life in a Noisy World . Now, Newport gives us a name for this quiet movement, and makes a persuasive case for its urgency in our tech-saturated world. Common sense tips, like turning off notifications, or occasional rituals like observing a digital sabbath, don't go far enough in helping us take back control of our technological lives, and attempts to unplug completely are complicated by the demands of family, friends and work. What we need instead is a thoughtful method to decide what tools to use, for what purposes, and under what conditions. Drawing on a diverse array of real-life examples, from Amish farmers to harried parents to Silicon Valley programmers, Newport identifies the common practices of digital minimalists and the ideas that underpin them. He shows how digital minimalists are rethinking their relationship to social media, rediscovering the pleasures of the offline world, and reconnecting with their inner selves through regular periods of solitude. Technology is intrinsically neither good nor bad. The key is using it to support your goals and values, rather than letting it use you. This book shows the way. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 19, 2019
Personal Finance Game Plan
What initially started as a call about buying a new car quickly turned into a financial planning game plan session with Katrina from Colorado. Do you have your game plan in place? If not, get in touch! Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 14, 2019
Financial Freedom with Grant Sabatier
Money is unlimited. Time is not. Become financially independent as fast as possible. In 2010, 24-year old Grant Sabatier woke up to find he had $2.26 in his bank account. Five years later, he had a net worth of over $1.25 million, and was known as "the Millennial Millionaire." By age 30, he had reached financial independence. Along the way he uncovered that most of the accepted wisdom about money, work, and retirement is either incorrect, incomplete, or so old-school it's obsolete. On the show to discuss his brand new book, Financial Freedom: A Proven Path to All the Money You Will Ever Need , Sabatier delivers a step-by-step path to make more money in less time, so you have more time for the things you love. The book challenges the accepted narrative of spending decades working a traditional 9 to 5 job, pinching pennies, and finally earning the right to retirement at age 65, and instead offers readers an alternative: forget everything you've ever learned about money so that you can actually live the life you want. Financial Freedom is not merely a laundry list of advice to follow to get rich quick, it's a practical roadmap to living life on one's own terms, as soon as possible. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 12, 2019
Selling to Pay Down Loans
When does it make sense to sell an asset to accelerate the student loan pay down process? What if you have a rental property out there while you're still trying to pay off some significant loans. Should you sell the house and wipe out the loans? That's the discussion on the latest call with Stephen. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 7, 2019
The Art and Science of Social Media with Cynthia Johnson
When it comes to the world of social media, I guess you could say that I see it as a necessary evil. While I do see the value in it, by no means have I perfected it. That said, there are people who dominate the social media landscape. They’re known as “influencers.” Today on the show we have one of the original influencers, Cynthia Johnson . With nearly two million Twitter followers, Johnson has become known as the go-to expert on all things branding when it comes to the various social media platforms. Hence the name of her newly released book, Platform: The Art and Science of Personal Branding . Platform is the why-to, how-to handbook for everyone who wants to develop and manage a personal brand. In Platform, Johnson explains the process of going from unknown to influencer by achieving personal proof, social proof, recognition, and association. Johnson herself went from an on-staff social media manager to social media influencer, entrepreneur, and marketing thought-leader in just three years using her process of accelerated brand development, continuous brand management, and strategic growth. If you’ve ever wondered how your favorite influencers found their voices and built their audiences, you will find the answers here and discover that the process is technical, creative, tactical, and much easier than they might have expected. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Feb 5, 2019
Are We Ready for Retirement
On the latest bonus call we've got Jeff from North Carolina who is looking to wind things down over the next 3-5 years. Considering they're in their mid 50s, are he and his wife in good shape or should they call an audible? Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jan 31, 2019
The CEO of Boxed and What Matters to Him
It’s only January but we already have an early candidate for interview of the year. His name is Chieh Huang , and he’s 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. As companies large and small define and redefine the American workplace, cultivating a mission-driven culture has taken hold among America’s most successful startups. This culture is not just about free snacks and nap rooms - it is about creating an environment where feedback is not just encouraged but actively sought by upper management. How do companies make this happen? What can you do in yours to cultivate a mission-driven culture? Chieh Huang has such a refreshing perspective when it comes to his employees that it’s hard not to be a fan. More companies need to follow his lead. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jan 29, 2019
FIRE Movement
I'm a big fan of the FIRE movement. In case you haven't heard, FIRE stands for "Financial Independence, Retire Early." Who wouldn't want that? Our latest caller, Jon, certainly does, and we talked about whether or not it's realistic given his situation. Have a money question? Email me here . We love feedback so please leave us a rating or review in Apple Podcasts . "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com . Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jan 24, 2019
The Importance of Timing with Daniel H. Pink
The Importance of Timing with Daniel H. Pink 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
Jan 22, 2019
Should I Do a Roth Conversion?
Does it make sense to do a Roth IRA conversion? 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
Jan 17, 2019
Leveraging Your Diversity at Work
The Guide for Leveraging Your Diversity at Work with Porter Braswell 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
Jan 15, 2019
Inherited Variable Annuity
What to do with an inherited variable annuity. 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
Jan 10, 2019
The Power of Pushback with Nigel Travis
The Power of Pushback with Nigel Travis, executive chairman and former CEO of Dunkin' Donuts and Baskin Robbins 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
Jan 8, 2019
Rent vs Buy
Rent vs Buy Calculator 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
Jan 4, 2019
Investor Panic Prevention Plan
Investor Panic Prevention Plan 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
Jan 3, 2019
Financial Resolutions for 2019
2019 is here, which means it’s time to jump into those financial resolutions. 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
Dec 31, 2018
Considering a Job Offer
Factors to consider when thinking about a new job. 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
Dec 27, 2018
Paying Off Student Loans
Listener questions about an inheritance and student loans 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
Dec 24, 2018
When to Sell Real Estate
Is there ever a perfect time to sell real estate? Is there such a thing as trying to time the market? That's the conversation on the latest bonus call with Gretchen from North Carolina. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Dec 20, 2018
Eliminate Risk and Lower Your Tax Bracket
There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. 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
Dec 18, 2018
Should I Do a Roth Conversion
Discussing whether or not it make sense to do a Roth IRA conversion. 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
Dec 13, 2018
Mastering the Market Cycle with Howard Marks
It’s always a treat when we have a real Wall Street legend in the studio, and that’s the case on the latest episode as we chat with Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side. As co-chairman and co-founder of Oaktree Capital Management, Howard Marks oversees a leading investment firm responsible for over $120 billion in assets. We all know markets rise and fall, but when should you pull out, and when should you stay in? The answer is never black or white, but is best reached through a keen understanding of the reasons behind the rhythm of cycles. Confidence about where we are in a cycle comes when you learn the patterns of ups and downs that influence not just economics, markets and companies, but also human psychology and the investing behaviors that result. If you study past cycles, understand their origins and remain alert for the next one, you will become keenly attuned to the investment environment as it changes. By following Marks’s insights, which are drawn from his memorable memos to clients, you might find yourself recognizing these recurring patterns to help with your own financial gain and psychological benefit. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Dec 11, 2018
A Real Estate Dilemma
Trying to decide between owning a condo or a house. 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
Dec 6, 2018
Year-End Financial Planning Tips
Year-end financial planning tips with two CFPs from Wealthstream Advisors. 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
Dec 4, 2018
My Old Retirement Plan
You started a new job but still have a 401(k) with the old employer. What should you do with it? Roll it into the new plan? Leave it where it is? Roll it into a rollover IRA? That's what we're discussing on the latest bonus call with Molly. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Nov 29, 2018
Making Your Money Work with Swoup
The holiday shopping season is upon us, which means it's time to discuss some apps that could help you save money. 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
Nov 27, 2018
How to Find an Advisor
How to find a solid financial advisor who will always put your needs first. 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
Nov 22, 2018
Celebrating Thanksgiving with NerdWallet
When I think of Thanksgiving there’s a few things that immediately come to mind. Stuffing my face with endless amounts of food. Maybe drinking copious amounts of wine. Putting on a good movie just as the food coma is about to set in. And of course, the official kickoff of the holiday shopping season. I’m admittedly not the biggest fan of holiday shopping. That said, I realize it’s a necessary evil. So if I’m going to do it, I want to be well informed. That’s where today’s guest, Kimberly Palmer, comes into the picture. Kimberly writes about credit cards and personal finance for NerdWallet, the site that helps people make and manage financial decisions by comparing products available from various banks, insurance companies, etc. If you’re going to splurge for the holidays, you need to have a plan and a budget in place. There are so many apps out there to help you save some serious money, as well as Honey, a browser extension that automatically finds and applies coupon codes at checkout with a single click. We also touched on a variety of other topics, including: Salary negotiation tipsMillennials saving for retirementSide hustlesKids and finances If you like what you heard, you can check out more from Kimberly. She has written three books about money: "Smart Mom, Rich Mom," "The Economy of You" and “Generation Earn.” If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Nov 20, 2018
Retirement Plan
Who doesn't want to retire earlier than expected? Unfortunately, the reality is that most of us can't. Is our latest bonus caller Mark one of the lucky ones? Press play to find out! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Nov 15, 2018
State of the Economy with Diane Swonk
You guys know I’m a sucker for chatting with a rockstar economist, especially when it’s a woman! We did it earlier this year with Linda Yueh, and this week we’re doing it again with Diane Swonk. Diane is one of the most respected macroeconomists, who maintains a unique perspective on the inner workings of Main Street as well as Wall Street. She is an expert on the economics of the labor market, monetary policy and structural changes that are distinct from economic cycles. All of this came in handy as we chatted about global and domestic economic conditions, touching on a variety of topics such as:Will there be more interest rate hikes?Are we on the verge of another recession?What is the biggest threat facing the global economy?With a network that includes economists, industry leaders and geopolitical experts, Diane advises policy makers at all levels of government, including central bankers. For her outstanding contributions in the field of economics, Diane has been named a Fellow of the National Association for Business Economics (NABE). She is a member of the Council on Foreign Relations, serves on the Sitting Committee to the Booth School of Business at the University of Chicago and advises the economics department at the University of Michigan. She has testified before Congress to improve the quality of economic data and on the causes and consequences of income inequalities. If you’re a Twitter user, Diane is definitely one to follow. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Nov 13, 2018
When to Use Bonds
You're saving and saving and saving for retirement. Most of it is in stocks...but what about bonds? Do you need them and what's the best way to start mixing them in? That's what we chatted about with Dee from Seattle on the latest bonus call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Nov 8, 2018
Blitzscaling with Reid Hoffman and Chris Yeh
This year we’ve had some pretty impressive CEOs and entrepreneurs on the show. It continues today with Reid Hoffman. If you don’t know the name, you definitely know some of the products he was behind. How about PayPal or LinkedIn? Today we’re joined by Hoffman and Chris Yeh, co-authors of the new book, Blitzscaling: The Lightning-Fast Path to Building Massively Valuable Companies. What entrepreneur or founder doesn’t aspire to build the next Amazon, Facebook, or Airbnb? Yet those who actually manage to do so are exceedingly rare. So what separates the startups that get disrupted and disappear from the ones that grow to become global giants? The secret is blitzscaling: a set of techniques for scaling up at a dizzying pace that blows competitors out of the water. The objective of blitzscaling is not to go from zero to one, but from one to one billion, as quickly as possible. When growing at a breakneck pace, getting to the next level can require very different strategies from those that got you to where you are today. In a book inspired by their popular class at Stanford Business School, Hoffman and Yeh reveal how to navigate the necessary shifts and weather the unique challenges that arise at each stage of a company’s life cycle, such as: How to design business models for igniting and sustaining relentless growthStrategies for hiring and managingHow the role of the founder and company culture must evolve as the business matures If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Nov 6, 2018
What to Do with Old 401(k)
Unless you're only going to work for one employer, which is exceedingly unlikely, chances are you're going to have some old retirement plans out there. What should you do with them? Leave where they are? Roll into the new plan? Consolidate? That's the question from Lisa in New Jersey on the latest bonus call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Nov 1, 2018
The Fifth Risk with Michael Lewis
If you’re a regular listener, you know this show is not political in nature. We leave that stuff to the so-called experts. But since next Tuesday is Election Day, we thought we’d talk a little politics with rockstar author and repeat guest, Michael Lewis. A prolific writer, it’s highly likely that you’ve probably picked up at least one of his books, including Moneyball, The Blind Side, The Big Short or Flash Boys. In this interview, we discuss his latest work, The Fifth Risk, which focuses on the consequences we may face if some of the people given control over the government have no idea how it works. As you turn the pages, you’ll be taken into various departments of the government that at times resemble a rudderless ship. In Agriculture, the funding of vital programs like food stamps and school lunches is being slashed. The Commerce Department may not have enough staff to conduct the 2020 Census properly. Over at Energy, where international nuclear risk is managed, it’s not clear there will be enough inspectors to track and locate black market uranium before terrorists do. Willful ignorance plays a role in these looming disasters. If your ambition is to maximize short-term gains without regard to the long-term cost, you are better off not knowing those costs. If you want to preserve your personal immunity to the hard problems, it’s better never to really understand those problems. There is upside to ignorance, and downside to knowledge. Knowledge makes life messier. It makes it a bit more difficult for people who wish to shrink the world to a worldview. Thankfully, Michael Lewis also finds the heroes, those public servants whose knowledge, dedication, and proactivity keep the machinery running. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 30, 2018
Should I Buy an Annuity?
Michael in Illinois is considering a Qualified Longevity Annuity Contract. What are the pros and cons he should keep in mind when it comes to a QLAC? That's the discussion on the latest bonus call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 25, 2018
Estate Planning Done Right
Michael Jackson, Prince, Aretha Franklin…these three amazing and wildly successful musicians did not have a will. How could that be, you ask? Don’t they have agents, lawyers and accountants? Didn’t they know at some point they were going to die? “That’s irresponsible,” you say, but welcome to the real world, where even famous people can’t seem to get their acts together to address this difficult topic head on. According to a Caring.com survey, only 42 percent of U.S. adults currently have estate planning documents, including a will. Shockingly, for those with children under the age of 18, the figure is even lower, with just 36 percent having an end-of-life plan in place. Of those who have not done any estate planning, 47 percent said, “I just haven’t gotten around to it.” I get it…contemplating one’s death is not exactly high on anybody’s to-do list, but it is important that you overcome the anxieties associated with this emotional topic and take control. So that’s why today we’re doing an estate planning bootcamp with Russell Fishkind, an attorney with Saul Ewing Arnstein & Lehr. If you are ready to finally begin or revisit the planning process and seek the guidance of a qualified estate attorney (yes, you should pay up for a lawyer and not do it yourself), here are the basic documents to consider:Will: A document that ensures that assets are passed to designated beneficiaries, in accordance with your wishes. In the drafting process, you name an executor, the person or institution that oversees the distribution of your assets. If you have minor children, you need to name a guardian for them.Letter of Instruction: This may contain appointment of someone who will ensure for the proper disposition of your remains, creepy, but important if you are choosing a method that is contrary to your family’s tradition.Power of Attorney: Appointment of someone to act as your agent in a variety of circumstances, like withdrawing money from a bank, responding to a tax inquiry or making a trade.Health Care Proxy: Appointment of someone to make healthcare decisions on your behalf if you lose the ability to do so.Trusts: Revocable (changeable) or irrevocable (not-changeable) trusts may be useful, depending on family and tax situations. For 2018, the first $11.2 million of an estate is exempt from federal estate taxes. If an estate is above the threshold (or twice that for married couples), you may want to consider a trust.If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 23, 2018
Investing Extra Money
You just sold a piece of real estate and walked away with 75 grand. What should you do with it? Is paying down another mortgage the best option? That's the question from John in Houston on the latest BONUS call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 18, 2018
We Need To Talk College with Beth Kobliner
October marks the beginning of the college financial aid application season. The Free Application for Federal Student Aid, more commonly known as the FAFSA, became available for the 2018-2019 school year on October 1. Having the college talk with your kids can certainly be a tricky and complicated situation. To help you guys out, we’re joined by bestselling author and financial literacy advocate, Beth Kobliner. Beth’s latest project, We Need To Talk College, focuses on choosing the right college and figuring out how to pay for it. The project focuses on four main areas:Starting the conversation: Here’s where the journey begins. Starting to talk about your worries and excitement when your kid is in 9th grade gives your family time to prepare for big changes ahead. So gather around the kitchen table, or cozy up on the couch, and start talking.Shopping for schools: It can be overwhelming—trying to separate higher ed hype from the truth, navigating the application process, and figuring out what your kid will actually get for all that money. Here’s how to become a super smart college shopper and create a shortlist of schools that fit your kid’s needs and your budget.Paying for college: College costs have soared—but a degree is more valuable than ever. Here you’ll find all the resources you need to understand financial aid, talk to your kid about the money side of higher ed, and keep track of your progress toward paying for college.Making the final choice: You’ve come a long way from that first college conversation. Now that the acceptance and award letters are in, it’s time for you and your kid to make a final decision. It can feel like a leap of faith, but never fear: Here’s where you learn how to choose a college that checks all the boxes, without losing your mind.When you complete these four steps, it’s time to celebrate, because you did it! You have a kid on the way to college! If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 16, 2018
Active vs Passive Investing
By now you probably know that I consider myself a passive investor. That said, is there ever a time when it makes sense to be an active investor so you can squeeze out a greater percentage on that return? That's the question from Ben in Indiana on the latest BONUS call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 11, 2018
Becoming the Ultimate Sales Machine with Ryan Serhant
I love real estate, and I know I’m not alone because we’re constantly getting questions from you guys about mortgages, the housing market, interest rates, etc. Maybe some of you like real estate so much that you’re fans of the Bravo television show, Million Dollar Listing New York. Today we’re joined by Ryan Serhant, one of three real estate agents featured on the hit show, who’s out with his first book, Sell It Like Serhant: How to Sell More, Earn More, and Become the Ultimate Sales Machine. Think of it as a lively and practical guide to sell anything and up your business game from one of the top realtors in the world. Serhant was a shy, jobless hand model when he entered the real estate business in 2008, just as the financial crisis was kicking off. Just nine years later, he has emerged as one of the top realtors in the world and an authority on the art of selling. In this book Serhant shares the secrets behind how to close more deals than anyone else, expand your business, and keep clients coming back to you, including:The Seven Stages of SellingGetting FKD: How to Be a Time Manager, Not a Time Stealer.Negotiating Like A BOSS"The One Who...": Everyone Needs a HookPulling the Indecisive Client ForwardSerhant provides useful lessons, lively stories, and examples that illustrate how anyone can employ his principles to increase profits and achieve success. Whatever your business or expertise, Sell It Like Serhant will help transform you into a master at sales. Ready, set, GO! If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 9, 2018
Retirement Plan Checkup
It's one thing to have a retirement plan in place, but once it's established, you need to tweak and modify it as the years go by, hence the need for regular financial checkups. That's the case today with Jeff who first called me five years ago. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 4, 2018
Wisdom at Work with Chip Conley
When I first walked through the doors of CBS News several years ago, one thing was immediately clear: it’s an interesting mix of the old school and the new school. On one hand you have countless employees who have been in the building for 30 plus years. On the other hand, you have fresh college graduates looking to make it in journalism. And yet somehow we all come together and make it work. One big team with a crazy assortment of players. And according to our latest guest, Chip Conley, it’s these well balanced and diverse teams that hold the keys to success. Hence his latest book, Wisdom at Work: The Making of a Modern Elder. At age 52, after selling the company he founded and ran as CEO for 24 years, Conley was looking at an open horizon in midlife. Then he received a call from the young founders of Airbnb, asking him to help grow their disruptive start-up into a global hospitality giant. He had the industry experience, but Conley was lacking in the digital fluency of his 20-something colleagues. He didn't write code, or have an Uber or Lyft app on his phone, was twice the age of the average Airbnb employee, and would be reporting to a CEO young enough to be his son. Conley quickly discovered that while he'd been hired as a teacher and mentor, he was also in many ways a student and intern. What emerged is the secret to thriving as a mid-life worker: learning to marry wisdom and experience with curiosity, a beginner's mind, and a willingness to evolve, all hallmarks of the "Modern Elder." In a world that places emphasis on the new, bright, and shiny, many of us are left feeling invisible, undervalued, and threatened by the "digital natives" nipping at our heels. But Conley argues that experience is on the brink of a comeback. At a time when power is shifting younger, companies are finally waking up to the value of the humility, emotional intelligence, and wisdom that come with age. And while digital skills might have only the shelf life of the latest fad or gadget, the human skills that mid-career workers possess - like good judgment, specialized knowledge, and the ability to collaborate and coach - never expire. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Oct 2, 2018
Protecting Your Retirement Plan
You've done a great job with your retirement plan and a great job of saving. But now you're thinking about worst case scenarios. What happens if there's another recession? Will I lose everything? Is my current allocation too aggressive? That's the scenario on the latest bonus call with Bob from Philadelphia. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 27, 2018
An Inside Account of the Financial Crisis
This is our third and final installment of shows looking back on the financial crisis of ten years ago. It was such a big moment we felt we needed to devote most of September to remembering how the U.S. financial system was brought to its knees. Today we get the inside account from Neil Barofsky, the former Inspector General of TARP (Troubled Asset Relief Program) and author of Bailout: An Inside Account of How Washington Abandoned Main Street While Rescuing Wall Street. As you’ll hear, the discussion is basically a play-by-play of how the Treasury Department bungled the financial bailouts. At the height of the financial crisis in 2008, Barofsky gave up his job as a prosecutor in the esteemed U.S. Attorney’s Office in New York City, where he had convicted drug kingpins, Wall Street executives, and perpetrators of mortgage fraud, to become the inspector general in charge of overseeing administration of the bailout money. It’s fascinating to hear him talk about how from the onset, his efforts to protect against fraud and to hold big banks accountable for how they spent taxpayer money were met with outright hostility from Treasury officials in charge of the bailouts. Barofsky offers an insider’s perspective on the mishandling of the $700 billion TARP bailout fund. There’s no holding back as he reveals the extreme lengths to which our government officials were willing to go in order to serve the interests of Wall Street firms at the expense of the broader public, and at the expense of effective financial reform. Just like the book, this interview delivered an incredible account of Barofsky’s plunge into the political hot-seat of Washington, as well as a vital revelation of just how captured by Wall Street our political system is and why the too-big-to-fail banks have become even bigger and more dangerous in the wake of the crisis. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 25, 2018
How to Invest Extra Money
For years and years you've been the sole breadwinner. Now your spouse is back in the workforce and there's a surplus of money flowing in. What should you do with it? That's the good problem facing John from North Carolina. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 20, 2018
The Global Impact of the Financial Crisis
When we think back to ten years ago and the events of the financial crisis, such as the fall of Lehman Brothers and the bailout of AIG, it’s easy to only recall what happened in the U.S. But in reality, the crisis was an enormous global mess, and one that actually started in Europe. That’s why today we’re joined by Adam Tooze, professor of history at Columbia University and author of Crashed: How a Decade of Financial Crises Changed the World. Tooze delivers an in-depth reinterpretation of the 2008 economic crisis as a global event that directly led to the shockwaves being felt around the world today. In September 2008 President George Bush could still describe the financial crisis as an incident local to Wall Street. In fact it was a period of dramatic global significance that spiraled around the world, from the financial markets of the UK and Europe to the factories and dockyards of Asia, the Middle East, and Latin America, forcing a rearrangement of global governance. In the United States and Europe, it caused a fundamental reconsideration of capitalist democracy, eventually leading to the war in the Ukraine, the chaos of Greece, Brexit, and the eventual election of Donald Trump. It was the greatest crisis to have struck Western societies since the end of the Cold War, but was it inevitable? And is it over? Crashed is a narrative resting on three original themes: The haphazard nature of economic development and the erratic path of debt around the worldThe unseen way individual countries and regions are linked together in deeply unequal relationships through financial interdependence, investment, politics, and forceThe ways the financial crisis interacted with the rise of social media, the crisis of middle-class America, the rise of China, and global struggles over fossil fuelsGiven this history, what are the prospects for a stable and coherent world order? If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 18, 2018
Planning After a Sudden Loss
We can do all the planning we want in life, but sometimes things just happen, including the sudden loss of a loved one. That's the case with Steve from Cleveland who is trying to navigate things after the loss of his father. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 13, 2018
The Financial Crisis Ten Years Later
Where has the time gone? It was ten years ago this week that the U.S. financial system was brought to its knees. To help us retrace the events of that period, we’re joined today by Gretchen Morgenson, investigative reporter at the Wall Street Journal. As the financial crisis was unfolding, Morgenson was working for the New York Times, and subsequently co-authored Reckless Endangerment: How Outsized Ambition, Greed, and Corruption Led to Economic Armageddon. There’s no one more qualified to walk us down memory lane and remind us of just how bad things actually were. In case you’ve forgotten, consider this timeline: 9/15/2008: Lehman Brothers files for Chapter 11 bankruptcy protection. On the same day, Bank of America announced its intent to purchase Merrill Lynch for $50 billion.9/16/2008: The Federal Reserve Board authorized the Federal Reserve Bank of New York to lend up to $85 billion to AIG under Section 13(3) of the Federal Reserve Act.9/16/2008: The net asset value of shares in the Reserve Primary Money Fund fell below $1 per share, primarily due to losses on Lehman Brothers commercial paper and medium-term notes. When the Reserve fund “broke the buck,” it caused panic among investors who considered money market accounts nearly the equivalent of bank savings accounts.9/19/2008: To guard against a run on money market funds, the Treasury Department announced that it would insure up to $50 billion in money-market fund investments at companies that paid a fee to participate in the program. The year long initiative guaranteed that the funds' values would not fall below the $1 a share.9/20/2008: The Treasury Department submitted draft legislation to Congress for authority to purchase troubled assets (the first version of TARP).9/21/2008: The Federal Reserve Board approved applications of investment banking companies Goldman Sachs and Morgan Stanley to become bank holding companies.All this in just one week!! An incredible moment in the history of this country, and it was only ten years ago. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 11, 2018
Can I Retire Early
47 years old and looking to retire in the next four years or so...can he do it? That's the question from Michael in New York on the latest BONUS call. I know one thing...he better be sitting on a pile of money! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 6, 2018
Insurance 101 with Policygenius
I love people and organizations who take complex financial issues and make them easier for the user. Few things are more complex than the insurance industry. And few organizations have managed to make it easy for the user to navigate the insurance landscape. One such organization is Policygenius, a website that offers users an easy way to compare and buy various products such as life, auto, disability, and homeowners policies. Today we’re lucky enough to be joined by Jennifer Fitzgerald, the founder and CEO of Policygenius. For Fitzgerald, the business started with a simple question…”Why is buying insurance such a frustrating experience?” As consultants to the top insurance companies, Fitzgerald and her partner suspected that this consumer problem was behind a lot of things they observed. It’s why life insurance ownership is at a 50-year low. It’s why health and disability under-insurance is behind most personal bankruptcies and home foreclosures. And it’s why they started Policygenius. Their mission is simple: “To get people the insurance coverage they need and make them feel good about it.” That means they thoughtfully built their business for every type of insurance consumer who may come their way:Detail-oriented? They building the best insurance content library out thereMore of a big picture person? Their Insurance Checkup is the best (and only) big picture tool aroundConvenience shopper? They’re building a one-stop shop. If you need life insurance and pet insurance, you shouldn’t have to go to a bunch of different sites.Skeptic? They’re an independent site and not affiliated with any insurers. They’ll provide you with choice and the information you need to make the right decision.It’s a rare treat to be joined by somebody who is truly excited about the insurance industry! If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Sep 4, 2018
Save for Retirement or Pay Off Mortgage
So you just got a raise and are trying to decide if you should put that extra money into the retirement pot or put it toward the mortgage? I love this question. Paying down the debt seems like a no-brainer, right? Take a listen my friends as we walk through it with Nick from the Bay Area. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 30, 2018
A New Future for Women Entrepreneurs
Listen up women entrepreneurs, and everybody else tired of the status quo! Today’s show is for you, as we chat with Nathalie Molina Niño, author of the just released Leapfrog: The New Revolution for Women Entrepreneurs. Think the most critical factor for becoming a great entrepreneur is grit, risk-taking, or technical skills? Think again. Despite what every other business book might say, historical data show the real secret ingredients to getting ahead in business are being rich, white, and male. Which is why this book was written. Leapfrog is the decades-overdue startup bible for the rest of us. It's filled with uncompromising guidance for winning at business, your way. Leapfrog is for entrepreneurs of all stripes who are fed up with status quo advice, the kind that assumes you have rich friends and family and a public relations team. Niño is a serial tech entrepreneur, the founder and CEO of BRAVA Investments, and a proud daughter of Latinx immigrants. While teaching entrepreneurs at Barnard College at Columbia University and searching the globe for investment-worthy startups, she has met or advised thousands of entrepreneurs who've gone from zero to scalable business. Here she shares their best secrets in the form of fifty “leapfrogs,” clever loopholes and shortcuts to outsmart or jump over the seemingly intractable hurdles facing entrepreneurs who don't have family money, cultural capital, or connections. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 28, 2018
First Time Home Buyer
Few things are bigger than buying your first home. That's why you want to make sure you approach it in the right way. That's the chat I had with Mariana on the latest BONUS call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 23, 2018
A Large Financial Windfall and Disability Insurance
Digging out from under our pile of calls and emails has been a struggle all year long, and there’s really no end in sight. It’s definitely a good problem to have and one that will certainly lead to more shows like today’s episode that only features questions from you, our fabulous listeners! If you like what you hear, please let us know by sending a quick note or by leaving a comment in iTunes. First up this week was Lisa from the Bay Area who is having a terribly hard time getting disability insurance. She’s young, healthy, has a good job...so what’s the issue? Wait till you hear this one. After Lisa we jumped into a variety of emails. We talked about saving for a house downpayment versus saving for retirement, transferring a 401(k) into an annuity (NO!!!), the benefits of using a Roth 401(k) and a Roth IRA, and the best places for short-term investments. After the emails we went back to the phones and took an inheritance call from Jenny in Seattle. We’ve been taking listener calls for just about eight years now...I can easily say that this will go down as one of the most memorable calls in the history of my podcast and radio show. Me writing about it will do it no justice so you’re going to have to listen. It was incredible. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 21, 2018
Ways to Save for Retirement
There's a variety of ways to save for retirement. You can do it at work via a workplace sponsored plan such as a 401(k), you can open a traditional IRA or a Roth IRA, or you can also open a brokerage account. The point is there's a variety of options. Which is best in your particular situation? That's what Katie from Omaha was asking on the latest BONUS call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 16, 2018
Achieving the Work-Life Balance with Ben Feder
Summertime is all about vacations. Have you taken yours? I’m actually in the middle of mine right now. A nice two week break. I was hoping for three but wasn’t able to pull it off. Our guest today, Ben Feder, encountered no such obstacle when he decided to take six months off. Yes, six months! Okay, that’s not quite a vacation, it’s more of a sabbatical. And as he outlines in his recent book, Take Off Your Shoes: One Man's Journey from the Boardroom to Bali and Back, it was the classic struggle of achieving that highly sought after work-life balance that led to Feder calling a timeout on his professional life. Described as the The Eat, Pray, Love for busy executives, Take Off Your Shoes invites the reader to join a journey of self-rediscovery. A hard-charging CEO of a large enterprise, Feder discovers that he is losing the very things that sustained him over his years of business success. Unsettled by his insight and determined to rebuild family relationships and rejuvenate his sense of purpose, he risks his career on a life-altering physical and emotional journey. Together with his wife and children, Feder sets off for an exotic island on a self-prescribed sabbatical year. That experience transforms them all. The writing is honest and moving, baring the author’s innermost struggles and fears, and enticing the reader to share his quest. As Feder navigates the thrills and pitfalls of his time away, he draws us into the examinations of values and priorities we all encounter in adult life. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 14, 2018
Should I Pay Off the Car?
Who really likes having a car loan? No one is the answer. If you have some cash in the bank, enough to pay off the car, should you pull the trigger and free yourself of the debt? As I told Devin from Pittsburgh on the latest BONUS call, it all depends on your unique situation. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 9, 2018
Rescuing Retirement with Teresa Ghilarducci and Tony James
At a time when Congress can’t seem to agree on much, lawmakers are acknowledging that the main retirement savings vehicle, the 401(k), needs some fixing. Before you get too excited, the changes being considered are more like touch ups, rather than a complete renovation. Early conversations include: requiring plan sponsors to let participants know how much their total savings would translate into monthly income; a repeal of the age limit on IRA contributions; a more liberal approach to pooled 401(k) plans, which would help more small businesses offer retirement benefits to their employees; and the option to use a portion of a tax refund to fund retirement. While none of these ideas represents a game-changer for retirement savers, it would be the first major enhancement since 2006. But if lawmakers wanted to seek a more radical approach, they would consult with Teresa Ghilarducci and Tony James, co-authors of Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans, who claim that "The U.S. experiment with 401(k)s and IRAs, launched in the early 1980s, has failed miserably to deliver on its promises." Ghilarducci, a labor economist and leading expert in retirement security, and James, Executive Vice Chairman of the investment firm Blackstone Group, have a detailed, well-researched and more extreme recommendation for rescuing the U.S. retirement system. It starts with a concept called a “Guaranteed Retirement Account” (“GRA”), which would be offered to every worker, "from Uber drivers to CEOs." The GRA would be portable, whether you work for a number of different companies or for yourself – and each individual would control his or her account. It would be funded by a minimum 3 percent of salary, half contributed by the worker and half by the employer. Perhaps the most interesting part of the GRA is that it fixes some of the big problems that are prevalent in current plans, the biggest of which is that right now, saving for retirement is voluntary. The GRA would mandate retirement savings for everyone, including those who work part-time or are self-employed. If it all sounds too good to be true, I encourage you to check out the book. I was a cynic, but after reading it and interviewing Ghilarducci and James, I’m a convert. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 7, 2018
Why You Need Life Insurance
At what point should you consider purchasing life insurance? And what kind? Term, whole life, etc? That's what we're discussing today with Gabriel from D.C. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Aug 2, 2018
The Positive and the Possible with Donna Orender
Interviewing business executives and leaders is one way I grow and learn. Especially when talking to women business leaders, I find that I walk away encouraged and enlightened. And of course, I especially enjoy it when one happens to be my friend. That’s the case today with former Goldman Sachs partner Lisa Shalett and former WNBA president Donna Orender, who joined me to talk about Donna’s recently released book, WOWsdom! The Girl's Guide to the Positive and the Possible. Seven out of ten girls feel they don't measure up academically, physically, or socially. 74% of girls feel they are under pressure to please everyone. These statistics confirm what we already know: the leaders of tomorrow need our support today. Filled with letters, activities, and no-nonsense advice from influencers, including Lisa, Queen Sugar actress Tina Lifford, CNN Editor-at-Large Kelly Wallace, founder of the Muhammad Ali Center Lonnie Ali, superstar athlete Annika Sorenstam and a certain radio show and podcast host, WOWsdom! celebrates the WOW of girls and the WISDOM of women. In letters written to themselves, women, men, and girls from all walks of life - artists, athletes, actors, business leaders, entrepreneurs, students, doctors, scientists, and humanitarians - share their hard-earned wisdom for girls who are seeking guidance and inspiration as they begin their personal and professional journeys. Creating a world where the leaders of today help shape and inspire the leaders of tomorrow is what WOWsdom! is all about. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 31, 2018
How to Invest Extra Money
Having some extra money to invest, and not knowing what to do with it, is what I like to call a good problem to have! That's the case with Kelly in Atlanta, who's sitting on 125k with no short term needs on the horizon. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 26, 2018
Robots, AI, and Automation with Darrell West
The robots are coming, the robots are coming!! Okay, so maybe we’re not yet living in a world that looks like the movie Terminator, but it’s safe to say that changes are coming to the workforce as we know it. Robots, artificial intelligence, and driverless cars are no longer things of the distant future. They are with us today and will become increasingly common in coming years, along with virtual reality and digital personal assistants. That’s what we’re talking about today with Darrell West, a decades-long connection of mine who is vice president and director of Governance Studies and the founding director of the Center for Technology Innovation at the Brookings Institution. In his latest book, The Future of Work: Robots, AI, and Automation, West explores the current state of the workplace, how technological innovation will disrupt it and why government policy needs to change to help workers adapt to it. If companies need fewer workers due to automation and robotics, what happens to those who once held those jobs and don't have the skills for new jobs? And since many benefits are delivered through employers, how are people outside the workforce for a lengthy period of time going to earn a living and get health care and social benefits? Throughout the pages of this book, West argues that society needs to rethink the concept of jobs, reconfigure the social contract, move toward a system of lifetime learning, and develop a new kind of politics that can deal with economic dislocations. West presents a number of proposals to help people deal with the transition from an industrial to a digital economy: Broaden the concept of employment to include volunteering and parenting and pay greater attention to the opportunities for leisure timeWorkers will need help throughout their lifetimes to acquire new skills and develop new job capabilitiesPolitical reforms will be necessary to reduce polarization and restore civility so there can be open and healthy debate about where responsibility lies for economic well-beingIt’s a fascinating read about what faces us in the days ahead...a discussion that should take place sooner rather than later. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 24, 2018
What to Do With Your Old Retirement Plan
We've all been there. Leaving one job and starting another. But what should you do with your retirement account at the old place? That's the question from Nate on the latest BONUS call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 19, 2018
MarketSnacks with Nick Martell and Jack Kramer
The financial world isn’t an easy one to navigate. It’s complicated and often full of unnecessary jargon. So the easier we can make it for everybody to digest, the BETTER OFF (pun intended!) we’ll all be. That’s why when I find like-minded people who want to demystify money-related topics, I immediately ask them to be guests on the show. Nick Martell and Jack Kramer spent their early days working in finance but quickly realized something was missing. It wasn’t they wanted to do. So they started side hustling, while still working at two different Wall Street banks. Over a couple beers one day after work, they figured it out. They wanted to create something that provided easy to understand finance content, the kind they wished they had while preparing for finance interviews in college. One thing led to another and eventually the guys came up with MarketSnacks, the digestible daily newsletter that simplifies Wall Street by filtering out the noise and explaining what's important in one bite-sized snack – clear, condensed, and entertaining. On the heels of their successful newsletter, Nick and Jack recently launched the MarketSnacks Daily podcast, a daily show that focuses on the digestible business stories you'll actually care about. Yet another example of how the side hustle can pay off. Figure out what it is you want to do and find a way to make it happen! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 17, 2018
Should I Use Roth 401(k)?
It's becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be using it. That's what Shirley wanted to know on the latest BONUS call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 14, 2018
Advisor Fees, Roth Taxes, Creating a Budget
What kind of fees should I be paying my advisor? Will I have taxes and required minimum distributions with my Roth IRA? I'm 17, how can I create a budget? Those questions and more as we attempt to clear out the inbox! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 12, 2018
Annuities and Three Questions You Should Ask
We may need to create a subcategory called “Personal Finance 101” for those episodes we have that deal with the financial services industry in general. Today, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of. As the founder of ObjectiveAdvice.com, Gary and his team share a simple, three-pronged professional philosophy approach:TRUST - Whether you're saving for college or retirement, Gary and his team believe in confidence and peace of mind, and that trust is the bedrock of all client relationships.COMPETENCE - Being able to utilize years of technical expertise, investment experience, and ongoing training to offer realistic financial solutions for all areas, such as investment, tax, estate, retirement and insurance planning.OBJECTIVITY - In order to avoid conflicts of interest in product sales, Gary and his team refuse any commissions or other compensation from client transactions based on their recommendations.Trust, competence, objectivity...that’s basically what this conversation was all about as we jumped into various topics including annuities and everything you need to know before purchasing one, FINRA, and the always popular topic of what it means to uphold the fiduciary standard. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 10, 2018
Are We on Track for Retirement
Your husband thinks you're on track for retirement, you're not so sure. What do you do? If you're like Laura from Seattle, you call me for an unbiased opinion! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 5, 2018
#PaidOff with Michael Torpey
The student loan picture in this country is not a pretty one. According to the Federal Reserve, over half of young adults who went to college took on some debt. It's so bad that outstanding student loans have topped $1.4 trillion! To address the problem, we’re going to have a bit of fun as we try and find some sorta way to ease the burden on those students. That’s why today we’re chatting with actor Michael Torpey, best known for his work on Orange is the New Black, Red Oaks and Sneaky Pete. The student loan crisis has become so massive, that Torpey is trying to solve it in a unique way – a comedy game show. Paid Off with Michael Torpey gives three lucky college grads – all saddled with student debt – the chance to test the depth of their degrees with fun, fast-paced trivia questions. In the end, one lucky winner wins the chance to have their student debt paid off. I love it! Such a brilliant way to help some lucky students start life in the real world without a several thousand dollar gorilla on their shoulders. And what was perhaps most interesting was to hear the backstory that led to Michael creating the show. And no, he didn’t have any student loans of his own... “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jul 3, 2018
Should I Fire My Financial Advisor?
I'm so glad when people call me before they make another mistake with their current financial advisor. That's the case on the latest BONUS call with Joe from California, who thankfully was sensing that something wasn't quite right. This is a great call to learn from. If your gut is telling you something, get in touch with me!! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 30, 2018
Student Loans, Debt Consolidation, Roth IRA
Should I refinance my student loans? Is debt consolidation the best option? Should I be using a Roth IRA? Those are the latest questions we answered as we attempt to clear out the inbox! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 28, 2018
#PrideMonth with Sarah Kate Ellis, CEO of GLAAD
June is #PrideMonth, when the LGBTQ community and its allies, honor the 1969 Stonewall Riots in New York City, an event that served as the catalyst for the gay rights movement in the U.S. and around the world. Where’s the connection between Pride and Better Off, besides the lesbian host? This week I chatted with Sarah Kate Ellis, President and CEO of GLAAD, the Gay & Lesbian Alliance Against Defamation. Ellis’s story is an interesting one because prior to coming in GLAAD in 2014, she was a lifer in the for-profit world as a media executive. She led national media brands, notably growing Real Simple into one of Time Inc.’s most respected and successful magazines. Her vision also transformed and energized leading media outlets including Vogue, InStyle, New York, and House & Garden. She served as Senior Vice President of Global Marketing at Martini Media, a digital firm specializing in online branding, public relations and marketing. Suffice to say there was a bit of an adjustment period, but the numbers don’t lie, and in a relatively short amount of time, things have turned around and only continue to get better. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 26, 2018
Pension Lump Sum or Annuity?
Because there aren't that many defined benefit pension programs out there anymore, we don't get a ton of pension questions. But they do still exist, and every once in a while we'll get a question from somebody trying to decide between a lump sum or monthly payments. That's the case with Janet from California on the latest BONUS call. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 23, 2018
Inherited IRA, Car Leases, Can I Retire?
On this quick bonus episode we're answering some emails about retirement planning, inherited IRAs, asset allocation and car leases. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 21, 2018
What The Great Economists Would Do with Linda Yueh
It’s pretty rare that I have a legit economist on the show. It’s even rarer when said legit economist is a woman -- WOOT! On this episode we check both those boxes with Linda Yueh, an economist who holds senior academic positions at Oxford University, London Business School, and the London School of Economics and Political Science. Linda joined us to discuss her latest book, What Would the Great Economists Do?: How Twelve Brilliant Minds Would Solve Today's Biggest Problems. Since the days of Adam Smith, economists have grappled with a series of familiar problems – but often their ideas are hard to digest, even before we try to apply them to today's issues. In her latest book, Linda explains the key thoughts of history's greatest economists, how our lives have been influenced by their ideas and how they could help us with the policy challenges that we face today. In the light of the post-Great Recession economy, where growth has not accelerated as fast as in previous expansions, Yueh explores the thoughts of economists from Adam Smith and David Ricardo to contemporary academics Douglass North and Robert Solow. Along the way, she asks, what do the ideas of Karl Marx tell us about the likely future for the Chinese economy? How do the ideas of John Maynard Keynes, who argued for government spending to create full employment, help us think about state intervention? And with globalization in trouble, what can we learn about handling Brexit and Trumpism? Linda is also an accomplished journalist, who has spent time as an anchor/correspondent at the BBC and Bloomberg TV. With a strong social media presence, she’s worth a follow so you don’t miss any of her smart blog posts. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 19, 2018
Do I Need a Financial Planner?
Retirement is approaching, and so far you've done a great job of planning for it on your own. Do you need to hire a financial planner or can you keep going solo? That's what Michelle was wondering on the latest BONUS call. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 16, 2018
Career Change, Second Home, Asset Allocation
Desperate times call for desperate measures... Because our inbox is overflowing, we're going to start mixing in some bonus episodes until we clear out the emails. On this episode we're discussing the pros and cons of switching to a job that pays less, whether or not a second home purchase makes sense, and how to properly allocate your assets when preparing for retirement. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 14, 2018
Private Mortgage Insurance (PMI) and Refinancing
Rising home prices has helped many homeowners get richer on paper...they have also prompted a big influx of questions about private mortgage insurance (PMI) and refinancing, so we figured it was time to bring on an expert. Nicole Hamilton, a tech executive-turned-mortgage and homeownership expert, founded Tactile Finance, the first digital tools that let people visualize their homeownership outcomes over time, putting consumers on a level playing field with the professionals who serve them. Nicole is also the author of the book Avoid the Money Pit, Turn Your Home into a Financial Powerhouse, and the founder of Homeownering.com, a company that provides unbiased, independent information for homeowners to get the best financial outcome possible. We touched on a variety of topics and questions facing the average consumer as they try to navigate the murky waters of homeownership:What if I don’t have 20% for a downpayment?What is PMI?How do I know if I need PMI?Should PMI be a dealbreaker?Will PMI eventually go away?Will PMI go away on its own or is it my responsibility?Is refinancing always a good idea?Pros and cons of an adjustable rate mortgage (ARM)Should I prepay my mortgage?All those topics and more! And based on what we’ve been seeing in the inbox, I think we did a pretty good job covering all your burning questions! So when you’re checking out those open houses this summer, or considering a refi before rates go even higher, playback this episode and you’ll be well armed with loads of information. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 12, 2018
Should I Pay Down My Mortgage?
If you have some extra cash on hand does it make sense to try and pay off the mortgage early? That's the topic this week on the latest BONUS call as we chat with Nick from Milwaukee. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 7, 2018
529 Plans and College Savings
Happy belated #529Day, a day when states try to boost interest and participation in 529 education savings programs with various incentives. To mark the occasion, we have one of the foremost authorities on 529 plans, Andrea Feirstein, founder and Managing Director at AKF Consulting Group, a leading strategic advisor to public administrators of state investment programs. Andrea was extremely knowledgeable and we touched on several topics, including: What is a 529? A tax-advantaged savings plan designed to encourage saving for future education costs. 529 plans are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code. What’s the tax benefit of a 529 plan? Withdrawals for qualified higher education expenses and earnings in the account are not subject to federal income tax and, in most cases, state income tax. Additionally, some states offer residents of the state specific incentives, like the ability to deduct contributions from state income tax or a matching grant. What does a 529 plan cost? Fees and expenses vary widely from plan to plan and can include start-up fees, maintenance fees, or sales charges. In general, advisor-sold plans cost more than direct-sold plans. The Financial Industry Regulatory Authority (FINRA) has developed a tool to help you compare how these fees and expenses can reduce returns. What happens if my kid doesn’t go to college? Most states allow you to tap the accounts for other children in the family or even for the parents. Those withdrawals that are not used for qualified higher education expenses will be subject to state and federal income taxes and an additional 10 percent federal tax penalty on earnings. What has changed with the 2018 tax law? Americans can now withdraw funds tax-free from 529 plans to pay for K-12 tuition and other eligible expenses at private and religious schools, up to $10,000 per year. But there’s a caveat: Not all states will conform to the new federal rules. That means before you pull money, be sure to double check with your state. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
Jun 5, 2018
Backdoor Roth IRA
If you make too much money and are not able to contribute to a Roth IRA, I'm all for implementing the backdoor conversion strategy. But there are some rules associated with pulling it off, and that's what Jeff from Chicago was calling about on the latest BONUS call. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 31, 2018
I Love Capitalism with Ken Langone
Every once in a while I chat with somebody who makes me realize just how cool my job really is. That’s the case this week with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home Depot. Ken has also became a philanthropist extraordinaire, helping to rebuild the New York University hospital. Ken dropped by for an in-studio to talk about his new book, I Love Capitalism!: An American Story, but really it was just a fascinating conversation with a guy who grew up in a working-class family on Long Island, put himself through school, and after some hard work and smart decisions and a few guardian angels, became one of the most successful businessmen in the country. Ken Langone has seen it all on his way to a net worth beyond his wildest dreams, now in excess of $3 billion dollars. In a series of captivating stories, Langone shows how he struggled in academics, broke into Wall Street, and scrambled for an MBA at night while competing with privileged competitors by day. He also shares how he learned to evaluate the value of a business and apply his street smarts to negotiate enormous deals. And what happened when Langone was approached by Bernie Madoff for an investment, just weeks before the Ponzi scheme came to light? You’ll have to tune in for that chestnut... Langone says that the book is his love song to capitalism..."Absolutely anybody is entitled to dream big, and absolutely everybody should dream big. I did. Show me where the silver spoon was in my mouth. I’ve got to argue profoundly and passionately: I’m the American Dream.” “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 29, 2018
Post-Tax Retirement Savings
If it's offered, should you be making post-tax contributions to your retirement plan? As you'll hear on the latest BONUS call with Chelsea from North Carolina, it kinda depends on your situation. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 24, 2018
Your Money with Ron Lieber
As someone who consumes a massive amount of financial data and then tries to make it palpable to listeners, viewers and readers, I am drawn to those who have an uncanny ability to break through the clutter. At the New York Times, my-go to writer for personal finance is Ron Lieber. His column, the wildly popular Your Money, covers just about anything and everything that hits you in the wallet, from investing to paying for college to mortgages and homes. And that pretty much describes how our discussion went. We bounced around -- from Equifax and Wells Fargo to the cost of college and the fiduciary debate. Ron is also an accomplished author. His most recent book is The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money. His latest book project, What To Pay For College, is set to be released in 2020 and will ask college presidents questions that families don’t know (or are afraid) to ask, as well as putting the surprisingly small amount of existing data on this topic into context and pulling the curtain back on how schools set prices which can now top $125,000 for four years of tuition, room and board for state residents. It’s always a blast to talk shop and the state of the financial services industry with a colleague, especially when it’s somebody you so highly respect. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 22, 2018
Planning for Early Retirement
It's always so encouraging when we get calls from younger people who are already dreaming about early retirement. That's the case on the latest BONUS call with Ronny from Connecticut who is just out of school and already thinking about hanging on the beach. While it's encouraging, I'm also not sure how realistic it is. You'll hear what I mean when you listen. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 17, 2018
When the Wolves Bite with Scott Wapner
It’s hard to imagine how an argument between a couple of billionaires could make for a compelling story. But when it happens on live television, and it involves two major Wall Street heavyweights, it’s like watching a trainwreck that you just can’t pull yourself away from. And that’s exactly what happened in 2013, when Wall Street titans Carl Icahn and Bill Ackman got into a legendary verbal battle on CNBC that centered around Herbalife, the company caught in the middle. The host that day was Scott Wapner who unexpectedly found himself refereeing this 30 minute segment that became known as “The Brawl.” It left such a mark on Wapner that he felt compelled to explore the roots of the battle by writing When the Wolves Bite: Two Billionaires, One Company, and an Epic Wall Street Battle. This recently released compelling read recounts the story of the clash of these two titans over Herbalife, a nutritional supplement company whose business model Ackman questioned. Icahn decided to vouch for them, and the dispute became a years-long feud, complete with secret backroom deals, public accusations, billions of dollars in stock trades, and one dramatic insult war on live television. In researching the book, Wapner gained unprecedented access to all the players and unravels this remarkable war of egos, showing the extreme measures the participants were willing to take. It’s a classic Wall Street tale of money, power, pride and greed. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 15, 2018
Should I Take Pension Lump Sum?
Pensions are certainly not as common as they once were, but they're still out there, and we still field a lot of questions on them. Usually the most common one is whether or not a lump sum payment is the best option. That's the case with Phil from Tennessee on the latest BONUS call. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 10, 2018
Investing For the World You Want
How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putting those principles into action within a portfolio can be difficult. Although hard to accomplish, there are different ways of making an impact. They vary in terms of feasibility, effectiveness, and potential cost. When trying to determine the best approach, ask yourself, what am I trying to achieve? What outcome do I want? Is it about making me feel good or are do you seek an impact in the world? If you’re considering adopting a values-based approach to investing, there are four different options to consider:Divestiture: When you avoid owning the stock or bonds of of a company or issuer.Engagement: Owning company stock, and putting pressure on the board and management through voting.Impact investing: Investments made into companies, organizations, and funds with the intention to generate social and environmental impact.Charity: Giving to the causes you believe bring about the right change.Of course, all investing involves risk, but the advent of funds that allow screening based on environmental, social and governance (ESG) factors has prompted the Department of Labor to issue some warnings. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 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
May 8, 2018
BONUS call: Is Our Advisor Screwing Us?
Okay, so here's the scenario...you're pretty certain your mom is getting screwed by her advisor...yet she doesn't want to hear your concerns. What do you do? How do you have the talk? Can she be convinced? That's the dilemma facing Diane from Indiana on the latest BONUS call. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 3, 2018
The Best Team Wins
If you’re working in an office environment, it’s hard to ignore the massive shift that’s taking place in the workplace. In today’s average company, up to 80% of employees’ days are now spent working in teams. And yet the teams most people find themselves in are nowhere near as effective as they could be. They’re often divided by tensions, if not outright dissension, and dysfunctional teams drain employees’ energy, enthusiasm, and creativity. How can we fix it? That’s where today’s episode comes into the picture, and our chat with Chester Elton, who along with Adrian Gostick, recently published The Best Team Wins: The New Science of High Performance. Throughout the pages of their latest book, the duo share the proven ways managers can build cohesive, productive teams, despite the distractions and challenges every business is facing. The pair studied more than 850,000 employee engagement surveys to develop their “Five Disciplines of Team Leaders,” explaining how to:Recognize and motivate different generations to enhance individual engagementWays to promote healthy discord and spark innovationTechniques to unify customer focus and build bridges across functions, cultures, and distanceThey’ve shared these disciplines with their corporate clients and have now distilled their breakthrough findings into a succinct, engaging guide for business leaders everywhere. Throughout the pages you’ll find practical ways to address the real challenges today’s managers are facing, such as the rise of millennials, the growing number of global and virtual teams, and the friction created by working cross-functionally. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 1, 2018
BONUS call: PMI and Brokerage Account
You were required to buy private mortgage insurance (PMI) but are now in a position to get rid of it. Should you? And is it okay to deplete the brokerage account for a kitchen renovation? Just a couple of the questions from Melanie in New Jersey on the latest BONUS call. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 26, 2018
Listener Questions: Student Loans, Retirement Planning, 529 College Savings
Desperate times call for desperate measures. The questions from you guys continue to pour in, and at the current rate of taking one or two a week, we’re never going to clear out the inbox. Hence today’s episode, one that’s devoted entirely to you guys and your questions! We’ll probably start doing this on a regular basis, maybe once a month or maybe more if you like it. So please let us know by sending a quick note or by leaving a comment in iTunes. The first question on today’s episode comes from Britton in South Carolina. There’s cause for celebration as Britton and his wife just learned that a baby is coming! Woot woot! As a police officer and teacher it’s safe to say they’re not raking in the bucks. With a small savings account, and a small chunk of student loan debt remaining, does it make sense to beef up the savings or just get rid of the outstanding loan before the baby comes? Next up was Alex calling from somewhere overseas. Alex is on the complete opposite end of the spectrum. Married, no kids, federal employee, making good money, and perhaps most significant, virtually zero expenses, including housing. With the goal of becoming financially independent at a young age, which approach should she be taking with her investments. The final call comes from Allen in Dallas. Planning for college way down the road, Allen is wondering what’s the best strategy to fund a couple 529 plans for his two kids. These guys are in great shape. If all goes according to plan, college should be taken care of when the time comes. Before wrapping up, we read a quick listener email regarding the absurd cost of college. It was prompted by our interview with New York Times reporter John Schwartz and his comment that when he went to college at the University of Texas in the 1970s it cost less than $200 a semester. And guess what people, he didn’t graduate with any debt! Amazing how that works. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 24, 2018
BONUS call: Student Loan Debt
Help! I'm drowning in debt thanks to high interest student loans. My mom has the money to help. Is it worth having a conversation? That's the dilemma facing Megan from North Carolina on the latest BONUS call. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 19, 2018
Inside the World of Financial Regulation
As the Consumer Financial Protection Bureau (CFPB) is defanged and the Department of Labor rolls back rules that would require retirement professionals to put the best interests or customers first, it’s easy to feel like nobody has our backs. The good news is that individual states are coming to the rescue when it comes to financial regulation and protecting consumers. In my conversation with Maria Vullo, the Superintendent of Financial Services for the State of New York (DFS), you will learn how Vullo and her department attempt to regulate a wide swath of industries. DFS has a lofty mission: “To reform the regulation of financial services in New York to keep pace with the rapid and dynamic evolution of these industries, to guard against financial crises and to protect consumers and markets from fraud.” Here’s what Vullo and her team are attempting to do on a daily basis:Eliminate financial fraud, other criminal abuse and unethical conduct in the industryEducate and protect users of financial products and services and ensure that users are provided with timely and understandable information to make responsible decisions about financial products and servicesEnsure the continued solvency, safety, soundness and prudent conduct of the providers of financial products and servicesProtect users of financial products and services from financially impaired or insolvent providers of such servicesEncourage high standards of honesty, transparency, fair business practices and public responsibilityOver the course of her distinguished career, Vullo’s specific legal experience has included litigations and investigations involving the financial services sectors and fraud, real estate, health care, insurance, tax, consumer protection, bankruptcy, antitrust, and constitutional law. She has argued before the U.S. Supreme Court, the U.S. Courts of Appeals for the Second, Ninth, and Tenth Circuits, and the New York State Appellate Division. Ms. Vullo is a recognized leader in protecting women’s rights, including representing women raped by soldiers during the 1992-1995 Bosnian War, a case in which she secured a $745 million jury verdict for the plaintiffs. Her pro bono work also includes securing a $100 million jury verdict representing abortion providers whose lives had been threatened by an online “hit list.” “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 17, 2018
BONUS call: Helping the Parents in Retirement
By now you know that we're all about helping you prepare for retirement and making sure you have a solid game plan in place. But what happens when for whatever reason your parents find themselves struggling in their retirement years? That's the theme on the latest BONUS call with Jessica from New Jersey who we've decided wins the 2018 Daughter of the Year Award. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 12, 2018
The Year I Put My Financial Life in Order
“I’m just bad with money!” I know that many have convinced themselves that they were born with a recessive money management gene, but financial planning can be learned, like anything else. That's the message of This Is the Year I Put My Financial Life in Order. In a book that is part financial memoir and part research-based guide to attaining lifelong security, New York Times reporter John Schwartz bares his financial soul. Schwartz and his wife, Jeanne, are upper middle class earners, who have been on a financial rollercoaster. Sharing his own alternately harrowing and hilarious stories, from his brush with financial ruin and bankruptcy in his thirties to his short-lived budgeted diet of cafeteria food, John will walk you through his own journey to financial literacy, which he admittedly started a bit late. He covers everything from investments to retirement and insurance to wills (at fifty-eight, he didn't have one!), medical directives and more. Whether you're a college grad wanting to start out on the right foot or you're approaching retirement age and still wondering what a 401(K) is, this book will help you find your financial way. So if you are like the countless others who are a bit tentative when it comes to money matters, but are willing to learn before it's too late, this book should help improve your financial literacy. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 10, 2018
BONUS call: Early Retirement
The subject of early retirement is quickly becoming one of the most common questions we receive. The latest one comes from Mitch in California. Can he do it? Or will he have to bite the bullet and keep working? Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 5, 2018
The China Hustle
The new documentary film The China Hustle begins amid the depths of the 2008 financial crisis, when we meet protagonist Dan David and a band of Wall Street outsiders. These detective-like investors operate on the fringes of the financial world, scouring global markets for money making opportunities. With the U.S. economy and markets in a tailspin, they turn to China, where there is what seems like a modern day gold rush. Chinese stock market indexes are doubling every year and the potential seems endless. There’s one problem, though: U.S. investors can’t participate because they are barred from investing directly in Chinese markets. But this is America, and people always find a way. A few Wall Street operators create a novel solution by bringing hundreds of promising Chinese companies directly to U.S. stock markets. All of the sudden, US investors can get in on the Chinese miracle, without leaving the comforting confines of the NYSE and the NASDAQ. MOVIE TRAILER: https://www.youtube.com/watch?v=55892jT06aI It all seems to be going well, until detectives discover that most of the companies they’re investing in are frauds, producing phony balance sheets, claiming sham inventory levels and celebrating non-existent profits. The investors flip their strategy on its head and begin to master the art of short selling - essentially, betting that a company will fail. With the help of a team of Chinese researchers who risk their freedom to uncover the truth behind these fake companies, the investors discover the frauds and bet against them in the market. There are no good guys in this story. But there are a few people who are sick of a financial system built on lies. The China Hustle follows their story through Wall Street, China and your retirement savings to uncover the biggest heist you’ve never heard of, and to challenge all of us to wake up and demand accountability and transparency in our markets before it’s too late. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 3, 2018
BONUS call: Can I Retire Early?
The idea of retiring early always sounds amazing, but there's a big time risk of calling it quits and having to dip into your nest egg too early in the game. That's the discussion we had with Lee from Germany. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 29, 2018
Workplace Retirement Plans
Raise your hand if your employer offers a workplace retirement plan. Keep it raised if your employer offers a match. Raise the other hand if you’re participating. Now keep them both raised if you can tell me what fees you’re paying and what funds you’re invested in. Funny how all those hands just went down! Most of us have access to retirement plans through our jobs and Americans have more assets than ever in those plans and with the advent of financial technology (fintech), plans have become more robust. Some are using advanced algorithms to help employees select the most appropriate benefits based on information provided, while others assist participants with fulfilling future goals, like purchasing a home, sending kids to college, and ultimately retiring. Whether or not your plan is using fintech, there are specific questions that you should be asking:Are you contributing to six percent?Are you increasing your contribution by at least one percent each year? Are you getting the full match, if there is one?Are you using the appropriate funds based on your goals?Are you aware of the fees and how they change based on what you choose?The more you know, the more likely you are to reach your retirement goals. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 27, 2018
BONUS call: Student Loan Debt
Should you use your emergency reserve to tackle your student loan debt? That's what Kristin from Florida was wondering on the latest BONUS call. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 22, 2018
How Congress Governs the Federal Reserve
This week marked the first time the press spotlight was on Jerome Powell, the new Chairman of the Federal Reserve. It was just a few weeks ago that Powell succeeded Janet Yellen, and as expected, the Fed just announced another quarter-point increase in short term interest rates, a sign that the economy continues to grow. It’s probably safe to say that the average person thinks the Federal Reserve is this big stone building in D.C. that does its own thing, if people are thinking about the central bank at all! But the truth of the matter is that not a lot comes out of the Fed without running things by another big stone building, the one that houses the Senate and House of Representatives. To help pull back the curtain a bit on the complicated relationship between the Fed and Congress, we are joined by my childhood friend and Fed expert, Mark Spindel, who along with Sarah Binder, recently published: The Myth of Independence: How Congress Governs the Federal Reserve. The pages trace the Fed’s transformation from its roots as a weak, secretive, and decentralized institution in 1913 to a remarkably transparent central bank a century later. Offering a unique account of Congress’s role in steering this evolution, the book explores the Fed’s past, present, and future and challenge the myth of its independence. Examining the interdependent relationship between Congress and its central bank, The Myth of Independence presents critical insights about the future of monetary and fiscal policies that drive the nation’s economy. Thankfully, the Fed today retains enough power to prevent lawmakers and the president from completely controlling monetary policy. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 20, 2018
BONUS call: Roth IRA Conversion
Another week, another BONUS call where we're once again discussing the benefits of using a Roth retirement vehicle. Today's question comes from Marshall (and his daughter) in Virginia. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 15, 2018
Thinking in Bets with Annie Duke
Daily life requires numerous decisions. Some easy, some difficult. And some that have to be made without knowing a lot of pertinent information. And what we think is the best decision in the moment, doesn’t necessarily yield the best outcome. No one knows this better than our guest this week, Annie Duke. As a former professional poker player and world champion, Annie made a living based on high pressure decision making and shares the story in her new book, Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts. There’s always an element of luck that you can’t control, and there is always information that is hidden from view. So perhaps the key to long-term success (and avoiding worrying yourself to death) is to think in bets:How sure am I?What are the possible ways things could turn out?What decision has the highest odds of success?Did I land in the unlucky 10% on the strategy that works 90% of the time?Or is my success attributable to dumb luck rather than great decision making? For most people, it’s difficult to say “I’m not sure” in a world that values and, even, rewards the appearance of certainty. By shifting your thinking from a need for certainty to a goal of accurately assessing what you know and what you don’t, you’ll be less vulnerable to reactive emotions, knee-jerk biases, and destructive habits in your decision making. You’ll become more confident, calm, compassionate and successful in the long run. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 13, 2018
BONUS call: Social Investing
I've been taking listener calls for nearly eight years and I think this is the first social investing question we've received. How can you make sure you're not investing in companies that you don't support, such as gun manufacturers? That's the question this week on the latest BONUS call with Russell from Las Vegas. Have a money question? Email me here. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 8, 2018
Presence with Amy Cuddy
Life is full of challenges, both personally and professionally. Today’s interview with Amy Cuddy is the perfect example. It took a full year to pin her down, and that’s no exaggeration! But Amy was well-worth the wait. I was enchanted with her from the start of our conversation. Have you ever left a nerve-racking challenge and immediately wished for a do over? Maybe after a job interview, a performance, or a difficult conversation? The very moments that require us to be genuine and commanding can instead cause us to feel phony and powerless. Too often we approach our lives' biggest hurdles with dread, execute them with anxiety, and leave them with regret. By accessing our personal power, we can achieve "presence," the state in which we stop worrying about the impression we're making on others and instead adjust the impression we've been making on ourselves. Does this sound a bit out there to you? RELAX...Amy breaks it down in a way that resonates. We don't need to embark on a grand spiritual quest or complete an inner transformation to harness the power of presence. Instead, we need to nudge ourselves, moment by moment, by tweaking our body language, behavior, and mind-set in our day-to-day lives. To get started, consider this: “Listening is crucial to presence...Real listening can’t happen unless we have a sincere desire to understand what we’re hearing.” Amy Cuddy has galvanized tens of millions of viewers around the world with her TED talk about "power poses." With the paperback release of her bestselling book, Presence, she teaches us how to use simple techniques to liberate ourselves from fear in high-pressure moments, perform at our best, and connect with and empower others to do the same. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 6, 2018
BONUS call: Timing the Market
If you know anything about me then you know how I feel when it comes to people who think they can successfully time the market. Our BONUS caller this week, Paul from Connecticut, is convinced he knows how the market will perform in 2018. Great call! Have a finance related question? Go to jillonmoney.com for all the contact info and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Mar 1, 2018
Tax Season Identity Theft
Tax season is like the Super Bowl for identity thieves and that means that you need to be on high alert for scams. Here’s some that you need to guard against: IRS Phone ScamWhere someone pretending to be from the IRS contacts a consumer stating they owe back taxes and threatens them with jail time if they don't pay. These fraudsters prey on fear and many consumers give in, paying a bogus fee through prepaid card, wiring money or even an iTunes card. Golden rule - the IRS never calls, emails or texts. If you receive these calls, hang up.W-2 ScamImposters are using phishing schemes to target the HR departments of businesses asking for W-2 or W-9 information. In these spear phishing schemes, the emails appear legitimate but they are designed to steal important financial documents. If you receive this email or text, don't respond.Child ID TheftFraudsters target children's data because they have clean, pristine credit profiles and they can use this data for a host of ID theft schemes, including tax related, medical, financial and even criminal. Parents need to be on high alert for child ID theft and should create a credit profile for their child and then freeze it.Medicare and Social Security ScamsMedicare and Social Security beneficiaries across the country report receiving calls from scam operators (frequently with foreign accents), who claim to represent Medicare, Social Security, or an insurance company.These callers claim that new Medicare, Social Security, or supplemental insurance benefits cards are being issued or that the beneficiary’s file must be updated. The scam artist asks the consumer to verify or provide their personal banking information, which the scammer then uses to commit ID theft.The Center for Medicare and Medicaid Services and the Social Security Administration will not call you to ask you to disclose personal or financial information.To combat tax fraud, consumers need to file early, take advantage of the PIN if they have been a victim of fraud, use long and strong passwords, enable two factor authentication, use legitimate tax preparers, store important tax docs on an encrypted thumb drive and never give out personal or financial info to someone who contacts you, even if the caller ID looks legit. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 27, 2018
BONUS call: 401(k) vs Roth 401(k)
In what is quickly becoming one of the most common questions we get, today we're discussing the Roth 401(k) option now being offered by many employers. Should you use it if available? Have a finance related question? Go to jillonmoney.com for all the contact info and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 22, 2018
Tax Season Tips with Ed Slott
With tax season in full swing, it’s time for some much needed tax tips, dos and don’ts, and sage advice about IRAs and backdoor conversions. As crazy as this might sound, you may want to enjoy this tax year while it lasts, because come next year, it’s going to get a whole lot crazier with all the changes to the tax code. While almost all of the changes go into effect next tax season, one big change occurs this year. If you itemize deductions on Form 1040, Schedule A, the new law allows you to deduct qualified medical and dental expenses that exceed 7.5 percent of your adjusted gross income (AGI) – that’s a lower threshold than the previous 10 percent. (The level returns to 10 percent beginning January 1, 2019.) Medical care expenses is a big category and you should check out the IRS list, because it includes payments of fees to doctors, dentists, surgeons, chiropractors, psychiatrists, psychologists, and nontraditional medical practitioners, as well as insurance premiums you paid for policies that cover medical care or for a qualified long-term care insurance policy. With new withholding tables in effect, the amount may not be enough to cover a lot of taxpayers, especially those in high tax states who could lose certain deductions. To be safe, at least for the first year of the new law, you may want to assume that your tax liability will be at least the same as this year. To avoid a penalty, you can pay 100 percent of your income tax liability from 2017 or 110 percent if you earn more than $150,000. To get a better sense of your situation, be sure to check out the revised IRS withholding tax calculator on IRS.gov. And oh yeah, once again, due to a Washington DC holiday (Emancipation Day), the filing deadline is delayed. Procrastinators, mark April 17th, rather than April 15th as your drop-dead date. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 20, 2018
BONUS call: Military Retirement Planning
After a career in the military, and an amazing job of saving for retirement, how does one plan for a return to civilian life? That was the question from Jeannine in Washington who wants to make sure she has all her ducks in a row as her husband plans to retire from the Army. Have a finance related question? Go to jillonmoney.com for all the contact info and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 15, 2018
100 Questions Every First-Time Home Buyer Should Ask
Home ownership has always been considered an essential part of the American Dream. And while it may be getting harder to accomplish—especially for the millennials—it’s still pretty high on the list of goals. If you’re going to do it, make sure you do it right by doing your homework and asking the right kinds of questions:What can you afford?What do you want in a home, and what do you really need?What does "location, location, location" really mean?How do I decide what to offer on a house?What exactly does the closing process look like?While it’s hard to ignore all the financial implications of making such a large investment, there are, of course, the equally important issues related to life, family and relationships that arise in buying a home. And quick postscript to all you millennials out there who want to buy, but feel like the cards are stacked against you...hit up the app store on your phone and put all the tools and technology at your fingertips to use to help you find the best deal possible. And remember, the American Dream is still very much alive and achievable. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 13, 2018
BONUS call: Investment Property
If there's a piece of property in the family that's on the market, would it make sense to buy it and keep in the family as an investment property? That's the question from Ryan on the latest BONUS call. Have a finance related question? Go to jillonmoney.com for all the contact info and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 8, 2018
Worried Market Watchers: What (Not) To Do Next
Stock investors are coming off one of the rockiest stretches in two years, leading to the inevitable question: What should I do when the market drops? The answer for long-term investors is clear: nothing. Still, when you hear about big point and percentage losses, especially as the second longest bull market on record tempts some to call the market top, it’s hard not to feel butterflies. Although you may be tempted to sell, you do so at your own peril. Market timing requires you to make two precise decisions: when to sell and then when to buy back in, something that is nearly impossible. After all, even if you sell and manage to steer clear of the bear by staying in cash, you will not be able to reinvest dividends and fixed-income payments at the bottom and you are likely to miss the eventual market recovery. The best way to avoid falling into the trap of letting your emotions dictate your investment decisions is to remember that you are a long-term investor and you do not have all of your eggs in one basket. Try to adhere to a diversified portfolio strategy, based on your goals, risk tolerance and time horizon and do not be reactive to short-term market conditions, because over the long term, this strategy works. It’s not easy to do, but sometimes the best action is NO ACTION. If you are really freaked out about the movement in your portfolio, perhaps you came into this period with too much risk. If that’s the case, you may need to readjust your allocation. If you do make changes, be careful NOT to jump back into those riskier holdings after markets stabilize. And if you know that you need to access cash from your investments within the next year, perhaps for a house down payment, a car purchase or a tuition bill, that money should not be at risk at all, so go ahead and get it out of the market. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 6, 2018
BONUS call: Saving for House
If you're determined to buy your first house, should the priority be saving for retirement or saving for the down payment? That's what Erin from Salt Lake City was wondering on the latest BONUS call. Do they pull back on their 401(k) contributions or keep maxing out and pay PMI due to a smaller down payment? Have a finance related question? Go to jillonmoney.com for all the contact info and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Feb 1, 2018
Universal Basic Income with Rutger Bregman and Roth IRA
Despite the fact that we are nearing the ninth year of a global economic recovery, poverty remains a problem. In the United States alone, recent numbers from the Census Bureau show the rate to be just under 13% with more than 40 million people considered to be living in poverty. Globally, more than 1.3 billion live in extreme poverty, meaning they subsist on less than $1.25 a day. While there are no easy fixes, there are a few ideas that have been tossed around. Some that have been tried and proven, at least on a small scale, like the concept of Universal Basic Income (UBI), something that has very much interested me over the last couple years. The basic concept revolves around the idea of all citizens of a country receiving a regular, livable and unconditional sum of money, from the government. You may think that this is a dressed up welfare program that will only encourage people not to work. On the contrary, dozens of successful basic income experiments around the globe have proven that the vast majority of us actually want to do something with our lives -- we just need the means to get on our feet. Check your negative knee-jerk reaction at the door and open yourself up to at least learning about UBI, which can be an investment that pays for itself. After all, poverty in its current state is incredibly expensive and ineffective. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 30, 2018
BONUS call: Retirement Planning
You're maxing out your 401(k) plan. You own a rental property that generates more than 2k each month. You have 150k in cash that's just sitting in the bank. You're only 36 years old. What should you do next? How do you put that 150k to work and how should it be allocated? That's exactly why Monica from Brooklyn gave us a shout on the latest BONUS call. Great call! Have a finance related question? Go to jillonmoney.com for all the contact info and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in Apple Podcasts. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 25, 2018
#MeToo, Workplace Equality and the Gender Gap
As the #MeToo movement sweeps across the world, it’s time for employers to address the issues of sexual harassment, workplace inequality and the gender wage gap. After recently interviewing two experts in their respective fields, here are some key ideas and trends that will help push the movement in the right direction:HR departments will become increasingly more independentWomen will take jobs previously held by menOrganizations will need to teach, embrace and support young men coming into the workforceWorkplace mentoring programs will be instrumental to imbue companies with a culture that supports diversityWomen who develop characteristics of assertiveness, confidence and aggressive behavior, and who know when to use these behaviors, will find more success in the workplaceLet’s stop with the talk and move to action mode...it’s way past time to address these issues. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 23, 2018
BONUS call: Windfall Tax
I think it's safe to say that we would all like a windfall, right? Emili in Dallas, our BONUS call this week, is one of the lucky ones as she and her husband will soon be coming into a large chunk of money. But with that money comes a tax bill, something Emili wants to make sure she's properly prepared for, hence the call to us! Have a finance related question? Go to jillonmoney.com for all the contact info and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 18, 2018
Bitcoin, Cryptocurrencies and Blockchain
Bitcoin, bitcoin, bitcoin. Since the end of 2017 and now into 2018 it’s been hard to avoid the mention of the now wildly popular cryptocurrency. From Cassandra's, who warn that the meteoric rise is a bubble (hello, Jamie Dimon!) to true believers, who think Bitcoin will go to $100,000, it seems that the rest of us better brush up on what’s behind the mania. My first Bitcoin story aired on CBS in 2011, but I certainly don’t consider myself an expert on all things crypto. Thankfully our guest today, Dan Roberts, senior writer at Yahoo Finance, is a total crypto geek and has been covering the wild ride from the beginning. We started by discussing Dan’s recent piece about the biggest misconceptions when it comes to bitcoin. (This is a great primer for any of you who have read headlines, but are now ready to peel back the first layer of the onion.) For instance, one of the great appeals of cryptocurrencies, for better or worse, has always been that it’s not traceable. Wrong! As Dan explains, it is very much traceable. I had no idea. And it all ties back to the blockchain technology that powers digital currencies. I also didn’t know that coinbase, the most common exchange used to buy cryptocurrencies, is FDIC insured up to a maximum of $250,000. Like brokerage accounts, the FDIC protect against the failure of the institution, not against trading losses. Additionally, while it might sound like the Wild West, but the world of cryptocurrencies is more regulated than you would think. Dan notes that legit Bitcoin brokerages are all licensed in some manner: either with Financial Crimes Enforcement Network (FinCEN), the New York Department of Financial Services (NYDFS) and all of the exchanges now offering bitcoin futures and options are overseen by the Commodity Futures Trading Commission (CFTC). Does that mean you should sell your stocks and plunge into cryptocurrencies? SLOW DOWN, TURBO...Consider this: on the day we taped this interview, Bitcoin tumbled nearly 20 percent, so you would be wise to listen to Dan discuss his number one fear before pulling the trigger. Follow Dan on Twitter for easy to understand cryptocurrency content. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 16, 2018
BONUS call: Bitcoin and Cryptocurrency
Bitcoin was all the rage at the end of 2017 and it's showing no signs of letting up in 2018, so it's appropriate that we have our first cryptocurrency BONUS call from Steve in Georgia. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 11, 2018
Gaining an Edge on Your Career and Life
It’s 2018 and that means that many of you have gotten on the resolution bandwagon. The most common ones are to exercise more/eat less; save more/spend less; and of course one of our favorites: SLEEP MORE! Career objectives are among the most difficult to tackle. After all, if “Getting a New Job” were so easy, you probably would have done so already. Today’s guest is here to help kick-start your efforts. Pat Hedley, the author of the recent book, Meet 100 People: A How-To Guide to the Career and Life Edge Everyone's Missing, says that whether you’re an introvert or extrovert, getting out there and meeting people is probably the biggest key to any success you’re going to have. Of course you know this intuitively, but emails only go so far. To establish genuine relationships and to build a network with life-long value, we have to proactively meet people -- and do so IN PERSON. Pat explains three key issues that are critical to meeting people and expanding your network and she also covers:How to establish a network when you are starting outHow to properly frame a job searchThe right questions to askWhy rejection isn’t a bad thingIf you -- or someone you know -- is unhappy at work and looking to make a change, maybe 2018 is the year. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 9, 2018
BONUS call: Mortgage Pay Off
The age-old question of whether it makes sense to pay off your mortgage...it never goes away. I understand that you want to be debt free, but keep in mind that there is such a thing as good debt. That's what I explained to Joe from Chicago on the latest BONUS call. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 4, 2018
Eight Financial Resolutions for 2018
A colleague recently asked me how he might be able to finally stick to a budget. For years, he had tried to create and adhere to a specific annual spending plan, only to blow a hole through it at some point during the year. "What's wrong with me?" He said. "I know that I should do it, but there's always something that comes up." Let me be the first to admit that I am not a fan of budgets. In the same way that I think most crash diets lead to failure, the majority of budgets or new year's resolutions fall by the wayside within months of being made, as life interrupts our best intentions. Part of the reason is that we sometimes make the whole process more onerous than necessary. Budgeting should not be an end but rather the means by which we can accomplish our financial goals. Of course, that fact means that you need to start by establishing those goals. Here are my top five to help get you started in 2018, though you’ll have to listen for the details on each...and to hear the other three: Pay down consumer debtEstablish an emergency reserve fundMaximize retirement savingsFund an education planEstablish a general investment accountTechnology can be your friend as you address your New Year’s Resolutions. Use it to create automatic drafts to avoid late payments and accelerate the pay-down of loans; to establish similar drafts with your bank or brokerage firm; to beef up your emergency reserve fund; and to slowly increase your contribution levels to your retirement plan with auto-escalation features available at many financial institutions. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jan 2, 2018
BONUS call: SIPC
Raise your hand if you know what SIPC stands for? That's what I thought :) Thanks to Jim, our first BONUS caller of 2018, you're all going to get educated a bit! Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 28, 2017
Fifty Years of 60 Minutes with Jeff Fager
‘Twas the week between Christmas and New Year’s, and not a soul was paying attention to their finances…except everyone scrambling to make year-end tax moves! Even with the tax bill looming, this is also the week when you should unplug (except from this podcast!), relax, eat, have a glass of wine, forget about all your worries and recharge for 2018. That’s why we’re keeping it short and sweet this week with Jeff Fager, executive producer of 60 Minutes and author of the new book, Fifty Years of 60 Minutes: The Inside Story of Television’s Most Influential News Broadcast. When you think about it, the Sunday staple of 60 Minutes has tracked and shaped the biggest moments in post-war American history. The show has profiled every major leader, artist, and movement of the past five decades, perfecting the news-making interview and inventing the groundbreaking TV expose. From recent profiles of Michael Bloomberg and the CEO of Chobani to the investigation of the multibillion dollar industry that collects, analyzes and sells the personal information of millions of Americans with virtually no oversight, financial themed stories have played a large role throughout the history of the show. It was a lot of fun chatting with Jeff and learning about what it takes to make a 60 Minutes worthy story. In the world of “fake news” that we currently we live in, it’s reassuring to know that shows like 60 Minutes are still being produced. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 26, 2017
BONUS call: Retirement Planning
Welcome to the post-Christmas edition of the BONUS call! Only in his early 50s, Jeff from Georgia already has well over a million dollars and wanted to run his longterm game plan by us. Is this a good time to try some market timing?? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 21, 2017
Tax Reform and What it Means for You
Big changes are coming to the U.S. tax code, but how will it impact YOUR bottom line? This week we’re doing something a bit different. No guest! Just me diving deep and offering up my two cents on the GOP’s plan to remake the tax system for the first time in over three decades. Given the historic nature of the event, I wanted to break it down and mull over some of these questions:What will change for most Americans?How does geography play into the calculation?What happens to homeowners?How will corporations deploy their tax windfalls?What will the near term and long term economic impact of this reform be?Thanks for allowing me to hog the mic and rant! Depending on how it goes, you may be hearing a bit more of that in 2018! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 19, 2017
BONUS call: Target Date Funds
If you ever take a look at the investments in your retirement plan chances are you'll see a bunch of target-date fund options. Sometimes people think they're the best option...kind of like one stop shopping. And sometimes they are. But sometimes they aren't, which is what Suzen from Chicago found out on the latest BONUS call. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 14, 2017
Bond Boot Camp: What They Are and How They Work
What’s a portfolio without a bond position? It’s incomplete and potentially riskier than necessary. We field so many questions about your portfolios and asset allocation and while stocks may seem sexier because of their upside potential, you always hear me stress that everyone needs exposure to bonds as well. We rarely dive into bonds in great detail--what they are, how they work, and why you absolutely need them, which is why I thought it would be time for a little Bond Boot Camp. Our leader for this mission on today’s podcast is Justin Land, aka the ultimate bond guru. Justin is the Director of Tax Exempt Portfolio Management at Wasmer, Schroeder & Company, an investment advisory firm based in Naples, FL. In the current environment where it seems like the Dow is setting records on a daily basis, there’s probably a lot of people out there who want to be 100% invested in stocks. But what happens when the Bull turns into a Bear -- what will help protect you then? What if I told you that by owning a bond position, you’d only miss out on a little of the upside, but in return, your downside would look far better when that eventual correction occurs. And make no mistake...it’s coming. It’s a matter of when, not if. After hearing this chat with the bond guru, if you don’t already, I hope you add some to your portfolio and start out 2018 on the right financial foot! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 12, 2017
BONUS call: Buy vs Rent
This week on the BONUS call it's the age-old question about big city living...should I buy or keep on renting? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 7, 2017
Financial Journalist Felix Salmon is a Curmudgeon and a Baker
This week is another example of how the podcasting world really is like a small fraternity/sorority where hosts often appear on each other’s shows. Today it’s Felix Salmon, host of the Slate Money podcast, joining us on Better Off. If you’re not familiar with Felix, I think the best way to describe him is as a contrarian and/or curmudgeon...something he happily admits! I’m a big Felix fan and have been reading (he did stints at Reuters, Portfolio Magazine and Euromoney) and listening to him for quite some time so I had a list of topics to cover, including: Corporate responsibility Active versus passive investing His ongoing relationship with Anthony ScaramucciThe student loan crisisWhat’s next for the US economyIn addition to hosting Slate Money, Felix is currently the editor of Cause and Effect. Because we had so much fun, the interview went a bit long which means no caller this episode. But fear not! We’ll be back to our regular format next week. If you want some good laughs and top notch commentary, follow Felix on Twitter. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Dec 5, 2017
BONUS call: Roth 401(k)
This week we have what I believe is our first call ever from Alabama as we welcome Katrina to the show. Katrina and her husband have a lot of money in traditional retirement accounts and are now wondering if it makes sense to start using the Roth 401(k) function through their jobs? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 30, 2017
Rich People are Anxious...and What That Says About Society
Mom always said, ”money can’t buy happiness,” but it sure can make life easier. So it was with some skepticism that I invited this week’s guest Rachel Sherman, associate professor of sociology at the New School in New York City, on the show. Sherman’s recent book, Uneasy Street: The Anxieties of Affluence, explores what’s going on inside the heads of the one percent. I know, I know...who wants to hear unhappy, wealthy people whine about all their problems? Cue the sarcastic “Oh those poor things...” But Sherman wants to know why so many wealthy people have a hard time accepting the fact that they’re financially secure. To find out what it’s really like for people living on “easy street,” Rachel conducted interviews with fifty affluent New Yorkers, including hedge fund financiers and corporate lawyers, professors and artists, and stay-at-home mothers, to examine their lifestyle choices and their understanding of privilege. The findings were enlightening, and include the subjects wishing to be “normal,” describing their consumption as reasonable or comparing themselves to those who have more than they do, rather than those with less. They also want to see themselves as hard workers who give back and raise children with good values, and they avoid talking about money. In the process, Rachel sheds light on how extreme inequality comes to seem ordinary and acceptable to the rest of us. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 28, 2017
Charitable Giving Boot Camp on #GivingTuesday
Instead of the usual Tuesday BONUS call, we’re doing something different for this week only. Today is “Giving Tuesday”, a global day of charitable giving, which was created to balance the vast consumerism that flourishes during Black Friday weekend through the end of December. To help explain the importance of philanthropy and how to maximize your annual giving, we’re fortunate have Michael Thatcher, the CEO of Charity Navigator as our guest. Founded in 2001, Charity Navigator has become the nation's largest and most-utilized evaluator of charities. Their team of professional analysts has examined tens of thousands of nonprofit financial documents. Using the information they’ve gathered, they have developed an unbiased, objective, numbers-based rating system to assess over 8,000 of America's best-known and some lesser known, but worthy, charities. The timing is perfect, because our sponsor, Betterment, is now offering a service that will allow customers to donate shares from taxable accounts to charitable organizations. All Betterment customers with appreciated shares will be able to donate long-term investments from their taxable accounts. This feature is one that Betterment is particularly excited to offer customers as it’s part of their deep commitment to giving every investor the high-quality advice that has traditionally only been offered to high-net-worth investors. When deciding when or where to donate your money, Michael says that in order to be impactful, you need to know where your money goes. He also notes that giving shouldn't be hard, so work with organizations who make the process easier. And remember, all donors who open their hearts, minds, and wallets to good causes, are philanthropists. So go forth and do your annual good deed...but before you do so, use a strategy that can help you maximize your gifts. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 23, 2017
Preserving and Sharing Humanity’s Stories with StoryCorps
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different. Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps, a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassionate world. In short, it serves as a good reminder of the things that matter most. And who better to help us stay in the giving thanks spirit than our guest Dave Isay, the founder and president of StoryCorps. His goal is simple: to use stories to remind us of our shared humanity, to strengthen and build the connections between people, to teach the value of listening, and to weave into the fabric of our culture the understanding that everyone’s story matters. At the same time, StoryCorps is creating an invaluable archive for future generations--every interview is housed at the Library of Congress. So as you’re sitting around this Thanksgiving weekend with family and friends, I encourage you to download the StoryCorps app and take part in The Great Thanksgiving Listen, a national movement that empowers people of all ages to create an oral history of the contemporary United States by recording an interview with an elder using the free app. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 21, 2017
BONUS call: Annuities
Today on the BONUS call we're discussing my favorite topic of annuities with Roland who has a sneaking suspicion that his financial advisor may not be steering him in the right direction. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 16, 2017
Food Stamps, Grants, Loans, and Behavioral Economics with Michael Lewis
For the second time this year we have a repeat guest on Better Off. When you have a chance to grab Michael Lewis, you grab him, and that’s what we did! In early June, Michael was on the pod to discuss his latest book, The Undoing Project: A Friendship That Changed Our Minds. (He’s a prolific writer and chances are you’ve picked up at least one of his books, including Moneyball, The Big Short or Flash Boys.) Since the Undoing Project is now out in paperback, and Richard Thaler was just awarded the Nobel Prize in Economic Sciences, it made for a perfect opportunity to revisit the topic of behavioral economics. But that was only part of this interview. The bulk of it was spent talking to Michael about his current work, which is penning articles for Vanity Fair. His latest piece, Inside Trump’s Cruel Campaign Against the U.S.D.A.’s Scientists, is a wild tale about various Department of Agriculture programs that are under siege. From food stamps to meat inspection, to grants and loans for rural development, to school lunches, these programs impact millions of Americans, though most of us have no idea what exactly the agency does. Some of the things you hear in this interview will surprise you...and maybe scare you. Stay tuned for more of Michael’s excellent work...he is unstoppable! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 14, 2017
BONUS call: 401(k) or Roth 401(k)
A 401(k) or a Roth 401(k)...which one is right for you? That's what Pat from Virginia wanted to know on the latest BONUS call. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 9, 2017
Side Hustle with Chris Guillebeau
Do you have to be an “entrepreneur,” replete with a big, fat business plan in hand, to make a little extra cash on the side? What if I told you that in 27 days you can come up with an idea, implement it, and potentially start making some extra income on the side? That is what you call a Side Hustle, which also happens to be the title of the latest book from Chris Guillebeau, this week’s guest on Better Off. While the thought of quitting your day job to pursue a business of your own may be intoxicating and even escapist, it may also be a bit unrealistic. Most of us can’t just up and quit a job that delivers a regular paycheck and benefits, to boot. But what if you could quickly and easily create an additional stream of income without giving up the security of a full-time job? Enter Chris and the Side Hustle. As someone who has launched more than a dozen side hustles over his career, Chris is more than qualified to help you select, launch and refine your new side hustle. Some of the things you’ll learn include:Brainstorm, borrow, and steal to build an arsenal of great side hustle ideas (day 3)Apply “Tinder for Side Hustle” logic to pick the best idea at any time (day 6)Learn, gather, or create everything you need to launch; then set up a real life way to get paid (days 13-14)Start raking in the money by channeling your inner Girl Scout (day 18)Master the art of deals, discounts, and special offers (day 21)Raise your game: improve, expand, or make more money off your hustle (days 24-26)I think the most important takeaway from this interview is realizing that you don’t need entrepreneurial experience to launch a profitable side hustle. Nor do you need to spend/waste money on an MBA or other graduate degree, or know how to code, or be an expert marketer. If you liked what you heard from Chris, and want some more tips and inspiring real-life success stories, I highly recommend his Side Hustle School podcast. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 7, 2017
BONUS call: Student Loans
On the latest BONUS call it's Ralph from Missouri who may win the 2017 Father of the Year Award! Being the nice guy that he is, Ralph wanted to know the pros and cons of helping his daughter pay off a student loan. So nice! Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 4, 2017
BONUS call: Mortgage Pay Off
Surprise, surprise...it's a BONUS call on a Saturday! Since we haven't had any calls on the last few episodes, we thought we'd throw you guys a bone :) So sit back and enjoy our chat with Rod about whether or not he should pay off his mortgage. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Nov 2, 2017
The Four Tendencies with Gretchen Rubin
We all fall into at least one of four personality categories: We’re either Upholders, Questioners, Obligers or Rebels, according to our guest Gretchen Rubin. Her latest book, The Four Tendencies: The Indispensable Personality Profiles That Reveal How to Make Your Life Better, is already a bestseller. Rubin says that understanding which category defines you, can transform what you do at home, at work, and in life by helping you make better decisions, meet deadlines, suffer less stress, and engage more effectively. [FYI, I’m an Upholder, as is Mark, which may explain why we work so well together!] The Four Tendencies hold practical answers if you’ve ever thought…People can rely on me, but I can’t rely on myself?How can I help someone to follow good advice?People say I ask too many questions.How do I work with someone who refuses to do what I ask—or who keeps telling me what to do?If you’re having trouble figuring out which tendency best describes you, fear not, as Gretchen has developed a very easy quiz for you to take. It takes no more than ten minutes -- more than a million people have already completed it! You can take the quiz here. Knowing who you are may be able to make you happier, healthier, more productive and even more creative. After all, it’s far easier to succeed, when you know what works for you and those who surround you. For more from a leading observer of human nature, follow Gretchen on Twitter. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 31, 2017
BONUS call: Mortgage Rates
Imagine that you have a very cheap mortgage but the rate is adjustable and not fixed. Also imagine that you have the cashflow to lock it in. Should you do it? That's the scenario on the latest BONUS call as we're chatting with Matt in Pennsylvania. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 26, 2017
The Hidden DNA of Amazon, Apple, Facebook, and Google with Scott Galloway
Maybe I’m dating myself, but there was a time that whenever I would hear the “Big Four,” I would always think of the big four accounting firms...Ernst & Young, KPMG, Deloitte and PwC. Well, it’s now 2017, and the new, much bigger, Big Four are Facebook, Amazon, Google and Apple. Given their outsized share of the marketplace, not to mention our lives, are these companies monopolizing our lives in a negative way? Our guest this week, Scott Galloway, certainly thinks so. Scott is a professor at New York University’s Stern School of Business, where he teaches brand strategy and digital marketing to second-year MBA students. A serial entrepreneur, he has founded nine firms, including L2. In 2012, he was named one of the “World’s 50 Best Business School Professors” by Poets & Quants. In his first book, The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google, Scott explores how these massive companies infiltrate our lives so completely that they’re almost impossible to avoid. Why does the stock market forgive them for sins that would destroy other firms? As they race to become the world’s first trillion-dollar company, can anyone challenge them? These are just a couple of the fundamental questions Scott asks throughout the book. Let’s face it, there’s no avoiding them, so we all better figure out how to either compete with them, work with them, or just live in a world dominated by them. For more laughs and dry humor from Scott, I highly recommend his weekly YouTube series, “Winners and Losers.” It’s laugh out loud funny and has generated tens of millions of views. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 24, 2017
BONUS call: Buy vs Rent
This week on the BONUS call it's Chipper from Atlanta with the age-old question of renting vs. buying. There is no rule that says it's always better to own. For some, renting can be a better long-term option. Chipper, currently a renter who despises debt, is wondering if he can make more in the stock market instead of tying up his cash in a house? Good question! Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 19, 2017
The Road to Black Monday, the Worst Day in Wall Street History with Diana Henriques
Ask some Wall Street veterans where they were on October 19, 1987 and they will likely regale you with details of any crisis. My life changed that day in ways that often creep up on me. Indeed, Black Monday was the single worst day in Wall Street history, with the Dow Jones Industrial Average plunging by more than 22 percent in one session--that’s the equivalent of the blue chip index diving by more than 5,000 points today. It was a “First Class Catastrophe”, according to our first class guest and storyteller supreme, Diana Henriques, who dropped by the studio to help us retrace the events that led up to that day. Diana joined us on the podcast earlier this year when her book, The Wizard of Lies: Bernie Madoff and the Death of Trust, was made into an HBO movie. This time around Diana is joining us to discuss her latest book, A First-Class Catastrophe: The Road to Black Monday, the Worst Day in Wall Street History. As Diana recounts, Black Monday was more than seven years in the making and threatened nearly every U.S. financial institution. There were missed opportunities, market delusions, and destructive actions that stretched from the “silver crisis” of 1980 to turf battles in Washington and a rivalry between the New York Stock Exchange and the Chicago Mercantile Exchange. Here’s the crazy thing...you’d think that after Black Monday, lessons would be learned. But in her analysis, Henriques demonstrates how that Monday in the fall of 1987 was the predicate to the financial crisis of 2008. Sadly, investors, regulators, and bankers failed to heed the lessons of 1987, even as the same patterns resurfaced. This was a fascinating interview for me because I lived through this period. I had just started my career on Wall Street, as the chaos was unfolding. I watched firsthand as my father nearly lost his business. This chat was like going down memory lane and it’ll give you guys a good glimpse of the life I used to live before I started hosting podcasts and radio shows! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 17, 2017
BONUS call: Pension Plan
Does having a job with a great pension mean you should stay there no matter what? That's what Nathan from Upstate New York is trying to decide. Nathan has a solid job with an awesome pension but was recently offered a new job without a pension. As I like to say, money makes life easier, but doesn't guarantee happiness. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 12, 2017
The Equifax Data Breach with Credit Expert John Ulzheimer
How many of you were impacted by the recent Equifax data breach? I was, Mark was, and considering 145.5 million other Americans were impacted, I’m going to guess that includes many of you too. Now that the news is out, heads have rolled (CEO Richard Smith has stepped down), Congressional hearings have taken place, where do things stand? More importantly, what should you do? Who should you trust? In times like these, there’s one go-to person: John Ulzheimer, the foremost authority on anything involving credit scores, credit reports, breaches, etc. John is so good that we did this interview on the phone! Formerly of FICO, Equifax and Credit.com, John is the only recognized credit expert who actually comes from the credit industry. He has served as a credit expert witness in more than 270 cases and has been qualified to testify in both Federal and State court on the topic of consumer credit. We’re going to get into all the dos and don’ts with John, but so you also have the vitals to reference, here are the main takeaways:Contact one (under Federal law, each is obligated to notify the other two) of the three credit bureaus Equifax (800-766-0008), Experian (888-397-3742) and TransUnion (800-680-7289) to put a free fraud alert on your credit report. You should also contact a fourth, lesser known company Innovis. The alert makes it harder for an identity thief to open more accounts in your name, but experts note that alerts usually just slow down the process of criminals opening accounts in your name, they don’t prevent it.If someone has used your information to make purchases or open accounts, file a complaint with the Federal Trade Commission and print your Identity Theft Affidavit. Use that to file a police report and create your Identity Theft Report.Place a credit-freeze on your credit file, which generally stops all access to your credit report. Unfortunately, you need to contact all the companies to freeze your file. Here are the links: Equifax; Experian; TransUnion and Innovis. Important note about a freeze: If you need to access credit, you have to unfreeze your records, which can take a few days. Some states charge a fee for placing or removing a credit freeze, but it’s free to place or remove a fraud alert.I’m not trying to freak you out or make you even more paranoid, but the reality of the situation is not if your information will be compromised, but when. For tips on how to minimize the chances of it happening, and what to do if it does, follow John on Twitter. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 10, 2017
BONUS call: Roth 401(k)
Nowadays it's becoming more and more common for employers to offer a traditional 401(k) as well as a Roth 401(k). Our BONUS caller today, Andrea from Minnesota, has both options and is wondering which one she should use? Or should she use both? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 5, 2017
George Anders & The Surprising Power of a "Useless" Liberal Arts Education
So often on this podcast, and on my radio show, we field questions from recent grads with insane amounts of student loan debt. Sometimes it’s enough debt to wreck a life. There’s enough blame to go around, but so often it’s a case of students feeling the pressure to go to fancy, high priced colleges to study what seems like an obscure major. But before you think that I am about to argue that every able-bodied student should be studying for a degree in a STEM (science, technology, engineering, mathematics) field, read on... Let me pose a question. What is wrong with a well-rounded liberal arts degree? A degree, which I might add, can be earned at countless reasonably priced colleges. George Anders, our guest this week on Better Off makes a strong case in his recently released book, You Can Do Anything: The Surprising Power of a "Useless" Liberal Arts Education. You don’t have to be a rocket scientist or know how to write computer code to succeed in today’s work environment. When you really think about it, it’s amazing how many doors a so called “useless” liberal arts education can open. As George says, you can be yourself, as an English major, and thrive in sales. You can segue from anthropology into the booming new field of user research; from classics into management consulting, and from philosophy into high-stakes investing. At any stage of your career, you can bring a humanist’s grace to the rapidly evolving high-tech future. If you’ve got kids starting the college application process, who are resisting calls to declare a STEM major or if you’re thinking about furthering your education by going to grad school, listen to this episode before making any decisions. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Oct 3, 2017
BONUS call: Retirement Planning
I love when we get calls from young people, and that's the case on the latest BONUS call with Ruth from Cleveland. Ruth, just 24 years old, is already a great saver but she's wondering if there's a better alternative to a plain old savings account? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 28, 2017
Fifty Inventions That Shaped the Modern Economy with Tim Harford
How many of you rode an elevator today? Or Googled something? Or use index funds in your financial lives? I’m going to guess all of you did at least one of those things. I’m also going to guess that you probably didn’t realize that those three things are among the 50 inventions that shaped the modern economy. That’s according to the list compiled by BBC and Financial Times journalist Tim Harford, our guest this week on Better Off and author of the new book, Fifty Inventions That Shaped the Modern Economy. The book paints a picture of change by telling fascinating and compelling stories of the tools, people, and ideas that had far-reaching consequences for the global economy. From the plough to air conditioning, from Gillette’s disposable razor to IKEA’s Billy bookcase, Tim is able to recount each invention’s own curious, surprising, and memorable journey. We also touched on Tim’s previous book, Messy: The Power of Disorder to Transform Our Lives, which comes out in paperback this October. As someone who could be described as a bit compulsive, especially when it comes to my email inbox, I loved this book because it celebrates the benefits of messiness in our lives: why it’s important, why we resist it, and why we should embrace it. Little did I know that a bit of mess lies at the core of how we innovate, how we achieve, how we reach each other – in short, how we succeed. I enjoyed this interview so much that, yep, you guessed it, no call this week! I don’t think you’ll mind...this was a fun one. I highly recommend following Tim on Twitter and checking out the 50 Things That Made the Modern Economy podcast. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 26, 2017
BONUS call: Student Loans
This week on the BONUS call we've got Samantha from North Carolina. Samantha, who is currently in grad school at Duke University, will be entering the real world in May of 2018 and wants to know what steps she should take to immediately pay off her student loans. The good news is that Samantha had some soccer scholarships along the way so the damage isn't too severe. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 21, 2017
How Wall Street Destroyed Main Street with Rana Foroohar
As you’ll recall, we did our fair share of explaining why Wall Street matters, on the episode featuring Bill Cohan. Today we’re doing a 180 with financial journalist and author Rana Foroohar. Rana’s book, Maker and Takers: How Wall Street Destroyed Main Street, doesn’t exactly paint our economic system in the best light. The book, just released in paperback, explores how the misguided financial practices and philosophies that nearly toppled the global financial system have infiltrated many US businesses. Rana shows how the “financialization of America,” the trend by which finance and its way of thinking have come to reign supreme, is perpetuating Wall Street’s reign over Main Street, widening the gap between rich and poor, and threatening the future of the American Dream. And since it’s not everyday that we have a Financial Times columnist in the studio, we also talked a good bit about the global economy, including Germany, Brexit, and China. Rana is a great storyteller, and it’s through stories of both “Takers,” those stifling job creation while lining their own pockets, and “Makers,” businesses serving the real economy, that she shows how we can reverse these trends for a better path forward. If you’re like me and an avid consumer of financial journalism, follow Rana on Twitter for some of the best reporting around. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 19, 2017
BONUS call: Life Insurance
This week we have our longest BONUS call yet from Chris in Minnesota. Why was it on the longer side? Because Chris had some questions about the tricky world of life insurance products. Chris is currently using a product to save for college education and wanted to know if he should keep on doing what he's doing or if it's time to mix things up. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 14, 2017
MONEY’s 2017-18 Best Colleges For Your Money
It’s September and by now, the kids are back to school. Not surprisingly, I used to love this time of year. What can I say...you guys know I’m a total geek. Whether you’re sending your little ones off for the first time or your kid is entering the final chapter of high school, the most expensive part of their education is yet to come! I know, I’m such a Debbie Downer. But the cost of college is no joke and if handled without forethought, it can wreak havoc on the financial lives of parents or saddle kids with boatloads of debt. There are thousands of colleges out there. Public, private, in-state, out-of-state, off-campus, on-campus, this major, that major...it goes on and on. It can be extremely overwhelming. So where does one turn for some help with the process? My favorite place to go is the annual Best Colleges For Your Money list from MONEY. To help us break down the 2017 rankings, MONEY reporter Kaitlin Mulhere, joins us. Her beat is her education, so she is the ideal person to discuss the topic. According to Kaitlin, MONEY uses three categories to compile the list: Cost: This category takes into account the net price of a degree, student loan debt, student loan repayment and default risk, value-added student loan repayment measures and affordability for low-income students.Education Quality: This includes the six-year graduation rate, value-added graduation rate, peer quality, instructor quality and financial troubles facing the school.Alumni Success: Includes graduates’ earnings, earnings adjusted by majors, 10-year earnings, estimated market-value of alumni’s average job skills and value-added earnings.I’m not going to reveal the whole list, but I will say that my alma mater at least cracked the top 50. That’s more than I can say for where Mark went... “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 12, 2017
BONUS call: Real Estate
This week on the BONUS call we're going to Bend, Oregon where we received a real estate question from Neil. Only 25 years old, Neil is wondering if it makes sense for him to buy a house. Because the housing market is hot where he lives, he's worried he'll be priced out if he waits much longer. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 7, 2017
Weapons of Math Destruction with Cathy O’Neil
This week on the Better Off podcast it’s yet another example of my geekiness. I love math and statistics...but I am nothing compared to the brilliant Cathy O’Neil. I have been a fan girl of Cathy’s since discovering her blog, mathbabe.org and then hearing her on the Slate Money podcast. Cathy, whose New York Times bestselling book Weapons of Math Destruction is now out in paperback, is the ultimate math geek, but more importantly, she is one of the most thoughtful intellectuals that I have encountered. Cathy’s resume is impressive: a Ph.D. in math from Harvard, a postdoc at the MIT math department, a professor at Barnard College, where she published a number of research papers in arithmetic algebraic geometry and then a short-lived stint on Wall Street, before she launched her consulting firm, ORCAA. When I heard Cathy explain complicated topics and then read the hardcover edition of the book last year, I knew we had to have her on the pod. It’s such a fascinating read about how big data increases inequality and threatens democracy. From how teachers are graded to how policing strategies are developed to credit scores and health insurance...it’s going to blow your mind when you hear how algorithms (mathematical models), dictate so much of our day-to-day lives. But what happens when these models are out of whack...opaque, unregulated and incontestable? Unfortunately, the already unlucky and struggling among us, get the short end of the stick. What can individuals do about these unproven mathematical equations? As you’ll hear Cathy explain, it starts by asking some basic questions. I hope you enjoy this interview as much as I did. It’s by far one of my favorites...so much so that there’s no call this week, just the interview. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Sep 5, 2017
BONUS call: Elder Care
I loved this latest BONUS call from Brianne in Oakland, CA. Brianne wasn't looking to help herself...instead she got in touch with us because she wants to help her parents. For the last several years she has been trying to help them get their financial lives in order. Although she has made progress, there's still a lot of work to do. After this call I'm ready to give Brianne the "Daughter of the Year" award. I think her parents are very lucky to have her around. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 31, 2017
Strategies for Achieving Peak Performance
I’m going to let you guys in on a little secret. I’m a total nerd when it comes to the brain and behavior. Why we choose to do the things we do or behave in certain ways has always fascinated me. So a few months ago when today’s guest, Friederike Fabritius, was in town from Germany, I jumped at the chance to interview her. Friederike is a leading expert in the field of Neuroleadership. In other words, she’s also a total nerd when it comes to the brain and behavior. In her recent book, The Leading Brain: Powerful Science-Based Strategies for Achieving Peak Performance, she presents simple yet powerful strategies for: Achieving the highest performanceSharpening focusLearning and retaining information more efficientlyImproving complex decision-makingCultivating trust and building strong teamsThroughout the book, Friederike focuses on using solid scientific findings to develop new methods and practices for leadership development. With Labor Day upon us and the final quarter of the year in sight, you may want to pick up this book for both you and your colleagues so you can all strive to perform at your maximum potential. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 29, 2017
BONUS call: Do You Need a Financial Advisor
This week on the BONUS call we're going to the beautiful Pacific Northwest to chat with Diane from Portland, Oregon. Diane and her husband, in their early 40s, have some considerable assets and are now wondering if it's worth paying a fee to meet with a financial advisor. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 24, 2017
Stacking Benjamins: Earn, Save, and Spend Money With a Plan
I’ve been in the podcasting world for a few years now and one thing I’ve discovered is that the podcasting world really is like a small fraternity/sorority where hosts form bonds and even appear on each other’s shows. We’re no different. And this week we’re doing it again with Joe Saul-Sehy, host of the Stacking Benjamins podcast. I’ve been a guest on Joe’s pod so I figured it was time to return the favor. Just like me, Joe has a background in finance. He was a financial advisor for 16 years and represented American Express and Ameriprise in the media. He was also the “Money Man” at Detroit television WXYZ-TV. Once he got the bug from listening to others, Joe decided he wanted to host his own podcast and now, just four short years later, it’s his full-time job.What is it about Joe’s background and approach that has resonated with listeners?Why don’t people want to talk about money?What has Joe excited about where we are in the financial world?Those questions and many others made for a very fun interview. You can find out more about Joe’s show on his Twitter page. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 22, 2017
BONUS call: Asset Allocation
This week on the BONUS call we've got Ari from New York City. Ari, a physician, has been accumulating assets for several years and recently realized that the bulk of his money is in stocks. Now Ari is thinking his portfolio should be more balanced but he's worried about the tax hit if he starts moving things around. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 17, 2017
Why the Justice Department Fails to Prosecute Executives
It’s hard to believe that we’re coming up on the ninth anniversary of the financial crisis that contributed to the Great Recession. What’s frustrating and mystifying is how many people, or lack thereof, actually faced the music for contributing to the debacle. The anemic response from the Department of Justice sparked today’s guest, Pulitzer Prize winning journalist Jesse Eisinger, to write The Chickenshit Club: Why the Justice Department Fails to Prosecute Executives. How can it be that no major bankers were charged or put in prison after the financial crisis of 2008? The Chickenshit Club, an inside reference to those prosecutors who were too scared of failure and too daunted by legal impediments to execute the duties of their jobs, explains why. The pages span the last decade and a half of prosecutorial flops, corporate lobbying, trial losses and culture shifts that have stripped the government of the will and ability to prosecute top corporate executives. But it wasn’t always this way. In the 1970s, it was commonplace that top corporate executives, not just seedy crooks and drug dealers, could commit crimes and actually be sent to prison. What changed between then and now? Is it a problem that can be corrected? If so, how? The Chickenshit Club provides a clear, detailed explanation as to how our Justice Department has come to avoid, bungle, and mismanage the fight to bring white-collar criminals to justice. You can follow Jesse and his latest reporting on Twitter. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 15, 2017
BONUS call: Student Loans
This week on the BONUS call it's yet again the all too familiar question about heavy, heavy student loan debt. This time it was Alida in Florida looking for some advice as to how she and her husband can attack roughly 200k in loans. Even though that is a serious amount of debt, I have a pretty good feeling about these guys. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 10, 2017
How the Best Leaders Inspire People Every Day
What is life without inspiration? To me it sounds a bit boring. Of course inspiration can come from anywhere, but because we spend the bulk of our time in the workplace, it is a natural setting to seek it out. Conversely, if you’re the boss, don’t you want to be seen as somebody who inspires? It’s easier said than done, but thanks to our guest this week, executive coach Kristi Hedges, there are everyday actions that any leader can take to be an inspiring and motivating force. In her latest book, The Inspiration Code: How the Best Leaders Energize People Every Day, Kristi shows how to become a leader who builds commitment and fosters greatness in others. Having spent years studying exactly what inspiring leaders do differently, Kristi likes to think of inspirational people as the four Ps:PRESENT: investing their full attention and letting conversations flowPERSONAL: speaking genuinely, listening generously, and acknowledging the potential of those around themPASSIONATE: exhibiting sincere emotion and exuding energy attuned to the situationPURPOSEFUL: helping others find meaning and see their place in the bigger pictureIf you think your boss might be missing one of the Ps, maybe it’s time to pull him or her aside and have a friendly chat... For more workplace and leadership tips, you can follow Kristi on Twitter. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 8, 2017
BONUS call: Diversification
Last week on the BONUS call the question was about when to start diversifying. This week Ashley from Florida is asking if there's such a thing as being too diversified? With a few different retirement accounts in the works, does she need all of them? Or does less really equal more in this scenario? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 3, 2017
Hot Housing: How to Buy and Sell
Prices are up, inventories are down which means the housing market is hot again. It’s not like the crazy days of 2005, but conditions are a bit frenzied. To prepare for what is likely to be the biggest asset purchase or sale you’ll make in life, we turn to Stephen Gasque, host of Real Estate Today, a weekly radio program presented by the National Association of Realtors. Whether you’re a first-time buyer or seller, Steven is full of tips to help you navigate the process. One of the topics we spent some time on is the current inventory crisis and why it’s seemingly harder than ever for potential buyers to get the home they want. Why is the competition among buyers more intense than ever? Some of the other topics we discussed: What are the most common mistakes people make when buying or selling? What’s the most important step for a potential buyer? How to successfully invest in real estate as a rental propertyThe future of mortgage interest deductions Renting versus buyingIf you’re planning on going to an open house this weekend, give this one a listen for some tips that could increase your odds of landing the house before you walk through the front door. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Aug 1, 2017
BONUS call: Asset Allocation
This week on the BONUS call we're talking asset allocation with David from Virginia. For years David has been saving and not really paying attention to his various accounts. Now that he's a little older, he recently checked in on them and was pleasantly surprised to see how much his accounts have grown. Up until now everything David has saved has been 100% invested in stocks. Now that he's in his 30s is it time to start diversifying? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 27, 2017
Pop Culture and Technology with Jeff Bakalar and Russ Frushtick
When it comes to money and personal finance, I like to think I know a thing or two. But when it comes to technology and gadgets, I turn to experts Jeff Bakalar and Russ Frushtick. Jeff and Russ host The 404 Show, a popular CNET podcast that focuses on pop-culture, tech, movies, comics, video games and more. It’s a good arrangement: When Jeff and Russ have questions regarding their financial lives, they know who to call—and they really do, from time to time. When I need help purchasing a new phone or want to understand what lies ahead on the tech landscape, I return the favor. The technology world changes so fast it’s almost impossible to keep up with it. Every month it seems, there’s some new announcement—a hot new app, a popular gadget, a hopeful tech IPO, a disruptive innovation—it’s never ending. In this latest episode of “Better Off,” we touched on a variety of topics that we once thought we’d only see in a Hollywood movie:Artificial intelligence (AI)Virtual reality (VR)Self-driving vehicles UPS using drones to deliver packages We also talked about current issues: Uber versus the cab companies? Is the competition a good thing? Will it force the cab industry to reinvent itself? Will buying an Amazon Echo cause me to become incredibly lazy? Call me old fashioned but I actually like turning on the lights myself. I think I get points for being active on Twitter and Instagram...though I’m not sure you’ll see me wearing a virtual reality headset anytime soon. That said, give this episode a listen, especially if you’re wondering if you really need to upgrade your phone every year or two. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 25, 2017
BONUS call: Home Buying
This week on the BONUS call we're talking to Brian from Los Angeles. Brian and his wife have lived overseas for a while and in the process built up a nest egg of about 600k. Now back in the States they have to find a house and are wondering how to do it without blowing through all the money they've accumulated. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 20, 2017
The Secret History of the iPhone with Brian Merchant
On June 29th, 2007 Apple CEO Steve Jobs unveiled a new product, which he described as “a revolutionary mobile phone,” and a “breakthrough Internet communications device.” Indeed, the iPhone has changed our lives. We do EVERYTHING on our phones. We text, we surf the web, we bank, we book vacations, we get directions, we book cars, we play games, and we even make the occasional phone call. In the process, Apple has become the most profitable public company in the world, with a market cap of about three quarters of a trillion dollars – that’s more than twice as much as Exxon Mobil and three times as much as General Electric. Over the past ten years, Apple’s business has grown by 10 times and its stock price has increased by nearly 720 percent, dwarfing the 134 percent rise in the NASDAQ Composite Index. But just how close did we come to not having the iPhone? How did it actually happen? Our guest Brian Merchant, technology journalist and author of the new book, The One Device: The Secret History of the iPhone takes us back to the mid-2000’s to tell the iPhone origin story. Brian reveals the inside story of the device, based on his exclusive interviews with the engineers, inventors and developers who guided every stage of the iPhone's creation. He also discussed what life is like for the workers in China who assemble the phones. As you’ll hear, Brian doesn’t paint a very pretty picture. If you’re a techie and live for the latest Apple rumors and news, definitely follow Brian on Twitter. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 18, 2017
BONUS call: Retirement Planning
This week on the BONUS call we chatted with John from Philadelphia. The call started with John wanting to know how he and his wife can find a financial advisor. By the time the call was over, let's just say the game plan changed for John. Remember folks, there are certain things that need to be happening before you're ready to take the next step. This call will help walk you through the process. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 13, 2017
How to Buy a Car with Consumer Reports Auto Specialist Mike Quincy
If you live in a big city, it can be easy to forget what it’s like to depend on a car. Urbanites tend to walk, take the subway or bus, ride a bicycle, or hop in a cab to get virtually everywhere. But I grew up in the suburbs and know the vast majority of you listening to this podcast have a deep, personal relationship with your car. After all, next to your home, your car is one of the biggest assets you’ll purchase in life, which is why you are likely to have a ton of questions that need to be answered. Where does one turn to learn the best car buying tips? Maybe you have used the Consumer Reports Annual Auto Issue, but, today on Better Off, we go one better... we have Mike Quincy, Automotive Specialist at Consumer Reports, one of the pros behind all things car-related at the magazine. Mike may have the coolest job in the world. He gets to race, I mean drive, basically every car imaginable around a test track and then write the reviews you read...a dream job for a total car geek. With almost 30 years under his belt, Mike has the answers to the most-frequently asked car questions:Buy or lease?Sedan or SUV?Which model has the best crash test ratings?Do I need to buy the extended warranty?Which manufacturers should I avoid?We also discussed which cars are safest for young adults, the reliability of high end cars like Mercedes and BMW, what the future holds for Tesla and the current state of the legacy automakers here in the U.S. So as you hit the road this summer and fantasize about a new set of wheels, this episode is a must listen before you walk into that dealership. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 11, 2017
BONUS call: Become a CFP
It's so great and satisfying when we're able to expose people to the world of finance through the podcast. That's the case with Joe from Arizona, our latest BONUS call, who after listening to us, is now interested in pursuing a career as a CFP. Since Joe doesn't have a background in finance he was looking for some advice as he prepares to start this new chapter of his professional life. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 6, 2017
Summer Travel Tips with Peter Greenberg
Summertime is officially upon us which means millions of Americans will be hitting the roads and taking to the skies to enjoy their summer vacations. Whether you want to hit the beach, blaze a trail off the beaten path or explore one of the major tourist destinations, there’s a smart way to do it. That’s where Peter Greenberg, this week’s guest on Better Off, enters the picture. Peter, the Travel Editor for CBS News, is full of tips and suggestions to help you get the most bang for your buck as you plan and book your trip. Where to go? Where not to go? Drive, train or fly? From South Africa to Chile to Tokyo and Thailand, as well as hidden gems here in the States, we circle the globe with Peter and provide you with useful tips to easily reach your destination, with a few bucks left in your pocket. Give recent attacks in London, Paris and Istanbul, is there any reason to think twice before booking vacations to those cities? How should we think about places where the Zika virus remains prevalent? What’s on Peter’s “Do Not Visit List?” This one may be hard to believe, but despite all the travel related websites out there, Peter insists that even in 2017, the best thing to do is to pick up the phone and have an actual conversation with the airline or hotel. But it’s not just a conversation for the sake of having one. There’s a way to do it and certain questions to ask. It’s a process. So much so, that we did a little role playing to help guide you guys through it! If you’re a frequent traveler, Peter is definitely someone to follow on Twitter. Let us know where you’re vacationing this summer...send a picture to askjill@betteroffpodcast.com. Me? Well, I don’t have anything extravagant planned other than some weekends at the local beach. Mark on the other hand was just in Paris for the French Open and is now in London for Wimbledon. Somehow this equation seems out of whack! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jul 4, 2017
BONUS call: Retirement Planning
This week on the BONUS call I had to pick a side. I was either going to side with our caller, Dustin from Minnesota, or his wife. Only in their 30s, these guys are in great shape. They already have a good nest egg going and are able to save a solid amount each year. Dustin is all about contributing to their retirement accounts. His wife on the other hand thinks they should pull back on the retirement accounts and beef up their liquid assets. Have a guess as to which way I'm leaning? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 29, 2017
Personal Finance 101 with Liz Weston
While it’s always fun talking to authors, CEOs and you on the Better Off podcast, I also enjoy chatting with fellow financial industry journalism colleagues. Doing so allows me to get their take on the state of the industry and to talk about what they’ve been covering, what has them jazzed and what they see coming in the weeks and months ahead. Our guest this week, Liz Weston, is a total financial nerd, so I guess it’s fitting that Liz works as a columnist for NerdWallet, a personal finance website that offers financial tools and advice to help people understand their options when making financial decisions. Liz is also a CFP® and has been covering the industry for many years. She started her career on the politics beat but that got old quickly. She transitioned into personal finance and has been writing full-time since 1994. Even though Liz knows her stuff, it was very interesting to hear her talk about how she has used an insurance agent, a tax pro, an estate planner and even has her own financial planner. I’m the same way...even though we are professionals within the industry, qualified experts can help you save time, money or ideally, both! Some of the other topics we discussed include:The decreasing role of the Consumer Financial Protection BureauThe student loan crisis and possible ways to fix itWhether or not social security will be around for millennialsIf you follow me on Twitter then you know I’m a big fan of the content Liz continues to crank out. She’s definitely worth a follow for top notch personal finance insight. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 27, 2017
BONUS call: Retirement Planning
We love starting them young on Better Off, and that's certainly the case with Kevin from Maryland, our latest BONUS call. Kevin, just 23 years old, want's to make sure he has all his finances in order before starting medical school later this summer. His main question is what he should do with an old 401(k) plan. What criteria should he consider before rolling it over? Can he do it on his own or does he need a financial planner? All very good and common questions that will likely apply to some of you listening. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 22, 2017
Why Wall Street Matters with William Cohan
Imagine a world without companies like Apple, or media outlets such as CBS or NBC, without all of the cars and trucks crisscrossing the country, without food provided by the farmer...that’s what would happen if Wall Street did not exist...it would all go away, according to this week’s Better Off guest, writer William “Bill” Cohan. If you’ve read some of his previous books, like "House of Cards," or “Money and Power”, you know Bill is usually not one to shy away from going after Wall Street and its shortcomings. But in an interesting twist, Bill’s recent book, "Why Wall Street Matters," is a defense of the industry that he has pilloried. In our interview, Bill describes a poor decision by Elizabeth Warren as the catalyst that propelled him to write this latest book. He tells us what Wall Street has done well, like providing the necessary capital to companies, which in turn allows them to invest, expand and hire, thus propelling overall economic growth. Don’t be mistaken: Bill knows that Wall Street and the institutions that occupy the space in Lower Manhattan are imperfect, but he believes that there is far more good than bad -- and more importantly, the consequences would be dire if the essential role the industry plays were carelessly curtailed. Bill had one goal when writing this book: for Wall Street to become understandable to the average American. In this easy to read book, Bill succeeded. I highly recommend you pick it up. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 20, 2017
BONUS call: Health and Money
This week we have one of the more interesting BONUS calls that we've taken on Better Off. You know, life isn't always as we plan it...it's not always a simple, straight line. Things come up, especially health related items that can make it difficult when doing a financial plan. Mike from Tennessee falls into this category. Given some recent poor test scores, and the fact that his father died of a heart attack at 59, Mike, currently 49, wants to retire early. The good news is that Mike and his wife have a nest egg of about $2.5 million. Given that Mike is asymptomatic, we hope he lives a long life and is able to reap the rewards in retirement. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 15, 2017
Cybersecurity and Hacking with Kevin Mitnick
It seems everyday there’s a story in the news that involves hacking. Whether it’s a big box retailer, the IRS or Russians hacking the DNC, cyber warfare has become one of the biggest threats in the 21st century and we are all vulnerable. To help you understand the current environment and to learn some of the simple steps we should take to prevent ourselves from becoming a victim, we had to find an expert...a professional hacker. I’m not talking about some random hack...I’m talking about the hacker of all hackers, Kevin Mitnick. This guy is the real deal. So real that after a well publicized pursuit back in the 1990s, he was arrested by the FBI and spent five years in prison, including eight months in solitary confinement. Now a free man, he does consulting work for Fortune 500 companies and the government. Though I should point out that for business cards he uses metal lock pick sets with his name and number on them. Really. In his latest book, The Art of Invisibility, Kevin uses true-life stories to show exactly what is happening without your knowledge, teaching you online and real-world tactics to protect you and your family, with step-by-step instructions. After reading this book you will learn everything from password protection and smart Wi-Fi usage to advanced techniques designed to maximize your anonymity. Despite what we’d all like to believe, our passwords really can be stolen, our data sold and our personal emails read. After listening to this interview, check out the book and learn the simple steps to help prevent it from happening to you. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 13, 2017
BONUS call: Side Hustle
Summer is just about upon us which means all those hardworking teachers out there will get a well deserved break. That includes our BONUS caller this week, James from Illinois. What's different about James is that he doesn't necessarily want to take the whole summer off...he actually wants to find a side gig to make some extra cash. Because he lives in a rural area he's not quite sure how to make it happen so he decided to call us for some advice. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 8, 2017
Behavioral Economics with Michael Lewis
Sometimes a host has to do what a host has to do to land the interview. You could say that was the case with the one and only Michael Lewis, our guest this week on Better Off. It was a few months back that I ran into Michael in the CBS This Morning Green Room and immediately started working my mojo to get him on the podcast. Although it took weeks and weeks of emails to finally make it happen, it was worth the wait. Lewis is such a prolific writer that you’ve probably picked up at least one of his books, including Moneyball, The Blind Side, The Big Short or Flash Boys. In this interview, we discuss his latest work, The Undoing Project. The Undoing Project explores the roots of behavioral economics, a topic that has always fascinated me. I love trying to understand why people make the decisions they do. Trying to figure out how the human mind works. And that’s what this book is all about. It’s starts with the partnership between Israeli psychologists Daniel Kahneman and Amos Tversky. Forty years ago, the pair wrote a series of original studies questioning our assumptions about the decision-making process. Their papers showed the ways in which the human mind systematically erred, when forced to make judgments in uncertain situations. Their work created the field of behavioral economics, revolutionized Big Data studies, advanced evidence-based medicine and led to a new approach to government regulation. We also touched on many other topics including the financial industry, the current political climate and what he plans to work on next. Which means you’ll likely hear Michael again on this podcast sometime down the road...hopefully I won’t have to tackle him again in the Green Room! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 6, 2017
BONUS call: Inheritance
This week on the BONUS call we’re talking to Chris from Florida who recently inherited 30k from his grandmother. By the way, can I just say what a nice lady his grandma was! Okay, back to Chris…his first move was a smart one as he paid off the remainder of his student loans, about 12k. So now he has 18k and isn’t quite sure what his next move should be. Here’s a hint…he badly needs a car… Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Jun 1, 2017
Option B with Adam Grant
By now you may have seen or heard an interview with Facebook Chief Operating Officer Sheryl Sandberg discussing her recently released new book, Option B: Facing Adversity, Building Resilience, and Finding Joy. Although she is the headliner, Sandberg had a co-author on the project -- the incredible Adam Grant, an organizational psychologist, professor and accomplished author in his own right. We were lucky enough to land Adam as this week’s Better Off guest. Adam, named Wharton’s top-rated professor for five straight years, has already authored two New York Times bestselling books. Originals explores how individuals champion new ideas and leaders fight groupthink and Give and Take examines why helping others drives our success. His latest project with Sandberg focuses on resilience and how to use it in everyday life to become better off, a core theme of our podcast. Life isn’t always a smooth ride and inevitably you’re going to have to deal with some bumps in the road. Whether it’s the loss of a loved one, the loss of a job or a bad financial decision, at some point along the way there are going to be tough times that you will face. For Sheryl this moment came after the sudden death of her husband Dave Goldberg. Stuck in a deep void, she felt that she and her children would never again experience joy. It was Adam who helped her realize that there are concrete steps she could take to recover and rebound from the life-shattering experience. Adam notes that deep down inside all of us, we all have resilience -- and combined with a support system, it’s possible for of us to grow and find even greater appreciation in our lives. I think this book with help you prepare for the next hurdle you encounter. Quick side note...it’s always our goal to get our guests with us in-studio but due to conflicting schedules, we conducted this interview on the phone. Because Adam we was so good and the topic so important, we decided the phone shouldn’t stop us from running it. We hope you agree! “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 30, 2017
BONUS call: Saving for Retirement
This week on the BONUS call we're going to the Pacific Northwest where we found Chris from Spokane, Washington. Chris, who is only 40 years old, is maxing out his 401(k) and his Roth IRA and also has an emergency reserve. On top of all that, he has an extra 2k each month and isn't sure what to do with it. Should he keep saving for retirement or can he ease up a bit and do something else with the extra cash? Nice problem to have, huh? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 25, 2017
Bernie Madoff and The Wizard of Lies with Diana Henriques
Bernie Madoff is perhaps the most notorious name in the history of Wall Street. By now we all know the story. Madoff conducted a Ponzi scheme that is considered to be the largest in U.S. history. Over the course of decades, Madoff stole billions of dollars from his clients and finally, amid the financial crisis of 2008, the crime came to a screeching halt. How on earth was he able to pull it off for so long, when there were plenty of warning signs and whistleblowers who tried to alert regulators that something was amiss? One of the journalists covering the scandal was Diana Henriques, then a staff reporter at The New York Times, who specialized in investigative reporting on white-collar crime, market regulation and corporate governance. Diana used her countless hours of work as the lead reporter on the story as a catalyst to write the bestselleing book, The Wizard of Lies: Bernie Madoff and the Death of Trust. Diana had incredible access, including the first interview with an imprisoned Madoff. I was fortunate enough to interview her in 2011, just as the book was becoming a bestseller. I remember thinking at the time that the tale of Bernie Madoff was not just a financial story, but a Shakespearean tragedy. Robert De Niro was so drawn to the character of Bernie Madoff as Henriques depicted him, that he bought the film rights to “The Wizard of Lies.” Six years later, HBO films released the movie version of “The Wizard of Lies” - it debuted this past Sunday. If you’ve yet to see “The Wizard of Lies,” go watch it. DVR it, stream it, whatever the method, just watch it. It’s incredibly well done and stars Robert De Niro as Bernie Madoff and Michelle Pfeiffer as Ruth Madoff. Diana is an amazing storyteller, from her dogged pursuit of the Madoff prison interview to her describing the phone call she got from Robert De Niro saying he wanted to play Madoff...just an incredible story. We wanted to give you as much of Diana as possible, so for this week only, we’re skipping the caller of the week...don’t freak out, it’ll return next week. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 23, 2017
BONUS call: 401(k) Rollover
Nowadays it's a common occurrence to change jobs every few years, if not every few months. That means at some point you're going to have at least one, likely more, retirement accounts from past jobs. What should you do with them? Should you consolidate? That's what Andrew from Chicago was calling about on the latest BONUS call. He has about 100k in an old retirement account and was wondering if he should roll it into something new or just leave it where it is. The answer may surprise you... Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 18, 2017
Succeeding in College and Life with Daniel Lerner and Alan Schlechter
It’s officially that time of year when college grads throw their caps high into the air and prepare to enter the real world. Just a few short years ago, these graduates were among the four million students who began their journeys at the nation’s colleges and universities. While those four years are supposed to be the best years of your life, for many, they turn out to be the most stressful they’ll experience. They can be so stressful that, by the end of freshman year, 30% of students drop out. That’s where today’s guests enter the picture. Dan Lerner and Alan Schlechter team-teach a course at New York University called The Science of Happiness. From this wildly successful class, they recently released the book, “U Thrive: How to Succeed in College (and Life).” Let me stress that last part of the title…”and life.” This is not a book just for students—it’s for everyone. Using fascinating science and real-life stories, Dan and Alan bring a similar focus to the Better Off podcast: They try to help you better your life. Whether it’s for yourself, you have a kid starting college or one that is graduating right now, this book will provide tips for building positive habits that will last a lifetime. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 16, 2017
BONUS call: Early Retirement
Today on the BONUS call we're chatting with Doug in Miami who initially called to ask about an old 401(k) plan and what he should do with it. As you'll hear, the call quickly turned into Doug, 35 years old, wanting to retire at 50. Can he do it? Does he have enough saved? Is it a smart move? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 11, 2017
Life Insurance Made Simple with Yaron Ben-Zvi
Technology has made our financial lives better and simpler. From banking and investing to shopping and planning a vacation, many of our daily necessities are just a click away. Thanks to Haven Life, you can now add life insurance to the mix. If you’ve ever applied for life insurance coverage, you know that it can be painful. From the multi-page applications to medical exams and records, it used to take weeks, if you were lucky. Founded by our guest, Yaron Ben-Zvi, Haven Life is leveraging technology in order to disrupt the life insurance process and experience. Mark, our producer here at “Better Off,” recently became a customer and couldn’t believe how easy and painless the process was: “I just calculated how much coverage I needed and was covered in about 20 minutes. No joke!” Yaron says that the company's goal is to provide an easier, faster, just plain better way to provide coverage of up to $1 million, by offering: -Simple online application process -No medical exam for qualified, healthy applicants -Easy price and policy comparisons -An immediate decision with InstantTerm -Backing of MassMutual, a 160-year-old life insurer -A plain language no commission policy Just enter the basics, like gender, age, health condition, city, etc. and you’re on your way. Check out Haven Life’s calculators and see what makes sense for you. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 9, 2017
BONUS call: Retirement Planning
On the BONUS call this week we talked to John from Houston who had some questions about reducing his tax liability once retirement rolls around. John and his wife are in great shape...these guys are serious savers which has allowed them to sock away $700k in retirement savings with many years left to add to the pot. It was a success as we were able to open John's eyes about the benefits of using his Roth 401(k) plan at work. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 4, 2017
Global Economics with Mohamed El-Erian (Part Two)
I never take it for granted how fortunate I am to have my job. Let’s be honest, it’s not really a job when you’re doing what you love. And that’s what I get to do as a journalist covering personal finance and economics. With the “job” comes the opportunity to meet many smart, interesting and influential people, some of whom are legit heavyweights within their specific industries and in the world at large. Today’s Better Off guest, the esteemed Dr. Mohamed El-Erian, falls into that category. Of all of the economists and financial services executives that I have been privileged to interview, Mohamed is one of the few who can distill and communicate complicated ideas in a way that all of us can understand. That’s why we’re keeping him around for two episodes...there’s just too much knowledge in his brain to squeeze into one show. While you may have seen or read Dr. El-Erian before—as a guest on CNBC, a LinkedIn Influencer, a columnist for “Bloomberg View,” a contributing editor to the “Financial Times,” and the chief economic advisor for Allianz—our conversations on “Better Off” are rare opportunities where he can delve into a myriad of big picture economic topics for more than the three minutes usually allotted to his appearances. Mohamed’s bestselling book, “The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse,” will be released in paperback next month. I encourage everyone to read it, because it was one of my top picks for economics/business books last year. In part two of the interview we talk to Mohamed about the financial concerns keeping him up at night. We also continue our discussion on Brexit and the ongoing crisis in Greece and why that country faces the risk of a lost generation. But it’s not all doom and gloom. Before leaving us, Mohamed touched on the three reasons why he continues to remain optimistic about the global economy. Quick favor to ask...please take two minutes and fill out our listener survey...it's painless and literally takes two minutes, three max. Thank you! https://betterment.qualtrics.com/jfe/form/SV_0rcT1aOrD8K9sy1 “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
May 2, 2017
BONUS call: Do You Need a Mortgage?
You're getting ready to buy a new home and have the cash to purchase it outright...should you? Or should you take on a mortgage? That's what Dwayne from Illinois was wondering and we answered his question on the latest BONUS call of the week. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/channel/UC_4j5YsSRTE6PuY0ZNhBFcQ/videos https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 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
Apr 27, 2017
Global Economics with Mohamed El-Erian (Part One)
I never take it for granted how fortunate I am to have my job. Let’s be honest, it’s not really a job when you’re doing what you love. And that’s what I get to do as a journalist covering personal finance and economics. With the “job” comes the opportunity to meet many smart, interesting and influential people, some of whom are legit heavyweights within their specific industries and in the world at large. Today’s Better Off guest, the esteemed Dr. Mohamed El-Erian, falls into that category. Of all of the economists and financial services executives that I have been privileged to interview, Mohamed is one of the few who can distill and communicate complicated ideas in a way that all of us can understand. That’s why we’re keeping him around for two episodes...there’s just too much knowledge in his brain to squeeze into one show. While you may have seen or read Dr. El-Erian before—as a guest on CNBC, a LinkedIn Influencer, a columnist for “Bloomberg View,” a contributing editor to the “Financial Times,” and the chief economic advisor for Allianz—our conversations on “Better Off” are rare opportunities where he can delve into a myriad of big picture economic topics for more than the three minutes usually allotted to his appearances. Mohamed’s bestselling book, “The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse,” will be released in paperback next month. I encourage everyone to read it, because it was one of my top picks for economics/business books last year. In part one of the interview Mohamed touches on the three things he believes every investor needs to be a successful: -An understanding of fundamentals -An understanding of mathematics and discounted cash flows -A solid gut instinct If you only possess one of these attributes—gut instinct—don’t worry! We also discuss passive investing as an alternative to stock picking. As the new administration and Congress roll out various fiscal policies, it was a treat to hear what’s on Mohamed’s wish list. There are measures that the government can take to foster a more inclusive U.S. economy, help boost wage growth and improve the current tax system. And of course, we wouldn’t let him go before getting this UK-educated economist’s view of Brexit! Quick favor to ask...please take two minutes and fill out our listener survey...it's painless and literally takes two minutes, three max. Thank you! https://betterment.qualtrics.com/jfe/form/SV_0rcT1aOrD8K9sy1 “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Apr 25, 2017
BONUS call: Student Loans
This week on the BONUS call we once again chatted student loans with Andrea from New York City...but this time it wasn't about how to pay them off. After many years Andrea is finally seeing the light at the end of the tunnel and will soon be throwing a party to celebrate. FYI, Mark and I are still waiting for our invite. Anyway, now that the loan will soon be gone, Andrea is wondering what she should do next. I love talking to young people who are interested in bettering their financial lives! Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating in iTunes. Have a question? Email us at askjill@betteroffpodcast.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
Apr 20, 2017
The Muse: Navigating Your Career with Alexandra Cavoulacos and Kathryn Minshew
Human Capital: It’s more valuable than any other investment you have and that’s why we often discuss career development and management on Better Off. If you’re one of the lucky ones like me, then you’re doing what you want to do, but it took me some time to get here… Many of you may want to change careers and do something that’s more in line with your passions. There are those who have been laid off, often after spending several years at the same company, and now suddenly have to launch a job search process. Thankfully we live in a day and age where there’s plenty of career finder and guidance websites available to assist. Enter The Muse, founded in 2011 by Alexandra Cavoulacos and Kathryn Minshew. Alex and Kathryn, both millennials, decided to launch the site after working together in the consulting world and realizing it wasn’t what they wanted out of life. Fast forward to present day -- 50 million people visit The Muse each year to determine what they want to do with their lives. The success and popularity of the site encouraged Alex and Kathryn to write a guidebook for the modern workplace. “The New Rules of Work: The Modern Playbook for Navigating Your Career” is designed to help, whether you are starting out in your career, looking to advance, navigating a mid-career shift or anywhere in between. Through exercises and tips, you will learn: -The New Rules for finding the right path: Sift through, and narrow today’s ever-growing menu of job and career options, using the simple step-by-step Muse Method -The New Rules for landing the perfect job: Build your personal brand, and communicate exactly how you can contribute and why your experience is valuable in a way that is sure to get the attention of your dream employer. Then ace every step of the interview process, from getting a foot in the door to negotiating your offer. -The New Rules for growing and advancing in your career: Mastering first impressions, the art of communication, networking, managing up and other “soft” skills. Regardless of where you’re at on your career trajectory, you’re bound to find some tips in this book that will help you navigate your professional journey. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Apr 18, 2017
BONUS Fiduciary Rule Q/A
On April 10th, the Department of Labor's Fiduciary Rule was scheduled to go into effect. It didn't happen. Instead, there's now at least a 60 day delay. What does this mean and what should consumers expect going forward? Will this rule ever be implemented? To discuss these questions and more, I held a brief round-table discussion with Jon Stein, the CEO of Betterment, Maureen Thompson, Vice President of Public Policy at the CFP Board and Micah Hauptman, Financial Services Counsel at the Consumer Federation of America. Our BONUS call of the week will return next Tuesday, so if you have a question, email us at askjill@betteroffpodcast.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
Apr 13, 2017
Leadership Skills with Retired Admiral William H. McRaven
By now you know that on the Better Off podcast we talk about more than just the nuts and bolts of investments and economics. Our mission is to help you take control of your financial life, and that includes helping you better yourself, invest in yourself, and ultimately, become an all around better off individual. One of the amazing byproducts of leaving a full time career in investment management and entering the news business is that I now meet (and have the privilege to interview) a wide range of incredibly smart people. While at times I can take that for granted, every once in awhile, I host a guest who helps me realize just how lucky I have it. That’s what happened when Retired Admiral William “Bill” McRaven walked into the studio last week and talked to me for about 45 minutes. It happened to be the day after the U.S. had launched airstrikes against Syria, which made the visit timely. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with nearly 25 million views online. In January, 2015 Bill became the Chancellor of the entire University of Texas system and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life...And Maybe the World. The ten fundamental life lessons McRaven learned in Navy Seal training resonate with all of us, but these are three of my favorite: -If you want to change the world, start off by making your bed -If you want to change the world, find someone to help you paddle -If you want to change the world, you must be your very best in the darkest moment We love feedback so please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Apr 11, 2017
BONUS call: Investing and Taxes
We like to keep investing as simple as possible on the Better Off podcast. It's really not rocket science...in many ways, less truly is more. However, one tricky thing that can be confusing and one thing that you really need to keep an eye on is the tax implications of your various investments. That's what Brandon from San Antonio was struggling with. We're pretty sure we helped him out on the latest BONUS call of the week. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating in iTunes. Have a question? Email us at askjill@betteroffpodcast.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
Apr 6, 2017
Financial Aid and Student Loans with Kelly Peeler
One of the goals of the Better Off podcast is to make the daunting seem doable. And there is no more daunting topic than college. From saving for it, going through the selection process and the heavy lifting of paying for it (whether out of pocket or through financial aid and student loans), the whole subject produces anxiety for students and their families. But it doesn’t have to be that way, according to our guest Kelly Peeler, founder and CEO of NextGenVest, a free text message service to help students navigate the college selection and financial aid and student loan processes. It’s the busy time of year for Kelly and her team, as college acceptances are rolling in and families are trying to figure what to do with all the various forms. And those forms are KEY. Can you believe that more than $2.7 billion dollars, yes billion with a B, of unclaimed financial aid money is left on the table every single year primarily because people don’t fill out the FAFSA form. That blows my mind. By using NextGenVest, students and their families are connected with Money Mentors who will help coach them through the process and also provide key financial aid deadline reminders, form annotations, and on-demand help via text message to get more financial aid in high school and beyond. Mentors will also answer questions such as: -How do I find scholarships I can actually apply to? -Am I filling out the right FAFSA forms? -Am I allowed to negotiate my college tuition? -Is working during college a good idea? -Can I still get scholarships even if I don’t have great grades? Aside from discussing the dreaded but necessary forms, we also talked to Kelly about the student loan bubble and why she feels it could be the next financial crisis. If you enjoyed the episode please let us know by leaving a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Apr 4, 2017
BONUS call: Early Retirement
Are you retired? Retiring soon? Perhaps are younger and wondering if you'll have enough money when the time comes? That's what the latest BONUS call with Alison from California is all about. Alison is only in her 50s but already decided to call it quits and is now wondering if she made a mistake. Considering life expectancy is much longer these days, especially for women, she has many, many years to plan for. Let us know what you think with a comment and rating in iTunes! Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Have a question? Email us at askjill@betteroffpodcast.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
Mar 30, 2017
Taking Charge of Your Career with Nicole Lapin
When you hear my unabashed enthusiasm and connection with today’s guest, Nicole Lapin, I think you will understand why we hit it off so quickly. Nicole, already an accomplished journalist by her thirtieth birthday, expanded her reach with the 2015 release of her New York Times bestseller, “Rich Bitch”. Yes, that’s the title. Before you start going nuts, CALM DOWN. Nicole’s premise is simple: she wanted to own that word and use it to entice those who might not necessarily pick up a personal finance book. Nicole’s latest book, which is laugh out loud funny, is called “Boss Bitch: A Simple 12-Step Plan to Take Charge of Your Career”. Despite the title of both of her books, they are not exclusively for women. Both are about taking charge, no matter who you are. Boss Bitch is about being a boss without having a business card or dozens of employees to prove it. Here are some topics that that Nicole explores: -Be the CEO of YOU by running your life like a business -Think like a boss by being entrepreneurial within an existing company -Getting, and crushing, your dream job -Be a hustler by exploring your passions and making extra money -The nuts and bolts of getting your OWN business off the ground Nicole’s steps jibe with one of the common themes of Better Off: Investing in YOURSELF, bettering yourself to become better off in life and in your career will pay more dividends than any investment! These are not unique concepts, but like diet and exercise, just a few small steps often lead to long-lasting improvements. I had so much fun with this interview that I can’t wait for Nicole’s next book! I suspect it will have a certain word in the title... “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Please leave us a rating or review in iTunes! For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Mar 28, 2017
BONUS call: Disability Insurance
This week on the BONUS call we talked to Brian from Seattle who was wondering if he should still be paying for disability insurance. Insurance questions are always tricky and very specific so there's no standard answer. Give it a listen...who knows, you or somebody you know may be in a similar situation. As always, let us know what you think by leaving a rating or review in iTunes. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Have a question? Email us at askjill@betteroffpodcast.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
Mar 23, 2017
Listener Questions with Alex Benke, CFP® at Betterment
We like to mix it up and try new things every now and then on “Better Off.” Earlier this month, for the first time, we featured one guest (Jason Zweig) on back-to-back episodes. This week, it’s another first for us, one that’s all about you guys, our awesome listeners. We’ve been getting so many email questions on a variety of topics we thought it would be a good idea to devote an entire episode to answering your questions. Sure, I could do this on my own but thought it would be much more fun to have a partner in crime, so I borrowed Alex Benke, CFP®, from our sponsor, Betterment. Betterment recently announced new service plans which offer access to a team of CFP® professionals and licensed financial experts to help customers with their more complicated financial issues. We’re borrowing a page from that model and answering your questions! We started off helping Stephen from Florida with retirement planning. Like many, Stephen feels he got a late start and wants to make sure he’s now on the right path. Howard from Atlanta is in pretty good shape with a nice chunk of money socked away, but he wanted a second opinion to see if there’s anything he could be doing better or if there’s something he should stop doing. Andrew from Illinois recently inherited retirement money after his father passed away. With the inheritance comes the responsibility of RMDs, taxes, etc. It can be a lot for someone to process so Alex and I were more than happy to lend a helping hand to Andrew. We finished up this episode with Peter in Michigan who finds himself in a common situation: He’s carrying piles of student loan debt, as in $200,000. Peter was wondering if it made more sense to increase his 401(k) contribution or put some extra cash toward the student loans? Here’s a tease...Alex and I had different opinions on this one. :) I hope you enjoyed this special episode. Who knows, maybe we’ll start doing it on a more regular basis. I’ve always found that people love hearing other people ask questions because chances are, they were wondering the same thing but were too afraid to ask. Don’t be afraid! If you have a question, email us at askjill@betteroffpodcast.com. “Better Off” is sponsored by Betterment. Please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Mar 21, 2017
BONUS call 006: How to Find a Financial Advisor
Do you have a financial advisor? Are you looking for one? Do you know how much you're paying this person? Or should be expecting to pay? Are the fees so high you feel like you're getting screwed? Our BONUS caller of the week sure felt that way! That's why Cheryl from Massachusetts gave us a call. Was her gut instinct right? Is she paying too much? Give it a listen and leave us your feedback by leaving a rating or review in iTunes. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Have a question? Email us at askjill@betteroffpodcast.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
Mar 16, 2017
Tax Prep Tips with Ed Slott
With Tax Day right around the corner, our guest, Ed Slott, CPA, is in the house to review some last-minute tips, dos and don'ts, and provide sage advice about which IRA might be right for you. Ed is not only a tax guru, he’s also a total character. He skillfully presents what is usually dry advice in just the way we like on “Better Off”: with attitude and humor! Considered one of the foremost authorities on all things regarding taxes, retirement, IRAs, Ed is regularly quoted in the New York Times, Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. You may have also seen Ed on your local public television station on one of his numerous specials. I realize paying taxes can be a sore subject, but as much as everyone complains, Ed says that tax rates are still relatively low. That means that now could be a good time to move funds from tax-deferred vehicles, like 401(k)s and IRAs into tax free Roth IRAs. Ed also notes that the very best retirement strategy is to work as long as you can. Extra income can prevent you from dipping into your nest egg; allow you to make Roth and spousal Roth IRA contributions (though once you turn 70 1/2, you can NOT make traditional IRA contributions); and most importantly, working longer will help you combat the reality of longevity! See, it’s not all bad news around tax time...and as Ed says, the key to the entire tax preparation process is to keep flawless records and documentation throughout the year! “Better Off” is sponsored by Betterment. Please leave us a rating or review in iTunes. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Mar 14, 2017
BONUS call: Mortgage Pay Off
On the latest BONUS call we talk to Kevin from California. Kevin and his wife were recently gifted $25,000 and have been contemplating various ways to use it. As a young couple with decades ahead of them before retirement, their initial thought was to pay down the mortgage. Good idea? You'll have to listen for the answer! Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating in iTunes. Have a question? Email us at askjill@betteroffpodcast.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
Mar 9, 2017
Become an Intelligent Investor with Jason Zweig (Part Two)
If you don’t know the name Jason Zweig, as a listener of the Better Off podcast, chances are you know his work. The “Intelligent Investor” column that you read every Saturday in the Wall Street Journal...yep, that’s his awesome work. I’ve been a fan of Jason’s for a long time, so it’s a no brainer that he’s on one of the early episodes of “Better Off.” And let me just say, it was no easy get! We, and when I say we I really mean Mark, the best producer in the world, have been going back and forth with Jason since last October trying to nail down a date. Was it worth it? Let’s just say that when we do interviews, Mark and I are acutely aware of how long they’re running. We try to keep them 30 minutes or less. Well, Jason was so good we kept him for nearly an hour. His knowledge and insight of the financial industry is so wide and deep that we decided that we needed to feature him in back-to-back episodes, a “Better Off” first! In part two of this interview we cover the decreasing cost of investing and why it may eventually cost the customer absolutely nothing, the role of brokers as the industry continues to evolve, and finally, what encourages Jason about the future of the financial services industry. If you like Jason’s column, you should also check out his books. His latest work, The Devil’s Financial Dictionary, skewers the plutocrats and bureaucrats who gave us exploding mortgages, freakish risks, and banks that are too big to fail. It also distills the complexities, absurdities, and pomposities of Wall Street into plain truths and aphorisms anyone can understand. “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. 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
Mar 7, 2017
BONUS call: Retirement Planning
This week on the BONUS call we do retirement planning with Barry from Pennsylvania. Barry and his wife are looking to retire in a few years and want to make sure they're on the right track. As you'll hear, there are many questions that need to be asked before giving a thumbs up or down. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating in iTunes. Have a question? Email us at askjill@betteroffpodcast.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
Mar 2, 2017
Become an Intelligent Investor with Jason Zweig (Part One)
If you don’t know the name Jason Zweig, as a listener of the Better Off podcast, chances are you know his work. The “Intelligent Investor” column that you read every Saturday in the Wall Street Journal...yep, that’s his awesome work. I’ve been a fan of Jason’s for a long time, so it’s a no brainer that he’s on one of the early episodes of “Better Off.” And let me just say, it was no easy get! We, and when I say we I really mean Mark, the best producer in the world, have been going back and forth with Jason since last October trying to nail down a date. Was it worth it? Let’s just say that when we do interviews, Mark and I are acutely aware of how long they’re running. We try to keep them 30 minutes or less. Well, Jason was so good we kept him for nearly an hour. His knowledge and insight of the financial industry is so wide and deep that we decided that we needed to feature him in back-to-back episodes, a “Better Off” first! In part one of the interview we cover the power of index funds, the importance of having rules in your financial life, the beauty of passive investing and the importance of technology and humans working together. We also talk about the evil F-word (fiduciary) and why such a simple concept of putting clients first, is such a controversial issue for a conflict-ridden industry. If you like Jason’s column, you should also check out his books. His latest work, The Devil’s Financial Dictionary, skewers the plutocrats and bureaucrats who gave us exploding mortgages, freakish risks, and banks that are too big to fail. It also distills the complexities, absurdities, and pomposities of Wall Street into plain truths and aphorisms anyone can understand. “Better Off” is sponsored by Betterment. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. "Better Off" 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
Feb 28, 2017
BONUS call: Annuity
This week on the BONUS call we talk to Karen from Kentucky who was wondering about an annuity. Because annuities are very tricky products it's one of the most common questions we get. In Karen's case, she already has a pension and a retirement account so does she need to purchase this product? Listen to find out! Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating in iTunes. And if you have a question you'd like to ask, email us at askjill@betteroffpodcast.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
Feb 23, 2017
Silicon Valley Disrupters with Brad Stone
I’m going to assume that a good portion of you subscribed to the Better Off podcast have used either Uber or Airbnb. I use Uber all the time and it seems like everyone I know has used Airbnb. My producer Mark just used Airbnb for a week in Tokyo and loved it. James Altucher, our guest from the second episode, basically lives full-time in various Airbnb locations. It’s no exaggeration to say that these companies have almost single-handedly disrupted stodgy industries (taxi/limousine and hotel), become stars of the Silicon Valley venture capital world and made their impact felt across the globe. That’s why we were delighted to have a great conversation with Brad Stone, Bloomberg journalist and author of “The Upstarts: How Uber, Airbnb, and the Killer Companies of the New Silicon Valley are Changing the World.” Brad defines an upstart as either “a newly successful person” or “someone who does not show proper respect to the established way of doing things” -- you’ll need to decide whether or not Travis Kalanick of Uber and Brian Chesky fall into one or both of those categories. They certainly were brash survivors who didn’t create the ideas that made each company successful, but somehow they were able to execute better (more ruthlessly?) than their competitors. Unlike in his previous book about Amazon, “The Everything Store”, where CEO Jeff Bezos would not talk to him, this time Brad had access to all the key players and he writes a compelling page-turner. He opens the story with the 2008 Obama Inauguration, which founders of both companies were attending. What lessons have these wildly successful upstarts learned over the past nine years? How have they matured and become better leaders? After reading this book, you’ll have a whole new perspective the next time you ride in an Uber or make an Airbnb reservation. “Better Off” is sponsored by Betterment. For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/. "Better Off" 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
Feb 21, 2017
BONUS call: Roth IRA
For the BONUS call this week we chatted with Brian from Seattle who plans on leaving his Roth IRA to his two kids...since this won't be happening for many, many years, he was wondering how he should be invested inside the Roth. A good lesson for anyone with a Roth or traditional IRA. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating in iTunes. And if you have a question you'd like to ask, send us an email at askjill@betteroffpodcast.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
Feb 16, 2017
Fiduciary Rule with Betterment CEO Jon Stein
A couple weeks ago, we devoted the entire interview portion of the podcast to the hotly debated Department of Labor fiduciary rule, which was set to begin implementation on April 10. We taped that interview just days before President Trump signed a Memorandum that instructs the DOL to examine the rule “to determine whether it may adversely affect the ability of Americans to gain access to retirement information and financial advice.” In other words, the fiduciary rule could be toast. Well, not on this show--it’s going to be a running theme on Better Off because as a CERTIFIED FINANCIAL PLANNER™, fiduciary is an issue about which I’m deeply passionate. So is our guest this week, Betterment CEO Jon Stein. By now it’s no secret that Betterment is the sponsor of Better Off. But that’s not the reason why we’re having Jon on today. Jon has been an industry leader on the issue of fiduciary, publishing an open letter to President Trump, and voicing his company’s support for the rule. Jon’s take is simple and one that should resonate: U.S. investors should be able to trust that the financial advice they’re getting is in their best interest. As he stated in the letter, “Investing can be made intentionally complicated, and salesmen are clever. Left to its own devices, the investment industry for decades sold bad products to Americans.” The good news is that Jon and I are not alone. There’s support out there from plenty of high-profile people, including U.S. Sen. Elizabeth Warren, D-Mass., who penned a letter to the DOL highlighting support for the fiduciary rule from several financial institutions, including Betterment, adding that a delay “would be a slap in the face to the companies that have invested, in good faith, for a deadline that has stood for the past year -- and to the everyday worker deserving of the assurance that their retirement adviser is working in their best interest.” Safe to say Jon and I have plenty to discuss! “Better Off” is sponsored by Betterment. For more information on this and past episodes, visit www.betterment.com/resources/topics/inside-betterment/better-off-podcast/ "Better Off" 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
Feb 14, 2017
BONUS call: Student Loans
On this week's BONUS call we talk about navigating the tricky world of student loans with Ashley. Let's just say that Ashley and her boyfriend racked up a good chunk of debt and she was looking for some advice on how to best tackle the loans. We all know somebody in a similar situation so it's worth a listen as it may help someone you know. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating in iTunes. 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
Feb 9, 2017
Kids and Financial Literacy with Beth Kobliner
You will often hear me say that before you worry about the financial future of your kids, you need to make sure you’re taking care of yourself first. But that doesn’t take you off the hook for discussing money with your kids. Think of it as another one of the talks...so now in addition to the sex talk, the drug and alcohol talk, we can add the money talk. All of these conversations must occur at every stage of your child’s development, with age-appropriate messaging that the kids can absorb. To help with your effort, this week we’re talking to Beth Kobliner, author of Make Your Kid A Money Genius (Even If You're Not): A Parents’ Guide for Kids 3 to 23. Okay, okay, full disclosure, she’s also a friend of mine. But that’s not why Beth is on “Better Off.” She’s on because it’s an important topic. I know there are a lot of you out there subscribed to this podcast, with kids or thinking about starting a family, wondering how to have such conversations: How much debt should we take on for college? Should I give my teen a debit or credit card? Should I give my child an allowance? My kid wants to move back home...should I charge rent? Those are just some examples and there’s plenty more in the book. Whether you’re a rookie in the parenting game or a veteran, this book will help. As Beth says, “Think of it as a guide for parents that offers the financial facts of life for kids 3 to 23.” And FYI, Beth is the real deal. In 2010, she was selected by President Obama to be a member of the President’s Advisory Council on Financial Capability, where she created MoneyAsYouGrow.org. The site attracted more than 1.4 million visitors and was adopted by the Consumer Financial Protection Bureau in 2016. So whether you have kids, are planning on it or know someone with kids, I encourage you to check it out. It’s never too soon to start the money talk with your children. “Better Off” is sponsored by Betterment. If you have a free minute, please leave us a rating or review in iTunes. "Better Off" 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
Feb 2, 2017
Fiduciary Standard Under Fire with Megan Leonhardt and Jack Otter
Fiduciary Definition, according to Merriam-Webster: a : held or founded in trust or confidence b : holding in trust c : depending on public confidence for value or currency Fiduciary is a weird legal word that has become a lightning rod from Wall Street to Washington DC. In a nutshell, fiduciary is the standard of care which requires financial professionals to put the interests of their clients’ first. Seems like a pretty obvious and basic principle, that should be the standard when someone is talking about your money, right? Well, you may be surprised as to learn that the majority of the financial services industry has long been held to a lower standard, which was called “suitability.” Suitability meant that any financial product that was sold had to be appropriate for you, though not necessarily in your best interest. The problem is that most investors have been unaware of the different standards that have applied for all of these years. Enter the the Department of Labor (DOL), which in the aftermath of the financial crisis -- and in conjunction with the Obama Administration, began working on a way to incorporate elements of the fiduciary standard to those who provide retirement services to American investors. After a lengthy comment period and lots of negotiation with the financial services industry, new DOL fiduciary rules are scheduled to begin implementation on April 10th. These rules are intended to help protect investors by requiring all who provide retirement investment advice to plans, plan fiduciaries and IRAs to abide by a "fiduciary" standard, putting their clients’ interest first. (There are exceptions to the new rules, which require advisers and financial institutions to follow certain procedures to avoid being in violation of the new rules.) Financial service companies large and small had made big plans to comply with the new rules, but that was before the election of President Donald Trump. It is now widely expected that Mr. Trump, along with Congressional Republicans, may delay and perhaps kill portions of the proposed DOL rule. As you can see it’s a complicated issue. It shouldn’t be, but it is. That’s why we brought in Megan Leonhardt from MONEY Magazine and Jack Otter from Barrons to try and help us make sense of it all. With implementation day rapidly approaching, if the government takes the position that the fiduciary standard is not important, you may want to ask yourself this question: If a broker or salesperson doesn’t want to put you first, why should you work with him? "Better Off" is sponsored by Betterment. I would love to hear your feedback on this thorny issue. You can always reach us via email at askjill@betteroffpodcast.com. Ratings/reviews matter a lot in the podcasting world...so if you have a free minute, please leave us one in iTunes. "Better Off" 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
Jan 26, 2017
Build Your Dream Network with Kelly Hoey
I promised you that on the “Better Off” podcast, we would tackle uncomfortable, and even controversial, money and investing issues. And high up on the list of anxieties is trying to land a new job or move up the food chain in your existing workplace. Of course, it’s all about who you know and having connections. As someone who has been called a “natural networker,” I wholeheartedly cling to that concept. In fact, according to the Bureau of Labor Statistics, 70% of all jobs are found through networking. And because it’s a new year, a time when people often make changes, especially career changes, we thought it was a good idea to talk to networking expert Kelly Hoey. Kelly’s new book, Build Your Dream Network: Forging Powerful Relationships in a Hyper-Connected World, has just been released and is perfect for anyone looking for networking and career advice. We have all heard that networking can be an effective and important tool, but Kelly emphasizes creating meaningful connections, defining your goal and honing on those who can help you form a strategy for connecting. Some of her tips include: 1) Determine the most effective ways to connect with others so you don’t clutter your calendar with dead-end coffee dates and informational interviews 2) Synchronize networking efforts with your digital outreach 3) Turn “closed door” conversations into strong personal relationships and business opportunities 4) Eliminate FOMO by keeping your networking efforts focused We also talk about how the rules have been rewritten now that we live in a digital world where our lives are dominated by Facebook, Twitter and apps. The book also includes a series of Q&As with some of the best networking experts in the business who share some invaluable advice based on their successes and failures. There's also a Build Your Dream Network reading guide. You can access it here. “Better Off” is sponsored by Betterment. As always, ratings and reviews matter in the podcasting world, so if you have a free minute, please leave us a rating in iTunes. Thank you! "Better Off" 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
Jan 19, 2017
Misleading Numbers in Elections and Investing with Harry Enten
Young. Check. Ivy League educated. Check. Obsessed with statistics. Check. Obsessed with politics. Check. A rising star in the media world. Check. Yep, that pretty much describes this week’s “Better Off” podcast guest. As promised, we tackle uncomfortable, and even controversial, money and investing issues, but on this episode, we are wading into the choppy waters of politics, with Harry Enten, senior political writer and analyst for FiveThirtyEight. If you’re not familiar with the site, it’s the brainchild of statistician guru Nate Silver who gained recognition in 2008 after correctly predicting the outcomes in 49 of the 50 states in the presidential election. With the presidential inauguration upon us, we thought it made sense to talk to someone about the recent race, more specifically the numbers behind it, and how so many people got it wrong. What were the warning signs that so many missed? What did Hillary do wrong? Was it all about the economy or were there other factors? Did the third party candidates have an impact? Harry breaks down the election/forecasting/statistical terminology we’ve been bombarded with over the past year or so. What is probability and what does it mean? How about margin of error? What about sample errors? Are polls perfect or are they just a tool? As you’ll hear, politics was the main theme, but we also talked about Harry’s background and his love of sports and weather. That’s right, weather. This guy loves a good snowstorm. So much so that it played a role in picking a college. I think you’ll really enjoy the interview. It was very fun and informative, definitely one of my personal favorites. Harry Enten is a name you will be hearing more and more of in 2017. We just hope he remembers us little people. “Better Off” is sponsored by Betterment. And one more thing...ratings and reviews matter a lot in the podcasting world. So if you have a free minute it'd mean a lot if you can rate me in iTunes. Thank you! "Better Off" 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
Jan 12, 2017
Fail More, Reinvent Yourself with James Altucher
So here you are, listening to, or about to listen to the second episode of the “Better Off” podcast. Like you, I love podcasts. I subscribe to many, probably too many. But that’s how I found our guest this week, the one and only James Altucher. Last spring, I was walking on an isolated Long Island beach, picking up trash on Earth Day, listening to his podcast, The James Altucher Show, and was so blown away that I said out loud, “I need to interview this guy!” And that’s exactly what I did. After getting in touch via Twitter, James was a guest on my radio show and we’ve been pals ever since, hence his appearance on the podcast today. Aside from hosting his own successful podcast, James is also a serial entrepreneur and investor. How smart is this guy? As you’ll hear right off the bat, he’s smart enough to know that when it comes to investing, he’s not smarter than the market, which is why these days, he prefers the robo-advisor model, which essentially prevents him (and the rest of us) from making stupid decisions. Makes sense since he’s a lover of technology. One day we’ll get his thoughts on virtual reality and artificial intelligence. James is also an accomplished author with more than a dozen books under his belt. You can now add another one to the list with the recently released Reinvent Yourself. More than anything else, that’s exactly what initially drew me to James: his ability to continually reinvent himself, as well as his authenticity and his willingness to talk about it. He really is an open book. And he’s not just talking about his successes, of which he’s had many, but also his failures, of which he’s probably had more. This guy has made millions and lost it all, more than once! More than twice! Yet he somehow continues to reinvent himself and come out on top. As you hear this interview I suspect you may think, “How can I be more like this guy?” If so, you should definitely check out his book, Choose Yourself and his newest release, Reinvent Yourself. And one more thing...ratings and reviews matter a lot in the podcasting world. So if you have a free minute it'd mean a lot if you can rate me in iTunes. Thank you! “Better Off” is sponsored by Betterment. "Better Off" 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
Jan 5, 2017
New Year's Resolution: Become a Millionaire with David Bach
How does it feel to have nine consecutive books make the New York Times bestsellers list? Or to be on the Oprah Winfrey Show six times? Well, I have no idea, but our “Better Off” guest, David Bach, does! Let me back up...this is the first-ever episode of “Better Off” where I tackle sometimes uncomfortable -- and even controversial -- money and investing issues. For the show premiere, I talked with David Bach, who has written eleven national bestsellers, with over seven million books in print. He’s best known for “The Automatic Millionaire.” It was so popular the first time around that he just released an expanded and updated version. Of course, there’s no secret recipe to becoming an automatic millionaire. There’s no magic formula. It’s something that takes time, work and discipline. If it were that easy we’d all be millionaires...and Mark probably wouldn’t be my producer. You’ll get to know Mark in subsequent episodes. He’s the guy that makes the show appear in your feed every week. As you’ll hear, I don’t agree with David that skipping a latte a day will help you become rich, but we also discuss many topics in the book upon which we both agree—perhaps none more important than becoming an “automatic investor.” Research shows that we have more positive outcomes when we take emotions and self-discipline out of the equation and put our financial lives on autopilot. That may be the biggest takeaway from the book. Whether it’s a retirement plan at work, an IRA, or a service such as Betterment, set it, forget it and let the magic of compounding interest go to work. It’s the beginning of a new year, a time when we reassess our financial situations and maybe even make some resolutions. Listen to this podcast, read the book and I have no doubt you’ll pick up some useful tips that will help you achieve your goals in 2017. “Better Off” is sponsored by Betterment. "Better Off" 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
Dec 21, 2016
Teaser Episode
Better Off with Jill Schlesinger launches January 5th! 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
