Jill on Money with Jill Schlesinger
Subscribe
iTunes / Overcast / RSSWebsite
jillonmoney.comEpisodes
Buying a New House in Retirement
Can we afford to buy a more expensive home in retirement? If yes, how should be pay for it?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Planning to Retire in Another Country
With plans to retire overseas, what should I be thinking about as I prepare to make the move down the road?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Should We Buy a Deferred Fixed LTC Annuity?
Our advisor is suggesting we swap one annuity for another, one that comes with long-term care coverage. Should we do it?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Handling an Upcoming Inheritance
With a large inheritance coming our way in a matter of months, we're unsure of what to do with the money.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Does My Retirement Plan Work?
We are looking for your opinions as to whether our plan is financially stable to get us through the early retirement years.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Is There a Benefit to Switching Jobs?
In the right circumstances, job hopping can actually be beneficial for your career and bank account. Today we're discussing how and why.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Taxes and Why I Love Them
We should celebrate our ability to come together, to pool our money, and build something great. If you are successful in America, it's because pervious generations paid their taxes.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Ready to Retire or Have We Overlooked Something?
We are targeting an end of 2027 retirement date, and although we have reviewed everything carefully, we are unsure if we might have overlooked something and don't know it.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Platypus Economics
From world events to everyday decisions, economics explains it all. Platypus Economics makes it clear, useful, and actually fun. Available now: link.pscrb.fm/f0281/PE_JOM
Link to episode
Is the Management Fee for My ETFs Worth It?
I really don't want to manage my own money, so is the fee I'm paying my advisor worth it?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Transition Planning for Rural Folks
Although I'm pretty good with numbers and accounting, the tax stuff confuses me and makes it difficult to figure out what a good financial goal would be.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
How to Fund an Emergency Cash Fund?
With my cash reserves feeling a bit low, what's the best way to replenish them?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Did I Make a Mistake With Two Annuities?
Did I make a mistake by purchasing two separate annuities in retirement?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Just Married, When Can We Retire?
We're recently married and already looking forward to retirement. When will we have enough money?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
How to Pay for My Doctorate?
My husband and I are wondering what the best strategy is to pay for my doctorate tuition?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Key Money Habits to Teach Your Kids
With school back in session, we're here with some advice on how to create strong financial foundations and habits for your kids.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Disliking My Business “Partners” Uncle Gavin and Uncle Don
I'm 66 and still working but starting feel bummed out at the tax bills we will face due to the large pre-tax dollars we have accumulated.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Do I Need to Go Back to Work Full-Time?
I was recently part of a layoff and now I'm wondering if I need to go back to work full-time or will a part-time gig be enough?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Being Advised to Buy Long-Term Care Insurance
Our financial advisor is advising us to buy long-term care insurance but we're wondering if we'd be better off investing the money instead?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Do I Have Too Many Funds?
I am considering changing advisors but not sure what questions to ask of my current advisor regarding the large number of funds he has us in.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
AI and Your Money
Should you let artificial intelligence manage your money? While AI might be able to help you come up with a budget, experts say there are risks.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Impending Unexpected Surgery
With an unexpected surgery on the horizon, how should I be preparing for the worst case scenario?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Giving Myself Permission to Spend
With plenty of assets at my disposal, I still can't seem to give myself permission to spend.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Happy Retirement to Our Auto Guru!
After 34 years with Consumer Reports, Mike Quincy is calling it a career, and on this Labor Day holiday, he joins us for his final appearance as the automotive writer at CR.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Am I Going in the Right Financial Direction?
After recently turning 50, I'm wondering if I'm going in the right financial direction?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Stuck in Financial Survival Mode
After working in non-profits for years and years, it feels like I'm always stuck in financial survival mode.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
On Track for Retirement at 56?
I'm only 51, but with a pension part of the equation, is retirement at 56 a possibility?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
I’m 68, Is It Time to Stop Working?
I love my job, but at the age of 68, is it time to consider a life beyond work?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Turning 60 and Looking to Retire Very Soon
With a big birthday on the horizon, and a nice pension at work, am I in a position to call it quits?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
The Forever Paycheck With Jean Chatzky
Today we're sharing a recent chat with Jean Chatzky, an award-winning personal finance journalist, AARP's personal finance ambassador, and best-selling author. Jean is also the founder and CEO of HerMoney Media.
Jean joined us to discuss her soon-to-be released book The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money, a step-by-step plan for making your money work for you.
Link to episode
Second Guessing a Financial Decision
I purchased a financial product a while back and have been second-guessing myself ever since.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Juggling Education and Retirement
With private school and college tuition now part of the equation, should I be looking to make some financial adjustments?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Handling a Nearly 50% Raise
After receiving a huge raise, please tell me the money moves I should be making to secure my financial future.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Does the Annuity Pitch Make Sense for Us?
Does the annuity pitch we've received make sense given our overall financial situation?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
How to Get Rich in American History
Today we're sharing a recent chat with Joseph Moore, author of How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).
In richly told stories and wild self-experiments, Joseph tests history’s best and worst financial advice to find what worked, what didn’t, and why everyday people can still get ahead, including you.
Link to episode
Wrestling With Roth Conversion Decision
With retirement upon us, and with no kids in the picture, should we be looking to convert our hefty pre-tax accounts?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Handling Healthcare Expenses in Retirement
Some older Americans find themselves at a loss when it comes to managing healthcare expenses after retirement starts. Today we're discussing how to navigate this financial headache.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Should I Consolidate Accounts?
I recently started a new job, and with my old 401(k) still with the old employer, should I be looking to consolidate accounts?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Buying vs Renting Struggle
I'm in a new city, still own my house in the old city, and now I'm wondering if I should try to buy another piece of real estate.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Stay Calm With David Booth
Today we're sharing a recent chat with David Booth, founder and Chairman of Dimensional Fund Advisors. A trailblazer in the financial world, David helped create one of the world’s first index funds in the 1970s and launched the first passively managed small company strategy in the early ’80s.
David joined us to discuss his soon-to-be released book Stay Calm: Learn to Embrace Uncertainty in Investing and Life, a practical guide to long-term investing and a philosophy for living with clarity and confidence. Whether you’re just starting out, rethinking your financial plan, or guiding others, this book will change the way you think about markets, risk, and what really matters.
Stay Calm website: https://www.staycalminvesting.com/
Link to episode
The Importance of Natural Disaster Insurance
Last year, the cost of damage from natural disasters in the U.S. was $115 billion. Today we're discussing what you need to know about insurance for your home, whether you own or rent.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
How Are Americans Faring in This Economy?
I recently joined Jeremy Hobson on his show, The Follow Up, to discuss how Americans are navigating rising prices, the financial pressures facing households across the country, and the tough choices many families are making to balance their budgets in today's challenging economy.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Taking Social Security Benefits Early
Even though I don’t need Social Security benefits to meet my monthly expenses, I still took them early at 67. Did I make a mistake?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Are We in Good Shape or Do We Need to Shape Up?
With two pensions in the mix, and retirement on the horizon, are we in good shape or do we need to shape up?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Out of Whack Asset Allocation
With my asset allocation out of whack, should I bite the bullet and fix it all at once, or slowly over time?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Will the Renovation Derail Us?
We're looking to do a major renovation project, will it jeopardize our long-term financial outlook?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Retirement Plan Options at New Job
We're looking for the most tax efficient savings vehicle for retirement contributions in a new job.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Downsized in Paradise, Can We Retire?
I want to retire at the end of this year, can we do this without spreading ourselves too thin, or blowing up our savings?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
International and Domestic Travel Tips
Do you need travel insurance? What about foreign currency? Maybe skip it all and do a staycation! We're discussing it all on this episode.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode
Trump Account or 529 Plan?
With the Trump Accounts now available, is the 529 plan still the best way to save for college?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Link to episode