Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us here.
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Navigating Retirement in France
22:55
22:55
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22:55Now that I'm living in France, I would like to review my financial situation and get some guidance on how to transition to living off my savings after many years of working and being a very diligent saver. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill o…
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Alternative Investing With Fundrise CEO Ben Miller
36:55
36:55
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36:55Today we're joined by Ben Miller, co-founder & CEO of Fundrise, a real estate investment platform that uses technology to make high-quality real estate investments available to everyone at a low cost. Since launching its first offering in 2012, Fundrise has invested in more than $7 billion worth of real estate across the country. Today, they manage…
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What to Do With Pension Lump Sum?
20:02
20:02
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20:02My pension won't be coming for quite a few years, but I'm trying to plan now what the best course of action should be when the time comes. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To le…
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Is Now the Time for Fixed Index Annuities?
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17:28We found an advisor that we really like who claims to be a fiduciary, but he is suggesting we invest our "protected" money in fixed index annuities. Should we run? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, w…
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Can I Reduce My Savings Rate?
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14:29
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14:29My longterm plan of getting out of debt and having six months of emergency savings will be completed at the end of this year. Once that happens, can I reduce my savings rate? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel…
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Analyzing Deferred Comp Options
21:14
21:14
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21:14My wife has a deferred comp plan that annuitizes if she stays with the company until the age of 60, otherwise all deferred comp is paid in a lump sum. Should we be concerned? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel…
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Romance Scams With Adam Levin
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28:09
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28:09This 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 "…
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Is Now the Time for Roth Conversions?
12:04
12:04
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12:04With 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…
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Can I Quit in My 50s and Move to Europe?
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16:45
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16:45I'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 …
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Can I Throw in the Towel?
14:19
14:19
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14:19The 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 dat…
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Withdrawals in Retirement
18:37
18:37
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18:37I 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 …
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Money Doesn’t Always Solve Anxiety
21:33
21:33
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21:33I 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 li…
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How to Protect Assets From the Government
15:26
15:26
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15:26How 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.joelgoodm…
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I’m 56, Can I Retire in Three Years?
17:12
17:12
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17:12I 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 practice…
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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 M…
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Am I on Target for Retirement?
13:05
13:05
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13:05I'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.a…
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On Track for Retirement at 55?
18:59
18:59
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18:59We'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…
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Spouse Worried About My Retirement
17:42
17:42
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17:42I 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 lis…
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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.c…
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Cash Out My Vested Pension?
14:37
14:37
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14:37I 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 Goodma…
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Where to Stash Home Sale Proceeds?
25:36
25:36
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25:36I 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.joelg…
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How Much to Spend on New House?
18:51
18:51
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18:51A 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…
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Managing Massive Dividend Income
20:05
20:05
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20:05My 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 …
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Can I Pause Retirement Contributions?
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16:30
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16:30Am 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 lear…
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My Parents DO Need My Support!
27:01
27:01
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27:01I 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 b…
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