Jill on Money with Jill Schlesinger

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 hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

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 hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

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 hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

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 hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Explore the benefits and drawbacks of investing in fixed index annuities, especially for those with solid financial resources. Learn about effective retirement income strategies and the importance of claiming Social Security benefits at the right time. Hear a couple's inspiring financial journey towards building a robust retirement savings nearing $4 million. Delve into the significance of selecting the right financial advisor and the challenges of navigating portfolio management for long-term stability.

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 hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

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 hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this enlightening conversation, Adam Levin, a cybersecurity expert and author of "Swiped," shares his insights on the alarming rise of romance scams, especially around Valentine's Day. He discusses the emotional manipulation techniques scammers use and the intersection with cryptocurrency issues. Adam also reveals the psychological struggle victims face when reporting these crimes. With real-life examples, he stresses the importance of awareness and protective measures in online relationships.

Considering Roth conversions? Discover how they can significantly impact your tax strategy, especially for those with hefty retirement accounts. Explore the complex world of trust management and succession planning, with practical answers to listener questions. Learn about innovative ways to navigate personal finances through smart investment strategies and risk management. Plus, dive into the evolving landscape of real estate investing, with a focus on accessible options that bring diversification to investors.

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 hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices