Jill on Money with Jill Schlesinger

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 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

Exploring the dilemmas of managing a million-dollar home sale, the discussion emphasizes the choice between renting and buying in a challenging market. Listeners learn about the complexities of real estate transactions and the importance of financial planning. Strategies for maintaining liquidity post-sale are covered, alongside the significance of personalized financial advice. With a focus on smart cash management, the podcast offers insights into investing in real estate to effectively enhance financial portfolios.

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 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 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 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

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 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

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 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 emotional and financial intricacies of buying into a family farm. Discover how to navigate family dynamics and assess the farm's value before making a decision. Delve into the listener's savings stories and impressive investment strategies while weighing the pros and cons of family investments. Additionally, learn about recovery steps after natural disasters, including insurance claims and tax relief options. This lively conversation emphasizes careful planning and the benefits of diversifying investments.

Explore the lingering anxiety around investments as we head into 2025. Discover strategies for navigating market volatility, especially for those invested in the S&P 500. Learn about the significance of maintaining an emergency fund and the dangers of market timing. The discussion also highlights the challenges of real estate investing, complemented by an introduction to a managed portfolio solution. Plus, get a glimpse into new TV shows while diving deep into the world of finance.

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 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 intriguing idea of treating your pension like cash while contemplating riskier investments. Discover strategies for optimal retirement planning, particularly with substantial pensions and 401(k) funds. Delve into asset allocation and the potential market risks faced as you approach retirement. Learn about the importance of estate planning and preparing documents to secure your family's financial future. Get insights on balancing aggressive investment choices against the stability of pension income.