Discussion on the pros and cons of hiring a financial advisor, family finances and college planning, transitioning to financial independence in your 50s, and advice on investing, estate planning, and health insurance.

The podcast discusses the upcoming estate tax law changes, how to update estate documents, navigating conversations about assets with family, making inheritance decisions, and finding fiduciary advisors for financial and estate planning amidst evolving tax regulations.

Topics discussed include whether to pay off a mortgage with a life insurance payout, planning for long-term care and financial future, financial planning strategies for retirement funding, and memorable travel experiences in Europe and Normandy.

Exploring the evolution of inflation and its impact on personal finance. Tips to combat high prices by tracking expenses. Importance of stock investing. Diversified investment strategies to outpace inflation.

Financial planners discuss early retirement possibilities for a listener with $1.5 million savings. Personal finance dilemmas include investment shifts, Roth IRA contributions, Social Security decisions, converting 529 plans to Roth IRAs, and the considerations of mortgage payoff.

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 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 getting divorced, I'm a bit concerned if my financial future is still secure.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 making a lot more money, what are the next financial steps I should be taking?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

Learn about maximizing your advisor relationship and navigating investment strategies in retirement planning. Explore alternative options for affluent individuals seeking financial planners at a reduced cost. Engage with the podcast through their website, newsletter, and YouTube show.

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 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