Is retiring in 2025 or 2026 a possibility? Discover tax-friendly relocation options to ease burdens and get ready for retirement. Explore financial strategies for early retirement, focusing on optimizing your 401k and IRA. Dive into the nitty-gritty of retirement planning, including pensions and Social Security strategies. Learn the importance of healthcare directives and wills, especially for unmarried partners, to navigate potential challenges in retirement. Get tips on organizing finances for a smooth transition.

A couple grapples with their son's overwhelming $96,000 student loan at a staggering 10% interest rate. They explore financial strategies to navigate high debt while supporting his education out of state. Following a job loss, they reconsider their retirement plans amidst rising expenses. The complexities of funding education and equitably supporting siblings surface, alongside discussions on refinancing options. The importance of family support and smart budgeting shines through as they aim for long-term financial stability.

Discover the anxiety of saving for retirement and the uncertainty of having enough money. Delve into the intricacies of timing your retirement and optimizing Social Security benefits. Explore the financial challenges faced by city dwellers, as well as smart budgeting tips. Unpack a listener's financial situation before retirement, weighing spending against saving for future adventures. Finally, gain insights on navigating financial worries during the holiday season while still enjoying travel on a budget.

Discover essential tips for handling a sudden inheritance, particularly regarding inherited IRAs and tax implications. The discussion focuses on the balance between enjoying newfound wealth and the need for prudent planning. Learn about managing assets over short timeframes and the benefits of professional guidance. In addition, the importance of charitable contributions to honor loved ones is highlighted. Plus, find out how life insurance can provide security during the holiday season.

This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.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

Marg Franklin, CEO and President of the CFA Institute, joins to discuss the evolving landscape of wealth management. She highlights the importance of professional designations and ethics in financial advising. The conversation dives into the challenges of attracting new advisors and the factors driving a major wealth transfer. Marg also emphasizes the critical fiduciary duties that advisors must uphold, ensuring clients receive trustworthy guidance in a complex financial world. This insightful dialogue sheds light on the future of financial services and professional development.

Should I help my kids out now while I'm still around, or should I just let them inherit whatever is left?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 intricacies of retirement planning, from navigating personal finances to understanding real estate impacts. Strategies for optimizing 401(k) contributions and minimizing tax liabilities are discussed in detail. The emotional transition into retirement is also addressed, highlighting the necessity of proactive fund management. Listeners share their concerns, emphasizing the importance of community support and expert advice in facing financial uncertainties. This engaging conversation equips attendees with essential tools for their retirement journey.

Considering upgrading your home? They delve into the emotional and financial balances involved. Listen in as they provide guidance on navigating retirement and securing larger mortgages. Plus, there's a nudge to check out a wealth of online resources for enhancing your financial literacy. From personal to business finances, the focus is on making informed decisions with confidence and support.

I believe we are set up for retirement, but need fresh eyes on our plan, especially when it comes to the decumulation phase.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