

Jill on Money with Jill Schlesinger
Audacy
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 you want us to answer on the show? Head to Jillonmoney.com and click the "Contact Us" button.
Episodes
Mentioned books

Nov 9, 2024 • 10min
No Pension, Can I Still Retire?
If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension?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

Nov 8, 2024 • 12min
Stocks Surge and Another Rate Cut
The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.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

Nov 7, 2024 • 13min
A New House or an Addition?
As we hit our 60s, should we buy a new house altogether or put an addition on our current home?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

Nov 6, 2024 • 15min
Should I Invest Settlement Money?
With a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest 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

Nov 5, 2024 • 12min
Happy Election Day!
No calls, no questions, just some thoughts on the economy as we hit Election Day.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

Nov 4, 2024 • 22min
Should I Hold Less Cash?
I’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested?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

Nov 3, 2024 • 14min
Planning Around a Forced Retirement
In this insightful discussion, strategies for navigating unexpected retirement are front and center. The hosts explore the differences between 457 plans and SAP accounts while emphasizing the importance of life insurance for family security. Budgeting for health insurance and pension benefits becomes crucial for those facing early retirement. Listeners hear about relocating to tax-friendly states and the necessity of downsizing for financial flexibility. The conversation wraps up with practical tips on maintaining an emergency fund and building non-retirement assets.

Nov 2, 2024 • 19min
Regrouping After a Loss
The podcast explores the complexities of financial decision-making after a significant loss. Listeners are guided through managing life insurance payouts while raising children. Topics include investment strategies, the emotional burden of financial transitions, and the importance of professional guidance. The episode emphasizes community support and seeking second opinions to ensure wise investments. Real-life listener stories add depth, highlighting the balance between emotional health and financial stability during tough times.

Nov 1, 2024 • 11min
The Growing U.S. Economy
The latest GDP report reveals a surprising growth rate of 2.8%, sparking discussions on consumer spending amid inflation. The hosts explore how rising wages balance against price increases, affecting financial perceptions. They also delve into the impact of inflation on different demographics, comparing the U.S. to other developed nations. Furthermore, as the holiday season approaches, the conversation shifts to personal finance, offering insights and fostering community engagement around smart shopping strategies.

Oct 31, 2024 • 12min
Taxes on Roth Conversion
Discover how timing your Roth conversion can affect your tax obligations. Learn whether you can defer tax payments until the following April or if quarterly payments are necessary. Delve into the broader implications of 401(k) contributions and effective loan management. Gain insights on navigating interest rates, loans, and estate planning while uncovering strategies to optimize retirement readiness. Understand the advantages of converting pre-tax funds into Roth assets for a more secure financial future.


