Jill on Money with Jill Schlesinger

Audacy
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Jul 19, 2024 • 18min

Estate Tax Law Changes

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.
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Jul 18, 2024 • 21min

Husband Passed, Should I Pay Off Mortgage?

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.
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Jul 17, 2024 • 9min

Navigating Inflation

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.
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Jul 16, 2024 • 15min

High Mortgage Payoff

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.
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Jul 15, 2024 • 25min

Can I Really Retire in My Mid-50s?

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
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Jul 14, 2024 • 20min

Financial Planning Through a Divorce

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
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Jul 13, 2024 • 17min

Financial Planning With a Higher Income

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
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Jul 12, 2024 • 17min

Maximizing Your Advisor Relationship

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.
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Jul 11, 2024 • 16min

Index Funds or CDs?

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
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Jul 10, 2024 • 24min

Am I Taking the Right Financial Steps?

The podcast discusses financial planning for retirement, college education costs, strategic allocation of resources, Social Security claiming decisions, supporting a child into adulthood, and encouragement for seeking financial management assistance.

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