Jill on Money with Jill Schlesinger

Audacy
undefined
Jul 23, 2024 • 17min

Borrowing From 403(b)

The podcast discusses borrowing from a 403(b) for a kitchen remodel, calculating cost basis and capital gain of stock from the 90s, financial planning, debt management, retirement savings, and building financial security.
undefined
Jul 22, 2024 • 23min

Retired in Our 50s, Are We Safe?

The podcast delves into early retirement strategies, diversifying investments, reflections on past jobs, financial advice, and the importance of financial planning for retirement. It also covers side hustles, home shopping tips, and the significance of estate planning and insurance for financial security.
undefined
Jul 21, 2024 • 12min

Where Can I Improve?

The podcast discusses personalized financial advice, analyzing a listener's financial situation, understanding life insurance policies, and providing advice for singles on estate planning.
undefined
Jul 20, 2024 • 16min

Do We Need an Advisor?

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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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
undefined
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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app