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
May 15, 2024 • 14min
Maximizing Our Lower Tax Bracket
In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window.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
May 14, 2024 • 20min
Financial Steps Before Marriage
I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement?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
May 13, 2024 • 25min
Are We on the Right Track?
I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next.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
May 12, 2024 • 16min
Estate Planning Conversations Part Two
Pamela Pirone-Benson from Fidelity discusses estate planning basics, optimizing financial support for family members, facilitating essential conversations, and the importance of estate planning. The podcast emphasizes the need for open dialogues, professional guidance, and regular plan updates.
5 snips
May 11, 2024 • 23min
Estate Planning Conversations Part One
Pamela Pirone-Benson from Fidelity discusses estate planning essentials, including organizing assets, choosing beneficiaries, and selecting overseers. The podcast delves into wills, trusts, and the importance of a financial planning team. Tax implications, asset distribution, and the role of estate tax planning are highlighted for wealthy retirees.
May 10, 2024 • 14min
Are the Managerial Fees Worth It?
Exploring financial advisor compensation models, fiduciary standards, and retirement planning dilemmas. Navigating investment decisions, tax strategies for retirees, and managing retirement accounts. Learn about the benefits of partnering with a dedicated advisor for tailored wealth management strategies.
May 9, 2024 • 10min
Planning for Retirement
This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.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
May 8, 2024 • 18min
Help Navigating Retirement
We're both already retired but looking for some advice as we prepare to navigate the next few years.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
May 7, 2024 • 16min
Can We Pause Retirement Savings?
Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?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
May 6, 2024 • 20min
Should I Stay or Should I Go?
I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger 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
