Jill on Money with Jill Schlesinger

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Jul 28, 2024 • 15min

Ask The Compound Part Two

Jill, a financial expert known for her insights into personal finance and retirement strategies, shares valuable advice on several pressing topics. She discusses whether the 4% rule is still relevant and reveals the best part-time side hustles to boost income. The conversation also covers stock-picking tips and how to decide when to stop contributing to your retirement fund. Jill emphasizes the importance of balanced financial planning, enabling listeners to enjoy their earnings while securing their futures.
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Jul 27, 2024 • 16min

Ask The Compound Part One

Discover the truth behind the 4% rule and its relevance for retirement planning. Explore flexible side hustles perfect for a minor league baseball player looking to boost income. Delve into the complexities of housing decisions for families with special needs, weighing moving versus renting. Finally, navigate the age-old debate of renting versus buying a home, armed with insights and resources to help you make informed choices. Get ready for practical financial wisdom!
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Jul 26, 2024 • 19min

How Do Elections Impact the Markets?

The podcast explores the impact of elections on markets and managing a concentrated brokerage account, addressing various financial topics including retirement rules, investment assumptions, and inflation. The hosts also provide financial advice on capital loss utilization, dividend yield, and interacting with the show.
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Jul 25, 2024 • 15min

Do I Need a Fixed Annuity?

Exploring topics such as retirement savings, investments, and income streams. Discussing the recommendation against investing in fixed annuities. Emphasizing the importance of estate planning and expert advice on Social Security.
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Jul 24, 2024 • 15min

Roth 401(k) vs Traditional 401(k)

Explore the debate between Roth 401(k) and traditional 401(k) contributions. Get personalized financial advice on home purchases, insurance, retirement savings, investments, and tax strategies. Learn how Homes.com simplifies home shopping challenges with neighborhood guides, school reports, and collaboration tools.
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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.
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Jul 22, 2024 • 24min

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.
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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.
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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.
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Jul 19, 2024 • 19min

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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