Jill on Money with Jill Schlesinger

Audacy
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12 snips
Apr 18, 2025 • 19min

Concerns About My Financial Advisor

Concerns about financial advisors spark intriguing discussions. Strategies for navigating personal finance in uncertain times are explored. Key topics like estate planning and retirement investments take center stage. The podcast emphasizes the importance of liquidity in today's market. Listeners are encouraged to engage, highlighting the challenges of making sound financial decisions amidst personal relationships.
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4 snips
Apr 17, 2025 • 12min

Good Time to Increase Roth Conversions?

Explore the tactical benefits of increasing Roth conversions during economic downturns, emphasizing the importance of individualized assessments. Dive into retirees' financial concerns amidst market anxieties and learn the value of proactive engagement with financial representatives. Discover strategies for managing investments and taxes in uncertain times, highlighting the careful approach needed to navigate market fluctuations. Plus, uncover community support resources and tools that empower listeners on their financial journeys.
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5 snips
Apr 16, 2025 • 19min

Anxious About Retirement Plan

This podcast tackles the anxiety many face while preparing for retirement amid financial volatility. A light-hearted discussion leads into serious advice, as a couple's financial readiness is examined. Key topics include retirement account strategies like 401ks and the importance of asset allocation. Listeners learn about managing emotions and fixed expenses during this life transition. Insights on estate planning and the advantages of choosing reliable financial partners are also explored, making it a must-listen for those approaching retirement.
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Apr 15, 2025 • 15min

Conflicted About Early Retirement Offer

This discussion dives into the decision-making dilemma of accepting a buyout for early retirement. It explores financial readiness, including how pension income and housing obligations play critical roles. Listeners hear personal stories that weigh job satisfaction against the allure of severance packages. The emotional aspects of financial security are highlighted, encouraging mindfulness in choices that resonate with individual values. Ultimately, it’s about finding empowerment through uncertainty.
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Apr 14, 2025 • 16min

Can I Use the Rule of 55 and Retire?

I don’t like my job. So, do I take the leap now, or push through for a few more years? What are the real pros and cons beyond just the numbers?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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Apr 12, 2025 • 11min

Introducing: What We Spend

Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial spectrum are opening their wallets—and their lives—to tell you everything: what they make, what they want, and—for one week—what they spend. 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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Apr 11, 2025 • 20min

How Risky Can I Be With a Career Reset?

How comfortable should I be with our financial situation in order to help us determine how much time I can afford not generating income and weigh the options for what the next opportunity could be?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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Apr 10, 2025 • 16min

Invest or Pay Off Mortgage?

Knowing that money will never be an issue for us, should we pay off the mortgage or invest in the market?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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Apr 9, 2025 • 21min

Federal Worker Feeling the Heat

I am a federal employee facing uncertainty about whether my job may be eliminated in the next few months, and my husband is a researcher at a university with a position funded by NIH grants. How should we prepare just in case?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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Apr 8, 2025 • 25min

Can We Self-Manage Our Money?

We are not brilliant money people, but we are starting to think it might be a good idea to get on top of the situation. Can we self-manage?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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