
Jill on Money with Jill Schlesinger (Audacy)
Explore every episode of Jill on Money with Jill Schlesinger
Dive into the complete episode list for Jill on Money with Jill Schlesinger. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
Pub. Date | Title | Duration | |
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01 Jan 2023 | The Power of Regret Part Two | 00:12:24 | |
Regrets are a universal and healthy part of being human. And as our guest this weekend, Daniel H. Pink, explains in his book, The Power of Regret: How Looking Backward Moves Us Forward, understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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
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02 Jan 2023 | Why Do I Feel Nervous? | 00:18:01 | |
Deep down I know I'm in great shape, yet I can't help but feel nervous.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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
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03 Jan 2023 | Feeling Behind After Living Large | 00:20:17 | |
After living large in our 20s and 30s, I feel like we're behind on our retirement savings.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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
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04 Jan 2023 | The FINE Phase | 00:19:49 | |
Are we on track to achieve our goal of financial independence within the next few years?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
05 Jan 2023 | When Is Leaving Worth More Than Staying? | 00:21:24 | |
Under what circumstances should I consider remaining in a pension system versus perhaps considering other options? In other words, when is leaving worth more than staying?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
06 Jan 2023 | Should I Contribute to My Roth 401(k)? | 00:13:25 | |
Considering that my company now offers a Roth 401(k) option, do you think I should be using it?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
07 Jan 2023 | Is the 401(k) Worth It? | 00:09:09 | |
Given the fees associated with my 401(k) plan, should I even be using it?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
14 Jan 2023 | The Great Money Reset Part One | 00:18:44 | |
The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.
This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
13 Jan 2023 | What to Do With Whole Life Policies? | 00:12:54 | |
My wife and I are in our late 30s with one child and we each have whole life policies with annual premiums of about $5,800 between the two. Should we keep the policies?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
12 Jan 2023 | Will I Run Out of Money in Retirement? | 00:13:48 | |
I am 67 years old, single, and decided to call it quits about six years ago, but now I'm starting to wonder if I'm going to run out of money in retirement?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
11 Jan 2023 | Where to Put Money From Sale of House? | 00:15:48 | |
I recently sold my home and was wondering if I should leave the proceeds in a savings account or is there someplace safe that will make more interest?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
10 Jan 2023 | Major Move Before Retirement | 00:16:43 | |
My husband is retiring within the next 1-2 years, and we want to know if it's crazy to sell our house and make a major move for the adventure and to be near part of our family?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
17 May 2020 | Coronavirus: Future of Work Part Two | 00:08:32 | |
The coronavirus pandemic has ushered in a new normal for many employees now working from home. Others have lost their jobs as the national unemployment rate has soared to its highest level since the Great Depression. LinkedIn editor-in-chief Dan Roth joins Jill on Money to discuss the future of work and offers advice to college graduates in these uncertain times.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
09 Jan 2023 | Preparing for a Career Transition | 00:19:51 | |
I will be retiring from the military in 18 months and will have a net monthly pension of $6,500. Knowing this, can I adjust (reduce) my emergency savings?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
08 Jan 2023 | Am I Saving in the Right Way? | 00:10:21 | |
Knowing that I may want some flexibility in the future for a possible career change, am I saving in the right places?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
15 Jan 2023 | The Great Money Reset Part Two | 00:14:22 | |
The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.
This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
16 Jan 2023 | The Great Money Reset Part Three | 00:14:45 | |
The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.
This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
17 Jan 2023 | 12 Years to Go at Age 45? | 00:20:08 | |
My wife and I are both in a government pension system and have about 10-12 years to go for the full retirement mark, but we want to make sure we are on track and being realistic.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
18 Jan 2023 | Still on Track After Five Years Retired? | 00:18:15 | |
Today we're at a 8.6% withdraw rate but starting in 2026, assuming the balance is $800K, we'd be at 3.8%. Are these numbers sustainable?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
19 Jan 2023 | Getting Back on Track After a Loss | 00:15:14 | |
My wife of 35 years passed away in August of 2021 at the age of 59. Our plan had always been to retire at age 62. Can I still do it?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
20 Jan 2023 | The Debt Ceiling and Your Finances | 00:10:50 | |
I joined CBS Mornings to discuss the U.S. debt ceiling and how reaching it impacts your finances.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
21 Jan 2023 | Secure Act 2.0 Part One | 00:17:44 | |
The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education.
It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy.
To help us break it down, we're joined this weekend by Brent Weiss, co-founder at Facet Wealth. If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
28 Jan 2023 | Annuity Options | 00:08:05 | |
I have an annuity coming due with a few different options, which should I choose?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
27 Jan 2023 | Tips for Tax Payers | 00:10:05 | |
I joined CBS Mornings to discuss what people need to know for the 2023 tax season. More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. We also discuss the best way to file, rules for deducting home office expenses, and child tax credit changes.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
26 Jan 2023 | Financial Tips to Live Your Best Life | 00:09:19 | |
I joined CBS Mornings to discuss my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life." We discussed advice for helping everyone understand their own financial situation better, and what they might need to make a change and live their best life.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
25 Jan 2023 | We Are Being Pitched an Annuity! | 00:24:27 | |
Our planner has presented us with an annuity option that he seems very keen on, but we're not sure if it's necessary.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
24 Jan 2023 | Helping Mom With Her Investments | 00:16:10 | |
With my 87 year old mother in an assisted living facility, should I sell her stocks and keep everything in CDs and a money market fund?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
23 Jan 2023 | Helping My Recently Widowed Aunt | 00:26:58 | |
My uncle recently passed away and I am trying to help my aunt out with her financial situation, but I feel like I need some advice on a plan going forward.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
22 Jan 2023 | Secure Act 2.0 Part Two | 00:12:49 | |
The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education.
It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy.
To help us break it down, we're joined this weekend by Brent Weiss, co-founder at Facet Wealth. If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
29 Jan 2023 | Can I Retire in Four Years? | 00:10:33 | |
At the ripe old age of 49, I'm wondering if I can retire from my current job in about four years?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
30 Jan 2023 | College Savings and Life Insurance | 00:16:31 | |
With two kids nearing college, and a third a few years behind, I have some questions regarding life insurance and where to put any college savings going forward.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
31 Jan 2023 | How to Manage Unexpected Raise | 00:11:35 | |
After getting a huge raise at work, how should I be managing the extra cash flow?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
01 Feb 2023 | Does My Retirement Plan Make Sense? | 00:15:37 | |
When it comes to my retirement plan, should I consider the dividends and capital gains from my investments as a personal income stream/annuity?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
02 Feb 2023 | Whole Life or Term Life Insurance? | 00:15:44 | |
I'm working with an advisor and she's pushing us to get whole life insurance policies. I was initially thinking we needed term policies so now I'm wondering if this is the right move?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
03 Feb 2023 | Withdrawal Strategy in Retirement | 00:18:55 | |
We've been very good savers over the years, but given the age difference between me and my husband, how should we approach our withdrawal strategy in retirement?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
04 Feb 2023 | Long-Term Care Policy Options | 00:12:38 | |
With the premiums going up and up and up, should we keep or ditch the long-term care policy that my mother has?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
05 Feb 2023 | Confused About Rebalancing | 00:10:28 | |
I know I'm supposed to rebalance, but I'm not exactly sure what it means or how to do it.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
06 Feb 2023 | Preparing for Severance Payment | 00:18:35 | |
Knowing that I have a big severance payment coming, is there anything I can do now to try and minimize the taxes paid on this additional income?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
07 Feb 2023 | Can I Retire at 61? | 00:16:39 | |
I am soon to turn 61 and my husband is 65 and already retired. He wants me to retire and feels our financial situation is secure enough. Is he right?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
08 Feb 2023 | Should I Ditch the Annuity? | 00:13:56 | |
Approximately six years ago, at the advice of a relative in the financial industry, I purchased an annuity. Should I keep it or ditch it?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
09 Feb 2023 | Do We Have Enough for Early Retirement? | 00:12:46 | |
At 53 years old, can my wife and I retire in about five years and start spending half the year in Europe?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
10 Feb 2023 | Should I Buy Long-Term Care Insurance? | 00:17:00 | |
I’m a 44 year old single woman with no kids and on the fence about spending $10k per year on long-term care insurance. Should I do it?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
11 Feb 2023 | Withdrawals in Retirement | 00:10:10 | |
Now that I'm retired, I'm trying to make the adjustment from living on a steady paycheck to living off my investments. Am I approaching it the right way?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
12 Feb 2023 | On Track to Retire in Two Years? | 00:07:46 | |
With retirement on the horizon, I'm looking for some feedback to make sure I am indeed on track to call it quits.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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 | |||
13 Feb 2023 | Are We Saving Enough at 51? | 00:20:29 | |
Given how much we spend on a monthly basis, which is a lot, are we saving enough now that we're in our early 50s.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"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
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14 Feb 2023 | Is Purchasing an Annuity a Good Idea for Me? | 00:21:16 | |
I realize that my 401(k) doesn't include any guarantees but I think I have enough for my needs, so I'm wondering if purchasing an annuity would be a good idea for me?
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22 Aug 2019 | How to Win in a Winner-Take-All World | 00:30:51 | |
Every ambitious professional is trying to navigate a perilous global economy to do work that is lucrative and satisfying, but some find success while others struggle to get by. In an era of remarkable economic change, how should you navigate your career to increase your chances of landing not only on your feet, but ahead of those around you?
In How to Win in a Winner-Take-All World, Neil Irwin, senior economic correspondent at the New York Times, delivers the essential guide to being successful in today’s economy when the very notion of the “job” is shifting and the corporate landscape has become dominated by global firms.
Irwin shows that the route to success lies in cultivating the ability to bring multiple specialties together, to become a “glue person” who can ensure people with radically different technical skills work together effectively, and how a winding career path makes you better prepared for today's fast-changing world.
Using insights from global giants like Microsoft, Walmart, and Goldman Sachs, and from smaller lesser known organizations, How to Win in a Winner-Take-All World illuminates what it really takes to be on top in this world of technological complexity and global competition.
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15 Feb 2023 | Catastrophic Diagnosis for Child | 00:20:39 | |
Everything is great, and it seems like you're on the perfect financial track, until it's not, and life throws you the ultimate curveball.
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16 Feb 2023 | Construction Loan Decisions | 00:15:27 | |
My wife and I are in the process of purchasing land to build a home, and while we are pre-approved through a few banks, we’re wondering which is the better loan option?
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17 Feb 2023 | A Nervous Federal Worker | 00:13:40 | |
In the last few years I have finally begun reaching my financial goals such as buying a home and contributing to a Roth IRA. I feel like I've come so far, but this debt ceiling showdown has me extremely worried.
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18 Feb 2023 | Retirement Reboot Part One | 00:15:24 | |
Even before the pandemic, a large share of Americans over age 50 faced the threat that their living standards would decline sharply in retirement. In the wake of COVID-19, these numbers will surely worsen. In Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, finance writer and regular New York Times retirement contributor Mark Miller offers practical strategies for Americans to improve their retirement prospects. He joins us this weekend to discuss.
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19 Feb 2023 | Retirement Reboot Part Two | 00:14:44 | |
Even before the pandemic, a large share of Americans over age 50 faced the threat that their living standards would decline sharply in retirement. In the wake of COVID-19, these numbers will surely worsen. In Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, finance writer and regular New York Times retirement contributor Mark Miller offers practical strategies for Americans to improve their retirement prospects. He joins us this weekend to discuss.
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20 Feb 2023 | Feeling Anxiety Over My Finances | 00:19:15 | |
Feeling like I got a late start, I have been super frugal and trying to save as much as possible. I want to know if it's safe to loosen up a bit?
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21 Feb 2023 | Rent the House or Sell It? | 00:18:04 | |
With a move to France on the horizon, a move that could be permanent, should I keep or sell my house in Florida?
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22 Feb 2023 | Can I Retire ASAP? | 00:15:45 | |
I have to make a decision as to whether I should retire in the immediate future or be forced to return to in-person work at a job I hate due to recent management changes.
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24 Feb 2023 | Planning for Special Needs Child | 00:18:56 | |
With my monthly expenses covered by Social Security and a pension, and with plenty of other investments, is it okay if I pay off the mortgage of $138k?
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23 Feb 2023 | Mortgage Pay Off After Retirement? | 00:16:20 | |
I retired ten years ago, but I still have a mortgage. Does it make sense to pay it off?
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25 Feb 2023 | Should I Be Worrying About Mom? | 00:12:48 | |
Is there any reason why I should be worrying about mom and her finances, or should I be focusing on my financial future?
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26 Feb 2023 | How to Handle Inherited IRA | 00:06:52 | |
With an inherited IRA at our disposal, we're wondering what's the most tax efficient way to draw it down?
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27 Feb 2023 | Should I Retire at 68 and Enjoy Life? | 00:16:58 | |
Even though I enjoy my job, I'm 68 years old and wondering if I should retire and start enjoying life?
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28 Feb 2023 | Can I Retire in Five Years at 56? | 00:16:41 | |
Thanks to the pension system at work, I’m considering retirement in about five years. Can I do it?
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24 Dec 2019 | How to Buy Bonds | 00:09:04 | |
A bond position is an essential component of an overall portfolio. But how does one start implementing bonds? That's the discussion with Karen from Ohio.
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01 Mar 2023 | Feeling Like There’s More to Life | 00:18:57 | |
By any standard I'm a success story, both personally and professionally. Yet I can't help but wonder if there's more to life?
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02 Mar 2023 | Withdrawal of Retirement Savings | 00:16:23 | |
With my spouse about to be fired, we would appreciate your guidance on a few issues, including driving our savings to "empty" right before we die.
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03 Mar 2023 | Useful Money Saving Tips | 00:08:05 | |
In honor of America Saves Week, I joined CBS Mornings to discuss the best ways to dig yourself out of debt and replenishing your savings. New government data shows Americans' personal savings rate is at a low of 4.7%.
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04 Mar 2023 | What's the Financial Priority? | 00:08:14 | |
As somebody who's just starting out, where should the focus be, on retirement or my student loans?
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05 Mar 2023 | Being Pitched an Investment Idea | 00:07:30 | |
I'm being pitched an investment option regarding my IRA, and something tells me I need a second opinion.
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06 Mar 2023 | Planning Around a Terminal Illness | 00:26:09 | |
My spouse was diagnosed five years ago with stage four breast cancer. After five years of balancing working and caregiving, I’m burned out. Can I retire?
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07 Mar 2023 | Transitioning to Life After a Career With the Government | 00:24:33 | |
I am 53 years old and about to retire from over 20 years of service with the federal government. How do I smoothly transition into the next phase?
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08 Mar 2023 | Should We Prioritize Debt or Investing? | 00:16:29 | |
What's the plan for us, paying down debt or focusing on retirement now that we're 47 and 50?
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09 Mar 2023 | Did We Blow It With This Annuity? | 00:15:07 | |
I feel like we're in good financial shape, but I'm starting to wonder if we made a big mistake by purchasing an annuity back in 2010?
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10 Mar 2023 | Keep or Ditch Insurance Policies? | 00:17:01 | |
I'm on the verge of canceling our insurance policies that we took out five years ago, but I just want to make sure it's the right move.
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11 Mar 2023 | Pay Down the Mortgage or Invest? | 00:09:11 | |
After making some money on a real estate transaction, should we use it to pay down our primary mortgage or invest it?
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12 Mar 2023 | Should I Pay Down Debt as Much as Possible? | 00:07:43 | |
Now that I'm in my mid 30s, should I be laser focused on paying off my student loan debt?
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13 Mar 2023 | Can We Buy a Vacation Home and Still Retire Early? | 00:18:56 | |
Thanks to a big pension, I'm thinking about retiring early and buying a place in Florida, can I do it?
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14 Mar 2023 | SVB Failure, Keep Calm and Carry On | 00:12:33 | |
Silicon Valley Bank was shut down by federal regulators, marking the second largest failure of a U.S. financial institution in history. I joined CBS Mornings to discuss the collapse and the Federal Reserve's latest action.
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15 Mar 2023 | Should I Be Considering a Backdoor Roth? | 00:13:22 | |
Given our combined income, should I be considering a backdoor Roth, or is there an easier alternative?
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16 Mar 2023 | Am I on Track at 50? | 00:17:19 | |
After a career in the military, am I going in the right financial direction?
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17 Mar 2023 | Banking Crisis Update and a Layoff Protection Plan | 00:18:39 | |
After Meta announced it is laying off an additional 10,000 employees, I joined CBS Mornings to discuss the best way to prepare for potential layoffs or government furloughs.
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07 May 2019 | Do I Need Life Insurance | 00:06:39 | |
So often you'll hear me recommend basic term life insurance. It's almost always the right call when there's a need for basic, cheap insurance. But what happens when the term is about to end? Do you still need the coverage? Should you renew? That's the discussion with Greg from Minnesota.
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18 Mar 2023 | Retirement Readiness Part One | 00:19:34 | |
Over the next 5-7 years, all 73 million Baby Boomers will hit full-retirement age. But one question looms: Are you retirement ready? And even if you're financially ready, are you mentally ready?
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19 Mar 2023 | Retirement Readiness Part Two | 00:21:18 | |
Over the next 5-7 years, all 73 million Baby Boomers will hit full-retirement age. But one question looms: Are you retirement ready? And even if you're financially ready, are you mentally ready?
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20 Mar 2023 | Trying to Plan For My Retirement | 00:19:34 | |
With retirement on the horizon, am I on track to possibly call it quits at 62?
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21 Mar 2023 | On the Right Track in Our Early 30s? | 00:15:17 | |
In our early 30s, recently married and planning to start a family, are we on the right track?
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26 Sep 2019 | The Economists' Hour with Binyamin Appelbaum | 00:30:36 | |
Before the 1960s, American politicians had never paid much attention to economists. But as the post-World War II boom began to sputter, economists gained influence and power.
In The Economists' Hour, Binyamin Appelbaum traces the rise of the economists, first in the United States and then around the globe, as their ideas reshaped the modern world, curbing government, unleashing corporations and hastening globalization.
Some leading figures are relatively well-known, such as Milton Friedman, the elfin libertarian who had a greater influence on American life than any other economist of his generation, and Arthur Laffer, who sketched a curve on a cocktail napkin that helped to make tax cuts a staple of conservative economic policy.
Others stayed out of the limelight, but left a lasting impact on modern life: Walter Oi, a blind economist who dictated to his wife and assistants some of the calculations that persuaded President Nixon to end military conscription; Alfred Kahn, who deregulated air travel and rejoiced in the crowded cabins on commercial flights as the proof of his success; and Thomas Schelling, who put a dollar value on human life.
Their fundamental belief? That government should stop trying to manage the economy.
Their guiding principle? That markets would deliver steady growth, and ensure that all Americans shared in the benefits.
But the Economists' Hour failed to deliver on its promise of broad prosperity. And the single-minded embrace of markets has come at the expense of economic equality, the health of liberal democracy, and future generations.
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22 Mar 2023 | Fed Faces Key Decision | 00:11:01 | |
Later today the Federal Reserve will announce its rate decision after several recent bank failures have shaken the industry. I joined CBS Mornings to discuss.
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23 Mar 2023 | Guidance on Next Financial Steps | 00:14:36 | |
In about three years, with our major home updates complete, we’ll have a lot of extra cash flow. Should we save it or invest?
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24 Mar 2023 | Retiring in Three Years, Are We Okay? | 00:16:47 | |
Wife is 56 and retired. I’m 59 and retiring in three years at 62. Are we okay?
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25 Mar 2023 | Managing Surplus Cash Flow | 00:07:34 | |
With a substantial amount of cash flow remaining at the end of each month, what should I be doing with it?
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26 Mar 2023 | Are We Saving Enough or Too Much? | 00:09:41 | |
In our mid 30s, we're trying to figure out if we're saving enough for retirement, or are we saving too much?
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27 Mar 2023 | A Complete Reset at 57 | 00:16:36 | |
I was offered my dream job, traveling all over Europe, but I will be moving from New York to an Air Force base in Virginia. Should I buy a house again when the time is right?
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28 Mar 2023 | Financial Planning While Overseas | 00:30:36 | |
Living overseas is a dream, but it can make planning and navigating retirement a bit of a nightmare.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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29 Mar 2023 | Dazed and Confused or on Top of the World? | 00:19:11 | |
I will be transitioning to retirement soon and have some concerns about how to manage my retirement income while minimizing my taxes and balancing my wants.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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30 Mar 2023 | I'm 52, Can I Retire at 59? | 00:14:56 | |
I'm 52 and my financial advisor has my wife and I on track to retire at 59. Is he correct?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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31 Mar 2023 | Analyzing the Gender Pay Gap | 00:15:23 | |
I joined CBS Mornings during Women's History Month to discuss the gender pay gap. According to a recent Pew Research Center report, the gender pay gap has barely changed in 20 years. In 2022, women earned an average of 82% of what men earned. In 2002, women earned 80% as much as men.
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01 Apr 2023 | Considering a Backdoor Roth | 00:08:07 | |
With some extra money at the end of each month, should I be looking into a backdoor Roth conversion?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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02 Apr 2023 | Take Social Security or Tap IRA? | 00:08:03 | |
Thanks to an earlier than anticipated retirement, I'm trying to decide if I should take Social Security or tap my IRA?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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03 Apr 2023 | Reset After Divorce | 00:14:46 | |
Despite a recent divorce, I feel like I am financially secure, yet I have questions about my next financial moves.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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04 Apr 2023 | FINE by 54? | 00:15:48 | |
I'm burnt out from driving 60 minutes to and from work each day and the pressures of my daily job. Do I have enough money saved to retire?
Have a money question? Email us, ask jill [at] jill on money dot com.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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05 Apr 2023 | Can I Retire at 47? | 00:15:09 | |
I'm 42 and I think I can retire in five years at 47, what do you think?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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