
MoneyWatch with Jill Schlesinger (CBS News)
Explore every episode of MoneyWatch with Jill Schlesinger
Pub. Date | Title | Duration | |
---|---|---|---|
12 Aug 2021 | How Do We Prioritize Our Debt? | 00:14:19 | |
When it comes to debt, there's "good" debt and "bad" debt, and not all debt should be keeping you up at night. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
25 Jun 2024 | Cash on the Sidelines | 00:19:36 | |
I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
26 Jul 2022 | Don’t Know How Much and Where to Invest | 00:17:40 | |
With a large raise on the horizon, and a huge pension at retirement, I'm not quite sure how much and where we should be investing. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
02 Dec 2021 | Rent or Buy? | 00:15:22 | |
With the housing market crazy, should I be looking to buy or keep renting? Oh, and by the way, I basically get the down payment as a perk from my employer. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
21 Apr 2022 | Balancing Retirement and Student Loans | 00:11:15 | |
What's the right balance when factoring in both retirement savings and trying to pay off student loan debt? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
04 Jun 2024 | Saving for College | 00:15:06 | |
Last Wednesday was May 29, which is also known as "529 Day," aimed at raising awareness about 529 college savings plans. I joined CBS Mornings to explain how you can take advantage of government programs for education. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
04 Apr 2023 | Finally Paying Attention to My Finances | 00:15:46 | |
I'm finally paying attention to my finances and would like to know if I'm on track to reach my goals? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
11 Jan 2022 | Can We Buy a House? | 00:24:59 | |
In our 30s and prepping for a big move, are we okay to buy a house when we relocate? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
10 Oct 2023 | Brokerage or Retirement Account? | 00:10:58 | |
We are at the point now where we are either going to push forward and put the pedal to the metal on our brokerage account, or max out our 403(b)s. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
26 May 2022 | Ukrainian Sandwich Situation | 00:22:40 | |
Due to the war in Ukraine, we now find ourselves caring for a family member. I'm having trouble wrapping my head around how to prepare for this unexpected situation. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
04 Nov 2021 | Should I Sell My House? | 00:16:22 | |
In the last year your house has appreciated by $100k, should you sell it? Or hang onto it and hope for continued appreciation? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
07 Mar 2023 | Mid-Life Money Crisis | 00:16:58 | |
During the pandemic I had a bit of a mid-life crisis and I left corporate America, and I now do my side hustle full-time, though I'm wondering if we've fallen behind on retirement as a result? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
18 Jul 2023 | Should We Even Be Saving for Retirement? | 00:17:47 | |
Considering that my wife and I will both have pensions, should we even be contributing to our workplace retirement plans? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
28 Mar 2024 | Retirement or Brokerage | 00:11:39 | |
With some extra cash flow each month, should I increase my 401(k) contributions or open up a brokerage account? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
25 Apr 2023 | Prepping for a Job Transition | 00:24:13 | |
Over the past couple of years we’ve prioritized retirement by maxing out our 401(k)s, Roth IRAs, and family HSA. With a job transition on the horizon, is that still what we should be doing? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
30 Aug 2022 | Pre-Tax or Roth 401(k)? | 00:15:12 | |
Because I live in a high tax state, most of my retirement assets are pre-tax, is it time to consider using the Roth option? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
16 Jan 2024 | Obsessed with Financial Optimization | 00:14:17 | |
Ever since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
02 Jan 2024 | Making Sure We're on Track | 00:15:08 | |
We're in our 30s and want to know if we're on the right financial path as well as what we should be doing with some extra cash flow. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
14 Dec 2021 | I’m Questioning Our Retirement Plan | 00:17:47 | |
If you're questioning your retirement plan, knowing you have a huge asset that could be tapped should help ease your mind. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
27 Jan 2022 | Law School Debt vs Investing | 00:20:43 | |
Should I roll the dice and wait for my student loans to be wiped off the books, or just pay off the debt in one fell swoop and start investing my money? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
13 Aug 2024 | Will a Van Derail Our Retirement? | 00:24:08 | |
We are 54 and 55 and seriously considering buying a sprinter van for vacation purposes now and for more regular use when we retire. Are we crazy? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
04 Oct 2022 | Nervous at 41, What to Do Going Forward? | 00:16:14 | |
I felt like I was on a good track earlier this year but between the bear market, starting to feel my age and seeing my folks aging and some changes with my family life and my professional life, I keep wondering if I'm doing the right things? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
29 Dec 2022 | How to Handle Increased Cash Flow? | 00:16:50 | |
With new jobs and much higher incomes, we find ourselves with a lot of extra cash flow. What should we be doing with it? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
03 May 2022 | Can I Call It Quits at 38? | 00:13:15 | |
We're in our 30s and after saving and saving and saving, is our financial position solid enough to do something less demanding? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
25 May 2023 | Are We Behind on Retirement? | 00:24:04 | |
I'm in my late 30s and have been a saver since I opened my first bank account in elementary school. However, due to a series of unfortunate events, I found myself barely getting by. Because of this are we now behind the eight ball? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
19 Jul 2022 | Too Much in Traditional 401(k) at Age 36? | 00:13:46 | |
In our mid 30s, I'm starting to wonder if we have too much money in our traditional 401(k)s? Is it time to start using the Roth option? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
07 Feb 2023 | We're on Track, What Do We Do Next? | 00:15:22 | |
Even though we more or less know we are on track for retirement and financial independence, we're still wondering what else we should be thinking about that we are not currently doing. Status: Married couple Age: 30s Income: About $400k combined Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
23 Sep 2021 | Pay Down Mortgage or Invest? | 00:13:47 | |
I hate debt so I'm hell-bent on paying down the mortgage with my surplus cashflow. Am I making a mistake? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
05 Aug 2021 | Buy or Keep Renting? | 00:08:29 | |
If you're finding the current real estate market completely bonkers, does it make sense to keep renting and hope that things eventually settle down? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
22 Jun 2023 | Planning for Future Flexibility | 00:20:37 | |
With the hope of at least slowing down at 55, are we doing what we should be doing in our 30s to make that a reality? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
26 Dec 2024 | More Money, More Anxiety | 00:16:48 | |
I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
15 Feb 2022 | Is Now a Good Time to Rebalance? | 00:13:01 | |
With the 2022 Wall Street roller coaster off to a wild start, is now a good time to rebalance? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
28 Jul 2022 | Help Me Help Mom | 00:19:52 | |
My mother is on the verge of full retirement, and over the last year, I've been trying to help her consolidate several accounts into Vanguard. Are we moving in the right direction? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
08 Jun 2021 | What to Do With Extra Cashflow | 00:25:15 | |
In your 30s with an extra $1500 or so each month, what's the best course of action? Should you be investing the extra money? Beefing up the emergency reserve? Saving for a house down payment? This is what I like to call a good problem to have. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
18 May 2023 | Seeking Better Work-Life Balance | 00:19:12 | |
I'm thinking of transitioning to a new job with more manageable hours, but such a move will likely come with a pay cut. Can we afford to do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
09 Apr 2024 | Last-Minute Tax Tips | 00:13:39 | |
Americans have until April 15 to file their taxes or file an extension. If you live in Maine or Massachusetts, you have until April 17. I joined CBS Mornings to discuss some last minute tips if you still have to file. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
27 Oct 2022 | Separation Anxiety From My Money | 00:16:42 | |
I have a lot of money sitting in cash, and even though I know I should be doing something with it, I have a hard time with the thought of putting it at risk. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
07 Jul 2022 | How to Handle a Large Inheritance | 00:17:09 | |
Thanks to a large inheritance, we want to make sure we're on the right track going forward. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
10 Aug 2021 | Are We on the Right Track? | 00:20:32 | |
In your 20s, recently married, new homeowners, contributing to your retirement plans, is there anything else you should be doing to ensure you're on the right track? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
08 Feb 2022 | Roth or Traditional 403(b)? | 00:18:39 | |
With my income right on the Roth IRA limit, should I do pre-tax in the workplace retirement plan to bring my income down, or just go ahead and do all Roth at work? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
21 Dec 2021 | Are the Fees Too High? | 00:19:16 | |
At what point do the fees in a retirement plan become too high to justify using? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
27 Jun 2024 | Assessing Finances at 30 Years Old | 00:29:49 | |
My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
08 Nov 2022 | Are We on Track at 41? | 00:13:55 | |
My husband and I are both 41, but we were never interested in our finances or investing until recently. Are we on track? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
26 Mar 2024 | Financial Spring Cleaning | 00:18:39 | |
With the arrival of spring, it's the perfect time to declutter your finances and address pressing financial matters. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
22 Dec 2022 | In Our 30s and Planning for Future Flexibility | 00:15:15 | |
We're in our 30s and trying to figure out if we're on track to eventually have the financial independence we're craving. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
16 Jul 2024 | Can I Retire in Three Years? | 00:15:44 | |
I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
28 Nov 2023 | Life Insurance for Son | 00:18:15 | |
Is there any reason why we should keep a whole life insurance policy for my son? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
30 Jun 2022 | How to Handle Military Signing Bonus | 00:18:09 | |
We're both joining the military and we'll each receive a signing bonus of $100,000. What should we do with the money? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
27 Sep 2022 | 401(k) Contributions After a Promotion | 00:11:54 | |
I just received a promotion at work, and now I'm wondering if I should reconsider my Roth 401(k) contributions? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
06 Jul 2021 | The New Work-Life Balance | 00:11:36 | |
The nation added a better-than-expected 850,000 jobs in June, though the overall unemployment rate edged up slightly to 5.9%. I joined CBS This Morning: Saturday to talk about the jobs numbers and the ongoing economic recovery. Mark and I also chatted about the heightened importance of having a proper work-life balance. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
08 Mar 2022 | What to Do With Excess Savings? | 00:15:33 | |
With more money than needed sitting in cash, how do I go about investing the excess? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
05 Sep 2024 | Can My Wife Retire at 55? | 00:20:40 | |
We're in our mid 40s and the goal is to have my wife retire at 55, is this doable? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
19 Dec 2024 | Can We Buy a Home Overseas? | 00:19:46 | |
Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
28 Apr 2022 | Not Early Retirement, but Optionality | 00:11:42 | |
With my wife and I in our early 30s, what can we be doing now to structure our investments to fund a more flexible future? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
30 Nov 2023 | Cash or Loan for New Car? | 00:13:39 | |
I'm thinking about buying a car, and my dad has suggested that even if I can pay cash for the car, getting a loan would help build my credit score. Is he right? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
26 Nov 2024 | Tax-Efficient Rebalancing | 00:15:09 | |
Is there a tax-efficient way to rebalance when it involves a taxable brokerage account? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
02 Mar 2023 | Is a Rollover Always the Best Option? | 00:16:45 | |
With an old 401(k) account still with the old employer, is a rollover IRA always the best option? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
17 Nov 2022 | Are We Behind on Retirement? | 00:15:29 | |
Because we were focused on paying off debt for many years, I now feel like we're behind on our retirement savings. Are we okay? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
03 Aug 2021 | Do I Need the Insurance Policy I'm Being Pitched? | 00:11:53 | |
If you're being pitched a financial product, and deep down inside you have a funny feeling, odds are you should probably listen to your gut. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
20 Sep 2022 | Unraveling Some Mistakes and Making New Choices | 00:19:08 | |
Over the last few years my husband and I have shifted our mindset from just saving to actually planning our savings and retirement goals. After recognizing some early mistakes, are we on track? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
14 Nov 2023 | Reset or Regret? | 00:16:12 | |
I'm thinking of a making a move that is probably not financially astute. Is it a ridiculous idea? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
29 Jul 2021 | Wife Says Pay Down Mortgage, Husband Says No | 00:12:52 | |
Aunt Jill gets to play marriage counselor yet again! In the latest relationship, we have a wife who wants to use a bunch of cash to pay down the mortgage and a husband who thinks they're better off investing the cash and using it for college education. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
28 Mar 2023 | Planning With VA Disability | 00:18:18 | |
Given my situation with VA disability, I wanted to know whether or not I am on the right track to retire by 55? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
18 Apr 2023 | Do We Need an Advisor? | 00:25:34 | |
With a lot of changes in our financial lives, I'm wondering if we need the help of an advisor? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
06 Sep 2022 | Planning Through a Divorce | 00:15:51 | |
As I navigate my way through a pretty amicable divorce, I want to make sure I have all my financial ducks in a row. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
27 Apr 2023 | Feeling Anxious Over Our Finances | 00:15:43 | |
With increasing pressures on our finances, including inflation, I'm starting to feel a bit anxious about our retirement plans. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney Please leave us a rating or review in Apple Podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
18 Jan 2024 | Financial Check Up Going Into Divorce | 00:16:49 | |
I'm a 37 year old separated dad of two currently going through a divorce and would like to get a check up to see if I'm still on track for retirement after this reset. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
06 Oct 2022 | What Can I Expect From My Future Retirement Portfolio? | 00:14:46 | |
I don't make a ton of money and I don't foresee any changes to my work or income in the coming years, so I'm curious what my portfolio and income will look like at retirement age? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
16 Dec 2021 | All Roth All the Time? | 00:16:27 | |
Are we making a mistake by directing all our retirement contributions into the Roth option? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
01 Jul 2021 | The Child Tax Credit and Asset Allocation | 00:14:43 | |
Millions of families will receive monthly cash payments thanks to the new Child Tax Credit plan. In this episode I'll explain who qualifies and how much they'll get. Mark and I also do a little asset allocation for one of our faithful listeners. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
13 Jan 2022 | At 37 and 38, Are We on Track? | 00:21:28 | |
As we approach our 40s, are we on track to accomplish our retirement goals? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
21 Oct 2021 | Thoughts on Retirement Savings | 00:13:55 | |
Here's the actual email from our latest caller: I was hoping you could provide some perspective and thoughts on where we are for our retirement horizon and what (if anything) you would suggest doing with additional cash... It's as easy as that! Just shoot us a note and let us know you want to come on the show with us. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
14 Nov 2024 | Money Can’t Buy You Time | 00:18:59 | |
I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
23 May 2024 | Unexpected Potential Early Retirement | 00:17:52 | |
My position was eliminated last year and I took a severance package in lieu of relocating and I need to adjust my retirement plans. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
13 Jun 2023 | Italy or Bust | 00:20:36 | |
We're hoping to call it quits in about five years and start spending a large chunk of time in Italy. Are we on track to make this happen? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
03 Aug 2023 | Can We Afford to Buy a Home? | 00:13:51 | |
In this fast paced housing market, should we consider changing our approach to be more competitive or be patient and keep looking? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
24 Mar 2022 | On the Fence About Going Roth | 00:14:45 | |
I keep hearing about the advantages of using a Roth account, but given our current tax bracket, I'm not convinced it's best for us. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
26 Oct 2021 | In Our 30s, Are We on Track? | 00:20:27 | |
We're in our 30s with a lot of moving parts, including our first baby on the way, are we on track? Are we doing everything we can possibly be doing to prepare for retirement? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
14 Jul 2022 | What to Do With Extra Cash Flow? | 00:18:32 | |
After paying off medical school loans, we're looking at a bunch of extra cash flow. What should we do with it? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
02 May 2023 | Do We Need an HSA? | 00:22:01 | |
Is it worth electing a high-deductible health plan to take advantage of HSA investing, or will the upfront medical expenses with a higher deductible negate any future returns? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney Please leave us a rating or review in Apple Podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
16 Aug 2022 | In Our 30s, Do We Need an Annuity? | 00:16:00 | |
Considering we're in our 30s, is there any reason why we should be considering an annuity? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
02 Apr 2024 | Helping Child With Down Payment | 00:17:07 | |
If I'm going to give my daughter a down payment for her house, what's the best way to do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
18 Jun 2024 | On Track for Retirement in 16 Years? | 00:26:58 | |
With a lot of kids and a lot of rental properties, we're wondering if we're on track to retire in about 16 years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
19 Dec 2023 | Should We Move to Arizona? | 00:15:06 | |
I'm a federal employee and was recently offered a job in Arizona. Should we make the move from Washington state? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
20 Jan 2022 | Should We Move to Canada for Lower Tuition? | 00:18:42 | |
Given how crazy the cost of college is in the U.S., should we consider moving to Canada for some cheaper options? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
03 Nov 2022 | Retirement Plan Options | 00:17:24 | |
Thankfully my husband has a new job, but unfortunately there's no workplace retirement plan for him to use. What's our alternative? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
09 Aug 2022 | Should I Keep My CDs or Open a Brokerage Account? | 00:13:41 | |
With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
22 Sep 2022 | Finally Making a Living Wage | 00:13:45 | |
Now that I'm earning a lot more money and finally making a living wage, how much should I be trying to save? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
26 Sep 2023 | Real Estate Fever | 00:21:51 | |
With a mix of real estate, employee stock and inheritance issues on the table, I was hoping to get a review of our financial situation. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
17 Jun 2021 | The FINE (Not FIRE) Movement | 00:20:28 | |
Forget the FIRE movement, I'm all about the FINE movement, a new acronym that was sent to us by a listener. Financial Independence, Next Endeavor. Having that financial stability to be able to pick and choose your next journey. That's the gist of the conversation with our latest caller. Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
27 Jun 2023 | I Quit My Job, Do I Have to Go Back? | 00:18:14 | |
Last year I resigned from teaching after 21 years. If I teach for nine more years I get my full pension, but I am just not sure I can do it. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
17 Aug 2021 | Financial Planning for New Parents | 00:15:41 | |
Now that you've added a baby to the mix, what's the priority? Saving for retirement or throwing a bunch of money into a 529 plan? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
10 Jan 2023 | Where Should I Invest My Extra Income? | 00:13:58 | |
With some extra income from a part-time job, where's the best place to be investing that money? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
03 Jan 2023 | Evaluating Bonus Options | 00:18:16 | |
As a member of the military, I'm facing a couple different bonus options. Which one should I choose? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
08 Feb 2024 | Investing a Big Chunk of Money | 00:19:33 | |
We are going to sell our home soon and will be left with a large chunk of money after paying off the mortgage. How can we best use the proceeds to fund our early retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
23 Aug 2022 | Being a Steward of My Money | 00:14:26 | |
31 years old and it's my first time experiencing a turbulent market, and now I want to make sure I'm taking the proper steps to set myself up for a solid financial future. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
20 Jul 2023 | On Track at 35? | 00:13:38 | |
I'm in my mid 30s and wanted to know what I should do with a surplus of cash considering that I have some life changes on the horizon. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
16 Sep 2021 | Where to Park Home Sale Proceeds? | 00:14:07 | |
Where should you be parking the proceeds from a recent home sale? Well, that depends, will you be looking to buy another house in the near future? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
01 Aug 2024 | What Should We Do Next? | 00:13:40 | |
Each month we have $2-4k left over after we pay our bills and lifestyle expenses, so I'm wondering where should we be investing this excess money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
24 Aug 2021 | Save for House or Invest? | 00:16:31 | |
You would like to buy an apartment but you don't know when, or if, that will ever happen. With all the uncertainty, should you be focusing on the cash down payment, or investing in a brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. |