Jill on Money with Jill Schlesinger

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**Jill on Money with Jill Schlesinger**

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the “Contact Us” button.

Latest Episodes:

Should We Downsize Now That We’re Retired? Jun 08, 2023

Show notes

Now that we're both retired from state service, is it the right time to sell our home and downsize?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Is It Time to Diversify From the S&P 500? Jun 07, 2023

Show notes

With analysts now raising concerns that the S&P 500 is overweighted and top heavy, should I diversify from what I thought was a diversified fund to begin with?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Should I Consider an Annuity? Jun 06, 2023

Show notes

I panicked last year and moved a lot of my investments to cash and now I'm wondering if I'd be better off purchasing an annuity.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

53 and Buying a Condo Jun 05, 2023

Show notes

I'm 53 and looking to buy the condo that I've been living in for 14 years. Is there a way to make it happen?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Ed Slott on if a Traditional IRA Is Worth It Jun 04, 2023

Show notes

Is there any benefit to using a traditional IRA? Here's a clip from our recent webinar with IRA expert Ed Slott where he gives his opinion. Want more Ed? Subscribe to Jill on Money LIVE (link below) to watch the full webinar.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Ed Slott on Roth IRA Conversions Jun 03, 2023

Show notes

What's the difference between a backdoor Roth and a Roth conversion? Here's a clip from our recent webinar with IRA expert Ed Slott that breaks it down. Want more Ed? Subscribe to Jill on Money LIVE (link below) to watch the full webinar.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Planning for Retirement in Two Years Jun 02, 2023

Show notes

I'm 59 and hoping to retire in two years, but with my wife 15 years younger and not earning any income, can I pull it off?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney