Jill on Money with Jill Schlesinger

Latest Episodes:

Little Things That Can Change Your Life Part Three May 29, 2023

Show notes

In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.

A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 17 million views online.

McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World.

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Little Things That Can Change Your Life Part Two May 28, 2023

Show notes

McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World.

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

Little Things That Can Change Your Life Part One May 27, 2023

Show notes

McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World.

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

Inherited IRA Tax Strategy May 26, 2023

Show notes

What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?

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

Social Security at 67 vs. 70 May 25, 2023

Show notes

I've noticed when discussing Social Security, you tend to use the full retirement age for planning instead of waiting until age 70. Why do you "default" to full retirement age instead of age 70?

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

Prepping for Retirement in Four Years May 24, 2023

Show notes

My husband and I are both 51 and we plan on retiring in 2027 after 32 years of public school teaching. What should we be doing between now and then?

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

Managing Taxes in Retirement May 23, 2023

Show notes

With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden?

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Husband Retiring at 51, Are We on Track? May 22, 2023

Show notes

My husband (51) is planning on retiring at the end of the year and I (47) will continue to work. Can we make this happen?

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

State of the Post-Pandemic Economy Part Two May 21, 2023

Show notes

I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button.

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

State of the Post-Pandemic Economy Part One May 20, 2023

Show notes

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