Jill on Money with Jill Schlesinger

Latest Episodes:

Taxes Due on Roth Conversions May 19, 2023

Show notes

I started Roth conversions last year, and I plan on doing more this year, but I'm confused as to when estimated taxes are due for these conversions.

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.

Combining Money After Marriage May 18, 2023

Show notes

Now that my partner and I are married, do you have any advice regarding the best way to handle our finances as we move into this next phase?

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.

Financial Housekeeping May 17, 2023

Show notes

We lost everything to a California wildfire four years ago. It took more time than we imagined to get back on our feet and we eventually decided to move to Nevada. We just recently started to recoup our financial losses, so we're now sitting on a lot of cash. How should we proceed?

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.

How to Increase Liquid Cash Flow? May 16, 2023

Show notes

Should I divide up my retirement contributions differently in order to have more money available right now?

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.

Retirement With Special Needs Twins May 15, 2023

Show notes

I'm really confident that we have saved enough for us to retire, but lately I find myself worrying about leaving enough for our special needs twins.

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.

Taking Over the Finances After a Loss May 14, 2023

Show notes

My husband recently passed away and he handled most of the finances. How do I regroup and move forward?

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.

Saving Too Much for Retirement? May 13, 2023

Show notes

With some extra income on hand, do I have to put it into retirement, or can I back off and enjoy life a little bit?

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.

Bombarded by Annuity Pitches May 12, 2023

Show notes

We are being bombarded by companies telling us we need to move our money into safer places. Should we start considering other options such as annuities?

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.

Inflation Cools, Debt Heats Up May 11, 2023

Show notes

As inflation cools, Americans are racking up credit card debt at unprecedented rates, approaching $1 trillion, surpassing the pre-pandemic high. I joined CBS Mornings to explain what's driving the increase, and what you should do if you're struggling with credit card debt.

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.

Do I Have to Work? May 10, 2023

Show notes

I'm retired and have been tapping my retirement accounts, but now I'm starting to wonder if I need to find another job?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney