Jill on Money with Jill Schlesinger

Latest Episodes:

Is My Advisor Charging Too Much? Jan 25, 2021

Show notes

It's getting harder and harder to justify paying an advisor a hefty fee, especially if all they're doing is asset management.

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.

Can I Afford to Retire Early? Jan 24, 2021

Show notes

You guys know I'm not crazy about early retirement, but when it's a matter of life and death, I may be a bit more forgiving :)

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.

Your Taxes and COVID-19 with Ed Slott Jan 23, 2021

Show notes

This weekend we're bringing you the first of three tax-related episodes that will run between now and late February.

Each episode will be sponsored by H&R Block.

As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you deserve.

This first episode will focus on your taxes and COVID-19.

Because of all the various changes that went into effect last year as the pandemic unfolded, this tax season could be a tricky one.

To help us break it down, we're joined by the one and only Ed Slott, the ultimate tax guru and founder of IRA Help.

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.

Hidden Costs of Investing Jan 22, 2021

Show notes

So you have an S&P 500 fund in your workplace retirement plan and you're wondering why the returns don't seem to be doing as well as what you're seeing elsewhere. Hmmm, I have a pretty good guess.

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.

Pay for College With Retirement Savings? Jan 21, 2021

Show notes

Paying for college is no joke. There are right ways and wrong ways of going about it, and raiding your retirement savings is not one of the right ways.

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.

Can I Afford a Career Change? Jan 20, 2021

Show notes

Here's the deal, I'm all for making a career change, and maybe even doing a little traveling in between gigs, but you've got to make sure you have a plan in place, especially when we're still dealing with a global pandemic.

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.

Roth or Traditional Debate, Who's Right? Jan 19, 2021

Show notes

Nothing like a friendly debate between sisters over whether it's better to save for retirement using pre-tax or Roth contributions. Yours truly is happy to play the role of the judge!

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.

On Track for Retirement? Jan 18, 2021

Show notes

Am I doing everything possible to be on track for retirement? Easily one of the most common questions we get, but answering them never gets old, as every situation is different.

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.

How to Take RMDs Jan 17, 2021

Show notes

Unless you're one of the lucky ones and have all your money in a Roth IRA and/or brokerage accounts, you'll eventually be forced to take distributions from your tax-deferred accounts. Is there a wrong way or right way to do it?

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.

Should I Adjust Retirement Contributions? Jan 16, 2021

Show notes

The start of a new year is the perfect time to take a look at your retirement plan and see if there's any adjustments you should be making.

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.