Jill on Money with Jill Schlesinger

Latest Episodes:

On the Path To FIRE? Dec 16, 2020

Show notes

If you're a regular listener, you know that I'm not a huge fane of the FIRE movement. That said, I'm a big believer in the "FI" part of it, financial independence, especially when it comes to those just starting out. Having options is a good thing!

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.

Do I Need This Insurance Product? Dec 15, 2020

Show notes

Every few weeks we get an email that absolutely makes me insane. This is one of those weeks. And thankfully the emailer agreed to come on as a caller.

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 Use a Non-Qualified Plan? Dec 14, 2020

Show notes

Sometimes employers will offer what's called a non-qualified deferred compensation retirement plan, whether or not it makes sense to use it depends on a few factors.

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.

Year-End Money Moves Part Two Dec 13, 2020

Show notes

What would a wacky financial year be without some year-end money moves?!

Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack.

For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And in the interest of full disclosure, not only is Michael a good friend of mine, he's also my advisor.

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.

Year-End Money Moves Part One Dec 12, 2020

Show notes

What would a wacky financial year be without some year-end money moves?!

Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack.

For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And in the interest of full disclosure, not only is Michael a good friend of mine, he's also my advisor.

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.

Prepping for Early Retirement Dec 11, 2020

Show notes

A lot of people seem to have early retirement on their wish list, and as I always say, you've got to run the numbers and make sure you have enough money to sustain your lifestyle for what could be many, many years to come.

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.

Taking on Too Much Risk Dec 10, 2020

Show notes

People love riding high when the market is soaring, like it was the last several years, but when things suddenly go into a free fall, like they did back in March, it could easily make you wonder if you're taking on too much risk, especially in your golden years.

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 Get on Track for Retirement Dec 09, 2020

Show notes

As I said yesterday, I'm all for people wanting to make sure they're on track for retirement, but sometimes in life there are far more important things that take priority.

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.

Are We on Track for Retirement? Dec 08, 2020

Show notes

I love that so many people are thinking about retirement and wondering if they're on the right track to accomplish their goals, especially when they're on the younger side. Gives me so much hope!

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 Convert My 401(k)? Dec 07, 2020

Show notes

Converting to a Roth is all the craze these days, so much so that some are looking to convert their pre-tax 401(k)s into a Roth while still employed.

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.