Jill on Money with Jill Schlesinger

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The Gift of Humanity Part One Nov 26, 2020

Show notes

Since this episode is dropping on Thanksgiving we thought we’d do something a bit different.

Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps, a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassionate world.

In short, it serves as a good reminder of the things that matter most.

And who better to help us stay in the giving thanks spirit than our guest Dave Isay, the founder and president of StoryCorps.

His goal is simple: to use stories to remind us of our shared humanity, to strengthen and build the connections between people, to teach the value of listening, and to weave into the fabric of our culture the understanding that everyone’s story matters.

At the same time, StoryCorps is creating an invaluable archive for future generations as every interview is housed at the Library of Congress.

So as you’re sitting around this Thanksgiving weekend with family and friends, I encourage you to use StoryCorps Connect (virtually) or the StoryCorps app (in person) and take part in The Great Thanksgiving Listen, a national movement that empowers people of all ages to create an oral history of the contemporary United States by recording an interview.

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.

Time for a Younger Advisor? Nov 25, 2020

Show notes

You've been with your advisor for many, many years, and you think he's great, yet you're a bit concerned about what the future holds since he just turned 70. Is it time to ditch him and look for somebody younger?

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.

Help With Inheritance Nov 24, 2020

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Your father recently passed away and you suddenly find yourself in charge of a construction company. That's the scenario facing our latest caller, and needless to say, there are plenty of questions that need answering.

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.

Inherited IRA Options Nov 23, 2020

Show notes

Inherited IRAs usually come with a handful of options that need to be carefully considered before making a decision, so make sure you weigh all the pros and cons.

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.

State of Affairs with Bill Bratton Part Two Nov 22, 2020

Show notes

2020 has been a wacky year, especially when it comes to civil unrest.

So we're veering off course a little bit this weekend and chatting with Bill Bratton, one of the most respected and trusted experts on risk and security issues.

During a 46-year career in law enforcement, he instituted progressive change while leading six police departments, including seven years as Chief of the Los Angeles Police Department and two terms as the Commissioner of the NYPD.

As the Executive Chairman of Risk Advisory at Teneo, a management consulting firm, Commissioner Bratton advises clients on risk identification, prevention, and response.

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.

State of Affairs with Bill Bratton Part One Nov 21, 2020

Show notes

2020 has been a wacky year, especially when it comes to civil unrest.

So we're veering off course a little bit this weekend and chatting with Bill Bratton, one of the most respected and trusted experts on risk and security issues.

As the Executive Chairman of Risk Advisory at Teneo, a management consulting firm, Commissioner Bratton advises clients on risk identification, prevention, and response.

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.

Being Taken for a Ride? Nov 20, 2020

Show notes

How do you know if you're being taken for a ride by your advisor? When it's clear you have no need for whole life insurance, yet it's being pitched, that's probably a good sign.

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 Allocate Inheritance? Nov 19, 2020

Show notes

You've got an inheritance coming your way and you've got some outstanding financial issues that need to be addressed, so what should the priority be?

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 Nov 18, 2020

Show notes

The pandemic likely impacted your 2020 taxes, but what's really deductible? I joined CBS This Morning to explain.

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? Nov 17, 2020

Show notes

Sometimes we get emails that simply leave me floored for all the right reasons! One such email would be from a couple in their 30s who are just crushing yet, so much so that it was a struggle just to nitpick :)

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.

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