Jill on Money with Jill Schlesinger

Latest Episodes:

Which Annuity To Use? Nov 16, 2020

Show notes

You guys know by now that I'm not a big fan of annuities, but if you're going to use one, your retirement plan with TIAA is certainly a good place to look.

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.

The Student Loan Burden Part Two Nov 15, 2020

Show notes

Last week in the NYT there was an article titled, For Millions Deep in Student Loan Debt, Bankruptcy Is No Easy Fix, which basically explains how darn difficult it is to discharge student loan debt, with only a few hundred people a year even trying. It's a very good read, so I suggest you check it out.

It got us thinking that we should re-run an interview from last year with Caitlin Zaloom, professor and author of Indebted: How Families Make College Work at Any Cost.

The book does a great job of takes readers into the homes of middle-class families throughout the nation to reveal the hidden consequences of student debt and the ways that financing college has transformed family life.

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.

The Student Loan Burden Part One Nov 14, 2020

Show notes

It got us thinking that we should re-run an interview from last year with Caitlin Zaloom, professor and author of Indebted: How Families Make College Work at Any Cost.

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 Down Debt or Invest? Nov 13, 2020

Show notes

You just inherited some money, a pretty good chunk, and now you're wondering if you should use it to pay down debt or if you should invest it? A very common scenario!

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.

Rental Property Worth It? Nov 12, 2020

Show notes

Investing in rental property can sometimes make sense, but I also think it needs to be a pretty straightforward and seamless transaction. If it involves jumping through a bunch of hoops, I'm likely passing on the opportunity.

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.

Stock Markets Surge Nov 11, 2020

Show notes

Stock markets got a shot in the arm after promising news of a vaccine and election results were announced. I joined CBS This Morning to explain the factors behind the market surge.

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 Retirement Nov 10, 2020

Show notes

Laid off, rehired, in your 60s and prepping for retirement, sounds like a lot to navigate, not to mention we're still trying to navigate a 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.

On the Path To FIRE? Nov 09, 2020

Show notes

Last year and early this year we used to get a ton of questions about the FIRE movement, Financial Independence, Retire Early. Then the questions seemed to go away for a bit, but here we are with the latest question from somebody in their early 30s looking to retire at 40.

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.

The State of Retirement Nov 08, 2020

Show notes

Yesterday it was Charles Schwab, today it's his daughter Carrie Schwab-Pomerantz, who joined us to discuss a recent retirement survey conducted by Schwab.

The online survey was conducted among 2,000 Americans aged 55 to 75 with at least $100,000 in investable assets.

Among the findings:

More than 80% of those who have retired and those soon-to-retire believe their lifestyle in retirement will be everything that they envision
Aspiring retirees expect to retire six years later (at age 66) than accomplished retirees did
19% of survey respondents say they or their spouse were financially impacted by COVID-19
52% of respondents say they’re more focused on developing a retirement plan due to COVID-19

It's a true family affair this weekend on Jill on Money!

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.

1-on-1 with Charles Schwab Nov 07, 2020

Show notes

We decided to re-run an interview we did a while back with Charles Schwab, yes, that Charles Schwab, the founder of The Charles Schwab Corporation.

He joined us to talk about his personal memoir, Invested: Changing Forever the Way Americans Invest, in which he describes his passion to have Main Street participate in the growing economy as investors and owners, not only earners.

Schwab opens up about the challenges he faced while starting his fledgling company in the 1970s and recounts the company’s game-changing sale to Bank of America, and how, in the end, the merger almost doomed his organization.

A remarkable story of a company succeeding by challenging norms and conventions through decades of change, Invested also offers unique insights and lifelong principles for readers, the values that Schwab has lived and worked by that have made him one of the most successful entrepreneurs of our time.

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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