Jill on Money with Jill Schlesinger

Latest Episodes:

How to Rebalance Mar 10, 2020

Show notes

Knowing when and how to rebalance is an essential part of managing a portfolio. But it's not as easy as it sounds, hence the latest call from Eric in Texas.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Turning Adversity into Advantage Mar 05, 2020

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How do you find a competitive edge when the obstacles feel insurmountable? How do you get people to take you seriously when they're predisposed not to, and perhaps have already written you off?

Our latest guest, Laura Huang, has come up against that problem many times, and so has anyone who's ever felt out of place or underestimated.

Many of us sit back quietly, hoping that our hard work and effort will speak for itself. Or we try to force ourselves into the mold of who we think is "successful," stifling the creativity and charm that makes us unique and memorable.

In her recently released book, Edge: Turning Adversity into Advantage, Huang offers a different approach.

She argues that success is rarely just about the quality of our ideas, credentials, and skills, or our effort. Instead, achieving success hinges on how well we shape others' perceptions, of our strengths, certainly, but also our flaws.

It's about creating our own edge by confronting the factors that seem like shortcomings and turning them into assets that make others take notice.

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.

Mohamed El-Erian on Coronavirus and Fed Rate Cut Mar 04, 2020

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The Federal Reserve lowered its benchmark interest rate by a half-point, the largest cut since 2008, in a move to offset the impact of the coronavirus on the U.S. economy. To help explain it all, we're joined via telephone by Mohamed El-Erian, Chief Economic Adviser to Allianz.

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 We Pay Off the Mortgage? Mar 03, 2020

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Should we pay off the mortgage? Such a common question, especially from those who are preparing for retirement. Sometimes it makes sense, other times not so much. Greg from Colorado is the latest to be considering such a move.

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.

Tax Season Planning with Ed Slott Feb 27, 2020

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Tax season is open, which means there’s another opportunity to: (a) vent about how much you hate this time of year, (b) complain about the complexity of the U.S. code, and (c) whine about your refund being lower than previous years, even though you know that a refund is just the return of the extra money that you paid Uncle Sam, on which he paid zero interest.

The Internal Revenue Service is hoping that this year’s filing season will be less fraught than last year’s, because the government has remained open (remember the 35-day shutdown of 2018-2019?) and it will be the second time that the American taxpayers will be filing under the new rules that emerged from the Tax Cuts and Jobs Act (TCJA).

The deadline to file 2019 tax returns and pay any tax owed is Wednesday, April 15, 2020 and the IRS expects that more than 150 million individual tax returns will be filed.

Back with us for his annual tax season appearance is Ed Slott, the ultimate tax guru and founder of IRA Help.

The best way to prepare for this season is to grab last year’s return as a guide to what’s missing and then to start organizing your documents (W-2s, 1099s, as well as bank, investment, mutual fund and mortgage company documents) in a simple file. While most of tax year 2019 will look like 2018, there are inflation adjustments to the standard deduction, tax bracket ranges and many tax credits.

There are also a few notable changes which we’ll discuss with Ed.

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.

Investor Panic Prevention Plan Feb 26, 2020

Show notes

Talk about a rough couple of days on Wall Street!

Right about this time, you may be feeling a certain amount of queasiness, leading to low levels of anxiety and maybe even full-blown panic.

Oh sure, you know that investing is risky, after all, that horrendous bear market of 2008-09 is not such a distant memory.

But you may have forgotten just how awful the gut-wrenching losses can feel, especially as you confront those monthly and quarterly statements.

Here’s the thing: those emotions are totally normal, but you need to guard against doing something that can knock you off course.

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 We Buy or Keep Renting? Feb 25, 2020

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I love the topic of renting versus buying, so much so that I devoted a chapter of my book to it! That's the discussion on the latest bonus call with Molly from Boston. A happy renter, should she be looking to buy?

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 You Really Have It All? Feb 20, 2020

Show notes

Our latest guest, Romi Neustadt, is a mom of two, a wife, a daughter, bestselling author, speaker, entrepreneur, and coach. What's more, she's achieved these things without a staff of 10, the ability to sleep two hours a night or driving herself crazy.

She's figured out the key to having it all: Priorities.

In her second book, You Can Have It All, Just Not at the Same Damn Time, Romi provides a no-BS blueprint for women to figure out what to focus on and what not to.

She explains why saying YES to everything and everyone really means saying NO to the things that matter, to your goals, your dreams, and your true self.

The key to achieving your wildest dreams isn't to downsize them. It's to embrace them more fully, and discard everything that isn't serving them.

This book is for anybody who wants to live a fulfilled, authentic life without feeling stressed and exhausted.

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 What I'm Being Pitched? Feb 18, 2020

Show notes

I'm saving a ton and feel like I'm in pretty good shape, but I'm being pitched a financial product by a former colleague, do I need it? My gut says no. That's the situation facing Pete from Denver.

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 Tax Season Feb 14, 2020

Show notes

In just the first week of this tax season, the IRS says it has processed nearly 13 million returns and issued nearly 4.3 million refunds. The filing deadline is April 15. I joined CBS This Morning with what you need to know before filing your taxes.

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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