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    Business

    Jill on Money with Jill Schlesinger

    Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the “Contact Us” button.

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    Copyright: © Audacy. All Rights Reserved.

    • Apple Podcasts
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    • Spotify

    Latest Episodes:
    Lagging Retirement Savings on CBS This Morning Dec 20, 2019
    Show notes

    Many Americans are being left behind when it comes to saving for retirement. Almost half of people 55 and older have saved nothing, according to the Economic Policy Institute. I joined CBS This Morning to discuss how you can catch up financially.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Being Smarter With Your Money Dec 19, 2019
    Show notes

    It’s been several months now that we’ve been with our new sponsor, Marcus by Goldman Sachs, so today we’re bringing on Omer Ismail, the Head of U.S. Consumer Business at Marcus to discuss what’s behind the online bank.

    The focus at Marcus is on three main areas:

    Value - Financial products intended to help the customers, from personal loans with fixed rates and customizable payment options to savings accounts that help customers meet their financial goals.

    Transparency - The personal loans have no hidden fees. Same with the savings accounts. But there is an early withdrawal fee associated with the CDs. And money is made on interest from the loans.

    Simplicity - No jargon. No tricks. Just straight talk. Not to mention an intuitive digital experience and real people answering the phones at the customer call center.

    The team at Marcus listened to more than 100,000 people and their experiences with money. Whether your goals are short-term or long-term, they likely have a product that will help you make the most of your money.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Keep or Ditch LTC Policy? Dec 17, 2019
    Show notes

    Long-term care policies are becoming harder and harder to find, and if you do find one, they're also getting more and more expensive. Deciding whether to keep or ditch an existing policy can be very tricky. That's the discussion with Matt from Philadelphia who's helping his mother navigate her options.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Coastal Job Growth on CBS This Morning Dec 13, 2019
    Show notes

    A new report shows just five coastal cities are getting a huge majority of America's high-tech jobs. Researchers found the Seattle, San Francisco, San Jose, San Diego, and Boston areas accounted for more than 90% of job growth in the tech sector from 2005 to 2017. I joined CBS This Morning to discuss what this says about the economy and the future of jobs.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Inside Facet Wealth Dec 12, 2019
    Show notes

    On the latest show we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth, a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.

    How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security?

    The folks at Facet Wealth strive to provide the answers.

    They start with an in-depth conversation about your goals for retirement. Once they have a clear and comprehensive view of the big picture, they'll work with you to set up the next steps to get you from working today, to retirement tomorrow.

    When delivering their financial plans, the team at Facet aims to provide a clear vision and path for the retirement you’ve always imagined.

    Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    When to Take Social Security Dec 10, 2019
    Show notes

    When should one take Social Security? It's the million dollar question, and if you can tell me when exactly you're going to die, then I can give you an accurate answer. That's the discussion this week with Dan from Philadelphia.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Charitable Giving on CBS This Morning Dec 06, 2019
    Show notes

    Giving Tuesday is meant to encourage charitable donations during the holidays. Americans, including companies and foundations, gave an estimated $427 billion to U.S. charities last year. I joined CBS This Morning to share how to make the most of your charitable giving this holiday season.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Year-End Money Moves for 2019 Dec 05, 2019
    Show notes

    December is upon us, which means I basically have your attention for about two more weeks max.

    So while I have you, and as the year comes to an end, it's a perfect time to review some year-end financial planning tips.

    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 dear friend of mine, he's also my advisor.

    We discussed a variety of financial planning topics to ponder before you shut down for the holidays, including:

    • Selling assets in your portfolio now versus waiting until next year: Losses offset gains that you have taken previously in the year; if you have more losses than gains, you can deduct up to $3,000 of losses against ordinary income.


    • Take Required Minimum Distributions: Generally, once you turn 70 1/2, you must begin withdrawing a specific amount of money from your retirement assets (there are some exceptions). The penalty for not taking your RMD is steep at 50 percent on the shortfall!


    • Consider a Qualified Charitable Distribution (QCD): One way to sidestep the taxation on your RMD is to make a Qualified Charitable Distribution, which allows you to gift directly from your IRA to a charity without having to include the distribution in your taxable income.


    • Making last minute 529 plan contributions: Money saved in these programs grows tax-free and withdrawals used to pay for college sidestep taxes, too.


    So before you completely shut it down for the rest of 2019, you’ll want to listen to this episode to make sure there’s nothing you’re forgetting.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Do I Need Permanent Life Insurance? Dec 03, 2019
    Show notes

    Is it a good idea to buy permanent life insurance as part of your overall investment strategy? Well, it depends, but more times than not the answer is a big fat no. Thankfully Joe from Minnesota was suspicious enough that he decided to give us a call.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


    Holiday Spending on CBS This Morning Nov 30, 2019
    Show notes

    As the holiday shopping season kicks off with Black Friday, I joined CBS This Morning to discuss the business of Black Friday and why brick-and-mortar stores are not dead.

    Have a money question? Email me here.

    Please leave us a rating or review in Apple Podcasts.

    Connect with me at these places for all my content:

    https://www.jillonmoney.com/

    https://twitter.com/jillonmoney

    https://www.facebook.com/JillonMoney

    https://www.instagram.com/jillonmoney/

    https://www.youtube.com/c/JillSchlesinger

    https://www.linkedin.com/in/jillonmoney/

    https://www.stitcher.com/podcast/jill-on-money

    https://apple.co/2pmVi50

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


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