Jill on Money with Jill Schlesinger

Latest Episodes:

What to Do With Pension Lump Sum? Feb 20, 2025

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My pension won't be coming for quite a few years, but I'm trying to plan now what the best course of action should be when the time comes.

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

Is Now the Time for Fixed Index Annuities? Feb 19, 2025

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We found an advisor that we really like who claims to be a fiduciary, but he is suggesting we invest our "protected" money in fixed index annuities. Should we run?

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

Can I Reduce My Savings Rate? Feb 18, 2025

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My longterm plan of getting out of debt and having six months of emergency savings will be completed at the end of this year. Once that happens, can I reduce my savings rate?

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

Analyzing Deferred Comp Options Feb 17, 2025

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My wife has a deferred comp plan that annuitizes if she stays with the company until the age of 60, otherwise all deferred comp is paid in a lump sum. Should we be concerned?

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

Romance Scams With Adam Levin Feb 14, 2025

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This Valentine's Day we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of romance scams that morph into crypto scams. Lover beware!!!

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

Is Now the Time for Roth Conversions? Feb 13, 2025

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With nearly a million dollars in tax-deferred retirement accounts, is now the time for us to consider some Roth conversions?

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