Jill on Money with Jill Schlesinger

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**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.

Latest Episodes:

In Our 40s and Planning for Retirement Dec 08, 2024

Show notes

What's the best way for us to plan for retirement as we head into our early 40s?

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

Managing Lump Sum Payout Dec 07, 2024

Show notes

I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried.

Have a money question? Email us here

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Twitter: @jillonmoney

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

Roth Conversions and IRMAA Dec 06, 2024

Show notes

When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers?

Have a money question? Email us here

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Twitter: @jillonmoney

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

Tax-Deferred 401(k) Problem Dec 05, 2024

Show notes

Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bullet and use my brokerage account to do Roth conversions while I am still working?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

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Twitter: @jillonmoney

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

Feeling the Financial Pinch Dec 04, 2024

Show notes

After a move, a house purchase, and two career pivots, we're feeling the pinch when it comes to our finances. Should we make some adjustments?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

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Twitter: @jillonmoney

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

When to Take Social Security? Dec 03, 2024

Show notes

My husband is in good health, but he was adopted and we have no knowledge of his family history. Do you have a recommendation for when he should start taking Social Security?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

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

Consumers Unnerved by Possible Tariffs Dec 02, 2024

Show notes

The best news for the U.S. economy right now is the labor market's consistent growth, but what's worrisome is President-elect Trump's proposed tariffs and how some proposed tax cut extensions might impact the national debt. I joined Face the Nation to discuss.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

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Twitter: @jillonmoney

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

How to Retire Part Two Dec 01, 2024

Show notes

This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

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Twitter: @jillonmoney

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

How to Retire Part One Nov 30, 2024

Show notes

Have a money question? Email us here

Subscribe to Jill on Money LIVE

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Twitter: @jillonmoney

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

Social Security Elimination Nov 29, 2024

Show notes

I work for the federal government and will be receiving a pension, but I also pay into Social Security and have never heard of a reduction in benefits simply because I'll have a pension. Is there any truth to this?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

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