Jill on Money with Jill Schlesinger

Latest Episodes:

Should I Take Social Security Now or Later? Nov 18, 2024

Show notes

I’m 67 and have reached my full retirement age. Should I start taking Social Security now or dip into my 401(k) and wait until I turn 70?

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

Ask The Compound Part Two Nov 17, 2024

Show notes

I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more!

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

Ask The Compound Part One Nov 16, 2024

Show notes

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

Too Much in a Single Stock? Nov 15, 2024

Show notes

My husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity?

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

Does a Roth Conversion Make Sense? Nov 14, 2024

Show notes

My immediate concern is about the wisdom of taking distributions from my taxable retirement accounts (or making Roth conversions) when my income is so unpredictable.

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

Loan Pay Down vs Starting Brokerage Nov 13, 2024

Show notes

With a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage account?

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

Can We Be Done Saving for Retirement? Nov 12, 2024

Show notes

My husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and save in a 529 for a third kid who will attend college after we stop working. Can we do it?

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

Helping Mom With a Lump Sum Nov 11, 2024

Show notes

My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement.

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