Jill on Money with Jill Schlesinger

Latest Episodes:

How Am I Set up for Retirement? May 22, 2024

Show notes

I’m 61, my wife is 58, and we would like to retire in about four years. I assume we are close to the numbers needed but am wondering if we need to make any adjustments?

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

How to Allocate Inheritance May 21, 2024

Show notes

My uncle died and left me two life insurance policies. I have mostly left the money alone but I'm wondering if I should reallocate?

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

Stock Market Milestone May 20, 2024

Show notes

For the first time ever, the Dow Jones average rose about 40,000, providing new optimism about the economy. I joined CBS Mornings to discuss.

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

Contemplating Retirement May 19, 2024

Show notes

I'm contemplating retirement at the age of 60. Can I do it?

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

Are My Numbers Correct? May 18, 2024

Show notes

After taking a retirement buyout a few months back, I want to make sure my calculations are correct.

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

Estate Planning Peace of Mind May 17, 2024

Show notes

Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis.

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

Is Inflation Relief on the Horizon? May 16, 2024

Show notes

New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss.

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

Maximizing Our Lower Tax Bracket May 15, 2024

Show notes

In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window.

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

Financial Steps Before Marriage May 14, 2024

Show notes

I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement?

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