Jill on Money with Jill Schlesinger

Latest Episodes:

Estate Planning Conversations Part Two May 12, 2024

Show notes

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.

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Estate Planning Conversations Part One May 11, 2024

Show notes

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Are the Managerial Fees Worth It? May 10, 2024

Show notes

I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee?

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

Planning for Retirement May 09, 2024

Show notes

This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.

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

Help Navigating Retirement May 08, 2024

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We're both already retired but looking for some advice as we prepare to navigate the next few years.

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

Can We Pause Retirement Savings? May 07, 2024

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Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?

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

Should I Stay or Should I Go? May 06, 2024

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I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?

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

Work, Retire, Repeat Part Two May 05, 2024

Show notes

This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.

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

Work, Retire, Repeat Part One May 04, 2024

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