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    Business

    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.

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    Copyright: © Audacy. All Rights Reserved.

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    Latest Episodes:
    Sweet Spot for Roth Conversions Apr 02, 2024
    Show notes

    Is there a sweet spot to shoot for with regard to taxes and IRMAA surcharges when doing Roth conversions?

    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.


    Part of Recent Tech Layoff Apr 01, 2024
    Show notes

    After being laid off I'm preparing to start a new job and want to make sure that we're on the right financial path as we start a new chapter.

    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.


    Use 401(k) or HSA? Mar 31, 2024
    Show notes

    Should I be focused on maxing out my 401(k), or should I redirect some of my contributions into an HSA?

    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.


    Recently Retire, Is My Future Secure? Mar 30, 2024
    Show notes

    Now that I'm already retired at 51, is my financial future is solid shape?

    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.


    Overwhelmed by Student Loans Mar 29, 2024
    Show notes

    With a tremendous amount of student loan debt, what's the priority, saving for retirement or trying to pay down the debt?

    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.


    Laid Off, Can I Retire? Mar 28, 2024
    Show notes

    I'm 59 and was recently laid off, and now I'm wondering, do I really need to look for another job, or can I retire?

    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.


    Maximizing Your Tax Refund Mar 27, 2024
    Show notes

    As the tax season progresses, the IRS reports having received over 71.5 million tax returns, already issuing more than 49 million refunds to Americans. With the average refund amounting to $3,109, I joined CBS Mornings to discuss how Americans can make the most of their tax refund.

    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.


    Roth Conversion Scenario Mar 26, 2024
    Show notes

    With a lot of money in pre-tax retirement accounts, am I overthinking the possibility of doing Roth conversions?

    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.


    Can I Trust What the Advisor Told Us? Mar 25, 2024
    Show notes

    When we look at the numbers the financial advisor gave us, we realize now that we don't really understand them. Can we trust what she told us?

    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.


    The Bankers’ New Clothes Part Two Mar 24, 2024
    Show notes

    This weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It. New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis, and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed, and why banks are still so dangerous.

    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.


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