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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:
    The Bankers’ New Clothes Part One Mar 23, 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

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    Twitter: @jillonmoney

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


    Cash Heavy, What to Do? Mar 22, 2024
    Show notes

    I think we are very cash heavy but I'm also not worried about where we are for retirement, so I would like to pay off our mortgage. Yay or nay?

    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.


    Pay Off Mortgage With Windfall? Mar 21, 2024
    Show notes

    With a large windfall coming our way, should we pay off the mortgage or invest in a brokerage account?

    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 Retire Now?! Mar 20, 2024
    Show notes

    I’ve been working in corporate America for 23 years and I’m burnt out. Can I retire ASAP?

    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.


    Handling Money After the Loss of a Spouse Mar 19, 2024
    Show notes

    My husband recently passed away and left me a large inheritance, however, I feel that my funds are scattered all over the place. How do I clean things up?

    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.


    How to Invest a Lump Sum Mar 18, 2024
    Show notes

    With over $500k sitting in cash, how should we get it invested?

    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.


    Ed Slott Tax Tips Part Four Mar 17, 2024
    Show notes

    Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part four of four.

    Have a money question? Email us here

    Subscribe to Jill on Money LIVE

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


    Ed Slott Tax Tips Part Three Mar 16, 2024
    Show notes

    Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part three of four.

    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.


    Should I Switch From Roth to Pre-Tax? Mar 15, 2024
    Show notes

    We're both currently maxing out our Roth 401(k)s but are considering a move for me only from a Roth to a traditional 401(k). What do you think?

    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.


    Should I Do a Roth Conversion? Mar 14, 2024
    Show notes

    If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?

    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.


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