Jill on Money with Jill Schlesinger

Latest Episodes:

What Else Should I Do? Jan 23, 2024

Show notes

I have a pension through my employer and I have a Roth IRA and a separate 403(b). I have an emergency fund for eight months. Should I buy whole life insurance? Cancer or accidental death coverage? Should I buy all of it?

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

Early Mortgage Payoff Jan 22, 2024

Show notes

My wife and I (in our 40s) are contemplating paying off our mortgage. We have zero debt except our home.

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

Retirement Withdrawal Confusion Jan 21, 2024

Show notes

With all my retirement income coming from interest and dividends, I'm uncertain as to how to manage my tax liability.

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

Worried About Grandma Jan 20, 2024

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With my grandma on the verge of running out of money, I'm worried about what the long-term plan is.

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

Am I Doing It Right? Jan 19, 2024

Show notes

Am I doing okay in terms of my investments given that I have a big chunk of cash in CDs? Is there anything else that I can invest the money in or do I need to do things differently?

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

Should I Ditch the Rental? Jan 18, 2024

Show notes

I have a rental property but it's really starting to cause me a great deal of aggravation. Should I ditch it?

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

Roth Conversion Strategy Jan 17, 2024

Show notes

With several years to go before required minimum distributions kick in, I'm trying to decide on the best path forward regarding potential Roth conversions.

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

Take Distribution to Pay Down HELOC? Jan 16, 2024

Show notes

We just completed our dream renovation on our primary (forever) house and now have an outstanding HELOC currently at 8%. Should we dip into our retirement accounts and at least pay down some of the HELOC?

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

Contemplating a Roth Conversion Jan 15, 2024

Show notes

We have two grown children and our youngest is autistic and will require care after we are unable to care for him. Knowing this, should we begin converting some of our IRA/401(k) assets to a Roth?

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

Is the Pension Worth It? Jan 14, 2024

Show notes

Are we crazy to consider giving up a hefty pension?

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