Jill on Money with Jill Schlesinger

Latest Episodes:

Roth 403(b) Contribution Dilemma Nov 24, 2023

Show notes

How can I get my original contributions out of my 403(b) and into my personal Roth IRA while still working at a non-profit?

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

Happy Thanksgiving! Nov 23, 2023

Show notes

Gobble, gobble! Happy Thanksgiving from Jill and Mark.

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

Student Loan Payment Dilemma Nov 22, 2023

Show notes

With a ton of student loan debt, should we try to scrimp and save and pay off the loan as fast as possible or see if we eventually get forgiveness for a portion of it?

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

Can I Do a Reset? Nov 21, 2023

Show notes

I'm feeling the need for a professional reset. Can I pull it off?

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

Should I Retire Now at 62? Nov 20, 2023

Show notes

Work is now a bit of a grind, and my health is okay but not fantastic. Can I retire now at 62?

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

Should I Be Doing More? Nov 19, 2023

Show notes

On paper I feel like I'm successful, but I'm wondering if maybe there's more I could be doing?

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

Should We Do Roth Conversions? Nov 18, 2023

Show notes

With a substantial amount of money in pre-tax retirement accounts, should we be considering Roth conversions?

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

Can I Buy a House in Retirement? Nov 17, 2023

Show notes

I was forced to retire at 60 when I was laid off. Shocked at first, I'm really enjoying the freedom after decades in a high stress sales job. Can I still afford to buy a house without the steady paycheck?

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

Balancing Retirement and Experiences Nov 16, 2023

Show notes

I like my job but my wife is pretty miserable. With a history of early onset Alzheimer's in her family we would like to do a reset sooner rather than later. Can we do it?

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

Can I Retire Next Year at 62? Nov 15, 2023

Show notes

I will be 62 next year and I have $500,000 in a 401(k) plan, $150,000 in cash and another $45,000 in a Roth account. I don't spend much. Can I retire in 2024?

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Subscribe to Jill on Money LIVE

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