Jill on Money with Jill Schlesinger

Latest Episodes:

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

Tax Planning in Retirement Nov 14, 2023

Show notes

My wife and I are retired military and we're wondering what is the best strategy for accumulating wealth without a high tax burden?

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

Planning Around a Terminal Illness Nov 13, 2023

Show notes

I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming home sale?

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

Personal Finance With Vanguard Part Two Nov 12, 2023

Show notes

This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part two.

Have a money question? Email us here

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

Personal Finance With Vanguard Part One Nov 11, 2023

Show notes

This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part one.

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.

When Will Bonds Improve? Nov 10, 2023

Show notes

The bond portion of my portfolio is getting crushed. When will it improve?

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

What to Do With HELOC Amidst Rising Rates? Nov 09, 2023

Show notes

With the interest rate on our HELOC rising rapidly, should we use some of our accessible funds to pay it off?

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

Should I Stay in the Market? Nov 08, 2023

Show notes

Should I keep $723,000 in the stock market or should I be doing something different with it?

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

How to Fund an Addition? Nov 07, 2023

Show notes

We're considering an addition/remodel to our house because home prices in our area have skyrocketed such that it doesn't make sense to move, but we need more space. How should we fund it?

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

401(k) or Brokerage? Nov 06, 2023

Show notes

I currently max out my workplace retirement plan, but should I start only contributing to the match in my 401(k), doing Roth, and put the rest of what I would have contributed into a brokerage account?

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.