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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.

    • Apple Podcasts
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    Latest Episodes:
    How Much Life Insurance Do We Need? Nov 05, 2023
    Show notes

    After hearing about all the rules of thumb, I'm trying to figure out how much life insurance we need.

    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.


    How to Allocate Portfolio Nov 04, 2023
    Show notes

    After saving and saving for years, I'm now starting to wonder if my portfolio is allocated properly.

    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.


    State of the Housing Market Nov 03, 2023
    Show notes

    I joined CBS Mornings to talk about the importance of a Missouri realty case that awarded a group of home sellers about $1.8 billion in damages, and how it might lead to changes in the housing market. We also touched on mortgage rates and whether or not we might be headed into a housing recession.

    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.


    Tax Loss Harvesting and Early Retirement Nov 02, 2023
    Show notes

    We have been careful savers and were told by different advisors that we could retire in July 2022, so we did. Did we make a mistake?

    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.


    College Tuition Dilemma Nov 01, 2023
    Show notes

    We have told our son that we can cover $25k per year for business school. He has heard us, but continues to apply and focus on only the very expensive schools. What should we do?

    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.


    Turning 60 and Looking To Retire Oct 31, 2023
    Show notes

    I am turning 60 and looking to retire, however, my pension will only equal 30% of my current income. Is it doable?

    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.


    Annuity Dilemma Oct 30, 2023
    Show notes

    Our annuities are past the surrender penalty period and I think I should transfer the money out. Do you agree?

    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.


    Preserving Our Assets Oct 29, 2023
    Show notes

    I'm 60 and still working but looking for ways to make sure I'm able to preserve my existing IRA assets for the day that I eventually do 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.


    Navigating Retirement Oct 28, 2023
    Show notes

    We're both already retired, but now we're facing a few financial decisions and would like some guidance.

    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.


    Too Scared to Invest Oct 27, 2023
    Show notes

    I am scared about adding more money to my brokerage account and my 401(k). Besides high interest savings accounts and CDs, where can I put my money?

    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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