Jill on Money with Jill Schlesinger

Latest Episodes:

Are We on the Right Track? Aug 17, 2023

Show notes

We're only in our 30s, but I want to make sure that we are actually on the right track towards retirement and not falling behind without realizing it.

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

Trying to Re-Retire Aug 16, 2023

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I was an early retiree failure, and now nearly four years later, I'm at the point where I am done. Will I fail again?

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

Inherited IRA Strategy Aug 15, 2023

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I recently inherited a traditional IRA and I have ten years to drain it. What should I do with the distributions, invest in a brokerage account or use a Roth IRA?

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

What to Do With My Mother’s Home? Aug 14, 2023

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I've been handling all my mom's finances for over a year now, and as we prepare to move her into an assisted living facility, we're not sure what to do with her house.

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

Roth Conversion Considerations Aug 13, 2023

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I'm newly retired and considering some Roth conversions, what should I be factoring into my decision?

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

Managing Extra Cash Flow Aug 12, 2023

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With significant surplus cash flow each month, where should the funds be going?

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

What’s the Point of a Brokerage Account? Aug 11, 2023

Show notes

If I can get better returns with CDs and high interest money market funds, and my managed brokerage account is essentially holding even, why do I even need a brokerage account?

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

Do I Have Enough to Retire? Aug 10, 2023

Show notes

I'm 65, still working, and would really like to retire by 67. Do I have enough money saved to make it happen?

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