Money Moves with Jill Schlesinger

Latest Episodes:

Prioritizing Our Goals Jun 29, 2023

Show notes

After a recent wedding, we've already begun the process of combining our finances and we are now looking at our next set of goals and would love your thoughts on if we are prioritizing things in the right order.

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I Quit My Job, Do I Have to Go Back? Jun 27, 2023

Show notes

Last year I resigned from teaching after 21 years. If I teach for nine more years I get my full pension, but I am just not sure I can do it.

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Planning for Future Flexibility Jun 22, 2023

Show notes

With the hope of at least slowing down at 55, are we doing what we should be doing in our 30s to make that a reality?

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Just Had a Baby and Received a Windfall Jun 20, 2023

Show notes

With a new baby and a sizable inheritance in the mix, we're wondering how we should be prioritizing our savings and investment goals?

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Life Insurance as an Investment Vehicle Jun 15, 2023

Show notes

I know from listening to enough of your episodes that you're not fans of life insurance policies as an investment vehicle. Can you discuss the scenarios where life insurance as an investment vehicle makes sense and where it doesn't and why?

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Italy or Bust Jun 13, 2023

Show notes

We're hoping to call it quits in about five years and start spending a large chunk of time in Italy. Are we on track to make this happen?

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Early Retirement Planning Jun 08, 2023

Show notes

I am 48 and my wife is 46 and we're thinking about retirement when our kids are out of the house in six years. Can we do it?

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Too Early for Next Endeavor? Jun 06, 2023

Show notes

I am 43 years old and I'm wondering if it's too early to do a career change which would likely result in a significant pay drop?

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Where Do We Start? Jun 01, 2023

Show notes

We're finally at a place where we feel we can begin making more secure and significant financial progress, so the question is, where do we begin?

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Roth or Traditional 457? May 30, 2023

Show notes

Should I contribute to a Roth or Traditional 457? I'm able to max out the annual amount in either and I'm currently splitting it 50/50 between the two.

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