Money Moves with Jill Schlesinger

Latest Episodes:

Old Pension Options Aug 18, 2022

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What should I do with an old pension? Take a lump sum now or keep it as is until retirement, which is still decades away?

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In Our 30s, Do We Need an Annuity? Aug 16, 2022

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Considering we're in our 30s, is there any reason why we should be considering an annuity?

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Employee Stock Purchase Plan Aug 11, 2022

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With $3k each month in surplus cash flow, should we be dumping it all into our employee stock purchase plans?

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Should I Keep My CDs or Open a Brokerage Account? Aug 09, 2022

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With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs?

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Asset Allocation Concerns Aug 04, 2022

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I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of assets is ideal.

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In My 20s and Looking for a Financial Checkup Aug 02, 2022

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Even though I'm only in my 20s, I feel like I'm in need of a financial checkup, especially regarding a gifted mutual fund account.

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Help Me Help Mom Jul 28, 2022

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My mother is on the verge of full retirement, and over the last year, I've been trying to help her consolidate several accounts into Vanguard. Are we moving in the right direction?

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Don’t Know How Much and Where to Invest Jul 26, 2022

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With a large raise on the horizon, and a huge pension at retirement, I'm not quite sure how much and where we should be investing.

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Financial Planning with Restless Energy Jul 21, 2022

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Thankfully, I feel like we're doing okay when it comes to our finances, the curveball is that my mother-in-law, who's only 58, lives with us and is almost entirely dependent.

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Too Much in Traditional 401(k) at Age 36? Jul 19, 2022

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In our mid 30s, I'm starting to wonder if we have too much money in our traditional 401(k)s? Is it time to start using the Roth option?

Have a money question? Email us, ask jill [at] jill on money dot com