Synopsis
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of whats important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
Episodes
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Roth Conversion Strategy
29/06/2021 Duration: 13minYou've been doing some Roth conversions in retirement but you aren't sure if it's a strategy you should keep utilizing in future years. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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How Much Life Insurance Do We Need?
28/06/2021 Duration: 12minWhen shopping around for term life insurance, is there a magic formula to determine how much coverage you need? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Financial Help for a Parent
27/06/2021 Duration: 11minRetirement planning for yourself is hard enough, what happens when you also have to take care of a parent? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Can I Call It Quits in a Few Years?
26/06/2021 Duration: 09minCan I call it quits in a few years and retire on the early side? I'll tell you what, having a big fat guaranteed pension certainly makes things easier. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Should I Bite the Bullet and Go Roth?
25/06/2021 Duration: 13minEven though you're in a pretty high tax bracket, should you bite the bullet and start using the Roth 401(k) at work? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Should I Use the Roth 401(k) Option?
24/06/2021 Duration: 13minAfter 20 years of tax-deferred savings, your workplace retirement plan recently started offering a Roth 401(k) option, does that mean you should start using it? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Help Allocating Our Portfolio
23/06/2021 Duration: 20minSaving for retirement is incredibly important, but what's equally as important is knowing how your dollars are being invested. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Are We on Track for Early Retirement?
22/06/2021 Duration: 15minAre we on track for early retirement and some travel? Seems like we're getting this question on a fairly regular basis, especially if there's been some health scares along the way. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Sell the House in a Hot Market?
21/06/2021 Duration: 13minIf you've been thinking about selling the house, and you're in a hot real estate market, there may never again be a better time to pull the trigger. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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State of the Economy Part Two
20/06/2021 Duration: 14minBelieve it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk, chief economist at Grant Thornton. The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchases at $120 billion per month. The statement following the June meeting was much more upbeat about the progress of vaccinations and the economy. The bottom line is that Fed Chairman Jerome Powell tried to reassure the public and financial markets that the Fed will not allow inflation to get out of control. The Fed’s own forecast, or “dot plot” as it is called, showed a substantial move up in the timing of rate hikes. The problem for financial markets is that inflation and rate hikes are always unwelcome. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel G
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State of the Economy Part One
19/06/2021 Duration: 15minBelieve it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk, chief economist at Grant Thornton. The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchases at $120 billion per month. The statement following the June meeting was much more upbeat about the progress of vaccinations and the economy. The bottom line is that Fed Chairman Jerome Powell tried to reassure the public and financial markets that the Fed will not allow inflation to get out of control. The Fed’s own forecast, or “dot plot” as it is called, showed a substantial move up in the timing of rate hikes. The problem for financial markets is that inflation and rate hikes are always unwelcome. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel G
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Enjoying Life Prior to Retirement
18/06/2021 Duration: 12minPreparing for retirement is the name of the game, but there's more to life than just saving, at some point you have to enjoy things along the way. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Should I Start Using the Roth 401(k)?
17/06/2021 Duration: 17minIs it ever too late to start using the Roth function within your workplace retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Can We Retire Early and Travel?
16/06/2021 Duration: 13minCan we retire early and travel around the globe? Well, that depends on what kind of travel we're talking about. Are we talking about a week or two here and there, or something more luxurious? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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How Will Inflation Impact My Stocks?
15/06/2021 Duration: 11minInflation is coming, inflation is coming! Yes, that may very well be true, and if so, what does it mean for your stocks and bonds? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Consumer Prices Are on the Rise
14/06/2021 Duration: 07minI joined CBS This Morning to break down why consumer prices are spiking, what sectors are impacted the most and how long people could feel the pain in their wallets. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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From Janitor to Top Executive Part Two
13/06/2021 Duration: 10minThis weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his future into his own hands and created the world’s hottest snack food: Flamin’ Hot Cheetos. This bold move not only disrupted the food industry with some much-needed spice, but also shook up a corporate culture in which everyone stayed in their lane. Through creative thinking, community building, and a few powerful mindset shifts, he outsmarted the naysayers who tried to get in his way, proving that you can break out of your career rut and that your present circumstances don't have to dictate your future. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodm
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From Janitor to Top Executive Part One
12/06/2021 Duration: 11minThis weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his future into his own hands and created the world’s hottest snack food: Flamin’ Hot Cheetos. This bold move not only disrupted the food industry with some much-needed spice, but also shook up a corporate culture in which everyone stayed in their lane. Through creative thinking, community building, and a few powerful mindset shifts, he outsmarted the naysayers who tried to get in his way, proving that you can break out of your career rut and that your present circumstances don't have to dictate your future. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodm
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Should We Convert to a Roth?
11/06/2021 Duration: 13minHusband wants to convert to a Roth, wife says not so fast. Is one right and the other wrong? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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How to Pay for Grad School
10/06/2021 Duration: 13minWith grad school on the horizon, now comes the decision about how to pay for it. Should you dip into your savings? Take out a loan? Or is there another option? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices