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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Did I Retire Too Early?
02/01/2021 Duration: 09minEarly retirement can be very dangerous, but not always. Sometimes people do it and it turns out they're in totally fine shape. Have a money question? Email me here. 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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Is Our Advisor Charging Too Much?
01/01/2021 Duration: 08minWhen it comes to investing these days, there's really no reason at all why it should be costing you a lot of money, unless of course you're dealing with a greedy advisor. Have a money question? Email me here. 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 We Pay Down the Mortgage?
31/12/2020 Duration: 08minFor whatever reason, and I guess it's a mental thing, it seems the vast majority of people are obsessed about paying off their mortgages. I happen to prefer my liquidity! Have a money question? Email me here. 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 in Good Shape for Retirement?
30/12/2020 Duration: 10minYou're 56 and thinking about transitioning to part-time work and retiring altogether in about five years. Are you in good enough shape to make this plan a reality? Have a money question? Email me here. 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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Do I Need an Annuity?
29/12/2020 Duration: 05minShould I consider adding an annuity as part of my overall portfolio? Easily one of the most common questions we receive every year! Have a money question? Email me here. 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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Student Loan Strategy
28/12/2020 Duration: 07minAh, student loans, one of the most popular questions we receive each year, so what would 2020 be without one more chat with a college graduate trying to navigate the murky student loan waters? Have a money question? Email me here. 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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The China Hustle Part Two
27/12/2020 Duration: 18minNext up on the list of films to stream this holiday weekend is The China Hustle. The documentary begins amid the depths of the 2008 financial crisis, when we meet protagonist Dan David and a band of Wall Street outsiders. These detective-like investors operate on the fringes of the financial world, scouring global markets for money making opportunities. With the U.S. economy and markets in a tailspin, they turn to China, where there is what seems like a modern day gold rush. Chinese stock market indexes are doubling every year and the potential seems endless. There’s one problem, though: U.S. investors can’t participate because they are barred from investing directly in Chinese markets. But this is America, and people always find a way. A few Wall Street operators create a novel solution by bringing hundreds of promising Chinese companies directly to U.S. stock markets. All of the sudden, US investors can get in on the Chinese miracle, without leaving the comforting confines of the NYSE and the NASDAQ. It all
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The China Hustle Part One
26/12/2020 Duration: 18minNext up on the list of films to stream this holiday weekend is The China Hustle. The documentary begins amid the depths of the 2008 financial crisis, when we meet protagonist Dan David and a band of Wall Street outsiders. These detective-like investors operate on the fringes of the financial world, scouring global markets for money making opportunities. With the U.S. economy and markets in a tailspin, they turn to China, where there is what seems like a modern day gold rush. Chinese stock market indexes are doubling every year and the potential seems endless. There’s one problem, though: U.S. investors can’t participate because they are barred from investing directly in Chinese markets. But this is America, and people always find a way. A few Wall Street operators create a novel solution by bringing hundreds of promising Chinese companies directly to U.S. stock markets. All of the sudden, US investors can get in on the Chinese miracle, without leaving the comforting confines of the NYSE and the NASDAQ. It all
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Chasing the FIRE Movement
25/12/2020 Duration: 18minIf you're looking for something to stream over the next week or so, we're going back into the archives this weekend. First up is the FIRE movement. Today we're re-airing an interview with Travis Shakespeare, director of a documentary called Playing with FIRE, which follows 35 year old Scott Rieckens, his wife Taylor, and their toddler Jovie as the family decides to embark on a year-long odyssey to understand the rules of the FIRE movement and test their willingness to reject the standard narrative of adult life. When Scott hears a prominent leader and “early retiree” in the FIRE movement subculture interviewed on a podcast, he enlists his wife to abandon everything they’ve been taught about the role of money in adulthood and instead focus on pursuing financial independence. But doing so requires an about face since their current path has them spending every dime they make living the “Instagram” life in an expensive San Diego suburb, driving luxury cars, and eating at fancy restaurants. It’s an interesting t
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Burnt Out Doctor
24/12/2020 Duration: 13minI'm not sure anybody has had a tougher year than the health care workers, and I can only imagine feeling the need to take a break and recharge. But just like anything else, you've gotta make sure your ducks are in a row before making such a move. Have a money question? Email me here. 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 in Good Financial Shape?
23/12/2020 Duration: 10minNothing like the birth of your first child to make you wonder if you're on the right financial path! Not having your estate planning in order is not a good way to start off :) Have a money question? Email me here. 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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15 or 30 Year Mortgage?
22/12/2020 Duration: 09minYou're in the early stages of planning your dream home and one of the many decisions you'll need to make is whether to take out a 15 or 30 year mortgage? Have a money question? Email me here. 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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Recent Widow, Now What?
21/12/2020 Duration: 18minAs if this year hasn't been hard enough, imagine also losing your spouse of 41 years. When something like that happens, sometimes the best move, is no move. Have a money question? Email me here. 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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Post Corona with Scott Galloway Part Two
20/12/2020 Duration: 16minThe COVID-19 outbreak has turned bedrooms into offices, pitted young against old, and widened the gaps between rich and poor, red and blue, the mask wearers and the mask haters. Some businesses, like home exercise company Peloton, video conference software maker Zoom, and Amazon, woke up to find themselves crushed under an avalanche of consumer demand. Others, like the restaurant, travel, hospitality, and live entertainment industries, scrambled to escape obliteration. But as New York Times bestselling author Scott Galloway argues, the pandemic has not been a change agent so much as an accelerant of trends already well underway. In his latest book, Post Corona, he outlines the contours of the crisis and the opportunities that lie ahead. Have a money question? Email me here. 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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Post Corona with Scott Galloway Part One
19/12/2020 Duration: 18minThe COVID-19 outbreak has turned bedrooms into offices, pitted young against old, and widened the gaps between rich and poor, red and blue, the mask wearers and the mask haters. Some businesses, like home exercise company Peloton, video conference software maker Zoom, and Amazon, woke up to find themselves crushed under an avalanche of consumer demand. Others, like the restaurant, travel, hospitality, and live entertainment industries, scrambled to escape obliteration. But as New York Times bestselling author Scott Galloway argues, the pandemic has not been a change agent so much as an accelerant of trends already well underway. In his latest book, Post Corona, he outlines the contours of the crisis and the opportunities that lie ahead. Have a money question? Email me here. 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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Laid Off, Can I Retire?
18/12/2020 Duration: 14minSo many people have been laid off this year due to the pandemic, and it's not always easy getting back in the game, leaving many to wonder if they should just retire. Have a money question? Email me here. 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 Saving to Spending
17/12/2020 Duration: 13minFor a good chunk of your life you're told to save, save, save for retirement. And then retirement finally comes, and it's time to start spending the money. As I'm sure some of you know, it can be a real tough adjustment. Have a money question? Email me here. 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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On the Path To FIRE?
16/12/2020 Duration: 09minIf you're a regular listener, you know that I'm not a huge fane of the FIRE movement. That said, I'm a big believer in the "FI" part of it, financial independence, especially when it comes to those just starting out. Having options is a good thing! Have a money question? Email me here. 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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Do I Need This Insurance Product?
15/12/2020 Duration: 12minEvery few weeks we get an email that absolutely makes me insane. This is one of those weeks. And thankfully the emailer agreed to come on as a caller. Have a money question? Email me here. 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 a Non-Qualified Plan?
14/12/2020 Duration: 10minSometimes employers will offer what's called a non-qualified deferred compensation retirement plan, whether or not it makes sense to use it depends on a few factors. Have a money question? Email me here. 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