Jill on Money with Jill Schlesinger
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests to uncover surprising insights and provide actionable information so you can make the most of your money.
Episodes
Fee-Only vs Fee-Based
With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?Have a money question? Email us here
Freedom vs Liquidity
I say pay off the mortgage, my wife says no. Can you be the judge?Have a money question? Email us here
Am I Worrying Too Much About Taxes?
We are in good shape, but I don't want to do anything stupid. Am I worrying too much about taxes? Have a money question? Email us here
Am I Ready for Retirement?
I'm officially retiring at the end of this week. Am I ready?Have a money question? Email us here
I’m Fried, Can I Retire Next Year at 55?
My goal is to retire in 2027 at the age of 55 from my 24-year corporate career due to burn out. Can I do it?Have a money question? Email us here
How to Spend What We’ve Saved?
Even though we have more money than we'll probably ever need, I'm still having a hard time spending down some of the accounts. Can you help?!Have a money question? Email us here
Making the Most of an Early Inheritance
My parents have offered to give me a big chunk of cash, but I'm not sure I agree with them on how it should be used. Have a money question? Email us here
Should I Be Focusing on a Brokerage Account?
I'm only in my 30s, but with early retirement a real goal, should I be focusing on a brokerage account instead of retirement accounts? Have a money question? Email us here
Can I Change Jobs and Still Hit My Goals?
Can I downshift my career (work less, make less) and still hit my goal of retiring by 60?Have a money question? Email us here
Burnt Out After 42 Years in Corporate America
I'm 62, and after 42 years in the workforce, I'm wondering if I can comfortably retire?Have a money question? Email us here
Help With Mom’s Asset Allocation
My mom is 75 and I'm helping her navigate her finances. Am I making the right moves?Have a money question? Email us here
Why Use Bonds?
You always talk about bonds being part of a portfolio and I have stayed away from them the past five years but decided to add a small amount in last year and they are still in the negative column. What gives?Have a money question? Email us
Can I Make a Career Change at 57?
I work in entertainment and it's a bit unsteady at the moment, up and down, and really stressful. I want to change careers and get out of this chaos. Can I do it?Have a money question? Email us here
Can I Take My Pension and Run?
We have saved over the past 30 years, live frugally, and I am hoping I can retire in July 2027, or possibly sooner. Have a money question? Email us here
How to Fund a Renovation?
Should I drop my retirement contribution rate to 15% and save to build a garage or should I continue to contribute 24% and finance the build?Have a money question? Email us here
Does My Early Retirement Plan Work?
Does my retirement plan work as is or should I be looking to buy a deferred income annuity?Have a money question? Email us here
Where to Save in 30s and 40s?
Besides maxing out our workplace retirement accounts, we are looking for some guidance on whether to focus our savings in mainly pre or post-tax accounts.Have a money question? Email us here
Investment Philosophy
How many stocks and ETFs should a person hold in a single account? Our new advisor has each of our accounts held in more than 20 different funds.Have a money question? Email us here
Can I Retire in Four Years at 60?
I am 56 and have a very stressful job that is having negative impacts on my mental and physical health. Can I retire early or reset to a less stressful job?Have a money question? Email us here
Are We Okay to Start Withdrawals?
With my husband now out of work on disability, are we okay to start pulling money from his 401(k)?Have a money question? Email us here
Risk and Reward With Ben Carlson
Today we're sharing a recent chat with Ben Carlson, author and Director of Institutional Asset Management at Ritholtz Wealth Management.Ben joined us to discuss his recently released book Risk and Reward: How to handle market volatility and build long-term wealth, a modern guide designed to give you a better grasp of the biggest risks in investing and teach you how to protect yourself against
In Our 60s and Considering Retirement
My husband and I are considering retirement and we would like guidance on whether it's financially feasible.
Have a money question? Email us here
Roth or Not?
With two high salaries, does it make sense to start Roth contributions now, or wait until we retire to do conversions?
Have a money question? Email us here
Is Early Retirement an Option for Me?
With the goal of having more control over my time, I'm considering early retirement. Do the numbers work?
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Do We Have Enough to Retire and Live Large?
My wife and I will be 55 this year, and after years and years of saving, how do I switch my mindset from saving to spending?
Have a money question? Email us here
Get a Financial Life With Beth Kobliner
Today we're sharing a snippet of our recent chat with Beth Kobliner, author, financial journalist, and advocate. For three decades and counting, Beth's bestseller Get a Financial Life: Personal Finance in Your Twenties and Thirties has been the leading financial guide for young people.
Want more of Jill and Beth? Subscribe to Jill on Money LIVE to watch the full chat.
Have a money question? Em
Do I Still Need Term Life Insurance?
I'm 59 and my husband is 71, do we still need term life insurance?
Have a money question? Email us here
Should I Be Prioritizing the Mega Backdoor Roth?
Right now, all my excess money goes into a brokerage account. Is this the right move or should I be prioritizing the mega backdoor Roth?
Have a money question? Email us here
AI Is Eating My Business
With AI beginning to eat away at my business, I'm starting to panic. How should I be preparing given the risk/uncertainty around my livelihood?
Have a money question? Email us here
Make Your Bed With Admiral William H. McRaven
It's our annual Memorial Day tradition, as we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.
A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commenceme
Tired but Afraid to Retire and Spend
After running a business for many years, I'm exhausted and would like to retire, but can't come to grips with the idea of spending what I've saved.
Have a money question? Email us here
Lump Sum or Monthly Payment?
With retirement on the horizon after 41 years at the same company, is it better to take the monthly pension or the lump sum?
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Job Market Concerns for Young Americans
Less than half of Americans ages 15 to 34 felt like it was a good time to find a job in 2025, a new Gallup poll shows. We're discussing on the latest episode.
Have a money question? Email us here
Dialing in Our Retirement Plan
We are 55 and 59, have four grown kids, all launched. We started retirement savings late but have been working hard at catching up. Are we on track?
Have a money question? Email us here
Okay to Retire or Semi-Retire at 55?
With an early retirement offer likely, am I in good enough shape to call it quits in my mid 50s if necessary?
Have a money question? Email us here
Longevity Nation: Changing the Second Half of Our Lives
Today we're sharing a snippet of our recent chat with Michael Clinton, author, thought leader, and keynote speaker on the evolving personal and business effects of the New Longevity. Michael joined us to talk about his latest book, Longevity Nation: The People, Ideas, and Trends Changing the Second Half of Our Lives.
Want more of Jill and Michael? Subscribe to Jill on Money LIVE to watch the full
I’m 45, Can I Quit My Job?
Given that my job has turned toxic, I'm wondering whether I can just pull the plug and retire for my mental sanity?
Have a money question? Email us here
In My 60s and Feeling Concerned
Now that I'm in my 60s and no longer working full-time, I'm starting to have some concerns about our financial future.
Have a money question? Email us here
Are We on the Right Track at 42?
Now that we're in our 40s I'm starting to have major concerns about our financial roadmap.
Have a money question? Email us here
Real Estate Loan Dilemma
With a chance to refi, should I do it or should I be more focused on saving for retirement?
Have a money question? Email us here
Transitioning Back Into the Workforce
As I prepare to transition back into the work force with a new degree in hand, am I taking the right financial steps?
Have a money question? Email us here
Prepping for Retirement at 53
With retirement at the age of 53 just weeks away, are there any financial adjustments I should be looking to make?
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Realistic Next Steps for Living Life Now?
I work a far distance from my employer, but moving closer is much more expensive due to housing costs. Is it still worth considering?
Have a money question? Email us here
Still on Track to Retire at 55?
With some life changes over the last few years, are we still on track to retire in our 50s?
Have a money question? Email us here
Should I Stay or Take the New Job Offer?
Should I stay at my current job, one that comes with a pension, or make a move for a higher salary?
Have a money question? Email us here
Roth vs. Traditional
I'm struggling to make a decision in terms of pre-tax versus Roth. Will it matter in my situation?
Have a money question? Email us here
Can We Afford to Help Out Our Sons?
With retirement right around the corner, can we afford to give our two sons a good amount of financial assistance?
Have a money question? Email us here
Pay Off My Mortgage Quickly?
I always hear you say not to make paying down the mortgage a priority, but my interest rate is 6.125%. Do I have permission?
Have a money question? Email us here
Can I Retire at 65 Instead of 67?
The original plan was to retire at 67, but now I'm wondering if I can call it quits at 65?
Have a money question? Email us here
Have We Saved Enough for Retirement?
With a bit of job uncertainty entering the mix, we're wondering if we have saved enough for retirement?
Have a money question? Email us here
Introducing Family Lore
Family Lore is a weekly narrative podcast that celebrates and investigates ancestral mystique. Each episode begins with a guest sharing a fascinating family legend, followed by a historical deep-dive to uncover the truth and meaning behind the tale. Available now: link.pscrb.fm/f0281/FLFD
Are We Ok to Be Work Optional?
After 30 years at the same company I was recently let go. Do I need to find another job?
Have a money question? Email us here
Can I Help Kids With Student Loans?
With both kids graduating with significant student loan debt, can I afford to help them out?
Have a money question? Email us here
I Want to Take Social Security Early
You usually tell people to wait to take Social Security as long as they are in good health and have a long life expectancy, and I tend to agree if a person doesn't need the money. That said, I'm starting to feel like I need the money.
Have a money question? Email us
Evaluating Term Life Insurance Coverage
With a military pension and early retirement on the horizon, are we adequately covered by our existing term life insurance?
Have a money question? Email us here
Consolidating Old 401(k) Plans
With three different 401(k) plans in the equation, is there an easy way to simplify and make my financial life easier?
Have a money question? Email us here
Managing the Finances for My Mother
Should I be making any adjustments as I manage the finances for my 87 year old mother?
Have a money question? Email us here
Planning Around Our Pensions
With two pensions in the mix, how should we be planning for our eventual retirement?
Have a money question? Email us here
Managing a Career Transition
With a major career transition on the horizon, how should I be preparing financially?
Have a money question? Email us here
Trying Not to Screw It Up
After being diligent savers for many years, we want to make sure we don't do anything to screw things up.
Have a money question? Email us here
What Should I Be Doing Differently?
As I get closer and closer to 60, should I be doing something different with my investments?
Have a money question? Email us here
Help My Parents Plan for Retirement
I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure.
Have a money question? Email us here
Reset Dilemma Advice
With a large inheritance now part of the equation, is it time for me to make a major reset?
Have a money question? Email us here
Has My Roth Conversion Ship Sailed?
During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conversions?
Have a money question? Email us here
Should I Tap a CD or My Roth?
I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA?
Have a money question? Email us here
Concerned About Running Out of Money
I am concerned about running out of money since I am 78 and my husband is 74. Will we be okay?
Have a money question? Email us here
A Holistic Giving Solution for Donors and Advisors
It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by Julie Sunwoo, the President of DAFgiving360.
The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to inco
Encore Career at Age 50?
Knowing that I just turned 50, can I still make a career change to something that I am passionate about?
Have a money question? Email us here
Retirement in Three Months?
My job is just so stressful, and with parents who died early, I really want to retire. Can I do it?
Have a money question? Email us here
10 Years Until Retirement, Can I Do It?
I want to retire at 65 and collect my Social Security at 67. Is it possible?
Have a money question? Email us here
Life Has Changed, Are We Okay?
With some changes within our household, I'm wondering if I'm still on track to retire in my 60s?
Have a money question? Email us here
Can I Quit My Job at 57?
I'm burned out and looking for reassurance that I am in a good financial position in order to leave my job.
Have a money question? Email us here
Laid Off at 62, Will We Be Okay?
My husband just got laid off after 20 years at the same company. Will we be okay?
Have a money question? Email us here
Struggling to Even Think of Retirement
If we continue doing what we're doing for the next 20 years or so, are we on track to retire at 70?
Have a money question? Email us here
Is 67 Our Magic Number to Retire?
With various accounts scattered between us, we're wondering if we'll be able to retire in five years when we turn 67?
Have a money question? Email us here
Balancing Retirement With Tuition
We adopted two children late in life, and with both now in high school, we are trying to balance saving for retirement with the upcoming college tuition.
Have a money question? Email us here
Welcome to Becoming You with Suzy Welch
Here on Jill on Money, we spend a lot of time crunching the numbers. We talk about the "how" of your life, the 401(k), the tax strategies, and the early retirement aspirations.
But we all know that the "why" is often the hardest part to solve. That’s why I’m so excited to introduce you to a voice who is cutting through the noise of modern life and work: Suzy Welch.
Suzy is a three-time New York
Too Much in a Single Stock?
With over a million-dollars in a single stock, are we taking on too much risk?
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Can I Retire in 18 Months?
Knowing that my wife will continue to work, and I may even do some part-time work, can I retire from my full-time job in the near future?
Have a money question? Email us here
Are We on Track, or Way Off?
On the one hand I think we save a lot, but we also make a lot, so it feels like we also spend a lot! Are we on track, or way off?
Have a money question? Email us here
