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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 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 jillonmoney at gmail dot com.
How to Take RMDs
Unless you're one of the lucky ones and have all your money in a Roth IRA and/or brokerage accounts, you'll eventually be forced to take distributions from your tax-deferred accounts. Is there a wrong way or right way to do it?
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.
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14:3117/01/2021
Should I Adjust Retirement Contributions?
The start of a new year is the perfect time to take a look at your retirement plan and see if there's any adjustments you should be making.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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13:4616/01/2021
Debt Free, Now What?
Paying down debt is a beautiful thing, especially when it means you've now got a bunch of extra money and are wondering what to do with it.
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.
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13:4015/01/2021
Pay Down Mortgage or Invest
You guys know my love of liquidity, but that doesn't mean I don't enjoy a good question about paying down the mortgage or instead using that money to invest.
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.
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12:3614/01/2021
Recession-Proof Portfolio
Is there such a thing as trying to recession-proof your portfolio by pulling off a bit of market timing? Is this an ingenious idea, or a crazy one?
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.
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14:3913/01/2021
Financial Help for Recent Widow
Dealing with a loss is hard enough, then mix in trying to navigate the finances, and things can quickly become too much to handle.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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23:3211/01/2021
I Am, I Can, I Will, I Do with Christine D’Ercole Part Two
It's a new year which usually means a lot of resolutions as people try to shake things up in their lives, whether it's a diet or a new career.
This weekend on the show we have somebody who embodies fitness as well as an interesting career path.
Her name is Christine D'Ercole, and if you're a Peloton fanatic like me, then you're certainly familiar with her.
As a Senior Instructor at Peloton, her classes are grounded in the science of cycling and the power of words. Her unique style of mindful motivation inspires members of the Peloton community, reaching thousands of devoted riders every day.
And when she's not on the bike, Christine is a public speaker whose work is rooted in self-talk. Her WORDSHOPS© are workshops for editing our self-talk into the story we want our lives to tell. Her catalog of wordshops span topics from body image to addiction and loss to corporate cultural growth and team building.
As if she hasn't accomplished enough, Christine is also a decorated competitive track cyclist. She is a Masters World Champion and five time National Champion.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
14:4010/01/2021
I Am, I Can, I Will, I Do with Christine D’Ercole Part One
It's a new year which usually means a lot of resolutions as people try to shake things up in their lives, whether it's a diet or a new career.
This weekend on the show we have somebody who embodies fitness as well as an interesting career path.
Her name is Christine D'Ercole, and if you're a Peloton fanatic like me, then you're certainly familiar with her.
As a Senior Instructor at Peloton, her classes are grounded in the science of cycling and the power of words. Her unique style of mindful motivation inspires members of the Peloton community, reaching thousands of devoted riders every day.
And when she's not on the bike, Christine is a public speaker whose work is rooted in self-talk. Her WORDSHOPS© are workshops for editing our self-talk into the story we want our lives to tell. Her catalog of wordshops span topics from body image to addiction and loss to corporate cultural growth and team building.
As if she hasn't accomplished enough, Christine is also a decorated competitive track cyclist. She is a Masters World Champion and five time National Champion.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
15:5109/01/2021
Roth or Traditional?
New year, same popular questions, such as whether it makes sense to use the Roth option or the traditional pre-tax option. You know me, I'm all Roth, all the time.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
11:3707/01/2021
What to Do With Excess Cashflow
Having extra cash flow each month and wondering what to do with it, well, that's what I like to call a good problem to have.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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05:2506/01/2021
Pay Cash or Take Out a Mortgage?
Similar to the idea of paying off your mortgage early, is the idea of paying cash for a house when you can take out a dirt cheap mortgage and keep your 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
07:2304/01/2021
How to Avoid Taxes in Retirement
If the vast majority of your retirement money is in pre-tax accounts, just remember that the real amount is less than what you might think it is.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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07:2203/01/2021
Is Our Advisor Charging Too Much?
When 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
08:0301/01/2021
Should We Pay Down the Mortgage?
For 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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08:0031/12/2020
Are We in Good Shape for Retirement?
You'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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
10:1830/12/2020
Student Loan Strategy
Ah, 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
07:3128/12/2020
The China Hustle Part Two
Next 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 seems to be going well, until detectives discover that most of the companies they’re investing in are frauds, producing phony balance sheets, claiming sham inventory levels and celebrating non-existent profits. The investors flip their strategy on its head and begin to master the art of short selling, essentially, betting that a company will fail.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
18:5127/12/2020
The China Hustle Part One
Next 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 seems to be going well, until detectives discover that most of the companies they’re investing in are frauds, producing phony balance sheets, claiming sham inventory levels and celebrating non-existent profits. The investors flip their strategy on its head and begin to master the art of short selling, essentially, betting that a company will fail.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
18:3126/12/2020
Chasing the FIRE Movement
If 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 tale full of ups and downs. If the FIRE movement is something you’re interested in, this film is a must watch.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
18:0525/12/2020
Burnt Out Doctor
I'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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
13:1224/12/2020
Are We in Good Financial Shape?
Nothing 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
10:1523/12/2020
15 or 30 Year Mortgage?
You'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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
09:1722/12/2020
Recent Widow, Now What?
As 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
18:0321/12/2020
Post Corona with Scott Galloway Part Two
The 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
16:5020/12/2020
Post Corona with Scott Galloway Part One
The 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
18:4619/12/2020
From Saving to Spending
For 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
13:4917/12/2020
On the Path To FIRE?
If 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
09:2516/12/2020
Do I Need This Insurance Product?
Every 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
12:2615/12/2020
Should I Use a Non-Qualified Plan?
Sometimes 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
10:5814/12/2020
Year-End Money Moves Part Two
What would a wacky financial year be without some year-end money moves?!
Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack.
For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And in the interest of full disclosure, not only is Michael a good friend of mine, he's also my 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
12:4113/12/2020
Year-End Money Moves Part One
What would a wacky financial year be without some year-end money moves?!
Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack.
For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And in the interest of full disclosure, not only is Michael a good friend of mine, he's also my 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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
15:1212/12/2020
Prepping for Early Retirement
A lot of people seem to have early retirement on their wish list, and as I always say, you've got to run the numbers and make sure you have enough money to sustain your lifestyle for what could be many, many years to come.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
09:2811/12/2020
Taking on Too Much Risk
People love riding high when the market is soaring, like it was the last several years, but when things suddenly go into a free fall, like they did back in March, it could easily make you wonder if you're taking on too much risk, especially in your golden years.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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09:4710/12/2020
How To Get on Track for Retirement
As I said yesterday, I'm all for people wanting to make sure they're on track for retirement, but sometimes in life there are far more important things that take priority.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
16:1709/12/2020
Are We on Track for Retirement?
I love that so many people are thinking about retirement and wondering if they're on the right track to accomplish their goals, especially when they're on the younger side. Gives me so much hope!
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
13:3608/12/2020
Can I Convert My 401(k)?
Converting to a Roth is all the craze these days, so much so that some are looking to convert their pre-tax 401(k)s into a Roth while still employed.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
09:5007/12/2020
How to Decide with Annie Duke Part Two
What do you do when you're faced with a big decision? If you're like most people, you probably make a pro and con list, spend a lot of time obsessing about decisions that didn't work out, get caught in analysis paralysis, endlessly seek other people's opinions to find just that little bit of extra information that might make you sure, and finally go with your gut.
What if there was a better way to make quality decisions so you can think clearly, feel more confident, second-guess yourself less, and ultimately be more decisive and be more productive?
That's the gist of the conversation this weekend as were joined by Annie Duke, author of How to Decide: Simple Tools for Making Better Choices.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
13:2206/12/2020
How to Decide with Annie Duke Part One
What do you do when you're faced with a big decision? If you're like most people, you probably make a pro and con list, spend a lot of time obsessing about decisions that didn't work out, get caught in analysis paralysis, endlessly seek other people's opinions to find just that little bit of extra information that might make you sure, and finally go with your gut.
What if there was a better way to make quality decisions so you can think clearly, feel more confident, second-guess yourself less, and ultimately be more decisive and be more productive?
That's the gist of the conversation this weekend as were joined by Annie Duke, author of How to Decide: Simple Tools for Making Better Choices.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
19:5205/12/2020
Year-End Roth Conversion
Year-end financial planning is always the perfect time to consider whether or not it makes sense to convert a traditional IRA to a Roth IRA.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
16:2204/12/2020
Do We Really Need an Advisor?
Is an advisor fee of one percent really worth it if all you're getting is money management? Are there less expensive alternatives?
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
12:0603/12/2020
Charitable Giving
Americans donated nearly $450 billion to charity last year. I joined CBS This Morning to explain the best ways to give and the new donation rules for 2020.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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04:3202/12/2020
Behind on Retirement Savings
You're in your late 30s and admittedly way behind on retirement savings, yet for some reason you're hellbent on paying off the mortgage early. Clearly not a recipe for success.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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11:2601/12/2020
Pay Down Mortgage or Invest?
Whether or not it makes sense to pay down the mortgage is a common topic on this show, but with mortgage rates so low, it's hard to make the case that paying down a mortgage is better than investing that excess cashflow.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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13:0530/11/2020
Succession Star Brian Cox Part Two
What better time to binge watch a new show, or revisit a favorite, than Thanksgiving weekend?
Earlier this year (pre-pandemic) I had a chance to interview Scottish actor Brian Cox, star of Succession.
Cox, who plays patriarch Logan Roy on the HBO series, talks about how he’s come to understand his character, what the two men have in common and the one question about Logan he’s still struggling with.
Cox reveals which character he believes is the moral compass on the show and what it has been like working with guest stars Holly Hunter and Cherry Jones.
I'm telling you, if you haven't checked out the show, watch a couple episodes and I guarantee you'll be hooked.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
09:1329/11/2020
Succession Star Brian Cox Part One
What better time to binge watch a new show, or revisit a favorite, than Thanksgiving weekend?
Earlier this year (pre-pandemic) I had a chance to interview Scottish actor Brian Cox, star of Succession.
Cox, who plays patriarch Logan Roy on the HBO series, talks about how he’s come to understand his character, what the two men have in common and the one question about Logan he’s still struggling with.
Cox reveals which character he believes is the moral compass on the show and what it has been like working with guest stars Holly Hunter and Cherry Jones.
I'm telling you, if you haven't checked out the show, watch a couple episodes and I guarantee you'll be hooked.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
09:4928/11/2020
The Gift of Humanity Part Two
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different.
Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps, a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassionate world.
In short, it serves as a good reminder of the things that matter most.
And who better to help us stay in the giving thanks spirit than our guest Dave Isay, the founder and president of StoryCorps.
His goal is simple: to use stories to remind us of our shared humanity, to strengthen and build the connections between people, to teach the value of listening, and to weave into the fabric of our culture the understanding that everyone’s story matters.
At the same time, StoryCorps is creating an invaluable archive for future generations as every interview is housed at the Library of Congress.
So as you’re sitting around this Thanksgiving weekend with family and friends, I encourage you to use StoryCorps Connect (virtually) or the StoryCorps app (in person) and take part in The Great Thanksgiving Listen, a national movement that empowers people of all ages to create an oral history of the contemporary United States by recording an interview.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
08:1927/11/2020
The Gift of Humanity Part One
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different.
Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps, a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassionate world.
In short, it serves as a good reminder of the things that matter most.
And who better to help us stay in the giving thanks spirit than our guest Dave Isay, the founder and president of StoryCorps.
His goal is simple: to use stories to remind us of our shared humanity, to strengthen and build the connections between people, to teach the value of listening, and to weave into the fabric of our culture the understanding that everyone’s story matters.
At the same time, StoryCorps is creating an invaluable archive for future generations as every interview is housed at the Library of Congress.
So as you’re sitting around this Thanksgiving weekend with family and friends, I encourage you to use StoryCorps Connect (virtually) or the StoryCorps app (in person) and take part in The Great Thanksgiving Listen, a national movement that empowers people of all ages to create an oral history of the contemporary United States by recording an interview.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
12:3226/11/2020
Time for a Younger Advisor?
You've been with your advisor for many, many years, and you think he's great, yet you're a bit concerned about what the future holds since he just turned 70. Is it time to ditch him and look for somebody younger?
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
13:2125/11/2020
Help With Inheritance
Your father recently passed away and you suddenly find yourself in charge of a construction company. That's the scenario facing our latest caller, and needless to say, there are plenty of questions that need answering.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
11:2124/11/2020
Inherited IRA Options
Inherited IRAs usually come with a handful of options that need to be carefully considered before making a decision, so make sure you weigh all the pros and cons.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
10:1323/11/2020