Jill on Money with Jill Schlesinger

Knowing that I have a big severance payment coming, is there anything I can do now to try and minimize the taxes paid on this additional income? 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 .

I know I'm supposed to rebalance, but I'm not exactly sure what it means or how to do 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 .

With the premiums going up and up and up, should we keep or ditch the long-term care policy that my mother has? 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 .

We've been very good savers over the years, but given the age difference between me and my husband, how should we approach our withdrawal strategy in retirement? 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 .

I'm working with an advisor and she's pushing us to get whole life insurance policies. I was initially thinking we needed term policies so now I'm wondering if this is the right move? 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 .

When it comes to my retirement plan, should I consider the dividends and capital gains from my investments as a personal income stream/annuity? 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 .

After getting a huge raise at work, how should I be managing the extra cash flow? 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 .

With two kids nearing college, and a third a few years behind, I have some questions regarding life insurance and where to put any college savings going forward. 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 .

At the ripe old age of 49, I'm wondering if I can retire from my current job in about four 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 .

I have an annuity coming due with a few different options, which should I choose? 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 .

I joined CBS Mornings to discuss what people need to know for the 2023 tax season. More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. We also discuss the best way to file, rules for deducting home office expenses, and child tax credit changes. Have a money question? Email us, ask jill [at] jill on money dot com. Pl...

I joined CBS Mornings to discuss my new book, " The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life ." We discussed advice for helping everyone understand their own financial situation better, and what they might need to make a change and live their best life. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple...

Our planner has presented us with an annuity option that he seems very keen on, but we're not sure if it's necessary. 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 .

With my 87 year old mother in an assisted living facility, should I sell her stocks and keep everything in CDs and a money market fund? 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 .

My uncle recently passed away and I am trying to help my aunt out with her financial situation, but I feel like I need some advice on a plan going forward. 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 .

The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education. It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your s...

The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education. It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your s...

I joined CBS Mornings to discuss the U.S. debt ceiling and how reaching it impacts your finances. 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 .

My wife of 35 years passed away in August of 2021 at the age of 59. Our plan had always been to retire at age 62. Can I still do 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 .

Today we're at a 8.6% withdraw rate but starting in 2026, assuming the balance is $800K, we'd be at 3.8%. Are these numbers sustainable? 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 .

My wife and I are both in a government pension system and have about 10-12 years to go for the full retirement mark, but we want to make sure we are on track and being realistic. 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 .

The Great Money Reset  is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.  This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here .   Have a money question? E...

The Great Money Reset  is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.  This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here .   Have a money question? E...

The Great Money Reset  is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.  This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here .   Have a money question? E...

My wife and I are in our late 30s with one child and we each have whole life policies with annual premiums of about $5,800 between the two. Should we keep the policies? 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 .