Jill on Money with Jill Schlesinger

Yes indeed, it's that time of year again, time to do some year-end planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . There's a lot to unpack, and keep in mind that there could still be some changes coming with the latest version of the SECURE Act.  Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in App...

Yes indeed, it's that time of year again, time to do some year-end planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . There's a lot to unpack, and keep in mind that there could still be some changes coming with the latest version of the SECURE Act.  Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in App...

We got burned back in 2008 and we don't want it to happen again. How should we be planning this time around? 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 recent raises hitting our household, how should be allocating the extra cash flow? Should it all go into retirement accounts? 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 discouraged hearing so many of your callers that have a million or more in retirement savings. How in the world can I catch up at this age? 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 just sold our house and purchased our dream home. What should we do with the $200k that we made from the sale of our house? Right now it's sitting in cash. 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 .

It feels like I should be contributing into the regular 401(k) to minimize my burden, but that Roth 401(k) option is attractive because it would bulk up my non-deferred accounts. I'm not sure what's the best way to go. What do you think? 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 Joe...

Open enrollment season is here, and to coincide with the kickoff, Morningstar is out with its annual study on health savings accounts (HSAs) available to individuals. Joining us this weekend to discuss the power of the HSA is Tom Nations , lead author of the study and associate director of manager research at Morningstar.  Have a money question? Email us, ask jill [at] jill on money dot com. Pleas...

Open enrollment season is here, and to coincide with the kickoff, Morningstar is out with its annual study on health savings accounts (HSAs) available to individuals. Joining us this weekend to discuss the power of the HSA is Tom Nations , lead author of the study and associate director of manager research at Morningstar.  Have a money question? Email us, ask jill [at] jill on money dot com. Pleas...

Due to my lack of Social Security earnings, should I consider switching jobs for the last stretch of my working 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 am anxious to retire from my corporate sales career and potentially work part-time at something less stressful and more fulfilling. Can I 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 .

I'm 59 years old, and with my wife already retired, I'm hoping to join her on the sidelines in just over two years. Can I 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 .

Are the fees we're paying too high, especially considering the advisor rarely contacts us? 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 I use various retirement calculators, the numbers seem too good to be true. Can I trust the results that I am seeing? 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 .

Filmmaker and activist  Abigail Disney joins the show this weekend to discuss her new documentary, " The American Dream and Other Fairy Tales ." The film examines income inequality at the company her grandfather and great-uncle founded, asking why the American dream seems so out of reach for so many. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or...

Filmmaker and activist  Abigail Disney joins the show this weekend to discuss her new documentary, " The American Dream and Other Fairy Tales ." The film examines income inequality at the company her grandfather and great-uncle founded, asking why the American dream seems so out of reach for so many. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or...

Who is right about whether I'm on track for retirement, my fee-based financial advisor or my Schwab CFP provided free by my 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 .

I have a cheap auto loan and I also have a good chunk of money sitting in cash. Should I use some of the cash to pay off the loan? 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 feel like I have made many money/life mistakes but now I'm in a solid position to do better, but I don't know what steps to take next. 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 think our retirement plan is solid, but my wife is constantly worrying about her job security and isn't sure our plan is doable. Can you help me convince her? 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 some time out of the workforce, I feel like I'm behind on my retirement savings. What should I be doing to get back on track? 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 .

Due to a variety of reasons, I'm thinking about retiring a bit earlier than anticipated, can I 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 .

I have an old 401(k) that's still with the old employer, and I'm wondering what's the best course of action? Leave it or roll it over? 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 employer offers a post-tax 401(k) contribution option that would allow for 1-20% of my income to be contributed after-tax and then it would grow tax-deferred. Should I use 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 .

My husband is having such a hard time with the market doing poorly that he wants to put all of our money into a CD. What should I do? 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 .