Jill on Money with Jill Schlesinger

You guys know I'm not crazy about early retirement, but when it's a matter of life and death, I may be a bit more forgiving :) 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 .

This weekend we're bringing you the first of three tax-related episodes that will run between now and late February. Each episode will be sponsored by H&R Block . As you're getting ready to file your taxes, remember that H&R Block has all your tax needs covered. Their experts have an average of 10 years’ experience. They’ve seen it all and can help get all the credits and deductions you de...

So you have an S&P 500 fund in your workplace retirement plan and you're wondering why the returns don't seem to be doing as well as what you're seeing elsewhere. Hmmm, I have a pretty good guess. 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 .

Paying for college is no joke. There are right ways and wrong ways of going about it, and raiding your retirement savings is not one of the right ways. 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 .

Here's the deal, I'm all for making a career change, and maybe even doing a little traveling in between gigs, but you've got to make sure you have a plan in place, especially when we're still dealing with a global pandemic. 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 .

Nothing like a friendly debate between sisters over whether it's better to save for retirement using pre-tax or Roth contributions. Yours truly is happy to play the role of the judge! 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 .

Am I doing everything possible to be on track for retirement? Easily one of the most common questions we get, but answering them never gets old, as every situation is different. 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 .

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 .

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 .

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 .

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 .

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 .

Long-term care insurance is a tricky topic, and figuring out whether or not you need to purchase it can be even trickier, which often leads to many people buying something they probably don't need. 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 .

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 .

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 c...

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 c...

Here's a tip guys, if a "friend" of yours is trying to sell you on an annuity product, please reach out to us before pulling the trigger. 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 .

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 .

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 .

When you bounce around from job to job, chances are you've got some old retirement plans floating around out there. Should you consolidate? It depends. 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 .

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 .

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 .

Early 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 .

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 .

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 .