Jill on Money with Jill Schlesinger

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 .

Should I consider adding an annuity as part of my overall portfolio? Easily one of the most common questions we receive every year! 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 .

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 .

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 tail...

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 tail...

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 t...

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.joelgoo...

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 .

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 .

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 .

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, hospit...

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, hospit...

So many people have been laid off this year due to the pandemic, and it's not always easy getting back in the game, leaving many to wonder if they should just retire. 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 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 .

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.joelg...

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 .

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 .

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 mo...

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 mo...

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 .

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 Good...

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 .

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 .

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 .

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...