Jill on Money with Jill Schlesinger

Car Talk With Mike Quincy Part Two

16 Jul 2023

Contributed by Lukas

This weekend we're bringing you a snippet of an interview we did with Mike Quincy, automotive writer at Consumer Reports. It was a wide-ranging chat t...

Car Talk With Mike Quincy Part One

15 Jul 2023

Contributed by Lukas

This weekend we're bringing you a snippet of an interview we did with Mike Quincy, automotive writer at Consumer Reports. It was a wide-ranging chat t...

Life Insurance Retirement Plan

14 Jul 2023

Contributed by Lukas

Now that we're both retired at 61, does it make sense for us to consider a Life Insurance Retirement Plan (LIRP) as opposed to a Roth conversion to sa...

How to Invest My Cash?

13 Jul 2023

Contributed by Lukas

With a ton of cash sitting in the bank, is there a better alternative than the high yield account that's currently earning four percent? Have a mone...

Hubby Wants to Quit ASAP

12 Jul 2023

Contributed by Lukas

My husband is only 47 but recently informed me that he wants to leave his job. Can he do it? Have a money question? Email us here Subscribe to Jill on...

Contemplating a Reset

11 Jul 2023

Contributed by Lukas

As my husband and I get closer and closer to retirement, we're contemplating a big change. Have a money question? Email us here Subscribe to Jill on M...

Is It Okay for Me to Call It Quits?

10 Jul 2023

Contributed by Lukas

After working in tech for the last 30 years, I'm wondering if I have enough saved to call it quits? Have a money question? Email us here Subscribe to ...

Thinking About My Next Chapter

09 Jul 2023

Contributed by Lukas

With a lot of uncertainty in my future, how should I be approaching my investments? Have a money question? Email us here Subscribe to Jill on Money LI...

Am I Making the Right Money Moves?

08 Jul 2023

Contributed by Lukas

As I navigate my long-term retirement plan, I want to make sure I'm making the right money moves. Have a money question? Email us here Subscribe to Ji...

What to Do With Real Estate Proceeds?

07 Jul 2023

Contributed by Lukas

With some home sale proceeds on the horizon, I'm wondering what I should do with the nearly $400k? Have a money question? Email us here Subscribe to J...

Can I Retire Next Year at 62?

06 Jul 2023

Contributed by Lukas

I'm wondering if I can retire next year at 62 and if there's any reason why I should be worried about Social Security being around for me? Have a mone...

Can I Retire in Two Years?

05 Jul 2023

Contributed by Lukas

Working longer is not an option, so I'm wondering if I'm on track to retire in two years? Have a money question? Email us here Subscribe to Jill on Mo...

An American Story

04 Jul 2023

Contributed by Lukas

Since it's the 4th of July, we're re-airing an interview we did with Ken Langone, the legendary financier, who helped take a bunch of companies public...

Should I Get Umbrella Insurance?

03 Jul 2023

Contributed by Lukas

Is there a net worth number at which you would suggest purchasing umbrella insurance? Have a money question? Email us here Subscribe to Jill on Money ...

Self-Employed Retirement Plan Options

02 Jul 2023

Contributed by Lukas

With my wife starting to see some income from her small business, what should we be doing with the money? Have a money question? Email us here Subscri...

Are the Fees Too High?

01 Jul 2023

Contributed by Lukas

Overall I'm very happy with my financial advisor, yet I can't help but wonder if I'm being charged too much in fees?  Have a money question? Email us...

Money & Marriage

30 Jun 2023

Contributed by Lukas

Wedding season is upon us, but before the rings are exchanged, I joined CBS Mornings with some important financial topics every couple should discuss....

Should We Use 401(k) For Home Purchase?

29 Jun 2023

Contributed by Lukas

Rather than securing another loan for a real estate purchase, I would like to withdraw from our 401(k) savings. Good idea? Have a money question? Emai...

Is It Time to Sell I Bonds?

28 Jun 2023

Contributed by Lukas

I'm wondering if I should sell the $10,000 I have in I bonds and instead invest that money in my brokerage account? Have a money question? Email us he...

Managing Assets for Mom

27 Jun 2023

Contributed by Lukas

As executor of my father's will, I want to make sure his assets are safe and sound for my mother, who is in memory care with Alzheimer's. Have a money...

Decumulation to Fund Travel

26 Jun 2023

Contributed by Lukas

With a lot of travel on the horizon, should we be worried in any way about spending eight percent of our liquid assets early in our retirement years? ...

Money and Love Part Two

25 Jun 2023

Contributed by Lukas

This weekend we're bringing you a snippet of an interview we did with Abby Davisson, author of Money and Love: An Intelligent Roadmap for Life’s Big...

Money and Love Part One

24 Jun 2023

Contributed by Lukas

This weekend we're bringing you a snippet of an interview we did with Abby Davisson, author of Money and Love: An Intelligent Roadmap for Life’s Big...

Can I Retire or Step Back?

23 Jun 2023

Contributed by Lukas

With my spouse already retired, I am contemplating the idea of retiring or semi-retiring so that we can enjoy some time together. Is it doable? Have a...

Can I Retire Early and Buy a New Home?

22 Jun 2023

Contributed by Lukas

Can I retire early and can I afford a new home in case I have to take care of my aging parents?  Have a money question? Email us here Subscribe to J...

Can I Retire at 70?

21 Jun 2023

Contributed by Lukas

I have worked for the past seven years since my divorce to rebuild my savings and I would like to know if I am making the right decisions to hopefully...

Safe to Retire in December?

20 Jun 2023

Contributed by Lukas

My wife is already retired and I'm planning to call it quits at the end of 2023, are we in good shape? Have a money question? Email us here Subscribe ...

The Whiteness of Wealth Part Three

19 Jun 2023

Contributed by Lukas

In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown, who as a young black girl growing up in t...

The Whiteness of Wealth Part Two

18 Jun 2023

Contributed by Lukas

In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown, who as a young black girl growing up in t...

The Whiteness of Wealth Part One

17 Jun 2023

Contributed by Lukas

In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown, who as a young black girl growing up in t...

Fed Pauses Rate Hike

16 Jun 2023

Contributed by Lukas

I joined CBS Mornings to break down the decision by the Federal Reserve to pause its interest rate hike campaign. Have a money question? Email us he...

We Just Retired, Are We Okay?

15 Jun 2023

Contributed by Lukas

My husband and I just retired, and even though we have saved and planned for early retirement, we need some advice on the best way to fund our lives w...

Too Much in Tax Advantaged Accounts?

14 Jun 2023

Contributed by Lukas

Given the required minimum distributions that I'll one day be facing, I'm wondering if I should start saving my money in places other than tax advanta...

What To Do Next?

13 Jun 2023

Contributed by Lukas

With some high interest debt in the mix, what should our next financial move be? Have a money question? Email us here Subscribe to Jill on Money LIVE ...

Retirement Tax Strategy

12 Jun 2023

Contributed by Lukas

My husband is retired and I am considering retiring in a year or two. What should we be thinking about in terms of our tax liability? Have a money que...

Inside the Federal Reserve Part Two

11 Jun 2023

Contributed by Lukas

Did the Federal Reserve fail to recognize what would happen in an extended low interest rate environment? Here's a clip from our recent chat with Jean...

Inside the Federal Reserve Part One

10 Jun 2023

Contributed by Lukas

Did the Federal Reserve wait too long to raise interest rates? Here's a clip from our recent chat with Jeanna Smialek who writes about the Federal Res...

Should We Skip the 403(b) Plan?

09 Jun 2023

Contributed by Lukas

With a mediocre 403(b) as one of our retirement plan options, should we skip it all together and instead put the money in a brokerage account? Have a ...

Should We Downsize Now That We’re Retired?

08 Jun 2023

Contributed by Lukas

Now that we're both retired from state service, is it the right time to sell our home and downsize? Have a money question? Email us here Subscribe to ...

Is It Time to Diversify From the S&P 500?

07 Jun 2023

Contributed by Lukas

With analysts now raising concerns that the S&P 500 is overweighted and top heavy, should I diversify from what I thought was a diversified fund to be...

Should I Consider an Annuity?

06 Jun 2023

Contributed by Lukas

I panicked last year and moved a lot of my investments to cash and now I'm wondering if I'd be better off purchasing an annuity. Have a money question...

53 and Buying a Condo

05 Jun 2023

Contributed by Lukas

I'm 53 and looking to buy the condo that I've been living in for 14 years. Is there a way to make it happen? Have a money question? Email us here Subs...

Ed Slott on if a Traditional IRA Is Worth It

04 Jun 2023

Contributed by Lukas

Is there any benefit to using a traditional IRA? Here's a clip from our recent webinar with IRA expert Ed Slott where he gives his opinion. Want more ...

Ed Slott on Roth IRA Conversions

03 Jun 2023

Contributed by Lukas

What's the difference between a backdoor Roth and a Roth conversion? Here's a clip from our recent webinar with IRA expert Ed Slott that breaks it dow...

Planning for Retirement in Two Years

02 Jun 2023

Contributed by Lukas

I'm 59 and hoping to retire in two years, but with my wife 15 years younger and not earning any income, can I pull it off? Have a money question? Emai...

Life After the Military

01 Jun 2023

Contributed by Lukas

I have just completed a 21-year career as a nurse in the Army and want to make a huge shift in our lifestyle. Can I do it? Have a money question? Emai...

Afraid to Spend a Dime

31 May 2023

Contributed by Lukas

My husband died unexpectedly last year, and as a result, I now find myself in a position of having to make all the financial decisions. Can you help? ...

Looking for an Off-Ramp

30 May 2023

Contributed by Lukas

I am 52 and considering going part-time (if financially possible) in five or so years. What's the best way to start building an off-ramp?  Have a mo...

Little Things That Can Change Your Life Part Three

29 May 2023

Contributed by Lukas

In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If ...

Little Things That Can Change Your Life Part Two

28 May 2023

Contributed by Lukas

In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If ...

Little Things That Can Change Your Life Part One

27 May 2023

Contributed by Lukas

In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If ...

Inherited IRA Tax Strategy

26 May 2023

Contributed by Lukas

What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan ...

Social Security at 67 vs. 70

25 May 2023

Contributed by Lukas

I've noticed when discussing Social Security, you tend to use the full retirement age for planning instead of waiting until age 70. Why do you "defaul...

Prepping for Retirement in Four Years

24 May 2023

Contributed by Lukas

My husband and I are both 51 and we plan on retiring in 2027 after 32 years of public school teaching. What should we be doing between now and then? H...

Managing Taxes in Retirement

23 May 2023

Contributed by Lukas

With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden? Have a money question? Email us ...

Husband Retiring at 51, Are We on Track?

22 May 2023

Contributed by Lukas

My husband (51) is planning on retiring at the end of the year and I (47) will continue to work. Can we make this happen? Have a money question? Email...

State of the Post-Pandemic Economy Part Two

21 May 2023

Contributed by Lukas

I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as th...

State of the Post-Pandemic Economy Part One

20 May 2023

Contributed by Lukas

I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as th...

Taxes Due on Roth Conversions

19 May 2023

Contributed by Lukas

I started Roth conversions last year, and I plan on doing more this year, but I'm confused as to when estimated taxes are due for these conversions. H...

Combining Money After Marriage

18 May 2023

Contributed by Lukas

Now that my partner and I are married, do you have any advice regarding the best way to handle our finances as we move into this next phase? Have a mo...

Financial Housekeeping

17 May 2023

Contributed by Lukas

We lost everything to a California wildfire four years ago. It took more time than we imagined to get back on our feet and we eventually decided to mo...

How to Increase Liquid Cash Flow?

16 May 2023

Contributed by Lukas

Should I divide up my retirement contributions differently in order to have more money available right now? Have a money question? Email us here Subsc...

Retirement With Special Needs Twins

15 May 2023

Contributed by Lukas

I'm really confident that we have saved enough for us to retire, but lately I find myself worrying about leaving enough for our special needs twins. H...

Taking Over the Finances After a Loss

14 May 2023

Contributed by Lukas

My husband recently passed away and he handled most of the finances. How do I regroup and move forward? Have a money question? Email us here Subscribe...

Saving Too Much for Retirement?

13 May 2023

Contributed by Lukas

With some extra income on hand, do I have to put it into retirement, or can I back off and enjoy life a little bit? Have a money question? Email us he...

Bombarded by Annuity Pitches

12 May 2023

Contributed by Lukas

We are being bombarded by companies telling us we need to move our money into safer places. Should we start considering other options such as annuitie...

Inflation Cools, Debt Heats Up

11 May 2023

Contributed by Lukas

As inflation cools, Americans are racking up credit card debt at unprecedented rates, approaching $1 trillion, surpassing the pre-pandemic high. I joi...

Do I Have to Work?

10 May 2023

Contributed by Lukas

I'm retired and have been tapping my retirement accounts, but now I'm starting to wonder if I need to find another job? Have a money question? Email u...

Pay Off Mortgage With My 401(k)?

09 May 2023

Contributed by Lukas

Would it be wise to pay off my mortgage with my 401(k)? Or should I stay the course and continue to use my mortgage interest as a tax deduction? Have ...

Navigating the Decumulation Phase

08 May 2023

Contributed by Lukas

As I prepare to retire at the end of 2023, how should I be approaching the decumulation phase in the years ahead? Have a money question? Email us here...

Evolving Situation, Are We on Track?

07 May 2023

Contributed by Lukas

With a lot of change happening in our lives, we want to make sure that we're still on track to accomplish our financial goals. Have a money question? ...

27 and Hoping to Retire by 50

06 May 2023

Contributed by Lukas

At the ripe old age of 27 I'm already dreaming about financial independence at 50. What should I be doing to make this dream a reality? Have a money q...

When to Pull Out of the Market?

05 May 2023

Contributed by Lukas

I have been hearing that people my age should pull out of the market because they believe the bottom is going to fall out and stocks will drop deeply....

Can I Retire at 58 With My Expensive Hobby?

04 May 2023

Contributed by Lukas

Can I retire at 58 with an expensive hobby? I don't want to be 70 and miss out on the amazing physical and mental experience that comes with my hobby....

Catching Up and Staying on Track

03 May 2023

Contributed by Lukas

After not maxing out our retirement accounts for a few years, I want to make sure that we're now on the right path for reaching our financial goals. H...

First Republic Fails, Now What?

02 May 2023

Contributed by Lukas

I joined CBS Mornings to discusses the decline and fate of First Republic Bank and the Federal Reserve's report of what went wrong with Silicon Valley...

Can I Do a Reset at 55?

01 May 2023

Contributed by Lukas

I'm 53 years old and trying to determine if a reset is possible within the next 2 to 3 years. Do I have enough saved to do it? Have a money question? ...

Do I Need an Annuity?

30 Apr 2023

Contributed by Lukas

A financial planner I was connected with is suggesting some insurance products and I need a second opinion before pulling the trigger. Have a money qu...

Best Place to Invest

29 Apr 2023

Contributed by Lukas

Given some restrictions within my workplace retirement plan, I'm wondering if it's the best place to be investing my money? Have a money question? Ema...

Mutual Funds vs CDs

28 Apr 2023

Contributed by Lukas

Does it make sense to sell some of my brokerage bond mutual funds that are down around 5% for the past year and put the proceeds into 1 year 5% CDs? H...

Figuring It Out at 22

27 Apr 2023

Contributed by Lukas

I'm 22 and working two jobs while going to college. As a young adult, what can I do now to financially prepare myself for the future? Have a money que...

Contemplating a Job Change

26 Apr 2023

Contributed by Lukas

After weighing the pros and cons for the last few months, I am going crazy trying to figure out if I should accept a new job offer. Have a money quest...

Financing Our Dream Home

25 Apr 2023

Contributed by Lukas

We are planning on building a new home out of state sometime next year and would move there during the latter half of the building process. What's the...

Inheriting Large Amount of Money

24 Apr 2023

Contributed by Lukas

I'm comfortable doing my finances and investments on my own, but after receiving a large inheritance, I'm thinking I might need some help. Have a mone...

Should I Do a Roth Conversion?

23 Apr 2023

Contributed by Lukas

I'm thinking about converting some pre-tax money to take advantage of tax-free growth for the next few decades. Is it the right move? Have a money que...

Focused On Paying Down the Mortgage

22 Apr 2023

Contributed by Lukas

We are laser focused on paying off the house. Is it the right approach? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: ...

Can We Buy a Rental Property?

21 Apr 2023

Contributed by Lukas

Knowing that we have a sizable inheritance in the future, is it okay if we try our luck with an investment property? Have a money question? Email us h...

The Rising Cost of College

20 Apr 2023

Contributed by Lukas

I joined CBS Mornings to discuss the cost of paying for college, as well as what students and families need to know about financial aid packages, how ...

Can I Make a Career Change?

19 Apr 2023

Contributed by Lukas

Is my financial foundation strong enough to consider a career change? Have a money question? Email us, ask jill [at] jill on money dot com. Please lea...

Are We Okay to Tap Our TSPs?

18 Apr 2023

Contributed by Lukas

Are we okay to start tapping our TSPs at such a young age? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rat...

Should I Use the Pension Plan?

17 Apr 2023

Contributed by Lukas

With a lot of uncertainty around my career, I'm unsure if I should be using the pension plan or not, what do you think? Have a money question? Email u...

Do I Need the Advisor?

16 Apr 2023

Contributed by Lukas

I recently inherited some money and I'm not sure if I should stick with the advisor overseeing the funds. Have a money question? Email us, ask jill [a...

Roth IRA Options

15 Apr 2023

Contributed by Lukas

What are some of the things I should be considering as I think about doing backdoor Roth conversions? Have a money question? Email us, ask jill [at] j...

Can I Retire in Five Years at 55?

14 Apr 2023

Contributed by Lukas

Knowing that I'll have a hefty pension, can I retire in five years at the age of 55? Have a money question? Email us, ask jill [at] jill on money dot ...

Will We Have Enough to Retire?

13 Apr 2023

Contributed by Lukas

As we hit our early 50s, I'm overly concerned about whether or not we'll have enough to retire. Have a money question? Email us, ask jill [at] jill on...

Is the Pension Worth It?

12 Apr 2023

Contributed by Lukas

I have a new job opportunity to work for the state of California, and it's a position that comes with a pension after 10 years. Should I take it? Have...

Are We Saving Too Much?

11 Apr 2023

Contributed by Lukas

My husband thinks we're saving too much, I disagree, who's right? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave u...

Can I Retire at 58?

10 Apr 2023

Contributed by Lukas

My wife of 25 years died unexpectedly two years ago. I now find myself wanting to retire because I am no longer interested in the career I have built....

Other People's Pockets Part Two

09 Apr 2023

Contributed by Lukas

Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the ...

Other People's Pockets Part One

08 Apr 2023

Contributed by Lukas

Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the ...