Jill on Money with Jill Schlesinger
Episodes
Recession Fears
13 Jun 2022
Contributed by Lukas
Gas prices in the nation are at a never-before-seen level and fears of a recession don't seem to be slowing down anytime soon. I joined CBS Mornings t...
Celebrating Pride Month Part Two
12 Jun 2022
Contributed by Lukas
June is #PrideMonth, when the LGBTQ community and its allies, honor the 1969 Stonewall Riots in New York City, an event that served as the catalyst fo...
Celebrating Pride Month Part One
11 Jun 2022
Contributed by Lukas
June is #PrideMonth, when the LGBTQ community and its allies, honor the 1969 Stonewall Riots in New York City, an event that served as the catalyst fo...
Help Me Get Set Financially
10 Jun 2022
Contributed by Lukas
I'm looking to firm up our financial picture, but I'm not quite sure where to start, can you help? Have a money question? Email us, ask jill [at] jill...
Sitting on Cash, Should I Pay Off the Mortgage?
09 Jun 2022
Contributed by Lukas
If I'm sitting on a pile of cash, and it's earning next to nothing, does it make sense to use it to pay down the mortgage? Have a money question? Emai...
Starting to Panic
08 Jun 2022
Contributed by Lukas
I really thought we were on track for a good retirement, but now I'm starting to panic. Can you help calm my nerves? Have a money question? Email us,...
Am I Crazy to Still Be Renting?
07 Jun 2022
Contributed by Lukas
As a happy renter, am I crazy to not consider buying a house in the Bay Area? Have a money question? Email us, ask jill [at] jill on money dot com. Pl...
Evaluating Pension Options
06 Jun 2022
Contributed by Lukas
With retirement a month away, it's time for me to make a decision regarding my pension. With so many options to choose from, which one should I go wit...
Starting Off on the Right Foot
05 Jun 2022
Contributed by Lukas
Aunt Jill, any tips for a recent college grad looking to start things off on the right foot when it comes to preparing for my eventual retirement? Hav...
Life Insurance for College?
04 Jun 2022
Contributed by Lukas
Is life insurance a good vehicle when it comes to saving for college? Have a money question? Email us, ask jill [at] jill on money dot com. Please lea...
Reality Check, Can I Retire in Three Years?
03 Jun 2022
Contributed by Lukas
I'm 55 and would like to retire in three years. I don't really like my job, or I should say I have a hard time not letting my work take too much of my...
Can We Retire in a Month?
02 Jun 2022
Contributed by Lukas
We’ve decided that our retirement date is planned for July 1 of this year, and we’re thinking we should make an annuity part of our income plan. Y...
Decent 401(k), but No Pension
01 Jun 2022
Contributed by Lukas
At 62 I'm starting to think about retirement. My 401(k) is in pretty good shape, but I don't have a pension, so I'm not quite sure how to make the num...
Forced Retirement at 55, Are We Okay?
31 May 2022
Contributed by Lukas
With my husband being forced into retirement at 55, will we be okay given the current state of our retirement plan? Have a money question? Email us, a...
Make Your Bed: Little Things That Can Change Your Life...And Maybe the World
30 May 2022
Contributed by Lukas
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retire...
Roar: Into the Second Half of Your Life Part Two
29 May 2022
Contributed by Lukas
Joining us this weekend is Michael Clinton, former president and publishing director of Hearst Magazines. In his recently released book, ROAR, Michael...
Roar: Into the Second Half of Your Life Part One
28 May 2022
Contributed by Lukas
Joining us this weekend is Michael Clinton, former president and publishing director of Hearst Magazines. In his recently released book, ROAR, Michael...
Can We Retire at 55?
27 May 2022
Contributed by Lukas
With a pension on the horizon, and insurance covered, can we start daydreaming about retirement at 55? Have a money question? Email us, ask jill [at] ...
Stay or Go?
26 May 2022
Contributed by Lukas
With a 76 mile commute, 2.5 hours sitting in the car each day, I'm wondering if it's time to start looking for a new job closer to home? Have a money ...
When Can I Afford to Call It Quits?
25 May 2022
Contributed by Lukas
I'm only 53 but I'm totally fried at work. I can gut it out for a few more years, but once I hit 60, can I call it quits? Have a money question? Email...
Need Advice on Early Retirement
24 May 2022
Contributed by Lukas
We're 49 and 50 and both miserable at our jobs. Is it realistic to start considering early retirement? Have a money question? Email us, ask jill [at] ...
Recent Widow, What Am I Supposed to Do?
23 May 2022
Contributed by Lukas
My husband recently passed away and he always took care of the investments. Now it is left up to me to manage all of this money, and I am scared. ...
Don’t Bail on Bonds Part Two
22 May 2022
Contributed by Lukas
In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Wel...
Don’t Bail on Bonds Part One
21 May 2022
Contributed by Lukas
In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Wel...
Dell Podference: Consumer Sought Goods and the Pandemic Part Two
20 May 2022
Contributed by Lukas
On this bonus episode of Jill on Money, we're joined by Chieh Huang, the CEO of Boxed, an online and mobile membership-free wholesale retailer that of...
Dell Podference: Consumer Sought Goods and the Pandemic Part One
20 May 2022
Contributed by Lukas
On this bonus episode of Jill on Money, we're joined by Chieh Huang, the CEO of Boxed, an online and mobile membership-free wholesale retailer that of...
Closing in on a Bear Market
20 May 2022
Contributed by Lukas
Stocks had their worst day in two years on Wednesday, after a huge sell-off prompted by major retailers announcing a drop in profits. While this isn'...
Dell Podference: A Fintech Company Navigates the Pandemic
19 May 2022
Contributed by Lukas
On this bonus episode of Jill on Money, we're joined by Brent Weiss, co-founder and Chief Evangelist at Facet Wealth, a financial service firm that be...
Seeking Options in Early Retirement
19 May 2022
Contributed by Lukas
Now that we're retired, should we be using I Bonds? Should we be doing Roth conversions? Should we be looking at annuities? Have a money question? Ema...
I’m Scared, Should I Keep Investing?
18 May 2022
Contributed by Lukas
The markets have me freaked out, and now I'm wondering if I should still be using my 401(k)?! Have a money question? Email us, ask jill [at] jill on m...
Evaluating My Pension Options
17 May 2022
Contributed by Lukas
I have a choice to make with my pension, and I'm on the fence as to whether I should take the lump-sum or a monthly annuity. Have a money question? Em...
Are We Ok to Possibly Retire at 61 or 62?
16 May 2022
Contributed by Lukas
After 40 years in the workforce, and two bouts of COVID, we're burned out. Can we retire this year? Have a money question? Email us, ask jill [at] jil...
Help Me Help My Parents!
15 May 2022
Contributed by Lukas
Before it's too late, how can I help my parents get their financial house in order? Have a money question? Email us, ask jill [at] jill on money dot c...
Am I Over Diversified?
14 May 2022
Contributed by Lukas
I feel like I've got a lot going on in a lot of different places. Is it possible I'm over diversified? Have a money question? Email us, ask jill [at] ...
Convince Me to Keep Investing
13 May 2022
Contributed by Lukas
With the markets tanking, I'm not thrilled about the idea of investing new money. Convince me to stay the course! Have a money question? Email us, ask...
How Is the Interest on I Bonds Calculated?
12 May 2022
Contributed by Lukas
I gotta tell ya, the questions about I Bonds are pouring in! With one interest to start the year, another rate now kicking in, it can be confusing. Ha...
Where Do I Go From Here?
11 May 2022
Contributed by Lukas
We recently got in touch with an advisor who wants to manage our portfolio for a fee of 1.25%. Should we do it? Have a money question? Email us, ask j...
Too Much Company Stock?
10 May 2022
Contributed by Lukas
We have a third of our money in company stock, and I realize that’s way too much, but I also don't want to pay the huge tax bill should we reallocat...
Financial Worries Keeping Me Awake at Night
09 May 2022
Contributed by Lukas
Our financial advisor says we’re all set, we have nothing to worry about, yet I find myself worrying every day. Help!! Have a money question? Email ...
Navigating the Pandemic as CEO Part Two
08 May 2022
Contributed by Lukas
Ann Mukherjee, Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the ...
Navigating the Pandemic as CEO Part One
07 May 2022
Contributed by Lukas
Ann Mukherjee, Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the ...
Keep Calm and Keep Investing
06 May 2022
Contributed by Lukas
A crazy ride on Wall Street this week with some extreme highs and lows. My advice? Keep calm and keep investing. Have a money question? Email us, ask ...
Will I Be Okay To Retire in Seven Years?
05 May 2022
Contributed by Lukas
I'm 60 years old, still working, but also pulling money out of my 401(k) which has me wondering if I'll be okay to retire in about seven years? Have a...
Can I Retire and Move to Spain?
04 May 2022
Contributed by Lukas
After working at the same company for 30 years, can I call it quits and spend a good chunk of time in Spain? Have a money question? Email us, ask jill...
Can I Accomplish My Goal of Semi-Retirement?
03 May 2022
Contributed by Lukas
My goal is to semi-retire by the end of 2024, can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rat...
53 and Panicking About Retirement
02 May 2022
Contributed by Lukas
I'm 53 years old and starting to panic when I think about retirement. Will I be okay? Have a money question? Email us, ask jill [at] jill on money dot...
Role Reversal With Jill Part Two
01 May 2022
Contributed by Lukas
This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and...
Role Reversal With Jill Part One
30 Apr 2022
Contributed by Lukas
This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and...
Planning for Retirement and Relocation
29 Apr 2022
Contributed by Lukas
Looking into the future, maybe ten years or so down the road, will we be able to retire comfortably and relocate? Have a money question? Email us, ask...
Balancing Retirement and College Savings
28 Apr 2022
Contributed by Lukas
We've been saving and saving for retirement, but now I'm wondering how to balance retirement and funding college for our kids. Have a money question? ...
Delay Social Security and Start Converting?
27 Apr 2022
Contributed by Lukas
Knowing that we've got some serious required minimum distributions on the horizon, should we delay Social Security and starting converting to a Roth? ...
Questions About Inherited IRA
26 Apr 2022
Contributed by Lukas
Because of the emotions attached to it, I've been kind of ignoring an inherited IRA, but I'm finally ready to take some action. Have a money question?...
Are We on the Right Track?
25 Apr 2022
Contributed by Lukas
We have been working very hard to get ready for college and ultimately retirement. Are we on track? Have a money question? Email us, ask jill [at] ji...
How to Prioritize Our Savings
24 Apr 2022
Contributed by Lukas
How should we be looking to juggle saving for retirement as well as the cost the day care? Does one take priority over the other? Have a money questio...
Factoring Health Into the Retirement Equation
23 Apr 2022
Contributed by Lukas
Planning for retirement isn't always a straight line, especially when you mix some health factors into the equation. Have a money question? Email us, ...
Is Now the Time for an Annuity?
22 Apr 2022
Contributed by Lukas
Considering the current economic environment, is now actually the time to consider a fixed annuity? Have a money question? Email us, ask jill [at] jil...
Flat Fee or AUM, What is Best for Me?
21 Apr 2022
Contributed by Lukas
Considering that I'm not a complicated client, I'm struggling with the management fees I'm currently paying. What's the solution? Have a money questio...
Prepping for Retirement
20 Apr 2022
Contributed by Lukas
With retirement a few years out, what should I be doing now to ensure a smooth transition? Have a money question? Email us, ask jill [at] jill on mone...
Questions About My Early Retirement
19 Apr 2022
Contributed by Lukas
Newly retired and only in my 50s, which means I've got plenty of questions! Where should I draw my funds from to support my retirement before Social S...
Help Us Get Back on Track
18 Apr 2022
Contributed by Lukas
After making some questionable financial moves, we feel like we're out of whack. Can you help get us back on track? Have a money question? Email us, a...
What's Your Problem Part Two
17 Apr 2022
Contributed by Lukas
This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand th...
What's Your Problem Part One
16 Apr 2022
Contributed by Lukas
This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand th...
Last-Minute Tax Tips and Elon Wants Twitter
15 Apr 2022
Contributed by Lukas
I joined CBS Mornings with some last-minute tax tips ahead of the filing deadline on Monday, April 18. But before doing so, we also chatted about Elon...
Why Shouldn’t We Pay Off the Mortgage?
14 Apr 2022
Contributed by Lukas
Here we go, the latest example of me trying to convince somebody why it's not a good idea to be hellbent on paying off the mortgage before retirement....
Please Help and Let Me Get Some Sleep!
13 Apr 2022
Contributed by Lukas
Can you help?! I'm 66 and haven't been keeping up with my retirement funds and allocations and really want to reallocate since I am older. Have a mone...
Can I Retire Next Year at 56?
12 Apr 2022
Contributed by Lukas
Can I retire next year at 56 or should I keep working and let my pension grow even bigger? Have a money question? Email us, ask jill [at] jill on mone...
Is a Widower on Track for Retirement in Three Years?
11 Apr 2022
Contributed by Lukas
After losing my wife a few years back, I'm beginning to think that it's time to retire and start enjoying life on my terms. Can I do it? Have a money ...
Am I Doing Enough for Retirement?
10 Apr 2022
Contributed by Lukas
With a little extra cash on hand, and with the retirement accounts already maxed out, what's the best course of action? Have a money question? Email u...
What to Do With Old 401(k)?
09 Apr 2022
Contributed by Lukas
What's the best course of action when you have an old 401(k) that's still parked with the old employer? Have a money question? Email us, ask jill [at]...
I Bonds or a 529 Plan?
08 Apr 2022
Contributed by Lukas
With bond funds getting hammered, how about using I bonds as an alternative to the bond portion of a 529 plan? Have a money question? Email us, ask ji...
How to Pay for College
07 Apr 2022
Contributed by Lukas
On May 1, the pause on federal student loan payments is set to expire. I joined CBS Mornings to discuss the likelihood that it will get extended again...
The Just In Case Plan
06 Apr 2022
Contributed by Lukas
I’m not sure how to approach my retirement plans, but one thing is certain, I feel like I need a backup plan. Have a money question? Email us, ask...
When Do We Take the Hit on Taxes?
05 Apr 2022
Contributed by Lukas
With a tax hit on the horizon for my non-qualified deferred compensation plan, do I take the hit all at once or spread it out over a few years? Have a...
28, Retire by 45?
04 Apr 2022
Contributed by Lukas
28-years-old and already daydreaming about shifting gears at 45. Am I on the right track to make my dreams a reality? Have a money question? Email us,...
Taxes in Retirement
03 Apr 2022
Contributed by Lukas
As I ponder my taxes in my retirement, is there any reason why I should be considering an annuity or switching to Roth? Have a money question? Email...
Mortgage or No Mortgage?
02 Apr 2022
Contributed by Lukas
I'm getting ready to purchase a house, should I pay cash or take out a mortgage? Have a money question? Email us, ask jill [at] jill on money dot c...
I'm 43, Should I Retire?
01 Apr 2022
Contributed by Lukas
With more money coming in than going out, should I call it quits at the ripe old age of 43? Have a money question? Email us, ask jill [at] jill on mo...
Do I Need an Advisor?
31 Mar 2022
Contributed by Lukas
After inheriting a large amount of money, is now a good time to find a financial advisor? Have a money question? Email us, ask jill [at] jill on mon...
Can I Help My Daughter Buy an Apartment?
30 Mar 2022
Contributed by Lukas
With my own finances in solid shape, is it okay if I help my daughter buy an apartment in New York City? Have a money question? Email us, ask jill [at...
Where to Put the Next Available Dollar?
29 Mar 2022
Contributed by Lukas
With a possible career change happening in the future, where should we be saving any available dollars that we have on a monthly basis? Have a money...
Feeling Pressure to Buy a Home
28 Mar 2022
Contributed by Lukas
I am 40 years old and feeling all sorts of pressure to buy a house. Should I pull the trigger and do it? Have a money question? Email us, ask jill [...
Launching Financial Grownups Part Two
27 Mar 2022
Contributed by Lukas
Bobbi Rebell joins us this weekend to discuss her latest book, Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult K...
Launching Financial Grownups Part One
26 Mar 2022
Contributed by Lukas
Bobbi Rebell joins us this weekend to discuss her latest book, Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult K...
Financial Checkup at 47
25 Mar 2022
Contributed by Lukas
I'm 47 and hoping to retire at 55, or at least have the option to call it quits. Is this doable given my current financial situation? Have a money que...
Can We Afford to Buy a Piece of Land?
24 Mar 2022
Contributed by Lukas
We're considering a HELOC to purchase a piece of land that's near our primary residence. Good idea or bad? Have a money question? Email us, ask jill...
Feeling Financial Anxiety
23 Mar 2022
Contributed by Lukas
Just because you have a boatload of money saved, doesn't mean you're not allowed to feel some financial anxiety. Have a money question? Email us, ask ...
Am I Taking Too Much Risk at 75?
22 Mar 2022
Contributed by Lukas
As I approach my 75th birthday, the market gyrations are starting to freak me out a bit. Does that mean I'm taking too much risk? Have a money questio...
Stacking Our Financial Priorities
21 Mar 2022
Contributed by Lukas
With a million dollars in qualified retirement accounts, but very little in non-qualified taxable accounts, and four kids, how should we be stacking o...
Did I Retire Too Early?
20 Mar 2022
Contributed by Lukas
I've already pulled the trigger, but now I'm wondering if I retired too early? Have a money question? Email us, ask jill [at] jill on money dot com. P...
Keep or Ditch Disability Policy?
19 Mar 2022
Contributed by Lukas
It's not a huge financial burden, but I'm wondering if I should I keep or ditch my disability insurance policy? Have a money question? Email us, ask j...
What the Fed’s Rate Hikes Mean for You
18 Mar 2022
Contributed by Lukas
I joined CBS Mornings to discuss what the increase in interest rates means for credit cards, auto loans and more. Have a money question? Email us, ask...
Should We Be Doing Roth Conversions?
17 Mar 2022
Contributed by Lukas
When you're approaching retirement, or even already retired, does it make sense to start doing some Roth conversions? Have a money question? Email us,...
Pre-Retirement Anxiety
16 Mar 2022
Contributed by Lukas
I really want to retire, the dilemma is that most of my wealth is tied up in real estate. Have a money question? Email us, ask jill [at] jill on money...
Cash Poor and Retired
15 Mar 2022
Contributed by Lukas
The good news is I have a good amount saved in my 401(k), the bad news is that the retirement account is basically the extent of my savings. Have a mo...
Planning for Retirement 6-7 Years Out
14 Mar 2022
Contributed by Lukas
I'm 53 and hoping to retire at 60, am I on track? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or re...
The Fees Seem High
13 Mar 2022
Contributed by Lukas
With some time on my hands to do some poking around, it seems I'm paying a lot in fees. Am I right? Have a money question? Email us, ask jill [at] jil...
Can We Cut Back to Part-Time?
12 Mar 2022
Contributed by Lukas
In our mid 50s, is it possible for us to cut back the hours and start thinking about full retirement at 60? Have a money question? Email us, ask jill ...
Tips for Fighting Rising Prices
11 Mar 2022
Contributed by Lukas
I joined CBS Mornings to share ways to save money at the gas pump and grocery store amid record-high inflation. Have a money question? Email us, ask j...
Tapping Accounts in Retirement
10 Mar 2022
Contributed by Lukas
When you have 15 years to go between retirement and Social Security, knowing which accounts to tap, and when, can be tricky. Have a money question? Em...
A Ban on Oil and Helping the People of Ukraine
09 Mar 2022
Contributed by Lukas
It's been a busy and crazy week, and it's only Wednesday! Today we're chatting about the ban on oil from Russia and how many Americans are turning to ...