Jill on Money with Jill Schlesinger
Episodes
When to Buy Rental Property
26 Oct 2020
Contributed by Lukas
With the real estate market booming in many parts of the country, plenty of people are jumping into the rental property game. But make no mistake, bei...
Undaunted with Kara Goldin Part Two
25 Oct 2020
Contributed by Lukas
Don’t let anyone crush your dreams! Whatever you want to achieve, no matter how hard it might seem, you owe it to yourself to read this book. Undau...
Undaunted with Kara Goldin Part One
24 Oct 2020
Contributed by Lukas
Don’t let anyone crush your dreams! Whatever you want to achieve, no matter how hard it might seem, you owe it to yourself to read this book. Undau...
Time for an Advisor?
23 Oct 2020
Contributed by Lukas
Deciding whether or not you need a financial advisor can be a tricky thing, especially when you've done an amazing job on your own of saving a ton of ...
Pay Off Debt or Invest?
22 Oct 2020
Contributed by Lukas
So you've got some consumer debt and yet you're investing some extra cash on the side, causing your wife to think you're nuts. Is she right or wrong? ...
Convert Traditional IRA to Roth?
21 Oct 2020
Contributed by Lukas
Should you convert your traditional IRA to a Roth IRA? Sometimes it makes a ton of sense, especially if you're looking to do backdoor conversions whil...
Why Would I Need an Annuity?
20 Oct 2020
Contributed by Lukas
You're 57 years old and in pretty darn good financial shape, so why on earth would you need to add an annuity into the mix? Have a money question? Em...
I Want to Get Rich
19 Oct 2020
Contributed by Lukas
I'm 18 years old and I want to get rich! Who doesn't, right? But before you start thinking about getting rich, let's make sure you have the basics cov...
The Election and Your Money Part Two
18 Oct 2020
Contributed by Lukas
In October 2016, I warned that in advance of the presidential election, “you should not make changes to your portfolio in an effort to outfox the tr...
The Election and Your Money Part One
17 Oct 2020
Contributed by Lukas
In October 2016, I warned that in advance of the presidential election, “you should not make changes to your portfolio in an effort to outfox the tr...
Donor-Advised Fund
16 Oct 2020
Contributed by Lukas
What is a donor-advised fund and should I consider using one when it comes to making my charitable contributions? I say that's a big fat yes as it's a...
Drowning in Cash
15 Oct 2020
Contributed by Lukas
Drowning in cash sounds like a good problem to have, especially when you really have no use or need for the money. Is there a better alternative? Hav...
Do I Need Long-Term Care Insurance?
14 Oct 2020
Contributed by Lukas
Do you need long-term care insurance? There's no one-size-fits-all answer, as each case depends on your unique situation. Have a money question? Emai...
Attacking Student Loans
13 Oct 2020
Contributed by Lukas
Graduating with student loan debt is never really ideal, but two things can help. One, it's not a terrible amount, and two, you have a good head on yo...
Financial Literacy
12 Oct 2020
Contributed by Lukas
What better gift to give than that of financial literacy? I can't think of a better feeling than to set somebody off, especially somebody young, on th...
Inspiration Loves Company Part Two
11 Oct 2020
Contributed by Lukas
This weekend on the podcast we're joined by consultant and best-selling author, Debbie Epstein Henry, who joins the show to talk about her new podcast...
Inspiration Loves Company Part One
10 Oct 2020
Contributed by Lukas
This weekend on the podcast we're joined by consultant and best-selling author, Debbie Epstein Henry, who joins the show to talk about her new podcast...
One Advisor or Two?
09 Oct 2020
Contributed by Lukas
You guys know I'm a big fan of consolidation when it comes to your various retirement accounts, but what about when it comes to your advisor? Is there...
Divorced and Starting Over
08 Oct 2020
Contributed by Lukas
Life is hard enough, and it only gets harder when you find yourself divorced and having to start over, especially when you're not sure which financial...
Which Account to Tap First
07 Oct 2020
Contributed by Lukas
The bad news is that you've been laid off. The good news is that you've done an amazing job of saving for retirement. So now the question becomes whic...
The Election and Capital Gains
06 Oct 2020
Contributed by Lukas
With Election Day right around the corner, there could be some changes coming that impact how your investments are handled. Should you be looking to m...
Roth Conversion with Existing IRA
05 Oct 2020
Contributed by Lukas
You guys know I'm a total fan of doing Roth conversions. However, if you have an existing IRA that is already funded, the process could get tricky due...
State of Technology Part Two
04 Oct 2020
Contributed by Lukas
When it comes to money and personal finance, I like to think I know a thing or two. But when it comes to technology and gadgets, I turn to Jeff Bakala...
State of Technology Part One
03 Oct 2020
Contributed by Lukas
When it comes to money and personal finance, I like to think I know a thing or two. But when it comes to technology and gadgets, I turn to Jeff Bakala...
Are We on Track?
02 Oct 2020
Contributed by Lukas
Are we on track to retire in three years? A very common question, and one that's hard to answer definitively, but having a couple million bucks in var...
Low Cost Investing
01 Oct 2020
Contributed by Lukas
It seems like there's a zillion different options for those looking to get in on the investing game, and regardless of which path you choose, the key ...
Rock Bottom Fees
30 Sep 2020
Contributed by Lukas
When major firms like Vanguard, Schwab, Fidelity, etc, are basically charging zero fees, how on earth are they making money? Have a money question? E...
Financial Planner or Fiduciary?
29 Sep 2020
Contributed by Lukas
The financial services industry can be very hard to understand, especially when it's full of jargon, so if you ever need help making sense of what's w...
Buy or Keep Renting?
28 Sep 2020
Contributed by Lukas
How near-historic low mortgage rates, fewer homes for sale and bidding wars are driving the housing market during the pandemic. If you're renting, sho...
Ben and Jerry's Part Two
27 Sep 2020
Contributed by Lukas
Ben Cohen and Jerry Greenfield, the founders of Ben & Jerry's Ice Cream join the show this weekend to talk about the role businesses play in social ac...
Ben and Jerry's Part One
26 Sep 2020
Contributed by Lukas
Ben Cohen and Jerry Greenfield, the founders of Ben & Jerry's Ice Cream join the show this weekend to talk about the role businesses play in social ac...
Real Estate Mailbag
25 Sep 2020
Contributed by Lukas
In sticking with the theme from yesterday, today we're answering nothing but real estate related questions. There's so many we could probably do a few...
Pandemic Housing Market
24 Sep 2020
Contributed by Lukas
How near-historic low mortgage rates, fewer homes for sale and bidding wars are driving the housing market during the pandemic. I joined CBS This Morn...
Hide Assets in Annuity?
23 Sep 2020
Contributed by Lukas
Okay, this may go down as the worst advice given in 2020! An emailer was told by his "advisor" that they should be "hiding" their assets inside an ann...
Are We Saving Too Much?
22 Sep 2020
Contributed by Lukas
You guys know I'm all about saving for retirement, but not to the point where you're driving yourself crazy in the process. You've got to have a littl...
How to Establish Credit
21 Sep 2020
Contributed by Lukas
Helping your grandkids establish a credit history is one of the best gifts you could give. But however you decide to do it, make sure actual teaching ...
Masterworks Part Two
20 Sep 2020
Contributed by Lukas
For too long, access to blue-chip art investments have been limited to the ultra rich who purchase masterpieces, often historical treasures, and remov...
Masterworks Part One
19 Sep 2020
Contributed by Lukas
For too long, access to blue-chip art investments have been limited to the ultra rich who purchase masterpieces, often historical treasures, and remov...
Should We Buy IUL Policy?
18 Sep 2020
Contributed by Lukas
One of the things that really gets my blood boiling is when so called financial advisors are pitching products that are in no way appropriate. One suc...
Too Scared to Act
17 Sep 2020
Contributed by Lukas
When the you know what was hitting the fan back in March, a lot of people were frozen with fear. Six months later, and even though there's been quite ...
Extra Cash Flow
16 Sep 2020
Contributed by Lukas
Having some extra cash flow is a good thing, and assuming you've got all your other bases covered, it means you've got some extra money to invest. Now...
Is a Refi the Right Move?
15 Sep 2020
Contributed by Lukas
Is a refinance the right move given my current situation? Easily one of the top three most common questions we've been getting in 2020. Sometimes it m...
What to Do With Inheritance?
14 Sep 2020
Contributed by Lukas
Inheriting 70k and having no idea what to do with it is what I like to consider a good problem to have. And I'm always happy to help you guys solve su...
Digital Minimalism Part Two
13 Sep 2020
Contributed by Lukas
If there’s ever a time to disconnect and take a breath, this is it. With all the non-stop zoom videos and conference calls, it’s very easy to feel...
Digital Minimalism Part One
12 Sep 2020
Contributed by Lukas
If there’s ever a time to disconnect and take a breath, this is it. With all the non-stop zoom videos and conference calls, it’s very easy to feel...
Planning After a Loss
11 Sep 2020
Contributed by Lukas
When you're trying to plan after the sudden loss of a spouse or partner, sometimes the best action is no action, at least until you're able to take a ...
Claiming Social Security
10 Sep 2020
Contributed by Lukas
When to claim Social Security is such a common question, and unfortunately there's no one size fits all answer. It can fluctuate dramatically on a cas...
When to Pay Capital Gains?
09 Sep 2020
Contributed by Lukas
Good news, bad news. The good news is that your investments have done very well! The bad news (kind of) is that you're now facing a boat load of capit...
Income Inequality
08 Sep 2020
Contributed by Lukas
Two-thirds of the nation's wealth is owned by the richest five percent of Americans, while at the same time more than 38 million Americans live in pov...
Coronavirus: TIAA CEO Part Three
07 Sep 2020
Contributed by Lukas
This Labor Day weekend we have a three part interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of reti...
Coronavirus: TIAA CEO Part Two
06 Sep 2020
Contributed by Lukas
This Labor Day weekend we have a three part interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of reti...
Coronavirus: TIAA CEO Part One
05 Sep 2020
Contributed by Lukas
This Labor Day weekend we have a three part interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of reti...
Coronavirus: Do a Cash-Out Refinance?
04 Sep 2020
Contributed by Lukas
There are a variety of factors to consider when doing a refinance, one of which is whether or not you should do a cash-out refi. Have a money questio...
Coronavirus: Keep or Ditch Insurance Policy?
03 Sep 2020
Contributed by Lukas
Whether or not it makes sense to keep or ditch your existing insurance policy is always a tricky question, one that requires some careful analysis. H...
Coronavirus: Bad Advisor Experience
02 Sep 2020
Contributed by Lukas
Is a bad experience with your advisor a good enough reason to ditch him or her and look at other options? Or should you give this person a pass? Have...
Coronavirus: Couple with Age Difference
01 Sep 2020
Contributed by Lukas
Is there anything different we should be doing regarding our investments since there's a pretty big age difference between us? Not a common question, ...
Coronavirus: Use Two Companies or One?
31 Aug 2020
Contributed by Lukas
When it comes to your overall investment strategy, are there any pros or cons to using more than one investment company? Does less equal more? Have a...
Coronavirus: Boxed CEO Part Two
30 Aug 2020
Contributed by Lukas
Today is part two of an interview with Chieh Huang, the CEO of Boxed, an online and mobile membership-free wholesale retailer that offers direct deliv...
Coronavirus: Boxed CEO Part One
29 Aug 2020
Contributed by Lukas
Today we're bringing back an interview with Chieh Huang, the CEO of Boxed, an online and mobile membership-free wholesale retailer that offers direct ...
Coronavirus: Should We Reallocate?
28 Aug 2020
Contributed by Lukas
Nothing like a completely wacky year on Wall Street to get you wondering if you should reallocate to a more conservative portfolio, especially if you'...
Coronavirus: On the Refinancing Fence
27 Aug 2020
Contributed by Lukas
Deciding whether or not it makes sense to refinance is not always a piece of cake. There are a variety of factors that need to be considered before pu...
Coronavirus: Roth or Traditional?
26 Aug 2020
Contributed by Lukas
If you're maxing out your workplace retirement plan, and it has a Roth and pre-tax option, is there any rhyme or reason as to how you should split up ...
Coronavirus: Should We Refinance?
25 Aug 2020
Contributed by Lukas
Does it make sense to refinance or should we stay the course with our current mortgage? That is perhaps the question of the year so far in 2020. Have...
Coronavirus: Save or Pay Down Debt
24 Aug 2020
Contributed by Lukas
Many people often struggle with the decision of paying down debt versus saving, and things may be even trickier if you're approaching your retirement ...
Coronavirus: Range Part Two
23 Aug 2020
Contributed by Lukas
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Plenty of experts argue that anyone who wants ...
Coronavirus: Range Part One
22 Aug 2020
Contributed by Lukas
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Plenty of experts argue that anyone who wants ...
Coronavirus: How to Replenish Emergency Fund
21 Aug 2020
Contributed by Lukas
My guess is that unfortunately a lot of people have had to dip into the emergency reserve fund in 2020, and once that happens, it needs to be replenis...
Coronavirus: Pay Off Debt or Save?
20 Aug 2020
Contributed by Lukas
If you have some extra cash flow available each month, does it make sense to beef up the emergency reserve or instead pay down some outstanding debt? ...
Coronavirus: Invest Monthly or Quarterly?
19 Aug 2020
Contributed by Lukas
When you're trying to implement a game plan for investing on a regular basis, does it matter if you're doing it monthly or quarterly? Have a money qu...
Coronavirus: Invest Now or Wait?
18 Aug 2020
Contributed by Lukas
The totally wacky year on Wall Street has you spooked, and now you're wondering if you should invest now or wait and see how things continue to unfold...
Coronavirus: Investing Surplus Cash
17 Aug 2020
Contributed by Lukas
Wondering how to invest some extra cash is what I like to call a good problem to have, especially considering what the first half of 2020 has been lik...
Coronavirus: Policygenius Part Two
16 Aug 2020
Contributed by Lukas
Policygenius, the nation’s leading online insurance marketplace, recently announced the launch of a mobile app that enables consumers to create will...
Coronavirus: Policygenius Part One
15 Aug 2020
Contributed by Lukas
Policygenius, the nation’s leading online insurance marketplace, recently announced the launch of a mobile app that enables consumers to create will...
Coronavirus: Financial Foundation
14 Aug 2020
Contributed by Lukas
When trying to set your financial foundation in place, there are a series of initial steps that should be taken before doing anything else. Have a mo...
Coronavirus: How to Invest Lump Sum
13 Aug 2020
Contributed by Lukas
When you have a large chunk of money that you need to invest, should you move the money all at once, or do a little at a time? Have a money question?...
Coronavirus: How to Invest in Bonds
12 Aug 2020
Contributed by Lukas
So you've finally realized that you need to start mixing some bonds into your portfolio, now the question is how to do it? Have a money question? Emai...
Coronavirus: Annuity for Retirement?
11 Aug 2020
Contributed by Lukas
Should you add a fixed annuity as part of your overall retirement portfolio? If you're considering it, you better take a look at the low interest rate...
Coronavirus: Higher Ed During COVID
10 Aug 2020
Contributed by Lukas
The coronavirus is leaving its mark on colleges and universities, perhaps permanently. With schools working hard to keep COVID-19 off-campus, 13% perc...
Coronavirus: Rezdora Part Two
09 Aug 2020
Contributed by Lukas
Small businesses have been decimated by the pandemic, and perhaps no industry has been impacted more than the hospitality industry, especially in citi...
Coronavirus: Rezdora Part One
08 Aug 2020
Contributed by Lukas
Small businesses have been decimated by the pandemic, and perhaps no industry has been impacted more than the hospitality industry, especially in citi...
Coronavirus: Health Insurance Options
07 Aug 2020
Contributed by Lukas
More than 50 million people have applied for unemployment since the pandemic began, and nearly half of U.S. workers get their health insurance through...
Coronavirus: Cash on Hand
06 Aug 2020
Contributed by Lukas
Nothing like a turbulent period on Wall Street to make you wonder how much cash you should be keeping on hand. Is it 6 months or 12? Or more? Have a ...
Coronavirus: Is My Pension Safe?
05 Aug 2020
Contributed by Lukas
With 2020 being an absolutely crazy year on Wall Street, and with the government pumping an insane amount of money into the system, a lot of people ha...
Coronavirus: Saving for Grandkids
04 Aug 2020
Contributed by Lukas
A lot of grandparents often want to put some money aside for the grandkids, but what's the best way to do it? A college savings account? A regular bro...
Coronavirus: All Eggs in One Basket
03 Aug 2020
Contributed by Lukas
You're retired, and you have all your eggs in one basket, meaning 100% in stocks. Given the tumultuous year on Wall Street, you decided to move half o...
Coronavirus: Workplace Diversity Part Two
02 Aug 2020
Contributed by Lukas
If the pandemic has acted as an accelerant to business trends, it has also become an accelerant to inequality. Last year, before the onset of coronav...
Coronavirus: Workplace Diversity Part One
01 Aug 2020
Contributed by Lukas
If the pandemic has acted as an accelerant to business trends, it has also become an accelerant to inequality. Last year, before the onset of corona...
Coronavirus: Is High Turnover Okay?
31 Jul 2020
Contributed by Lukas
Is high turnover in a mutual fund a bad thing? You'd think the answer is an automatic yes, but it really depends on where that mutual fund is located....
Coronavirus: Time for a Will?
30 Jul 2020
Contributed by Lukas
The pandemic is putting estate planning into focus. I joined CBS This Morning to explain why having a will, health care proxy and power of attorney do...
Coronavirus: On the Sidelines
29 Jul 2020
Contributed by Lukas
If you're like countless others who decided to ditch the stocks and wait it out on the sidelines, how and when is the right time to get back in on the...
Coronavirus: Skip 2020 RMD?
28 Jul 2020
Contributed by Lukas
When it comes to taking your required minimum distribution for 2020, you have some options that you normally wouldn't have, which also means you have ...
Coronavirus: Stick with Target Date Fund?
27 Jul 2020
Contributed by Lukas
You want to invest, yet you don't want to worry about your investments. Is a target date fund the right approach? Easily one of the most common questi...
Coronavirus: Bond Boot Camp Part Two
26 Jul 2020
Contributed by Lukas
What’s a portfolio without a bond position? It’s incomplete and potentially riskier than necessary. We field so many questions about your portfol...
Coronavirus: Bond Boot Camp Part One
25 Jul 2020
Contributed by Lukas
What’s a portfolio without a bond position? It’s incomplete and potentially riskier than necessary. We field so many questions about your portfol...
Coronavirus: Can I Retire on 500K?
24 Jul 2020
Contributed by Lukas
Knowing how much you need to live on is a big help when it comes to planning for retirement, because knowing that number basically tells you how much ...
Coronavirus: Planning After a Loss
23 Jul 2020
Contributed by Lukas
It's easy to take things for granted in life when all is going well. You've got your health, you've got a job, a few bucks in the bank, etc. Then you ...
Coronavirus: Use Cash to Pay Off Car?
22 Jul 2020
Contributed by Lukas
You've got a bunch of cash sitting in the bank basically earning zero, and you also have a car loan at three percent, so does it make sense to use tha...
Coronavirus: Pre-Tax or Roth?
21 Jul 2020
Contributed by Lukas
Good news, your workplace retirement plan offers both a traditional pre-tax and a Roth option. You're hearing conflicting things about which one to us...
Coronavirus: How Much are the Fees?
20 Jul 2020
Contributed by Lukas
What you're paying in fees, especially when it comes to your advisor, should never be a confusing issue. And if is, it may be time to run for the hill...
Coronavirus: The Labor Force Part Two
19 Jul 2020
Contributed by Lukas
The labor force has been decimated over the last several weeks, and perhaps no group has been impacted more than the older works. According to an ana...