Jill on Money with Jill Schlesinger
Episodes
Coronavirus Caller: Invest or Pay Off Debt?
09 Apr 2020
Contributed by Lukas
In crazy times like these, is it a good idea to invest your extra money or pay off some debt? That's the discussion with Matt from Nashville. Have a ...
Coronavirus: Mortgage Forbearance
08 Apr 2020
Contributed by Lukas
Requests to delay mortgage payments have jumped nearly 2,000% as borrowers seek relief during coronavirus outbreak. There is help out there if you're ...
Coronavirus: Stay the Course?
07 Apr 2020
Contributed by Lukas
When the market is doing crazy things, sometimes people start acting in crazy ways. But more times than not, staying the course really is the best adv...
Coronavirus: What to Do With Cash?
06 Apr 2020
Contributed by Lukas
If you're lucky enough to have excess cash sitting on the sidelines, is it time to jump into the game? Have a money question? Email me here. Please le...
Coronavirus: Pay Off Debt?
05 Apr 2020
Contributed by Lukas
With the financial world full of uncertainty, is now a good time to pay off some of those interest bearing loans? Have a money question? Email me her...
Coronavirus: When to Jump Back In?
04 Apr 2020
Contributed by Lukas
Once you jump out of the market, when's the right time to jump back in? If I only had the answer... Have a money question? Email me here. Please leave...
Coronavirus: Our Hands on Your Back
03 Apr 2020
Contributed by Lukas
Another episode of your most pressing coronavirus related money questions, as well as a little reminder that whatever it is you're going through, you'...
Coronavirus: How to Pay Mortgage?
02 Apr 2020
Contributed by Lukas
The beginning of April means many bills are due, and given what's going on with the coronavirus, many people aren't able to pay them. That includes th...
Coronavirus: Will I Get a Stimulus Check?
01 Apr 2020
Contributed by Lukas
Will you be receiving a stimulus check? It depends on a number of factors, some of which are very much within your control. Have a money question? Ema...
Coronavirus: Time to Keep Investing?
31 Mar 2020
Contributed by Lukas
While many think now is the perfect time to jump out of the market, plenty see it as a golden opportunity, kind of like a major sale at the local reta...
Coronavirus: Planning on Retiring Soon
30 Mar 2020
Contributed by Lukas
When you're young and time is on your side, it's much easier to ride out the recent turbulence on Wall Street. But what about those who are retired or...
Coronavirus Email: Borrow to Invest?
29 Mar 2020
Contributed by Lukas
A wild ride on Wall Street can present plenty of opportunities for savvy investors, but you have to be smart about it. Does borrowing money to invest ...
Coronavirus Email: Is Now a Good Time to Convert?
28 Mar 2020
Contributed by Lukas
Times of chaos on Wall Street can sometimes present blessings in disguise, one being an opportune time to convert to a Roth IRA. That's one of the que...
Coronavirus Email: Stay In or Get Out?
27 Mar 2020
Contributed by Lukas
Should I stay in or get out? Perhaps the most popular question we've received since the turmoil on Wall Street began a couple weeks ago. Hopefully the...
Coronavirus Email: Should I Decrease Contributions?
26 Mar 2020
Contributed by Lukas
When the sky is falling, I suppose it's a natural response to want to get out of the stock market. But is that the best move? Should you decrease your...
Coronavirus Email: Should I Tap My 401(k)?
25 Mar 2020
Contributed by Lukas
As we wait for Congress to make a deal, rumor has it that the package may allow you to borrow from your 401(k) without the 10% early withdrawal penalt...
Coronavirus Email: Are the Banks Safe?
24 Mar 2020
Contributed by Lukas
Are the banks safe? Will I be able to access the ATM? Should I take all my cash out and put it under the mattress? Yes, those are common questions whe...
Coronavirus Email: Should I Rebalance?
23 Mar 2020
Contributed by Lukas
With crazy market swings on a daily basis, is now a good time to rebalance? That's one of the questions we discussed on the latest episode. Have a mo...
Coronavirus Email: Should Wall Street Be Shut Down?
22 Mar 2020
Contributed by Lukas
As we go through this crazy period of uncertainty, one of the most common questions we've been getting is whether or not the markets should be closed....
Coronavirus Email: Impact on Student Loans
21 Mar 2020
Contributed by Lukas
And so ends another lousy week on Wall Street. But the weekend does not mean the emails from you guys stop, so here's another episode where we answer ...
Coronavirus Email: Can I Still Retire?
20 Mar 2020
Contributed by Lukas
The coronavirus emails continue to flow in. We answer a handful in this episode, including one from Brycie who is wondering if retirement in two month...
Coronavirus Caller: Should We Sell It All?
19 Mar 2020
Contributed by Lukas
Another bad day on Wall Street, this even as Washington announced a huge stimulus package. And it has you guys freaked out, hence the daily edition of...
Coronavirus Market Questions 03-18
18 Mar 2020
Contributed by Lukas
Treasury Secretary Steve Mnuchin said that the administration plans to move “immediately” to send money to Americans as the coronavirus continues ...
Coronavirus Market Questions 03-17
17 Mar 2020
Contributed by Lukas
Yep, another brutal day on Wall Street, the worst one yet. If the market is freaking you out, we're here to help, so please send us an email. Have a ...
Coronavirus Market Questions 03-16
16 Mar 2020
Contributed by Lukas
The Fed has slashed rates to zero in emergency rate cut due to coronavirus effects. And until things settle down with the market, which doesn't appear...
Coronavirus Market Questions 03-15
15 Mar 2020
Contributed by Lukas
Until things settle down with the market, we're going to bring you a daily episode of Jill on Money to help calm the nerves. If the market is freaking...
Coronavirus Market Questions 03-14
14 Mar 2020
Contributed by Lukas
The stock markets ended a brutal week on a positive note. The Dow bounced back by nearly 2,000 points, picking up more than 9% on Friday. Until things...
Sizing People Up
12 Mar 2020
Contributed by Lukas
After two decades as a behavior analyst in the FBI, Robin Dreeke knows a thing or two about sizing people up. He's navigated complex situations that r...
Investing Amid Fear and Uncertainty
11 Mar 2020
Contributed by Lukas
The stock market recovered slightly from Monday’s historic coronavirus-related losses. The DOW Jones industrial average saw its largest single-day p...
How to Rebalance
10 Mar 2020
Contributed by Lukas
Knowing when and how to rebalance is an essential part of managing a portfolio. But it's not as easy as it sounds, hence the latest call from Eric in ...
Turning Adversity into Advantage
05 Mar 2020
Contributed by Lukas
How do you find a competitive edge when the obstacles feel insurmountable? How do you get people to take you seriously when they're predisposed not to...
Mohamed El-Erian on Coronavirus and Fed Rate Cut
04 Mar 2020
Contributed by Lukas
The Federal Reserve lowered its benchmark interest rate by a half-point, the largest cut since 2008, in a move to offset the impact of the coronavirus...
Should We Pay Off the Mortgage?
03 Mar 2020
Contributed by Lukas
Should we pay off the mortgage? Such a common question, especially from those who are preparing for retirement. Sometimes it makes sense, other times ...
Tax Season Planning with Ed Slott
27 Feb 2020
Contributed by Lukas
Tax season is open, which means there’s another opportunity to: (a) vent about how much you hate this time of year, (b) complain about the complexit...
Investor Panic Prevention Plan
26 Feb 2020
Contributed by Lukas
Talk about a rough couple of days on Wall Street! Right about this time, you may be feeling a certain amount of queasiness, leading to low levels of a...
Should We Buy or Keep Renting?
25 Feb 2020
Contributed by Lukas
I love the topic of renting versus buying, so much so that I devoted a chapter of my book to it! That's the discussion on the latest bonus call with M...
Can You Really Have It All?
20 Feb 2020
Contributed by Lukas
Our latest guest, Romi Neustadt, is a mom of two, a wife, a daughter, bestselling author, speaker, entrepreneur, and coach. What's more, she's achieve...
Do I Need What I'm Being Pitched?
18 Feb 2020
Contributed by Lukas
I'm saving a ton and feel like I'm in pretty good shape, but I'm being pitched a financial product by a former colleague, do I need it? My gut says no...
Prepping for Tax Season
14 Feb 2020
Contributed by Lukas
In just the first week of this tax season, the IRS says it has processed nearly 13 million returns and issued nearly 4.3 million refunds. The filing d...
Secure Act 101
13 Feb 2020
Contributed by Lukas
After I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, I received a slew of questions from readers. So to help ...
How to Prioritize Debt
11 Feb 2020
Contributed by Lukas
When you have $90,000 in student loans, yet make a very good salary, what should the priority be? Should you be throwing every penny at the $90k, or c...
Avoiding Common Money Mistakes
07 Feb 2020
Contributed by Lukas
On average, college students who graduated in 2018 owe more than $29,000 in loans. I joined CBS This Morning to look at some of the most costly mistak...
How Big Tech Betrayed All of Us
06 Feb 2020
Contributed by Lukas
In Don’t Be Evil, Financial Times global business columnist Rana Foroohar tells the story of how Big Tech lost its soul, and ate our lunch. “Don’...
Inherited IRA Options
04 Feb 2020
Contributed by Lukas
Should I keep taking the required minimum distributions or cash out the balance from my inherited IRA? That's what Jennifer from Connecticut was wonde...
13 "Dumb" Financial Mistakes
31 Jan 2020
Contributed by Lukas
Do you have a “friend” who is super smart, has a great career, holds a graduate degree, has even saved a chunk of money for retirement, but who ke...
Everything is Figureoutable with Marie Forleo
30 Jan 2020
Contributed by Lukas
While most self-help books offer quick fixes, Everything is Figureoutable by Marie Forleo will retrain your brain to think more creatively and positiv...
Should We Be Using a 529 Plan?
28 Jan 2020
Contributed by Lukas
If saving for college is in your plans, there are tax-efficient ways of doing it. If you're a regular listener, you know I'm a big fan of 529 plans. T...
Is It Time to Refinance?
24 Jan 2020
Contributed by Lukas
Almost 63% of mortgage applicants are homeowners looking to refinance. I joined CBS This Morning to explain how low mortgage rates could help homeowne...
The Story Behind Warby Parker
23 Jan 2020
Contributed by Lukas
Warby Parker was founded with a rebellious spirit and a lofty objective: to offer designer eyewear at a revolutionary price, while leading the way for...
Do I Need to Worry About Mom?
21 Jan 2020
Contributed by Lukas
So often you will hear me remind you guys that before you start worrying about your kids or parents, your first priority should be your own financial ...
Senior Roommates
17 Jan 2020
Contributed by Lukas
Senior citizens are getting creative to make ends meet financially: getting roommates. More than 33% of Americans age 65 and over do not have any mone...
The Infinite Game with Simon Sinek
16 Jan 2020
Contributed by Lukas
How do we win a game that has no end? Finite games, like football or chess, have known players, fixed rules and a clear endpoint. The winners and lo...
Should I Pay Off the Mortgage?
14 Jan 2020
Contributed by Lukas
If you've been a regular listener you know that I almost always advise against paying down a mortgage early. That's because everybody seemingly has a ...
Loserthink with Scott Adams
09 Jan 2020
Contributed by Lukas
If you've been on social media lately, or turned on your TV, you may have noticed a lot of dumb ideas floating around. Such as, “we know when histor...
Withdrawal Strategy in Retirement
07 Jan 2020
Contributed by Lukas
In many ways, saving for retirement is the easy part. What can be tricky is knowing how to execute a withdrawal strategy. That's the discussion with M...
Financial Resolutions for 2020
02 Jan 2020
Contributed by Lukas
Many Americans are ringing in the New Year with resolutions. One Fidelity Investments survey of financial resolutions found 53% of Americans hope to s...
My Planner Has Me in 19 Funds
31 Dec 2019
Contributed by Lukas
When it comes to a diversified portfolio, how many funds is the optimal number? Well, it kinda depends on each case, but I'm gonna go out on a limb he...
Playing with FIRE
26 Dec 2019
Contributed by Lukas
On the latest episode we’re joined by Travis Shakespeare, director of a new documentary called Playing with FIRE, which follows 35 year old Scott Ri...
How to Buy Bonds
24 Dec 2019
Contributed by Lukas
A bond position is an essential component of an overall portfolio. But how does one start implementing bonds? That's the discussion with Karen from Oh...
Lagging Retirement Savings on CBS This Morning
20 Dec 2019
Contributed by Lukas
Many Americans are being left behind when it comes to saving for retirement. Almost half of people 55 and older have saved nothing, according to the E...
Being Smarter With Your Money
19 Dec 2019
Contributed by Lukas
It’s been several months now that we’ve been with our new sponsor, Marcus by Goldman Sachs, so today we’re bringing on Omer Ismail, the Head of ...
Keep or Ditch LTC Policy?
17 Dec 2019
Contributed by Lukas
Long-term care policies are becoming harder and harder to find, and if you do find one, they're also getting more and more expensive. Deciding whether...
Coastal Job Growth on CBS This Morning
13 Dec 2019
Contributed by Lukas
A new report shows just five coastal cities are getting a huge majority of America's high-tech jobs. Researchers found the Seattle, San Francisco, San...
Inside Facet Wealth
12 Dec 2019
Contributed by Lukas
On the latest show we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth, a financial service firm that believes in achieving...
When to Take Social Security
10 Dec 2019
Contributed by Lukas
When should one take Social Security? It's the million dollar question, and if you can tell me when exactly you're going to die, then I can give you a...
Charitable Giving on CBS This Morning
06 Dec 2019
Contributed by Lukas
Giving Tuesday is meant to encourage charitable donations during the holidays. Americans, including companies and foundations, gave an estimated $427 ...
Year-End Money Moves for 2019
05 Dec 2019
Contributed by Lukas
December is upon us, which means I basically have your attention for about two more weeks max. So while I have you, and as the year comes to an end, i...
Do I Need Permanent Life Insurance?
03 Dec 2019
Contributed by Lukas
Is it a good idea to buy permanent life insurance as part of your overall investment strategy? Well, it depends, but more times than not the answer is...
Holiday Spending on CBS This Morning
30 Nov 2019
Contributed by Lukas
As the holiday shopping season kicks off with Black Friday, I joined CBS This Morning to discuss the business of Black Friday and why brick-and-mortar...
Roth Conversions, Mortgage Payoff, Finding an Advisor
28 Nov 2019
Contributed by Lukas
Thanksgiving is all about being thankful. Trust me when I say I’m so incredibly thankful for you, the audience. Without you guys listening and send...
Avoiding Holiday Debt on CBS This Morning
27 Nov 2019
Contributed by Lukas
More than 56 percent of consumers have already started their holiday shopping, and about 48 million Americans are still paying off their debt from the...
The Beauty of a Roth 401(k)
26 Nov 2019
Contributed by Lukas
Having a Roth 401(k) option is a beautiful thing, and nowadays many employers offer them, but the problem is that many employees have no idea the opti...
Year-End Money Moves on CBS This Morning
22 Nov 2019
Contributed by Lukas
There are six weeks left in the year to take action on your income tax withholding and to meet critical deadlines for retirement plans. I joined CBS T...
How Money Became Dangerous
21 Nov 2019
Contributed by Lukas
In the not too distant past, money was simple. You might have had a bank account and a mortgage, perhaps some basic investments. Wall Street didn’t ...
How Much Company Stock Is Too Much?
19 Nov 2019
Contributed by Lukas
There are rules of thumb one should follow when it comes to owning company stock within your overall portfolio. That's the discussion this week with C...
Retirement Savings Lag on CBS This Morning
15 Nov 2019
Contributed by Lukas
A new report shows Americans' retirement savings are not growing at the same pace as stocks, which are again hovering around record highs. Over the la...
52 Simple Ways to Ignite Success, Meaning, and Joy at Work
14 Nov 2019
Contributed by Lukas
Technology has enabled us to be more interconnected today than ever before. So why do so many of us feel isolated and undervalued at work? Why does it...
Should I Get Another Annuity?
12 Nov 2019
Contributed by Lukas
You have an annuity that's coming due and you're not quite sure what to do with it. Should you get another annuity? Should you roll it over into an IR...
Open Enrollment on CBS This Morning
08 Nov 2019
Contributed by Lukas
It's decision time for up to 254 million Americans, with open enrollment season in full swing. The average amount paid by a family for health insuranc...
Taking the Work Out of Networking
07 Nov 2019
Contributed by Lukas
Networking has garnered a reputation as a sort of necessary evil in the modern business world. Some do relish the opportunity to boldly work the room,...
Saving for Financial Flexibility
05 Nov 2019
Contributed by Lukas
Natasha from Dallas is well on her way to achieving the financial flexibility she craves as she's only 27 years old with basically a quarter of millio...
Invested with Charles Schwab
31 Oct 2019
Contributed by Lukas
This week we have a financial icon in-studio as Charles Schwab pays us a visit. Yes, that Charles Schwab, the founder of The Charles Schwab Corporatio...
How to Manage Student Loan Debt
29 Oct 2019
Contributed by Lukas
How do I tackle my student loans is probably one of the most common questions we receive on a weekly basis. Today's call from Lauren is no different, ...
Cutting the Financial Cord on CBS This Morning
25 Oct 2019
Contributed by Lukas
A 2018 Merrill Lynch survey found 79 percent of parents financially support an adult child between the ages of 18 and 34, and 25 percent said they wou...
The Art of Persuasion
24 Oct 2019
Contributed by Lukas
In the post-fact, deeply divided world we live in, true persuasion is rare. Engaging with people holding differing opinions is rarer still. But for pr...
Is My 401(k) Too Expensive?
22 Oct 2019
Contributed by Lukas
What happens if your 401(k) is full of insanely high fees? Is there a better alternative? Can a case be made to not use the plan altogether? That's th...
JetBlue Chairman Joel Peterson
17 Oct 2019
Contributed by Lukas
Trust is the glue that holds an organization together. It turns deflection into transparency, suspicion into empowerment, and conflict into creativity...
Planning Amid a Diagnosis
15 Oct 2019
Contributed by Lukas
Life doesn't always happen in a straight line. There are plenty of curveballs along the way, and some of them are flat out nasty, including being diag...
Making College Work at Any Cost
10 Oct 2019
Contributed by Lukas
The struggle to pay for college is one of the defining features of middle-class life in America today. At kitchen tables all across the country, paren...
Are We on Track for Retirement?
08 Oct 2019
Contributed by Lukas
Paid off over 100k in student loans? Check. Paid off the mortgage? Check. Saving a ton of money for retirement? Check. That's the gist of the conversa...
FAFSA Season on CBS This Morning
04 Oct 2019
Contributed by Lukas
October 1 marked the first day you can apply for college financial aid for the next school year. The Free Application for Federal Student Aid, or FAFS...
The Man Behind Dough Roller
03 Oct 2019
Contributed by Lukas
The Dough Roller podcast is all about money. How to make it, give it, save it, and spend it in a way that moves us closer to financial freedom. On the...
Estate Planning Drama
01 Oct 2019
Contributed by Lukas
I'm a firm believer when it comes to having the essential estate planning documents in place. But that doesn't mean it's a drama free process. Our cha...
The Economists' Hour with Binyamin Appelbaum
26 Sep 2019
Contributed by Lukas
Before the 1960s, American politicians had never paid much attention to economists. But as the post-World War II boom began to sputter, economists gai...
Is Grad School Worth It?
24 Sep 2019
Contributed by Lukas
Is grad school worth it? Given the amount of loans that are killing students, I often say no way! But it's not always the case, as you'll hear on the ...
Scam Me If You Can with Frank Abagnale
19 Sep 2019
Contributed by Lukas
Are you at risk of being scammed? Our latest guest is former con artist and bestselling author of Catch Me If You Can, Frank Abagnale, and he’s her...
Interest Rate Cut on CBS This Morning
18 Sep 2019
Contributed by Lukas
Federal Reserve Bank leaders, working to prevent an economic slowdown, began two days of meetings on Tuesday. Economists predict they will announce an...
Do I Own Too Much Company Stock?
17 Sep 2019
Contributed by Lukas
Is there such a thing as owning too much company stock? And if so, what's the magic number? That's the question from Jennifer in Michigan. Have a mon...
100 Side Hustles
12 Sep 2019
Contributed by Lukas
Best-selling author Chris Guillebeau is back on the show to talk about his most recent book, 100 Side Hustles: Unexpected Ideas for Making Extra Money...
What to Do With Extra Money
10 Sep 2019
Contributed by Lukas
You've got some extra money in the bank so what should you do with it? Pay down the student loans? Pay down the mortgage? Or invest it in a brokerag...