Jill on Money with Jill Schlesinger
Episodes
Blitzscaling with Reid Hoffman and Chris Yeh
08 Nov 2018
Contributed by Lukas
This year we’ve had some pretty impressive CEOs and entrepreneurs on the show. It continues today with Reid Hoffman. If you don’t know the name, y...
What to Do with Old 401(k)
06 Nov 2018
Contributed by Lukas
Unless you're only going to work for one employer, which is exceedingly unlikely, chances are you're going to have some old retirement plans out there...
The Fifth Risk with Michael Lewis
01 Nov 2018
Contributed by Lukas
If you’re a regular listener, you know this show is not political in nature. We leave that stuff to the so-called experts. But since next Tuesday i...
Should I Buy an Annuity?
30 Oct 2018
Contributed by Lukas
Michael in Illinois is considering a Qualified Longevity Annuity Contract. What are the pros and cons he should keep in mind when it comes to a QLAC? ...
Estate Planning Done Right
25 Oct 2018
Contributed by Lukas
Michael Jackson, Prince, Aretha Franklin…these three amazing and wildly successful musicians did not have a will. How could that be, you ask? Don’...
Investing Extra Money
23 Oct 2018
Contributed by Lukas
You just sold a piece of real estate and walked away with 75 grand. What should you do with it? Is paying down another mortgage the best option? That'...
We Need To Talk College with Beth Kobliner
18 Oct 2018
Contributed by Lukas
October marks the beginning of the college financial aid application season. The Free Application for Federal Student Aid, more commonly known as the ...
Active vs Passive Investing
16 Oct 2018
Contributed by Lukas
By now you probably know that I consider myself a passive investor. That said, is there ever a time when it makes sense to be an active investor so yo...
Becoming the Ultimate Sales Machine with Ryan Serhant
11 Oct 2018
Contributed by Lukas
I love real estate, and I know I’m not alone because we’re constantly getting questions from you guys about mortgages, the housing market, interes...
Retirement Plan Checkup
09 Oct 2018
Contributed by Lukas
It's one thing to have a retirement plan in place, but once it's established, you need to tweak and modify it as the years go by, hence the need for r...
Wisdom at Work with Chip Conley
04 Oct 2018
Contributed by Lukas
When I first walked through the doors of CBS News several years ago, one thing was immediately clear: it’s an interesting mix of the old school and ...
Protecting Your Retirement Plan
02 Oct 2018
Contributed by Lukas
You've done a great job with your retirement plan and a great job of saving. But now you're thinking about worst case scenarios. What happens if there...
An Inside Account of the Financial Crisis
27 Sep 2018
Contributed by Lukas
This is our third and final installment of shows looking back on the financial crisis of ten years ago. It was such a big moment we felt we needed to ...
How to Invest Extra Money
25 Sep 2018
Contributed by Lukas
For years and years you've been the sole breadwinner. Now your spouse is back in the workforce and there's a surplus of money flowing in. What should ...
The Global Impact of the Financial Crisis
20 Sep 2018
Contributed by Lukas
When we think back to ten years ago and the events of the financial crisis, such as the fall of Lehman Brothers and the bailout of AIG, it’s easy to...
Planning After a Sudden Loss
18 Sep 2018
Contributed by Lukas
We can do all the planning we want in life, but sometimes things just happen, including the sudden loss of a loved one. That's the case with Steve fro...
The Financial Crisis Ten Years Later
13 Sep 2018
Contributed by Lukas
Where has the time gone? It was ten years ago this week that the U.S. financial system was brought to its knees. To help us retrace the events of th...
Can I Retire Early
11 Sep 2018
Contributed by Lukas
47 years old and looking to retire in the next four years or so...can he do it? That's the question from Michael in New York on the latest BONUS call....
Insurance 101 with Policygenius
06 Sep 2018
Contributed by Lukas
I love people and organizations who take complex financial issues and make them easier for the user. Few things are more complex than the insurance ...
Save for Retirement or Pay Off Mortgage
04 Sep 2018
Contributed by Lukas
So you just got a raise and are trying to decide if you should put that extra money into the retirement pot or put it toward the mortgage? I love this...
A New Future for Women Entrepreneurs
30 Aug 2018
Contributed by Lukas
Listen up women entrepreneurs, and everybody else tired of the status quo! Today’s show is for you, as we chat with Nathalie Molina Niño, author of...
First Time Home Buyer
28 Aug 2018
Contributed by Lukas
Few things are bigger than buying your first home. That's why you want to make sure you approach it in the right way. That's the chat I had with Maria...
A Large Financial Windfall and Disability Insurance
23 Aug 2018
Contributed by Lukas
Digging out from under our pile of calls and emails has been a struggle all year long, and there’s really no end in sight. It’s definitely a good ...
Ways to Save for Retirement
21 Aug 2018
Contributed by Lukas
There's a variety of ways to save for retirement. You can do it at work via a workplace sponsored plan such as a 401(k), you can open a traditional IR...
Achieving the Work-Life Balance with Ben Feder
16 Aug 2018
Contributed by Lukas
Summertime is all about vacations. Have you taken yours? I’m actually in the middle of mine right now. A nice two week break. I was hoping for three...
Should I Pay Off the Car?
14 Aug 2018
Contributed by Lukas
Who really likes having a car loan? No one is the answer. If you have some cash in the bank, enough to pay off the car, should you pull the trigger an...
Rescuing Retirement with Teresa Ghilarducci and Tony James
09 Aug 2018
Contributed by Lukas
At a time when Congress can’t seem to agree on much, lawmakers are acknowledging that the main retirement savings vehicle, the 401(k), needs some fi...
Why You Need Life Insurance
07 Aug 2018
Contributed by Lukas
At what point should you consider purchasing life insurance? And what kind? Term, whole life, etc? That's what we're discussing today with Gabriel fro...
The Positive and the Possible with Donna Orender
02 Aug 2018
Contributed by Lukas
Interviewing business executives and leaders is one way I grow and learn. Especially when talking to women business leaders, I find that I walk away e...
How to Invest Extra Money
31 Jul 2018
Contributed by Lukas
Having some extra money to invest, and not knowing what to do with it, is what I like to call a good problem to have! That's the case with Kelly in At...
Robots, AI, and Automation with Darrell West
26 Jul 2018
Contributed by Lukas
The robots are coming, the robots are coming!! Okay, so maybe we’re not yet living in a world that looks like the movie Terminator, but it’s safe...
What to Do With Your Old Retirement Plan
24 Jul 2018
Contributed by Lukas
We've all been there. Leaving one job and starting another. But what should you do with your retirement account at the old place? That's the question ...
MarketSnacks with Nick Martell and Jack Kramer
19 Jul 2018
Contributed by Lukas
The financial world isn’t an easy one to navigate. It’s complicated and often full of unnecessary jargon. So the easier we can make it for everybo...
Should I Use Roth 401(k)?
17 Jul 2018
Contributed by Lukas
It's becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be usi...
Advisor Fees, Roth Taxes, Creating a Budget
14 Jul 2018
Contributed by Lukas
What kind of fees should I be paying my advisor? Will I have taxes and required minimum distributions with my Roth IRA? I'm 17, how can I create a bud...
Annuities and Three Questions You Should Ask
12 Jul 2018
Contributed by Lukas
We may need to create a subcategory called “Personal Finance 101” for those episodes we have that deal with the financial services industry in gen...
Are We on Track for Retirement
10 Jul 2018
Contributed by Lukas
Your husband thinks you're on track for retirement, you're not so sure. What do you do? If you're like Laura from Seattle, you call me for an unbiased...
#PaidOff with Michael Torpey
05 Jul 2018
Contributed by Lukas
The student loan picture in this country is not a pretty one. According to the Federal Reserve, over half of young adults who went to college took on ...
Should I Fire My Financial Advisor?
03 Jul 2018
Contributed by Lukas
I'm so glad when people call me before they make another mistake with their current financial advisor. That's the case on the latest BONUS call with J...
Student Loans, Debt Consolidation, Roth IRA
30 Jun 2018
Contributed by Lukas
Should I refinance my student loans? Is debt consolidation the best option? Should I be using a Roth IRA? Those are the latest questions we answered a...
#PrideMonth with Sarah Kate Ellis, CEO of GLAAD
28 Jun 2018
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...
Pension Lump Sum or Annuity?
26 Jun 2018
Contributed by Lukas
Because there aren't that many defined benefit pension programs out there anymore, we don't get a ton of pension questions. But they do still exist, a...
Inherited IRA, Car Leases, Can I Retire?
23 Jun 2018
Contributed by Lukas
On this quick bonus episode we're answering some emails about retirement planning, inherited IRAs, asset allocation and car leases. Have a money que...
What The Great Economists Would Do with Linda Yueh
21 Jun 2018
Contributed by Lukas
It’s pretty rare that I have a legit economist on the show. It’s even rarer when said legit economist is a woman -- WOOT! On this episode we chec...
Do I Need a Financial Planner?
19 Jun 2018
Contributed by Lukas
Retirement is approaching, and so far you've done a great job of planning for it on your own. Do you need to hire a financial planner or can you keep ...
Career Change, Second Home, Asset Allocation
16 Jun 2018
Contributed by Lukas
Desperate times call for desperate measures... Because our inbox is overflowing, we're going to start mixing in some bonus episodes until we clear ou...
Private Mortgage Insurance (PMI) and Refinancing
14 Jun 2018
Contributed by Lukas
Rising home prices has helped many homeowners get richer on paper...they have also prompted a big influx of questions about private mortgage insurance...
Should I Pay Down My Mortgage?
12 Jun 2018
Contributed by Lukas
If you have some extra cash on hand does it make sense to try and pay off the mortgage early? That's the topic this week on the latest BONUS call as w...
529 Plans and College Savings
07 Jun 2018
Contributed by Lukas
Happy belated #529Day, a day when states try to boost interest and participation in 529 education savings programs with various incentives. To mark ...
Backdoor Roth IRA
05 Jun 2018
Contributed by Lukas
If you make too much money and are not able to contribute to a Roth IRA, I'm all for implementing the backdoor conversion strategy. But there are some...
I Love Capitalism with Ken Langone
31 May 2018
Contributed by Lukas
Every once in a while I chat with somebody who makes me realize just how cool my job really is. That’s the case this week with Ken Langone, the leg...
Post-Tax Retirement Savings
29 May 2018
Contributed by Lukas
If it's offered, should you be making post-tax contributions to your retirement plan? As you'll hear on the latest BONUS call with Chelsea from North ...
Your Money with Ron Lieber
24 May 2018
Contributed by Lukas
As someone who consumes a massive amount of financial data and then tries to make it palpable to listeners, viewers and readers, I am drawn to those w...
Planning for Early Retirement
22 May 2018
Contributed by Lukas
It's always so encouraging when we get calls from younger people who are already dreaming about early retirement. That's the case on the latest BONUS ...
When the Wolves Bite with Scott Wapner
17 May 2018
Contributed by Lukas
It’s hard to imagine how an argument between a couple of billionaires could make for a compelling story. But when it happens on live television, and...
Should I Take Pension Lump Sum?
15 May 2018
Contributed by Lukas
Pensions are certainly not as common as they once were, but they're still out there, and we still field a lot of questions on them. Usually the most c...
Investing For the World You Want
10 May 2018
Contributed by Lukas
How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putti...
BONUS call: Is Our Advisor Screwing Us?
08 May 2018
Contributed by Lukas
Okay, so here's the scenario...you're pretty certain your mom is getting screwed by her advisor...yet she doesn't want to hear your concerns. What do ...
The Best Team Wins
03 May 2018
Contributed by Lukas
If you’re working in an office environment, it’s hard to ignore the massive shift that’s taking place in the workplace. In today’s average com...
BONUS call: PMI and Brokerage Account
01 May 2018
Contributed by Lukas
You were required to buy private mortgage insurance (PMI) but are now in a position to get rid of it. Should you? And is it okay to deplete the broker...
Listener Questions: Student Loans, Retirement Planning, 529 College Savings
26 Apr 2018
Contributed by Lukas
Desperate times call for desperate measures. The questions from you guys continue to pour in, and at the current rate of taking one or two a week, we...
BONUS call: Student Loan Debt
24 Apr 2018
Contributed by Lukas
Help! I'm drowning in debt thanks to high interest student loans. My mom has the money to help. Is it worth having a conversation? That's the dilemma ...
Inside the World of Financial Regulation
19 Apr 2018
Contributed by Lukas
As the Consumer Financial Protection Bureau (CFPB) is defanged and the Department of Labor rolls back rules that would require retirement professional...
BONUS call: Helping the Parents in Retirement
17 Apr 2018
Contributed by Lukas
By now you know that we're all about helping you prepare for retirement and making sure you have a solid game plan in place. But what happens when for...
The Year I Put My Financial Life in Order
12 Apr 2018
Contributed by Lukas
“I’m just bad with money!” I know that many have convinced themselves that they were born with a recessive money management gene, but financial ...
BONUS call: Early Retirement
10 Apr 2018
Contributed by Lukas
The subject of early retirement is quickly becoming one of the most common questions we receive. The latest one comes from Mitch in California. Can he...
The China Hustle
05 Apr 2018
Contributed by Lukas
The new documentary film The China Hustle begins amid the depths of the 2008 financial crisis, when we meet protagonist Dan David and a band of Wall S...
BONUS call: Can I Retire Early?
03 Apr 2018
Contributed by Lukas
The idea of retiring early always sounds amazing, but there's a big time risk of calling it quits and having to dip into your nest egg too early in th...
Workplace Retirement Plans
29 Mar 2018
Contributed by Lukas
Raise your hand if your employer offers a workplace retirement plan. Keep it raised if your employer offers a match. Raise the other hand if you’...
BONUS call: Student Loan Debt
27 Mar 2018
Contributed by Lukas
Should you use your emergency reserve to tackle your student loan debt? That's what Kristin from Florida was wondering on the latest BONUS call. Hav...
How Congress Governs the Federal Reserve
22 Mar 2018
Contributed by Lukas
This week marked the first time the press spotlight was on Jerome Powell, the new Chairman of the Federal Reserve. It was just a few weeks ago that P...
BONUS call: Roth IRA Conversion
20 Mar 2018
Contributed by Lukas
Another week, another BONUS call where we're once again discussing the benefits of using a Roth retirement vehicle. Today's question comes from Marsh...
Thinking in Bets with Annie Duke
15 Mar 2018
Contributed by Lukas
Daily life requires numerous decisions. Some easy, some difficult. And some that have to be made without knowing a lot of pertinent information. And ...
BONUS call: Social Investing
13 Mar 2018
Contributed by Lukas
I've been taking listener calls for nearly eight years and I think this is the first social investing question we've received. How can you make sure ...
Presence with Amy Cuddy
08 Mar 2018
Contributed by Lukas
Life is full of challenges, both personally and professionally. Today’s interview with Amy Cuddy is the perfect example. It took a full year to pi...
BONUS call: Timing the Market
06 Mar 2018
Contributed by Lukas
If you know anything about me then you know how I feel when it comes to people who think they can successfully time the market. Our BONUS caller this ...
Tax Season Identity Theft
01 Mar 2018
Contributed by Lukas
Tax season is like the Super Bowl for identity thieves and that means that you need to be on high alert for scams. Here’s some that you need to guar...
BONUS call: 401(k) vs Roth 401(k)
27 Feb 2018
Contributed by Lukas
In what is quickly becoming one of the most common questions we get, today we're discussing the Roth 401(k) option now being offered by many employers...
Tax Season Tips with Ed Slott
22 Feb 2018
Contributed by Lukas
With tax season in full swing, it’s time for some much needed tax tips, dos and don’ts, and sage advice about IRAs and backdoor conversions. As c...
BONUS call: Military Retirement Planning
20 Feb 2018
Contributed by Lukas
After a career in the military, and an amazing job of saving for retirement, how does one plan for a return to civilian life? That was the question fr...
100 Questions Every First-Time Home Buyer Should Ask
15 Feb 2018
Contributed by Lukas
Home ownership has always been considered an essential part of the American Dream. And while it may be getting harder to accomplish—especially for ...
BONUS call: Investment Property
13 Feb 2018
Contributed by Lukas
If there's a piece of property in the family that's on the market, would it make sense to buy it and keep in the family as an investment property? Tha...
Worried Market Watchers: What (Not) To Do Next
08 Feb 2018
Contributed by Lukas
Stock investors are coming off one of the rockiest stretches in two years, leading to the inevitable question: What should I do when the market drops?...
BONUS call: Saving for House
06 Feb 2018
Contributed by Lukas
If you're determined to buy your first house, should the priority be saving for retirement or saving for the down payment? That's what Erin from Salt ...
Universal Basic Income with Rutger Bregman and Roth IRA
01 Feb 2018
Contributed by Lukas
Despite the fact that we are nearing the ninth year of a global economic recovery, poverty remains a problem. In the United States alone, recent nu...
BONUS call: Retirement Planning
30 Jan 2018
Contributed by Lukas
You're maxing out your 401(k) plan. You own a rental property that generates more than 2k each month. You have 150k in cash that's just sitting in the...
#MeToo, Workplace Equality and the Gender Gap
25 Jan 2018
Contributed by Lukas
As the #MeToo movement sweeps across the world, it’s time for employers to address the issues of sexual harassment, workplace inequality and the gen...
BONUS call: Windfall Tax
23 Jan 2018
Contributed by Lukas
I think it's safe to say that we would all like a windfall, right? Emili in Dallas, our BONUS call this week, is one of the lucky ones as she and her ...
Bitcoin, Cryptocurrencies and Blockchain
18 Jan 2018
Contributed by Lukas
Bitcoin, bitcoin, bitcoin. Since the end of 2017 and now into 2018 it’s been hard to avoid the mention of the now wildly popular cryptocurrency. F...
BONUS call: Bitcoin and Cryptocurrency
16 Jan 2018
Contributed by Lukas
Bitcoin was all the rage at the end of 2017 and it's showing no signs of letting up in 2018, so it's appropriate that we have our first cryptocurrency...
Gaining an Edge on Your Career and Life
11 Jan 2018
Contributed by Lukas
It’s 2018 and that means that many of you have gotten on the resolution bandwagon. The most common ones are to exercise more/eat less; save more/spe...
BONUS call: Mortgage Pay Off
09 Jan 2018
Contributed by Lukas
The age-old question of whether it makes sense to pay off your mortgage...it never goes away. I understand that you want to be debt free, but keep in ...
Eight Financial Resolutions for 2018
04 Jan 2018
Contributed by Lukas
A colleague recently asked me how he might be able to finally stick to a budget. For years, he had tried to create and adhere to a specific annual spe...
BONUS call: SIPC
02 Jan 2018
Contributed by Lukas
Raise your hand if you know what SIPC stands for? That's what I thought :) Thanks to Jim, our first BONUS caller of 2018, you're all going to get edu...
Fifty Years of 60 Minutes with Jeff Fager
28 Dec 2017
Contributed by Lukas
‘Twas the week between Christmas and New Year’s, and not a soul was paying attention to their finances…except everyone scrambling to make year-e...
BONUS call: Retirement Planning
26 Dec 2017
Contributed by Lukas
Welcome to the post-Christmas edition of the BONUS call! Only in his early 50s, Jeff from Georgia already has well over a million dollars and wanted t...
Tax Reform and What it Means for You
21 Dec 2017
Contributed by Lukas
Big changes are coming to the U.S. tax code, but how will it impact YOUR bottom line? This week we’re doing something a bit different. No guest!...
BONUS call: Target Date Funds
19 Dec 2017
Contributed by Lukas
If you ever take a look at the investments in your retirement plan chances are you'll see a bunch of target-date fund options. Sometimes people think ...
Bond Boot Camp: What They Are and How They Work
14 Dec 2017
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...
BONUS call: Buy vs Rent
12 Dec 2017
Contributed by Lukas
This week on the BONUS call it's the age-old question about big city living...should I buy or keep on renting? Have a finance question? We want to he...