Jill on Money with Jill Schlesinger

Trump’s Tariffs Threat

27 Nov 2024

Contributed by Lukas

I joined CBS Mornings to discuss President-elect Donald Trump's proposed tariffs and what they could mean for consumers. Have a money question? Email ...

Can I Retire at 55?

26 Nov 2024

Contributed by Lukas

Can I retire in a few years at 55? Health insurance is my biggest concern. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTub...

New Job, New Options

25 Nov 2024

Contributed by Lukas

I'm about to start a new job and I need to decide if I want to participate in the defined benefit pension plan. Or should I use the defined contributi...

The Dimensional Approach Part Two

24 Nov 2024

Contributed by Lukas

This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimension...

The Dimensional Approach Part One

23 Nov 2024

Contributed by Lukas

This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimension...

Can I Retire in 6-10 Months?

22 Nov 2024

Contributed by Lukas

My job is not enjoyable anymore, and with the massive changes being made, I need to think about my stress levels. Can I retire in 6-10 months? Have a ...

Investments in This New Era

21 Nov 2024

Contributed by Lukas

Post-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anx...

Can I Save Less and Enjoy Life?

20 Nov 2024

Contributed by Lukas

Do I have enough saved to reduce retirement savings a little to spend more on experiences and travel with my son? Have a money question? Email us here...

Impending Retirement Plans

19 Nov 2024

Contributed by Lukas

My wife and I are approaching retirement in about four years, and while I believe we’re in a strong position, I would appreciate your opinion. Have ...

Should I Take Social Security Now or Later?

18 Nov 2024

Contributed by Lukas

I’m 67 and have reached my full retirement age. Should I start taking Social Security now or dip into my 401(k) and wait until I turn 70? Have a mon...

Ask The Compound Part Two

17 Nov 2024

Contributed by Lukas

I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth c...

Ask The Compound Part One

16 Nov 2024

Contributed by Lukas

I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth c...

Too Much in a Single Stock?

15 Nov 2024

Contributed by Lukas

My husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity? Have a money...

Does a Roth Conversion Make Sense?

14 Nov 2024

Contributed by Lukas

My immediate concern is about the wisdom of taking distributions from my taxable retirement accounts (or making Roth conversions) when my income is so...

Loan Pay Down vs Starting Brokerage

13 Nov 2024

Contributed by Lukas

With a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage account...

Can We Be Done Saving for Retirement?

12 Nov 2024

Contributed by Lukas

My husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and sav...

Helping Mom With a Lump Sum

11 Nov 2024

Contributed by Lukas

My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement. Hav...

Thought I Was Okay, Now Worried

10 Nov 2024

Contributed by Lukas

I thought I was on track for retirement, but now I'm worried and starting to panic a bit. Have a money question? Email us here Subscribe to Jill on Mo...

No Pension, Can I Still Retire?

09 Nov 2024

Contributed by Lukas

If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension? Have a money question? Email us here Subscribe to ...

Stocks Surge and Another Rate Cut

08 Nov 2024

Contributed by Lukas

The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both. Have a money question? Email us h...

A New House or an Addition?

07 Nov 2024

Contributed by Lukas

As we hit our 60s, should we buy a new house altogether or put an addition on our current home? Have a money question? Email us here Subscribe to Jill...

Should I Invest Settlement Money?

06 Nov 2024

Contributed by Lukas

With a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest it? Have a money question? Email ...

Happy Election Day!

05 Nov 2024

Contributed by Lukas

No calls, no questions, just some thoughts on the economy as we hit Election Day. Have a money question? Email us here Subscribe to Jill on Money LIVE...

Should I Hold Less Cash?

04 Nov 2024

Contributed by Lukas

I’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested? Ha...

Planning Around a Forced Retirement

03 Nov 2024

Contributed by Lukas

With a forced retirement coming for my husband in a few years, how should we thinking about our financial future? Have a money question? Email us here...

Regrouping After a Loss

02 Nov 2024

Contributed by Lukas

My husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes. ...

The Growing U.S. Economy

01 Nov 2024

Contributed by Lukas

The government released its latest GDP number, which is a measure of the change in the economy's size. The report shows it grew at an annual rate of 2...

Taxes on Roth Conversion

31 Oct 2024

Contributed by Lukas

If I do a Roth conversion in December, can I wait until April the following year to pay the taxes out of my non-retirement savings account, or do I ha...

Tax Changes on the Horizon

30 Oct 2024

Contributed by Lukas

I joined CBS Mornings to discuss the new IRS 2025 tax brackets. Each year, the agency makes adjustments to the tax code to account for inflation. Have...

Out of Whack Asset Allocation

29 Oct 2024

Contributed by Lukas

Thanks to Nvidia my asset allocation is completely out of whack. Should I rebalance? Have a money question? Email us here Subscribe to Jill on Money L...

Retirement Is Days Away

28 Oct 2024

Contributed by Lukas

With retirement just days away, as in four days, I'm trying to figure out what I should do with an annuity that I have. Have a money question? Email u...

Possible Retirement Scenarios

27 Oct 2024

Contributed by Lukas

Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer? Have a money question? Email us here Su...

Help Put My Mind at Ease

26 Oct 2024

Contributed by Lukas

After being the workforce for 40 years, we're totally burned out and want to be done. Can we make an exit? Have a money question? Email us here Subscr...

Your Open Enrollment Checklist

25 Oct 2024

Contributed by Lukas

In this episode we've got some essential tips on selecting the right health insurance and benefits plan for the year ahead. The enrollment period is ...

Do I Really Need a Bond Fund?

24 Oct 2024

Contributed by Lukas

Every time I look into the long-term performance of bond funds, they are so low that I just don’t get it. Am I missing something? Have a money ques...

Various Retirement Possibilities

23 Oct 2024

Contributed by Lukas

I have a pension which receives a COLA but I am inquiring as to my ability to retire and also ensure my spouse is taken care of if something were to h...

My Annuity Mess

22 Oct 2024

Contributed by Lukas

A year ago I moved all of my money from Vanguard to a local advisor who recommended annuities and I feel like things are now such a mess. What should ...

Overall Strategy Help

21 Oct 2024

Contributed by Lukas

With market highs, how would you advise a 28-year-old with a large part of their net worth in cash to invest inside a brokerage account? Have a money ...

State of the Housing Market Part Two

20 Oct 2024

Contributed by Lukas

This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most re...

State of the Housing Market Part One

19 Oct 2024

Contributed by Lukas

This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most re...

Just Laid Off, Can I Retire?

18 Oct 2024

Contributed by Lukas

I am 56 years old, just got laid off, and I would like to know if I can retire now. Have a money question? Email us here Subscribe to Jill on Money LI...

Making Up for Lost Time

17 Oct 2024

Contributed by Lukas

Should I change my 401(k) allocation and make it more aggressive to make up for lost time and money? Have a money question? Email us here Subscribe to...

How to Plan for Long-Term Care

16 Oct 2024

Contributed by Lukas

Since long-term care insurance seems to be out of the question due to cost, how do you determine what you need to self-fund potential LTC needs? Have ...

Good Shape to Retire in 6 Years?

15 Oct 2024

Contributed by Lukas

I'm turning 54 this year and I want to exit the freeway at 60. I believe this is doable, but we do like to travel and that is not included in the curr...

43 and Considering Early Retirement

14 Oct 2024

Contributed by Lukas

My wife and I are in our early 40s and we're considering early retirement. I think we can do it, what do you think? Have a money question? Email us he...

Getting Our Finances in Order

13 Oct 2024

Contributed by Lukas

As we head into the home stretch of saving for retirement, we would like a plan to get our finances in our. Have a money question? Email us here Subsc...

56 and Considering Retirement

12 Oct 2024

Contributed by Lukas

As I consider retirement in the near future, how do I factor in financial obligations such as paying for college and healthcare? Have a money question...

Second Set of Eyes for House Purchase

11 Oct 2024

Contributed by Lukas

My wife and I are getting ready to purchase a house that is way beyond what either of us thought we would ever be in the market for. Can we pull it of...

How to Catch Up Financially?

10 Oct 2024

Contributed by Lukas

We’ve been saving for a down payment and maintaining an emergency fund, but I feel like we're behind. What should we be doing to catch up financiall...

Opportunity or Disaster?

09 Oct 2024

Contributed by Lukas

We have an opportunity to live overseas for two years, but we'd be giving up a lot, so we're not sure if it's a good opportunity or a financial disast...

Help With Asset Allocation

08 Oct 2024

Contributed by Lukas

I recently consolidated my 401(k) and my two IRAs to one location but need some help with the allocation.  Have a money question? Email us here Subsc...

Taking a Career Break at 47

07 Oct 2024

Contributed by Lukas

I’m 47 and just left my job to take a few years off and see the world, but I’m cloudy on how to handle my investments and health insurance in the ...

Calculated Risk Part Two

06 Oct 2024

Contributed by Lukas

This weekend we're joined by Bill McBride, author of the insanely popular Calculated Risk blog. Bill joined me in front of a live audience to discuss ...

Calculated Risk Part One

05 Oct 2024

Contributed by Lukas

This weekend we're joined by Bill McBride, author of the insanely popular Calculated Risk blog. Bill joined me in front of a live audience to discuss ...

I Want to Retire, Can I?

04 Oct 2024

Contributed by Lukas

I recently turned 60 and I feel I can retire but fear sets in and I am not sure if I am doing the right things to maximize my finances. Have a money q...

Fear of Running Out of Money

03 Oct 2024

Contributed by Lukas

My biggest fear is running out of money or not being able to pay for long term care. Are we okay? Have a money question? Email us here Subscribe to Ji...

Gradually, Then Suddenly

02 Oct 2024

Contributed by Lukas

I started investing in 1997 with $2,000. Now, 27 years later, I have more than two million. The power of compounding is truly amazing. Have a money qu...

Can I Stop Working at 59?

01 Oct 2024

Contributed by Lukas

Can I retire at 59 and a half and go part-time for a few years and then stop working completely? Have a money question? Email us here Subscribe to Jil...

Too Many Retirement Plans

30 Sep 2024

Contributed by Lukas

I have Fidelity 401(a) and 403(b) plans, some smaller retirement savings in a TIAA account, and a small pension from a prior employer. What recommend...

We Need a Sanity Check

29 Sep 2024

Contributed by Lukas

At this point in our lives, I feel like we need a sanity check to make sure our retirement planning is on the right track. Have a money question? Emai...

Relieving Financial Anxiety

28 Sep 2024

Contributed by Lukas

Even though we have a boatload of money saved, we're still suffering from financial anxiety. Any suggestions? Have a money question? Email us here Sub...

Which Pension Option to Take?

27 Sep 2024

Contributed by Lukas

With my husband's pension set to come into play next year, which option should we select? Have a money question? Email us here Subscribe to Jill on Mo...

CFP for My Wife if I Die?

26 Sep 2024

Contributed by Lukas

My wife and I are very much aligned on our finances and retirement planning, however my wife has zero interest in getting involved in our finances, in...

Feeling a Bit Scared About Retirement

25 Sep 2024

Contributed by Lukas

My husband and I have what I believe to be a comfortable nest egg to retire early, but I am still feeling a bit scared since he has put in his retirem...

What Should I Be Invested In?

24 Sep 2024

Contributed by Lukas

With another 12-15 years to go, how should we be investing inside our 457 plans? Have a money question? Email us here Subscribe to Jill on Money LIVE ...

Invest or Pay Off Debt?

23 Sep 2024

Contributed by Lukas

We recently had a windfall and would like to know if we should be investing in a brokerage account or paying off some debt? Have a money question? Ema...

Blue Collar Worker to CEO Part Two

22 Sep 2024

Contributed by Lukas

This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company. Have a money question? Email...

Blue Collar Worker to CEO Part One

21 Sep 2024

Contributed by Lukas

This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company. Have a money question? Email...

How Fed Rate Cut Impacts You

20 Sep 2024

Contributed by Lukas

The Federal Reserve announced it was lowering its benchmark interest rate by 0.50 percentage points, the first cut since March of 2020. I joined CBS M...

Can I Retire as Soon as Possible?

19 Sep 2024

Contributed by Lukas

I'm 55 years old, single, and I want to retire as soon as possible. Can I do it? Have a money question? Email us here Subscribe to Jill on Money ...

Are We Ready for Retirement?

18 Sep 2024

Contributed by Lukas

I need some help in trying to figure out if we are well positioned to leave our current jobs and head into retirement. Have a money question? Email us...

Cutting the Purse Strings

17 Sep 2024

Contributed by Lukas

Our daughter is draining us. I’ve talked to her about taking a budgeting course, I have also asked her not to spend on the emergency credit card, ye...

Taxes Freaking Me Out

16 Sep 2024

Contributed by Lukas

I'm wondering how to handle my future tax liability after my RSU withholding offset goes away. Have a money question? Email us here Subscribe to Jill ...

The Social Security Queen Part Two

15 Sep 2024

Contributed by Lukas

This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recen...

The Social Security Queen Part One

14 Sep 2024

Contributed by Lukas

This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recen...

Tax-Deferred vs Tax-Free

13 Sep 2024

Contributed by Lukas

We would like to balance our tax-deferred to tax-free accounts ratio, but if we are planning on moving to state with no income tax eventually, does it...

I’m 81, Can I Retire?

12 Sep 2024

Contributed by Lukas

I'm 81 years old and I've thought about retiring but my job is not very stressful, so I'm not sure if I should stick with it or call it quits. Have a ...

How to Value a Pension

11 Sep 2024

Contributed by Lukas

My wife and I both work for local government agencies and are both eligible for a pension. How do we "value" them? Have a money question? Email us her...

Can I Retire When I Want?

10 Sep 2024

Contributed by Lukas

I do not have a million dollars saved for retirement like so many people on the show, but I'm wondering if I can retire when I want, or am I hallucina...

Can I Live Off Rental Property Income?

09 Sep 2024

Contributed by Lukas

I was recently laid off and I'm wondering if I can live off my rental property income and do something part-time? Have a money question? Email us here...

What the Best Advisors Do Part Two

08 Sep 2024

Contributed by Lukas

This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in...

What the Best Advisors Do Part One

07 Sep 2024

Contributed by Lukas

This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in...

Should I Be Using Muni Bonds?

06 Sep 2024

Contributed by Lukas

Knowing that we live relatively modestly and would like to leave money for future generations, are we crazy to be investing in muni bonds? Have a mone...

Bumpy Road Ahead

05 Sep 2024

Contributed by Lukas

Wall Street took a hit on the first day of trading in September, which historically is one of the worst months for the market. I joined CBS Mornings t...

Can I Retire at 45?

04 Sep 2024

Contributed by Lukas

I'm 45, on sabbatical, and I'm hoping I don't have to go back to my job. Can I walk away? Have a money question? Email us here Subscribe to Jill on Mo...

Options for My Solo 401(k)

03 Sep 2024

Contributed by Lukas

With my Vanguard Solo 401(k) recently taken over by Ascensus, what are my options going forward? Have a money question? Email us here Subscribe to Jil...

Retirement Withdrawal Strategy

02 Sep 2024

Contributed by Lukas

I think we're in good shape for retirement, but I'm a bit unsure when it comes to our withdrawal strategy. Have a money question? Email us here Subscr...

Less Tolerant of Risk as I Age

01 Sep 2024

Contributed by Lukas

Knowing that I'm less tolerant of risk as I age, how should I reallocate my investments? Have a money question? Email us here Subscribe to Jill on Mon...

Managing Future Retirement Contributions

31 Aug 2024

Contributed by Lukas

Given some recent tax hits, how should we be managing our retirement contributions going forward? Have a money question? Email us here Subscribe to Ji...

Concerns With Potential Early Retirement

30 Aug 2024

Contributed by Lukas

We're considering early retirement, and even though I think we're in a good position, I still have some concerns. Have a money question? Email us here...

Can We Afford Another Home?

29 Aug 2024

Contributed by Lukas

I think we can buy a second home, my husband isn't so sure. Who's right? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube:...

Retirement Planning With an Age Difference

28 Aug 2024

Contributed by Lukas

Given our age difference, are we facing any potential issues with our retirement planning? Have a money question? Email us here Subscribe to Jill on M...

A Financial Transformation

27 Aug 2024

Contributed by Lukas

After feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes? Have a money question? Email us here...

Retirement Planning at 28

26 Aug 2024

Contributed by Lukas

Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement? Have a money question? Email us here Subsc...

Okay to Retire in Seven Years?

25 Aug 2024

Contributed by Lukas

Am I on track to retire in seven years at the age of 60? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney In...

Already Retired, Is Our Plan Okay?

24 Aug 2024

Contributed by Lukas

Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? Have a money question? Email us here Subscribe to Jill o...

Retirement Income Taxes

23 Aug 2024

Contributed by Lukas

Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and o...

Should I Be Tweaking My Investments?

22 Aug 2024

Contributed by Lukas

With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan? Have a money question? Email us here Subsc...

Afraid to Spend in Retirement

21 Aug 2024

Contributed by Lukas

I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying. Have a mon...

Can We Retire Comfortably at 70?

20 Aug 2024

Contributed by Lukas

I think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion. Have a money question? Email us he...