MoneyWatch with Jill Schlesinger
Episodes
How to Handle Inheritance Money
18 May 2025
Contributed by Lukas
I recently inherited about $250k and I'm not quite sure how I should be putting it to use. Have a money question? Email us here Subscr...
The Magic of Compound Interest
17 May 2025
Contributed by Lukas
What exactly is compounding and why can it be so magical? Allow me to explain! Have a money question? Email us here Subscribe to ...
Happy Mother's Day!
11 May 2025
Contributed by Lukas
Happy Mother's Day from Jill and Mark! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmone...
Money Management and Military Appreciation
10 May 2025
Contributed by Lukas
To celebrate National Military Appreciation Month, we're joined today by Thomas Racca, a personal finance expert and manager of Navy Federal Credit Un...
Planning From Middle Age to Retirement
04 May 2025
Contributed by Lukas
I feel like if I can make it to retirement, my wife and I will be okay, but it's the next 10-15 years that gives me a bit of worry. Have a money que...
Retirement Milestones
03 May 2025
Contributed by Lukas
A recently released survey shows a drop in retirement confidence. Mark and I discuss what it takes to turn this around. Have a money question? Email ...
I’m 47, Can I Quit My Job?
27 Apr 2025
Contributed by Lukas
I'm very burnt out and contemplating leaving my current employer, where I've been for almost 25 years. Will it blow up my financial future? Have a mon...
Trump vs the Federal Reserve
26 Apr 2025
Contributed by Lukas
Stocks fell last week following President Trump's criticism of Fed chair Jerome Powell. This comes after Powell warned tariffs could hurt the U.S. eco...
Introducing: What We Spend
22 Apr 2025
Contributed by Lukas
Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial s...
Do I Need Permanent Life Insurance?
20 Apr 2025
Contributed by Lukas
I have a universal life policy that was sold to me when I was 25. I'm wondering if I should stay the course with this policy as part of my retirement ...
Are Home Renovations Worth It?
19 Apr 2025
Contributed by Lukas
With spring selling season approaching, homeowners are eager to remodel. On this episode we discuss which renovations can actually boost your home's v...
Last-Minute Tax Tips
13 Apr 2025
Contributed by Lukas
Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left before...
Recapping a Wild Week on Wall Street
12 Apr 2025
Contributed by Lukas
After a WILD week on Wall Street, it's time to answer some of the most common questions we've been receiving. Have a money question? Email us here S...
Are We Doing Enough in Our Mid 40s?
06 Apr 2025
Contributed by Lukas
We're in our mid 40s and want to make sure we are doing everything we can to prepare for retirement while living our life to the fullest. Have a mone...
Keep Calm and Carry On
05 Apr 2025
Contributed by Lukas
Whew, what a week! Here's our latest reminder, especially for all you newbie investors, to keep calm and carry on! Have a money question? Email us h...
Roth 401(k) vs Potential Tax Law Changes
30 Mar 2025
Contributed by Lukas
For the last 10 years I've been making Roth contributions to my 401(k) through my employer. With recent discussions of omitting income tax in favor of...
Financial Spring Cleaning
29 Mar 2025
Contributed by Lukas
While spring cleaning is usually associated with tasks around the house, it's also a good time to clean up your finances. Mark and I discuss. Have a m...
I Need Help Building a Plan
23 Mar 2025
Contributed by Lukas
I'm 44 years old with young children and want to know where and how we should be focusing and strategizing for retirement. Have a money question? Emai...
Navigating the Job Market
22 Mar 2025
Contributed by Lukas
Whether you're job hunting or aiming for a raise, here's some advice on where to start, how to negotiate, and the best strategies to set yourself up f...
Planning a Reset for a Disabled Vet
16 Mar 2025
Contributed by Lukas
My time in the military has really taken a toll on me, both mentally and physically. My current job is very stressful and I'm not sure how much longer...
Keep Calm and Stick To Your Plan
15 Mar 2025
Contributed by Lukas
It's been a week of extreme lows and some extreme highs. During a period like this it's important to tune out the noise and stick to your game plan. H...
Should I Buy a House Now?
09 Mar 2025
Contributed by Lukas
With spring selling season just around the corner, buyers may start to see a slight thaw of the real estate market. Is now the time to buy? Mark and I...
Why Should I Even Bother With Bonds?
08 Mar 2025
Contributed by Lukas
Just like we do on the this podcast, here I am on CBS Mornings answering your money questions, including one about whether or not it's even worth owni...
Trying to Self-Manage After Firing Our Advisor
02 Mar 2025
Contributed by Lukas
My husband and I broke up with our financial advisor about a year ago and now we're trying to self-manage. Are we on the right track? Have a money que...
Intro to Investing 101
01 Mar 2025
Contributed by Lukas
A new survey finds that the stock market is the preferred choice for long-term investing, though 21% of Americans avoid it due to intimidation. I join...
Managing Retirement Income
20 Feb 2025
Contributed by Lukas
We feel woefully unprepared to manage our assets to ensure a comfortable retirement and are looking for some guidance. Have a money question? Email us...
For the Love of Money
18 Feb 2025
Contributed by Lukas
A recent survey reveals that 40% of Americans in committed relationships have kept a financial secret from their partner. I joined CBS Mornings to exp...
Worried About Social Security
13 Feb 2025
Contributed by Lukas
I'll be 69 this year and my plan is to retire in 2026 when I'll be 70. I'm starting to worry if Social Security will be there when I decide to call it...
Sandwich Generation Feels the Squeeze
11 Feb 2025
Contributed by Lukas
Mark and I chatting about how to ease financial strains while caring for both your parents and children. Have a money question? Email us here Subscri...
A Guide to Better Credit Scores
06 Feb 2025
Contributed by Lukas
My recent appearance from CBS Mornings and then Mark and I chatting about how to improve your FICO score as the national average hits 717. Have a mone...
Tax Season Is Open
04 Feb 2025
Contributed by Lukas
The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season. Have a money question? Em...
Rental Property Dilemma
30 Jan 2025
Contributed by Lukas
With some rental properties as part of my portfolio, I'm wondering if it's time to sell one of them? Have a money question? Email us here Subscribe t...
Navigating the Insurance Claim Process
28 Jan 2025
Contributed by Lukas
On this episode Mark and I are discussing how to financially recover and navigate your insurance claim if you lose your home in a natural disaster. Ha...
Are We Taking the Right Steps?
23 Jan 2025
Contributed by Lukas
We're in our mid 30s with two young children and would like to know if we are taking the right steps to set us up for financial success? Have a money ...
Tips for Paying Down Debt
21 Jan 2025
Contributed by Lukas
With nearly half of Americans carrying credit card balances month-to-month, here's some tips on how to pay down debt. Have a money question? Email us ...
Saving and Investment Priorities at 30
16 Jan 2025
Contributed by Lukas
I'm a 30-year-old physician in residency training and I have reached some significant financial goals in the last year, and I'm wondering what I shoul...
Achieving Your Financial Goals in 2025
14 Jan 2025
Contributed by Lukas
What's your financial goal for 2025? Saving more money? Paying off debt? Going all Roth all the time? Have a money question? Email us here Subscribe...
Should I Do a Career Reset?
09 Jan 2025
Contributed by Lukas
As a career government employee, should I take my pension and do a career reset? Have a money question? Email us here Subscribe to Jill on Money LIV...
Where to Park Real Estate Proceeds?
07 Jan 2025
Contributed by Lukas
Once a piece of property is sold, where's the best place to park the proceeds? Have a money question? Email us here Subscribe to Jill on Money LIVE ...
Do I Need a Formalized Financial Plan?
02 Jan 2025
Contributed by Lukas
After doing it on my own for many, many years, is there any reason why I would need a formalized financial plan? Have a money question? Email us here...
On Track After Some Curveballs?
31 Dec 2024
Contributed by Lukas
After having a couple of curveballs thrown at us, are we still on track to accomplish our financial goals? Have a money question? Email us here Subsc...
More Money, More Anxiety
26 Dec 2024
Contributed by Lukas
I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help? Have ...
Planning for Retirement in Your 40s
24 Dec 2024
Contributed by Lukas
People in their 40s face major financial pressures, from helping their children pay for college to affording a mortgage. But it’s still critical tha...
Can We Buy a Home Overseas?
19 Dec 2024
Contributed by Lukas
Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off? Have a money question? Emai...
Are We Getting Used to High Prices?
17 Dec 2024
Contributed by Lukas
What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them? Have a money question? Em...
Paying Myself in Retirement
12 Dec 2024
Contributed by Lukas
With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help? Have a money q...
Maximize Your Holiday Donations
10 Dec 2024
Contributed by Lukas
This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind. Have a money question? ...
Tripped Up by Analysis Paralysis
05 Dec 2024
Contributed by Lukas
My husband and I find ourselves in situation where we don't know what to do with $200,000 we have sitting in our savings account. Have a money questio...
Just Married, Now What?
03 Dec 2024
Contributed by Lukas
I recently got married and now I'm wondering what the next best steps financially are for my wife and me. Have a money question? Email us here Subscr...
Happy Thanksgiving!
28 Nov 2024
Contributed by Lukas
Gobble, gobble, happy Thanksgiving from Jill and Mark! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney I...
Tax-Efficient Rebalancing
26 Nov 2024
Contributed by Lukas
Is there a tax-efficient way to rebalance when it involves a taxable brokerage account? Have a money question? Email us here Subscribe to Jill on Mo...
Retirement Alphabet Soup
21 Nov 2024
Contributed by Lukas
I recently switched employers and now I'm looking for advice on how best to consolidate all of my different retirement accounts. Have a money question...
Year-End Money Moves
19 Nov 2024
Contributed by Lukas
With just a few weeks left in 2024, here’s some practical tips to help you save or even earn extra cash by the new year. Have a money question? Emai...
Money Can’t Buy You Time
14 Nov 2024
Contributed by Lukas
I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease. Have a money question? Email us here Subs...
A Surging Market and Another Rate Cut
12 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 ...
Are We Saving Too Much?
07 Nov 2024
Contributed by Lukas
With pensions on the horizon, are we saving too much money for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouT...
The Holiday Spending Season Is Upon Us
05 Nov 2024
Contributed by Lukas
A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornin...
Can I Retire Next Year?
31 Oct 2024
Contributed by Lukas
I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it? Have a money question? Email us here Subscri...
A Guide to Estate Planning
29 Oct 2024
Contributed by Lukas
A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I ...
How to Handle Lump Sum Payout
24 Oct 2024
Contributed by Lukas
We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it? Have a money question...
The Struggling Sandwich Generation
22 Oct 2024
Contributed by Lukas
Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 mill...
How to Handle Large Inheritance
17 Oct 2024
Contributed by Lukas
After receiving a large inheritance, what steps should we be taking to best navigate our financial future? Have a money question? Email us here Subs...
Considering Pre-Retirement Adjustments
15 Oct 2024
Contributed by Lukas
A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions t...
Financial Priorities and Parenthood
10 Oct 2024
Contributed by Lukas
I joined CBS Mornings with some financial advice to help parents save money while also juggling the expenses of parenthood. Have a money question? Ema...
A Strong Economy and Planning for the Unknown
08 Oct 2024
Contributed by Lukas
As the economy added 245,000 jobs in September, exceeding the expectations of most economists, a large chunk of the country has been dealing with natu...
How to Pay for College
03 Oct 2024
Contributed by Lukas
My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions. Have a money question? Email...
Evaluating My Asset Allocation
01 Oct 2024
Contributed by Lukas
I have a large chunk of money in my ESOP and a large chunk of money in a single stock. How should I be evaluating my overall asset allocation? Have a ...
I Fired My Planner
26 Sep 2024
Contributed by Lukas
We recently fired our financial planner and would like some advise and/or suggestions on our portfolio makeup as we begin our retirement journey. Have...
Do I Have Enough Insurance?
24 Sep 2024
Contributed by Lukas
As I prepare to leave the military, is there any reason why I should be looking to get additional insurance? Have a money question? Email us here Sub...
In Too Good of a Position for Retirement?
19 Sep 2024
Contributed by Lukas
Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement? Have a money question? Ema...
Retired at 48, Am I Okay?
17 Sep 2024
Contributed by Lukas
I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job. Have a money question?...
How Am I Doing?
12 Sep 2024
Contributed by Lukas
I’m considering buying a new home and would love your thoughts on if you think I can afford to buy now. Have a money question? Email us here Subs...
Big Money Decisions
10 Sep 2024
Contributed by Lukas
With some big money decisions on the horizon, I have a lot of questions and I'm not sure which direction to go. Have a money question? Email us ...
Can My Wife Retire at 55?
05 Sep 2024
Contributed by Lukas
We're in our mid 40s and the goal is to have my wife retire at 55, is this doable? Have a money question? Email us here Subscribe to Jill on Money ...
Do We Have Enough F-U Money?
03 Sep 2024
Contributed by Lukas
Will we have enough F-U money in about five years or so to consider a career pivot? Have a money question? Email us here Subscribe to Jill on Money ...
Regrouping After a Loss
29 Aug 2024
Contributed by Lukas
My husband died four years ago and I'm still trying to get myself back on track. Am I taking the proper steps? Have a money question? Email us here S...
Considering a Major Renovation
27 Aug 2024
Contributed by Lukas
With a major renovation in the works, what's the best way to pay for it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTub...
Money Moves in Retirement
22 Aug 2024
Contributed by Lukas
About six months ago, I pulled the trigger and am now happily retired. That said, I still have a few questions going forward about making certain mone...
Planning Around Short Life Expectancy
20 Aug 2024
Contributed by Lukas
Given the family history, I am hoping for a long life, but planning for the worst. Am I making the right financial decisions with this in mind? Have ...
Putting Cash to Work
15 Aug 2024
Contributed by Lukas
With a lot of money sitting in cash, way beyond what we need for an emergency reserve, what's the best way to get at least some of it invested? Have a...
Will a Van Derail Our Retirement?
13 Aug 2024
Contributed by Lukas
We are 54 and 55 and seriously considering buying a sprinter van for vacation purposes now and for more regular use when we retire. Are we crazy? Have...
How to Pay for College
08 Aug 2024
Contributed by Lukas
I am considering various options to help pay for college tuition without completely sacrificing my retirement savings. Can I do both? Have a money que...
Help Me Help Mom
06 Aug 2024
Contributed by Lukas
My mom is 64 and just received a gift of approximately $120k in cash from her father. How should she put this money to work? Have a money question? Em...
What Should We Do Next?
01 Aug 2024
Contributed by Lukas
Each month we have $2-4k left over after we pay our bills and lifestyle expenses, so I'm wondering where should we be investing this excess money? Hav...
Social Security Changes
30 Jul 2024
Contributed by Lukas
I joined CBS Mornings to discuss a change to online Social Security accounts that will impact millions of beneficiaries. That includes everybody liste...
Can We Purchase a Vacation Home?
25 Jul 2024
Contributed by Lukas
With a goal of buying a vacation home in the near future, are we saving too much for retirement? Have a money question? Email us here Subscribe to J...
Considering a Job Change
23 Jul 2024
Contributed by Lukas
I'm considering a new job that would include a pension if I stayed for more than five years. Should I take it? Have a money question? Email us here S...
Traditional or Roth?
18 Jul 2024
Contributed by Lukas
I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or ...
Can I Retire in Three Years?
16 Jul 2024
Contributed by Lukas
I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years. Have a money question? Email us here Subscribe to...
Easing Into Retirement
11 Jul 2024
Contributed by Lukas
With one of us easing into retirement, what adjustments, if any, should we be making? Have a money question? Email us here Subscribe to Jill on Mone...
Self-Managing My Finances, Now What?
09 Jul 2024
Contributed by Lukas
I took the plunge and now I'm self-managing my assets, but I'm still a bit unsure as to what the next steps should be. Have a money question? Email us...
Investing Through a Crisis Part Two
04 Jul 2024
Contributed by Lukas
This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments ...
Investing Through a Crisis Part One
02 Jul 2024
Contributed by Lukas
This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during mome...
Assessing Finances at 30 Years Old
27 Jun 2024
Contributed by Lukas
My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track? Have a money question? Email us...
Cash on the Sidelines
25 Jun 2024
Contributed by Lukas
I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money...
Handling a Windfall
20 Jun 2024
Contributed by Lukas
I received an unexpected payment of $500k from a former employer and I’m desperate to figure out what to do with it and how to plan for the taxes. H...
On Track for Retirement in 16 Years?
18 Jun 2024
Contributed by Lukas
With a lot of kids and a lot of rental properties, we're wondering if we're on track to retire in about 16 years? Have a money question? Email us her...
Prepping for International Move
13 Jun 2024
Contributed by Lukas
I am 50 and have a plan to quit my job in about five years and move internationally where the cost of living is lower. Can I do it? Have a money ques...
Pre-Baby Financial Checkup
11 Jun 2024
Contributed by Lukas
With a baby on the way in a couple months, I’d like to do a check-in to make sure we’re on the right financial track. Have a money question? Email...
It Isn’t Just About the Numbers
06 Jun 2024
Contributed by Lukas
Even though I'm quite sure we have enough saved, I'm struggling with what my next steps should be given my situation. Have a money question? Email us ...