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Jill on Money with Jill Schlesinger
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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After taking a retirement buyout a few months back, I want to make sure my calculations are correct.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.
Have a money question? Email us here
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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We're both already retired but looking for some advice as we prepare to navigate the next few years.
Have a money question? Email us here
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?
Have a money question? Email us here
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?
Have a money question? Email us here
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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With a huge chunk of pre-tax money in my 401(k), I am worried about what the future RMD will be. Should I start using the Roth option?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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How should we factor my pension into our overall retirement picture?
Have a money question? Email us here
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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After getting hit with some large tax bills from our managed account, is it time to manage it on my own?
Have a money question? Email us here
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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After retiring a tiny bit earlier than expected, am I okay as is?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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$210k? What does she do?
I hope this is where we can leave comments. I love the short daily connect. between your voice and calm demeanor, it gives me almost a sense of peace. thank you for also valuable information!!
I'm with Diane! I love your podcast Jill and Mark. Smart, thoughtful and concise advice. Thank you.
Direct Sales is icky! Especially since she didn't name her company. Listen to season one of the dream. Those at the top do make money but those at the bottom get screwed.
great interview! first time listener-.i'm sold.