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Episodes (200)
Am I Going in the Right Financial Direction?
After recently turning 50, I'm wondering if I'm going in the right financial direction? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Sep 4, 202614 min
Stuck in Financial Survival Mode
After working in non-profits for years and years, it feels like I'm always stuck in financial survival mode. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Sep 3, 202613 min
On Track for Retirement at 56?
I'm only 51, but with a pension part of the equation, is retirement at 56 a possibility? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Sep 2, 202614 min
I’m 68, Is It Time to Stop Working?
I love my job, but at the age of 68, is it time to consider a life beyond work? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Sep 1, 202610 min
Turning 60 and Looking to Retire Very Soon
With a big birthday on the horizon, and a nice pension at work, am I in a position to call it quits? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 31, 20269 min
The Forever Paycheck With Jean Chatzky
Today we're sharing a recent chat with Jean Chatzky, an award-winning personal finance journalist, AARP's personal finance ambassador, and best-selling author. Jean is also the founder and CEO of HerMoney Media. Jean joined us to discuss her soon-to-be released book The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money, a step-by-step plan for making your money work for you. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
Aug 28, 202630 min
Second Guessing a Financial Decision
I purchased a financial product a while back and have been second-guessing myself ever since. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 27, 202611 min
Juggling Education and Retirement
With private school and college tuition now part of the equation, should I be looking to make some financial adjustments? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 26, 202613 min
Handling a Nearly 50% Raise
After receiving a huge raise, please tell me the money moves I should be making to secure my financial future. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 25, 20269 min
Does the Annuity Pitch Make Sense for Us?
Does the annuity pitch we've received make sense given our overall financial situation? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 24, 202622 min
How to Get Rich in American History
Today we're sharing a recent chat with Joseph Moore, author of How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t). In richly told stories and wild self-experiments, Joseph tests history’s best and worst financial advice to find what worked, what didn’t, and why everyday people can still get ahead, including you. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
Aug 21, 202642 min
Wrestling With Roth Conversion Decision
With retirement upon us, and with no kids in the picture, should we be looking to convert our hefty pre-tax accounts? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 20, 202620 min
Handling Healthcare Expenses in Retirement
Some older Americans find themselves at a loss when it comes to managing healthcare expenses after retirement starts. Today we're discussing how to navigate this financial headache. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 19, 202613 min
Should I Consolidate Accounts?
I recently started a new job, and with my old 401(k) still with the old employer, should I be looking to consolidate accounts? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 18, 202615 min
Buying vs Renting Struggle
I'm in a new city, still own my house in the old city, and now I'm wondering if I should try to buy another piece of real estate. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 17, 202617 min
Stay Calm With David Booth
Today we're sharing a recent chat with David Booth, founder and Chairman of Dimensional Fund Advisors. A trailblazer in the financial world, David helped create one of the world’s first index funds in the 1970s and launched the first passively managed small company strategy in the early ’80s. David joined us to discuss his soon-to-be released book Stay Calm: Learn to Embrace Uncertainty in Investing and Life, a practical guide to long-term investing and a philosophy for living with clarity and confidence. Whether you’re just starting out, rethinking your financial plan, or guiding others, this book will change the way you think about markets, risk, and what really matters. Stay Calm website: https://www.staycalminvesting.com/ Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: ...
Aug 14, 202640 min
The Importance of Natural Disaster Insurance
Last year, the cost of damage from natural disasters in the U.S. was $115 billion. Today we're discussing what you need to know about insurance for your home, whether you own or rent. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 13, 202616 min
How Are Americans Faring in This Economy?
I recently joined Jeremy Hobson on his show, The Follow Up, to discuss how Americans are navigating rising prices, the financial pressures facing households across the country, and the tough choices many families are making to balance their budgets in today's challenging economy. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 12, 202620 min
Taking Social Security Benefits Early
Even though I don’t need Social Security benefits to meet my monthly expenses, I still took them early at 67. Did I make a mistake? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 11, 202612 min
Are We in Good Shape or Do We Need to Shape Up?
With two pensions in the mix, and retirement on the horizon, are we in good shape or do we need to shape up? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 10, 202616 min
Out of Whack Asset Allocation
With my asset allocation out of whack, should I bite the bullet and fix it all at once, or slowly over time? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 7, 202610 min
Will the Renovation Derail Us?
We're looking to do a major renovation project, will it jeopardize our long-term financial outlook? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 6, 202631 min
Retirement Plan Options at New Job
We're looking for the most tax efficient savings vehicle for retirement contributions in a new job. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 5, 202618 min
Downsized in Paradise, Can We Retire?
I want to retire at the end of this year, can we do this without spreading ourselves too thin, or blowing up our savings? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 4, 202612 min
International and Domestic Travel Tips
Do you need travel insurance? What about foreign currency? Maybe skip it all and do a staycation! We're discussing it all on this episode. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 3, 202614 min
Trump Account or 529 Plan?
With the Trump Accounts now available, is the 529 plan still the best way to save for college? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 31, 202613 min
Time to Sell the Family Home?
With a lot of variables at play, my husband and I can't decide if we should sell our house or not. I say yes, he's not so sure. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 30, 202619 min
Relocation in Retirement
Should I consider moving in retirement to improve my tax situation? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 29, 202615 min
Given the Options, Are We Saving in the Right Places?
We’re a high-earning couple in our 50s, and with several options available to us, we would like some feedback on our saving strategy. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 28, 202616 min
Help! I’m Going to Be a Grandma
With my first grandchild on the way, I'm trying to figure out the best way to move a bit closer to the family. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 27, 202619 min
Parents Supporting Adult Children
I recently joined CBS Saturday Morning with tips for parents who financially support their adult children. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 24, 202611 min
Tips for Retirement Planning
Working and retired Americans are much less confident in their financial ability to maintain a comfortable retirement compared to a year ago, according to a new survey from the Employee Benefit Research Institute. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 23, 202611 min
How to Calculate the Monthly Spend?
I've been tempted to contact the show to do a "how am I doing" check-in, but have one thing holding me back. I'm having trouble figuring out our monthly spend. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 22, 202621 min
Priorities as I Prepare for Retirement
With three more years left in the workforce, how should I be preparing as I start to think about retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 21, 202619 min
Second Guessing My Financial Decisions
After making some recent financial money moves, I'm starting to wonder if I made the right decision or if I made a mistake? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 20, 202618 min
Mid-Year Financial Check-In
I recently joined CBS Mornings with financial tips that will help you save money, from cutting bills and streaming services to savings accounts. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 17, 202610 min
Funding a Condo Purchase
Would it be wise to use money in one of my brokerage accounts to buy a condo in a place that aligns better with my way of life? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 16, 202612 min
Does My Plan Work, or Should I Be Worried?
Even though my husband says we're fine, I still find myself worrying about the markets and whether or not we have enough saved to last us for the long haul. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 15, 202622 min
Physical Job, Can I Retire at 57?
I'm 55, work a physically demanding job, and would like to retire in two years. Do I have enough saved to make it happen? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 14, 202612 min
Age Gap Couple With High Paying Jobs
With a significant age gap between us, what steps should we be taking as we plan for two very different retirements? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 13, 202623 min
Social Security Mailbag With Heather Schreiber
Because our recent Social Security webinar was such a hit, and we couldn't get to all the questions, today we're doing a mailbag episode with the Social Security Queen, Heather Schreiber. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 10, 202651 min
Finalizing My Exit Plan at 65
My industry is tech, and we've had tons of changes lately, so at 65 I'm wondering if my exit plan is a solid one? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 9, 202620 min
Would Like to Retire in Nine Months
I'm currently 58, retired at 49 with a pension, returned to full-time employment at 50 and now plan to retire again in nine months. Is our plan solid? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 8, 202615 min
Ensuring My Wife Will Be Taken Care Of
With a strong Alzheimer's history in the family, how can I ensure that my wife will be taken care of should it become necessary? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 7, 202618 min
Pension Options and Roth Conversions
With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 6, 202625 min
Fee-Only vs. Fee-Based
With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 3, 202615 min
Freedom vs Liquidity
I say pay off the mortgage, my wife says no. Can you be the judge? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 2, 202614 min
Am I Worrying Too Much About Taxes?
We are in good shape, but I don't want to do anything stupid. Am I worrying too much about taxes? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jul 1, 202616 min
Am I Ready for Retirement?
I'm officially retiring at the end of this week. Am I ready? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 30, 202615 min
I’m Fried, Can I Retire Next Year at 55?
My goal is to retire in 2027 at the age of 55 from my 24-year corporate career due to burn out. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 29, 202619 min
How to Spend What We’ve Saved?
Even though we have more money than we'll probably ever need, I'm still having a hard time spending down some of the accounts. Can you help?! Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 26, 202616 min
Making the Most of an Early Inheritance
My parents have offered to give me a big chunk of cash, but I'm not sure I agree with them on how it should be used. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 25, 202610 min
Should I Be Focusing on a Brokerage Account?
I'm only in my 30s, but with early retirement a real goal, should I be focusing on a brokerage account instead of retirement accounts? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 24, 202610 min
Can I Change Jobs and Still Hit My Goals?
Can I downshift my career (work less, make less) and still hit my goal of retiring by 60? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 23, 202615 min
Burnt Out After 42 Years in Corporate America
I'm 62, and after 42 years in the workforce, I'm wondering if I can comfortably retire? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 22, 202616 min
Help With Mom’s Asset Allocation
My mom is 75 and I'm helping her navigate her finances. Am I making the right moves? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 19, 202616 min
Why Use Bonds?
You always talk about bonds being part of a portfolio and I have stayed away from them the past five years but decided to add a small amount in last year and they are still in the negative column. What gives? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 18, 202615 min
Can I Make a Career Change at 57?
I work in entertainment and it's a bit unsteady at the moment, up and down, and really stressful. I want to change careers and get out of this chaos. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 17, 202614 min
Can I Take My Pension and Run?
We have saved over the past 30 years, live frugally, and I am hoping I can retire in July 2027, or possibly sooner. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 16, 202614 min
How to Fund a Renovation?
Should I drop my retirement contribution rate to 15% and save to build a garage or should I continue to contribute 24% and finance the build? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 15, 202617 min
Does My Early Retirement Plan Work?
Does my retirement plan work as is or should I be looking to buy a deferred income annuity? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 12, 202619 min
Where to Save in 30s and 40s?
Besides maxing out our workplace retirement accounts, we are looking for some guidance on whether to focus our savings in mainly pre or post-tax accounts. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 11, 202621 min
Investment Philosophy
How many stocks and ETFs should a person hold in a single account? Our new advisor has each of our accounts held in more than 20 different funds. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 10, 202611 min
Can I Retire in Four Years at 60?
I am 56 and have a very stressful job that is having negative impacts on my mental and physical health. Can I retire early or reset to a less stressful job? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 9, 202614 min
Are We Okay to Start Withdrawals?
With my husband now out of work on disability, are we okay to start pulling money from his 401(k)? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 8, 202624 min
Risk and Reward With Ben Carlson
Today we're sharing a recent chat with Ben Carlson, author and Director of Institutional Asset Management at Ritholtz Wealth Management. Ben joined us to discuss his recently released book Risk and Reward: How to handle market volatility and build long-term wealth, a modern guide designed to give you a better grasp of the biggest risks in investing and teach you how to protect yourself against them so you can survive the short-term, and thrive in the long-term. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
Jun 5, 202632 min
In Our 60s and Considering Retirement
My husband and I are considering retirement and we would like guidance on whether it's financially feasible. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 4, 202620 min
Roth or Not?
With two high salaries, does it make sense to start Roth contributions now, or wait until we retire to do conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 3, 202614 min
Is Early Retirement an Option for Me?
With the goal of having more control over my time, I'm considering early retirement. Do the numbers work? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 2, 202613 min
Do We Have Enough to Retire and Live Large?
My wife and I will be 55 this year, and after years and years of saving, how do I switch my mindset from saving to spending? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jun 1, 202623 min
Get a Financial Life With Beth Kobliner
Today we're sharing a snippet of our recent chat with Beth Kobliner, author, financial journalist, and advocate. For three decades and counting, Beth's bestseller Get a Financial Life: Personal Finance in Your Twenties and Thirties has been the leading financial guide for young people. Want more of Jill and Beth? Subscribe to Jill on Money LIVE to watch the full chat. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 29, 202610 min
Do I Still Need Term Life Insurance?
I'm 59 and my husband is 71, do we still need term life insurance? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 28, 202614 min
Should I Be Prioritizing the Mega Backdoor Roth?
Right now, all my excess money goes into a brokerage account. Is this the right move or should I be prioritizing the mega backdoor Roth? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 27, 202621 min
AI Is Eating My Business
With AI beginning to eat away at my business, I'm starting to panic. How should I be preparing given the risk/uncertainty around my livelihood? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 26, 202626 min
Make Your Bed With Admiral William H. McRaven
It's our annual Memorial Day tradition, as we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 20 million views online. McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoneyWe are planning on one more kid but the school tuition is certainly piling up. I think we are okay but would like some reassurance. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
May 25, 202630 min
Tired but Afraid to Retire and Spend
After running a business for many years, I'm exhausted and would like to retire, but can't come to grips with the idea of spending what I've saved. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 22, 202621 min
Lump Sum or Monthly Payment?
With retirement on the horizon after 41 years at the same company, is it better to take the monthly pension or the lump sum? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 21, 202619 min
Job Market Concerns for Young Americans
Less than half of Americans ages 15 to 34 felt like it was a good time to find a job in 2025, a new Gallup poll shows. We're discussing on the latest episode. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 20, 202611 min
Dialing in Our Retirement Plan
We are 55 and 59, have four grown kids, all launched. We started retirement savings late but have been working hard at catching up. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 19, 202623 min
Okay to Retire or Semi-Retire at 55?
With an early retirement offer likely, am I in good enough shape to call it quits in my mid 50s if necessary? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 18, 202620 min
Longevity Nation: Changing the Second Half of Our Lives
Today we're sharing a snippet of our recent chat with Michael Clinton, author, thought leader, and keynote speaker on the evolving personal and business effects of the New Longevity. Michael joined us to talk about his latest book, Longevity Nation: The People, Ideas, and Trends Changing the Second Half of Our Lives. Want more of Jill and Michael? Subscribe to Jill on Money LIVE to watch the full chat. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, ...
May 15, 20267 min
I’m 45, Can I Quit My Job?
Given that my job has turned toxic, I'm wondering whether I can just pull the plug and retire for my mental sanity? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 14, 202613 min
In My 60s and Feeling Concerned
Now that I'm in my 60s and no longer working full-time, I'm starting to have some concerns about our financial future. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 13, 202617 min
Are We on the Right Track at 42?
Now that we're in our 40s I'm starting to have major concerns about our financial roadmap. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 12, 202630 min
Real Estate Loan Dilemma
With a chance to refi, should I do it or should I be more focused on saving for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 11, 202620 min
Transitioning Back Into the Workforce
As I prepare to transition back into the work force with a new degree in hand, am I taking the right financial steps? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 8, 202624 min
Prepping for Retirement at 53
With retirement at the age of 53 just weeks away, are there any financial adjustments I should be looking to make? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 7, 202614 min
Realistic Next Steps for Living Life Now?
I work a far distance from my employer, but moving closer is much more expensive due to housing costs. Is it still worth considering? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 6, 202626 min
Still on Track to Retire at 55?
With some life changes over the last few years, are we still on track to retire in our 50s? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 5, 202618 min
Should I Stay or Take the New Job Offer?
Should I stay at my current job, one that comes with a pension, or make a move for a higher salary? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 4, 202616 min
Roth vs. Traditional
I'm struggling to make a decision in terms of pre-tax versus Roth. Will it matter in my situation? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May 1, 202618 min
Can We Afford to Help Out Our Sons?
With retirement right around the corner, can we afford to give our two sons a good amount of financial assistance? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 30, 202614 min
Pay Off My Mortgage Quickly?
I always hear you say not to make paying down the mortgage a priority, but my interest rate is 6.125%. Do I have permission? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 29, 202616 min
Can I Retire at 65 Instead of 67?
The original plan was to retire at 67, but now I'm wondering if I can call it quits at 65? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 28, 202613 min
Have We Saved Enough for Retirement?
With a bit of job uncertainty entering the mix, we're wondering if we have saved enough for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 27, 202622 min
Introducing Family Lore
Family Lore is a weekly narrative podcast that celebrates and investigates ancestral mystique. Each episode begins with a guest sharing a fascinating family legend, followed by a historical deep-dive to uncover the truth and meaning behind the tale. Available now: link.pscrb.fm/f0281/FLFD
Apr 25, 20263 min
Are We Ok to Be Work Optional?
After 30 years at the same company I was recently let go. Do I need to find another job? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 24, 202619 min
Can I Help Kids With Student Loans?
With both kids graduating with significant student loan debt, can I afford to help them out? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 23, 202617 min
I Want to Take Social Security Early
You usually tell people to wait to take Social Security as long as they are in good health and have a long life expectancy, and I tend to agree if a person doesn't need the money. That said, I'm starting to feel like I need the money. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 22, 202613 min
Evaluating Term Life Insurance Coverage
With a military pension and early retirement on the horizon, are we adequately covered by our existing term life insurance? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 21, 202614 min
Consolidating Old 401(k) Plans
With three different 401(k) plans in the equation, is there an easy way to simplify and make my financial life easier? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 20, 202612 min
Managing the Finances for My Mother
Should I be making any adjustments as I manage the finances for my 87 year old mother? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 17, 202612 min
Planning Around Our Pensions
With two pensions in the mix, how should we be planning for our eventual retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 16, 202616 min
Managing a Career Transition
With a major career transition on the horizon, how should I be preparing financially? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 15, 202615 min
Trying Not to Screw It Up
After being diligent savers for many years, we want to make sure we don't do anything to screw things up. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 14, 202614 min
What Should I Be Doing Differently?
As I get closer and closer to 60, should I be doing something different with my investments? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 13, 202614 min
Help My Parents Plan for Retirement
I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 10, 202623 min
Reset Dilemma Advice
With a large inheritance now part of the equation, is it time for me to make a major reset? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 9, 202613 min
Has My Roth Conversion Ship Sailed?
During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 8, 202617 min
Should I Tap a CD or My Roth?
I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 7, 202614 min
Concerned About Running Out of Money
I am concerned about running out of money since I am 78 and my husband is 74. Will we be okay? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 6, 202626 min
A Holistic Giving Solution for Donors and Advisors
It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by Julie Sunwoo, the President of DAFgiving360. The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 3, 202614 min
Encore Career at Age 50?
Knowing that I just turned 50, can I still make a career change to something that I am passionate about? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 2, 202614 min
Retirement in Three Months?
My job is just so stressful, and with parents who died early, I really want to retire. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Apr 1, 202613 min
10 Years Until Retirement, Can I Do It?
I want to retire at 65 and collect my Social Security at 67. Is it possible? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 31, 202612 min
Life Has Changed, Are We Okay?
With some changes within our household, I'm wondering if I'm still on track to retire in my 60s? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 30, 202620 min
Can I Quit My Job at 57?
I'm burned out and looking for reassurance that I am in a good financial position in order to leave my job. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 27, 202623 min
Laid Off at 62, Will We Be Okay?
My husband just got laid off after 20 years at the same company. Will we be okay? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 26, 202623 min
Struggling to Even Think of Retirement
If we continue doing what we're doing for the next 20 years or so, are we on track to retire at 70? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 25, 202626 min
Is 67 Our Magic Number to Retire?
With various accounts scattered between us, we're wondering if we'll be able to retire in five years when we turn 67? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 24, 202613 min
Balancing Retirement With Tuition
We adopted two children late in life, and with both now in high school, we are trying to balance saving for retirement with the upcoming college tuition. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 23, 202619 min
Welcome to Becoming You with Suzy Welch
Here on Jill on Money, we spend a lot of time crunching the numbers. We talk about the "how" of your life, the 401(k), the tax strategies, and the early retirement aspirations. But we all know that the "why" is often the hardest part to solve. That’s why I’m so excited to introduce you to a voice who is cutting through the noise of modern life and work: Suzy Welch. Suzy is a three-time New York Times bestselling author, a business journalist, and the powerhouse professor behind NYU’s most popular self-discovery class. She is a leading expert on decision-making and the pursuit of authentic purpose, and she does it all without the fluff. In her podcast, Becoming You, Suzy dives into the irreverent, messy, and altogether beautiful process of figuring out who you are (and who you want to be). Find Becoming You with Suzy Welch everywhere you get your podcasts.
Mar 21, 20261 min
Too Much in a Single Stock?
With over a million-dollars in a single stock, are we taking on too much risk? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 20, 202627 min
Can I Retire in 18 Months?
Knowing that my wife will continue to work, and I may even do some part-time work, can I retire from my full-time job in the near future? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 19, 202618 min
Are We on Track, or Way Off?
On the one hand I think we save a lot, but we also make a lot, so it feels like we also spend a lot! Are we on track, or way off? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 18, 202614 min
Moving From Saving to Spending
Now that I'm fully retired, I'm having a hard time making the transition from saving to spending. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 17, 202619 min
Thinking About Quitting My Job
I'm thinking about quitting my job without getting another job. The thought of doing this stresses me out, but my husband says that we would be fine on his income alone. Is he right? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 16, 202614 min
Options After Losing Retirement Match
Now that my employer ditched the company match, is it even worth using the retirement plan? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 13, 202618 min
Is Early Retirement a Possibility?
Given our fairly low expenses, is it reasonable to “retire” once we reach three million in assets? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 12, 202617 min
Can We Stop Saving for College?
With two young kids, and with a lot of money already saved in 529 plans, is it wrong to think we can stop saving for college? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 11, 202613 min
Are We Really Ready to Retire Early?
My husband wants to retire in a year when he turns 55, but I don't feel comfortable with our numbers. Am I wrong? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 10, 202619 min
Impact of Iran War on Economy
I joined CBS Saturday Morning to discuss how the war against Iran is impacting the overall economy. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 9, 20267 min
Career Transitions With the Help of AI
From the CEO of Boxed to the artificial intelligence landscape, Chieh Huang is back on the show to discuss his latest creation, Pelgo, an AI generated personal career transition agent, whether you're starting out, leveling up, or reinventing what’s next. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 6, 202632 min
Financially Supporting a Parent
Five years ago, my mom sold her house and moved in with us, and we're covering all her expenses. Are we jeopardizing our own retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 5, 202623 min
How to Handle My Pension Options
With various pension options to choose from, analysis paralysis is starting to set in. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 4, 202616 min
On Track for FINE?
As we pursue financial independence, could an annuity act as a pension and give us a floor so we feel comfortable spending a set amount? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 3, 202618 min
Should I Convert My TSP?
With no need to tap my pre-tax retirement accounts, should I consider converting to a Roth? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Mar 2, 202612 min
Do I Need to Find Another Job?
After being laid off in 2024, I'm starting to wonder if I really need to keep looking for another job? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 27, 202618 min
Why Not a Roth Conversion?
Under which scenario would a Roth conversion not make the most sense? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 26, 202616 min
Reducing Retirement Savings for a House
Would it be a mistake to reduce our retirement savings in order to float the purchase of a more expensive house? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 25, 202618 min
Changing Investment Firms
My planner of 20 plus years has struck out on his own with a large fiduciary firm and would like me to move my money to his new company. Should I? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 24, 202615 min
Full-Time Caregiver, Will I Be Okay?
I'm a full-time caregiver for my parents and now I'm starting to wonder if my own finances are okay for the long haul? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 23, 202617 min
Planning After the Death of My Wife
After the death of my wife I'm looking to make some changes with my finances. Am I making a mistake? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 20, 202618 min
Am I on Track for a 2028 Retirement?
There is a pretty good chance I am going to be offered a voluntary early retirement at some point in the near future. Am I in good shape to call it quits? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 19, 202621 min
Can We Retire Now if We Get Laid Off?
If we wind up jobless next year, can we retire early and focus on our health? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 18, 202613 min
Are We on the Correct Path?
We’re DIY investors and are really just looking for a sanity check in terms of what’s a realistic retirement timeline and nest-egg target for a household like ours? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 17, 202616 min
Can I Quit My Job and Become an Artist?
I want to quit my job and take the leap and try to write full-time, but the idea is terrifying. Should I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 16, 202623 min
Retirement and Leaving a Legacy
With two sizable pensions in the picture, can I retire and focus on leaving a legacy for my kids? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 13, 202613 min
Time for a Financial Reset?
By letting go of my home, it opened up an entirely new career as a realtor and interior designer. Can this be my new path? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 12, 202621 min
I Got a Late Start, Am I Okay for Retirement?
I got a late start, and even though my financial advisor says I am doing fine, I am still concerned about my retirement and would like another opinion. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 11, 202612 min
How to Handle Home Sale Proceeds
After selling our prior house, we now have $250,000 in proceeds and want to be intentional about how we use it. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 10, 202614 min
Can I Move Up My Retirement Age?
The plan was to retire in a few years at 67, but now I'm wondering if I can call it quits at the end of this year? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 9, 202616 min
Is Investing a Pipe Dream?
Is there any hope for hard working, tax paying Americans who love this country but feel any investment is a pipe dream? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 6, 202620 min
Should I Pursue a Great Money Reset?
Burnout at work is bad and I think I might be ready for my “Great Money Reset” in the form of a sabbatical of some type. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 5, 202616 min
Can I Retire Before Kids Are Done With College?
I'm 49 and would like to retire in seven years at 56 before my kids are finished with college. Doable? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 4, 202617 min
Can Dad Retire Comfortably?
My dad is 68 and I've been his financial helper for the last few years. He wants to retire and I'd like to make sure I'm not missing something critical. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 3, 202616 min
Inherited IRA Opportunities?
After receiving an inheritance in the form of an IRA and a brokerage account, I would like to use this money to change my life to better align with my goals. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Feb 2, 202614 min
The Way of Excellence With Brad Stulberg
Today we're joined by Brad Stulberg, author of the recently released book, The Way of Excellence: A Guide to True Greatness and Deep Satisfaction in a Chaotic World. Whether you are practicing guitar, pushing your limits at the gym, leading a team, honing a craft, studying medicine, or giving yourself the time and space to finally write that book, the pursuit of excellence is a big part of what makes life worth living, and it is for all of us. Too often, we get caught up in convenience and distraction to the detriment of our true potential. The good news is that we can set ourselves on a better path, one that includes more aliveness and resonance, more connection to self and others. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
Jan 30, 202635 min
To Pay Off My House or Not?
I’m debating whether to pay off our mortgage. We currently owe $187kat a 5.4% interest rate on a home worth about $800k. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 29, 202614 min
My Wife Has Cancer, Can We Build Her Dream Cabin?
Given a bad diagnosis for my wife, can we safely build her dream cabin and retire early? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 28, 202621 min
Am I on Track to Retire Comfortably at Age 67?
I have worked very hard to save as much as possible but I am not sure if it will be enough to maintain my current standard of living if I want to retire at 67. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 27, 202619 min
Tax Season 2026 Opens
Tax filers, start your engines, tax season officially opens on January 26th and this year, there are going to be a slew of changes that could impact you. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 26, 20267 min
Save for Retirement or a House?
As a single guy living in a high-cost area, am I better off renting forever or am I missing something by not pushing harder to buy? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 23, 202617 min
Inheritance Coming Our Way
I am due to receive a big chunk of money as an inheritance and I'd love to get your input on how best to use the money. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 22, 202617 min
At What Age Would I Be Able to Retire?
I live in a very expensive city and would like to remain here in retirement. Knowing this, how much longer will I need to work? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 21, 202614 min
Can I Call It Quits and Live a Little?
I badly want to take a break from a well paying career, likely with no chance of going back, yet I'm concerned about healthcare until I turn 65. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 20, 202621 min
Can I Retire at 62 in 2027?
Can I retire at 62 in 2027, or can I even call it quits a bit earlier and be done at the end of this year? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 19, 202618 min
Burned Out and Really Want to Quit
I'm 62 years old and burned out after 30 years as a nurse. I want to retire in 2026 if possible. Can I? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 16, 202617 min
When Can I Downsize My Job?
I want to stop working at my current job in the next few years and move into a second act job that is less stressful and more meaningful. Is it doable? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 15, 202619 min
Can Trump Cap Credit Card Rates?
President Trump says he wants to cap credit card interest rates at 10% for a year by Jan. 20. I joined CBS Mornings to break down if the president has the ability to cap rates and what it would mean for you. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 14, 202614 min
Roth Conversions Leading to Early Retirement?
While I’m in the 22% tax bracket, should I begin making small annual Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 13, 202614 min
Managing the Moving Parts
As we head into retirement it feels like we're juggling a lot of moving parts. Is there anything we're missing? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 12, 202623 min
Do You Need a Registered Investment Advisor?
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. To break down all the ins and outs of RIAs, we're joined by Jon Beatty, head of Schwab Advisor Services at Charles Schwab. As Managing Director, Jon oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $5.0 trillion in assets under management. You can learn more about Schwab and their support of independent financial advisors here. Schwab Advisor Services™ is a division of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The comments, views, and opinions expressed are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
Jan 9, 202618 min
Roth vs Pre-Tax 401(k) Contributions
My employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this impact my paycheck? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 8, 202613 min
Can I Fully Retire in 2-3 Years?
Can I fully retire in two or three years or do you think I'll need to find a part-time job? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 7, 202613 min
Could Operation in Venezuela Impact Gas Prices?
President Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of crude oil still in the ground, which is about 20% of the world's reserves. I joined CBS Mornings to explain how it could impact U.S. prices. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 6, 202615 min
Pension Lump Sum or Annuity?
Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 5, 202613 min
The Secrets of Perfect Timing Part Two
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 2, 202623 min
The Secrets of Perfect Timing Part One
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Jan 1, 202617 min
Should I Be Making Financial Tweaks?
I'm 64 and wondering if I should be making any tweaks to my financial game plan? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 31, 202513 min
Feeling Stuck as I Approach Retirement
I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 30, 202516 min
Do I Have Enough to Slow Down?
Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 29, 202511 min
Taking Advantage of a Unique Year
Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 26, 202519 min
Happy Holidays From Jill and Mark!
Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one! Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 25, 20254 min
Burned Out in Tech, Can I Retire at 49?
I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 24, 202519 min
Maximize Our Assets and Optimize Our Taxes
We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 23, 202522 min
Am I Ready to Retire at 62?
I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 22, 202520 min
Roth Conversion Strategy
Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 19, 202520 min
If I Retire, Does Our Plan Work?
If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 18, 202521 min
Is Retirement in 2027 a Possibility?
I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 17, 202514 min
Too Much in Pre-Tax Retirement?
I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of years? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 16, 202514 min
Can I Retire in Two Years?
I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 15, 202525 min
Restarting After a Divorce
I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 12, 202517 min
Saving in the Wrong Places
After getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 11, 202512 min
Roth or Pre-Tax 401(k)?
Is it time for me to make the switch from a pre-tax 401(k) to a Roth 401(k)? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 10, 20259 min
Seeking Financial Flexibility
We're in our 50s and seeking greater financial flexibility as we start to plan for our retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 9, 202512 min
Can I Retire in Just Over Two Years?
Am I on track to have a bit more flexibility, or even retire, in just over two years at the age of 62? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 8, 202513 min
Are the Numbers Too Good to Be True?
After playing with a bunch of retirement calculators, and seeing really positive results, are the numbers too good to be true? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 5, 202511 min
Keeping All the Balls in the Air
After doing my best to keep our financial house in order, is it time to enlist the help of a financial planner? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 4, 202513 min
Planning Around a Diagnosis
How should we be managing our finances after learning that we'll need to care for a family member? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Dec 3, 202511 min