show episodes
 
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.
 
Certified Dave Ramsey Master Financial Coaches providing a fully, well rounded coaching and teaching experience to help you SAVE, INVEST, and PROTECT your hard earned money by self-made, everyday millionaires who have walked the walk. Providing consumer help, how to invest your 401K, and protect your assets and personal information. All free with no sales pitches. Helping everyday consumers save, invest and protect their hard earned money to become financially independent. Saving by becoming ...
 
If you’re 55 and older and thinking about retirement, then this podcast is for you. From tax planning to managing your investment portfolio, it covers the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
The Stock Moe Money Show podcast is packed full of great free stock picks and fantastic financial research. I truly am trying to create something special with this podcast in hopes of helping as many people as possible. I have won 2 national championships and 15 state championships with my students when it comes to investing and was a licensed stockbroker and financial advisor with my series 7 and 63 before that. I feel as though I have a lot to offer and hopefully you will see that too. Tha ...
 
Podcast-Eligible is a staying-healthy and saving-money with an FSA or HSA podcast brought to you by FSAstore.com and HSAstore.com. With the largest selection of guaranteed FSA- and HSA-eligible products, intuitive educational resources and more, the two e-commerce platforms are streamlining the intersection of healthcare accounts, technology, and personal finance.
 
Do you ever feel like there’s this secret language of money you can’t speak? Or that financial security is only understood and enjoyed by those who come from money, or work as bankers, brokers, analysts, and accountants? Moneysplained is a personal finance podcast that breaks down those barriers and fills in the education gaps for people afraid of admitting what they don't know about money.
 
Matt G from the Habesha Finance Podcast reveals his strategies and knowledge to help you achieve financial independence and overcome your money problems. Matt, the son of two Habesha immigrants, is an engineer who understands there’s not just one way that leads to financial freedom and that’s what he’s here to explore. From saving for retirement to graduating college debt free to interviews with Ethiopian and Eritrean entrepreneurs he covers all topics related to personal finance and habesha ...
 
Bob Seng, J.D. and the other experts at Benefit Comply, LLC discuss the most pressing regulatory issues affecting employers who sponsor employee benefits. Become a Benefit Comply client to receive these podcasts sooner and have access to robust show notes and other compliance resources.Bob Seng J.D. is a Principal and Senior Compliance Consultant for Benefit Comply, LLC. An ERISA and employee benefits lawyer with 25 years of experience, he was formerly a partner with Dorsey & Whitney in Minn ...
 
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (www.directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDF ...
 
Control your finances, make better money decisions, plan for success, and have a beer! Bi-weekly, we discuss finance topics, joined periodically by special guests aligned with the topic, while enjoying a cold one. Content ranges from personal finance, investing, getting out of debt, budgets, business, and beer. BONUS CONTENT The Monday Morning Coffee Break - we break down the prior week's top 20 financial news headlines Finance Friday (bi-weekly) - we provide you with our freaky fast finance ...
 
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
 
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show series
 
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from the YFP Facebook Group: Can I enroll in an HSA outside of my employer's health insurance plan? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group YFP 165: The Power…
 
Thursday, June 3rd: STOCK MOE MONEY SHOW WITH MRS MOE CRYPTOCURRENCY INTEREST PAYMENTS - MY TAKE ON ETHEREUM & HSA INFO. Join our private community over at PATREON to talk stocks that could grow your portfolio to new levels. I will have exclusive materials as we move forward and my own stock purchases and a brand new high-growth portfolio that I am…
 
Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental in Chicago that he bought ten years ago. Mark explains how his rental in Chicago paid for his daughter's braces. Mat uses his HSA to invest in public stocks and crypto. Why an HSA? You get a tax deduc…
 
On this episode of DIY Money, Quint and Daniel give advice on whether you should halt contributions in your 401K to pay off high-interest debt.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything from budgeting, savings, investing, stocks, bonds, debt. Dave Ramsey, Jill On Money, Smart Money, Motley Fool
 
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his futu…
 
Anthony Giuliani discusses his rapid growth in real estate investing, focusing on acquiring large multifamily investment properties with a long-term buy and hold strategy. Mentioned on the Show Join the YFP Real Estate Investing Facebook Group Bigger Pockets Podcast YFP 130: House Hacking Your Way to Financial Freedom The House Hacking Strategy: Ho…
 
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his futu…
 
Husband wants to convert to a Roth, wife says not so fast. Is one right and the other wrong? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adcho…
 
We have a great lineup of your social media questions. We have received so many positive comments about these episodes. If you have a question for us please email to podcast@rocklandusa.com QUESTION 145 y.o bachelor. Roth 401k through my employer, and a Roth IRA, and I’m fortunate to have a pension as well. With my […]…
 
Thursday, June 10th: Stock Moe Money Show Episode 34 Best Investments to Buy Now and How Retire Early. Join our private community over at PATREON to talk stocks that could grow your portfolio to new levels. I will have exclusive materials as we move forward and my own stock purchases and a brand new high-growth portfolio that I am sharing with ever…
 
YFP Co-founder and Director of Financial Planning, Tim Baker, discusses common financial errors ranging from those made with investing, insurance, credit, and more. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP Planning: Financial Planning for Pharmacists Mint YNAB YFP Budget Template Equifax…
 
With grad school on the horizon, now comes the decision about how to pay for it. Should you dip into your savings? Take out a loan? Or is there another option? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.co…
 
Mark and Mat answer your questions about owning crypto in a Roth IRA, like: "Can you move crypto you already own to a Roth IRA?" "How do I save taxes on crypto I already own?" "If I use an IRA to own crypto, can I access my money before retirement?" and more. Visit DirectedIRA.com to learn more!By Mark Kohler and Mat Sorensen
 
You need to finance a home improvement project yet most of your money is tied up in retirement accounts. Is there a good alternative? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your a…
 
Have you thought about which Medicare plan is best for you? What are you waiting for? Don’t wait until the last minute to understand your options! Here to help us navigate the complexities of Medicare is our returning guest, Danielle Kunkle Roberts. Danielle co-founded Boomer Benefits in 2005 in Fort Worth, TX. Boomer Benefits is an award-winning i…
 
How can you create a financial plan before you know where to aim? Your unique goals in life, what drives you, what you want to accomplish and what’s truly important - those are the targets. Not simply “retire some day”. You don’t have to read a ton of self-help books or try to discover this on your own. There is a process that has been refined by t…
 
With things around the country starting to resemble something normal, many employers are calling workers back into the office, and after many months of working from home, many aren't so eager to go back, including our latest caller. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Pod…
 
In this podcast I go over some tips to help those who are not going to college right after high school. College is not for everyone AND that is ok. In this video podcast I share some financial advice for those who are graduating high school and just not sure what to do next. The actions you take right after high school will have consequences, good …
 
I had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, including meme stocks, cryptocurrencies, the state of the housing market, and the Eye on Money, my latest podcast project with CBS Audio. Have a money question? Email me here. Please leave us a rating or review in Apple Pod…
 
Award-winning Wharton Professor Katy Milkman has devoted her career to the study of behavior change, and this weekend she joins us to discuss her recently released book, How to Change: The Science of Getting from Where You Are to Where You Want to Be. Change comes most readily when you understand what's standing between you and success and tailor y…
 
Pharmacist, real estate agent, and investor, Nate Hedrick explains ten common real estate terms in today’s market and what they mean to potential investors. Mentioned on the Show YFP Real Estate Concierge Service YFP Real Estate Investing 02: Long Term vs. Short Term Rental Property Investing - One Pharmacist’s Perspective Rich Dad Poor Dad: What t…
 
Award-winning Wharton Professor Katy Milkman has devoted her career to the study of behavior change, and this weekend she joins us to discuss her recently released book, How to Change: The Science of Getting from Where You Are to Where You Want to Be. Change comes most readily when you understand what's standing between you and success and tailor y…
 
In this bonus episode of “Investing Insights,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Market X-Ray," our new podcast that looks at investment opportunities and risks that go beyond the market headlines.  Want to hear more? Let us know at podcast@morningstar.com. Companies mentioned i…
 
I'll tell you what, I'm quite content being on the sidelines given the current state of the totally wacky and crazy housing market. Unfortunately, many of our listeners aren't so lucky. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Lea…
 
Nate Hedrick discusses strategies for buying a home with student loans. He talks about the decision to rent vs. buy, how to determine if you're ready to buy, and three strategies to consider when deciding to buy a home with student loans. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists Register for the Free Webinar: Investing…
 
Is there a sweet spot when it comes to the number of funds you should be using in your overall portfolio? Here's a little secret, more funds does NOT necessarily mean a bigger return. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn…
 
Wednesday, June 2nd: STOCK MOE MONEY SHOW Ethereum Price Prediction and Crypto Discussions. Join our private community over at PATREON to talk stocks that could grow your portfolio to new levels. Get up to $250 in free Bitcoin at BlockFi https://blockfi.com/moe and start earning interest today. I will have exclusive materials as we move forward and…
 
On this episode in DIY Money, Quint and Daniel spend this time talking about their careers in finance and how they got started.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything from budgeting, savings, investing, stocks, bonds, debt. Dave Ramsey, Jill On Money, Smart Money, Motley Fool
 
When it comes to target date funds, what's the right strategy? Should you be using one fund or multiple funds with different years? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.co…
 
Do you know when you should sign up for Medicare? Will your prescription drugs be covered by Medicare or do you need to start looking into alternative options? If you are confused and overwhelmed by Medicare and all the complexity that surrounds the government program, you aren’t alone! After talking with many of her clients over the years, Daniell…
 
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directe…
 
In this video I go over the US Total Stock Market Index Fund at Vanguard, Fidelity and Charles Schwab. We'll compare how these index funds are similar and how they're different so you can make the best choice for you as you invest and make money. For the full video click here Subscribe on YouTube! HOW WE PAID OFF $250,000 in LESS THAN 22 MONTHS 💸 E…
 
Congratulations! As you approach retirement, your investment portfolio has grown to a size that you suspect you’ll be fine to stop working and live the good life. But…. how do you actually generate income from those retirement accounts? And how should you invest now that you’re so close to retirement? I use a bucket strategy to talk about investing…
 
When you're a do-it-yourself investor it's very easy to second guess your strategy. That's what Aunt Jill is here for! Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
 
New York Times best-selling author and psychotherapist Esther Perel joins the show this Memorial Day weekend to discuss balancing working from home during the pandemic and maintaining healthy relationships, as well as new rituals of grief and mourning that were created over the past year. Perel, the author of “Mating in Captivity” and “The State of…
 
New York Times best-selling author and psychotherapist Esther Perel joins the show this Memorial Day weekend to discuss balancing working from home during the pandemic and maintaining healthy relationships, as well as new rituals of grief and mourning that were created over the past year. Perel, the author of “Mating in Captivity” and “The State of…
 
Rachel Gainsbrugh provides insight, practical advice, and resources for finding, managing, and growing your short-term and medium-term real estate rental portfolio. Mentioned on the Show YFP Real Estate Investing 02: Long Term vs. Short Term Rental Property Investing - One Pharmacist’s Perspective Join the YFP Real Estate Investing Facebook Group R…
 
New York Times best-selling author and psychotherapist Esther Perel joins the show this Memorial Day weekend to discuss balancing working from home during the pandemic and maintaining healthy relationships, as well as new rituals of grief and mourning that were created over the past year. Perel, the author of “Mating in Captivity” and “The State of…
 
You're about to refinance and aren't sure if you should take out a 20 or 30 year mortgage. You're tempted by the 20, but maybe your gut is telling you otherwise. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad ch…
 
Thursday, May 27th: Best Crypto To Buy and How To Transfer It To BlockFi With EV Stocks Reviewed STOCK MOE MONEY SHOW. Join our private community over at PATREON to talk stocks that could grow your portfolio to new levels. I will have exclusive materials as we move forward and my own stock purchases and a brand new high-growth portfolio that I am s…
 
Alex Barker, the founder of The Happy PharmD, talks about the current state of the pharmacy job market, considerations for those looking for their first position or switching jobs, and the intersection between your career and your financial plan. Mentioned on the Show: Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP…
 
The goal is to retire in just under two years, basically 1/1/2023. Are you on track to achieve your goals? Is there anything that needs to be tweaked? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visi…
 
Wednesday, May 26th: STOCK MOE MONEY SHOW Best Stocks To Buy Now With Best Cryptos To Buy Now. Join our private community over at PATREON to talk stocks that could grow your portfolio to new levels. Get up to $250 in free Bitcoin at BlockFi https://blockfi.com/moe and start earning interest today. I will have exclusive materials as we move forward …
 
On this special episode of DIY Money, Quint talks about the current real estate market with Realtor Kelly Karls.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything from budgeting, savings, investing, stocks, bonds, debt. Dave Ramsey, Jill On Money, Smart Money, Motley Fool
 
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