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.
 
Loading …
show series
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
How Does My Car Loan Payment Affect My Mortgage? · Car payment of $250/month: It will reduce your purchasing power $50,000 · Car payment of $400/month: It will reduce your purchasing power $90,000 · Car payment of $600/month: It will reduce your purchasing power $141,000 · Car payment of $1000/month: It will reduce your purchasing power $235,000…
 
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…
 
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…
 
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…
 
May has been a volatile month for the stock market amid concerns over inflation and how the Federal Reserve might respond. I joined CBSN to discuss how to navigate the choppy waters. 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 …
 
In this absolutely insane housing market, does it make sense to buy or keep renting? It depends. 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…
 
Am I being punished by the tax code for being single? Or should I find something more important to worry about? 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…
 
Our guest this weekend, Dorothy A. Brown, became a tax lawyer to get away from race. As a young black girl growing up in the South Bronx, she’d seen how racism limited the lives of her family and neighbors. Her law school classes offered a refreshing contrast: Tax law was about numbers, and the only color that mattered was green. But when Brown sat…
 
Our guest this weekend, Dorothy A. Brown, became a tax lawyer to get away from race. As a young black girl growing up in the South Bronx, she’d seen how racism limited the lives of her family and neighbors. Her law school classes offered a refreshing contrast: Tax law was about numbers, and the only color that mattered was green. But when Brown sat…
 
If your situation is fairly straightforward, is there anything wrong with using a robo-advisor? Or are you better off using an actual financial advisor? 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. Vi…
 
According to a Pew survey, 66% of unemployed workers considered a new career during the pandemic. I joined CBS This Morning with some tips to consider when making a career change. 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 mor…
 
The pandemic knocked a lot of people down. Thankfully some were able to get back up. Our latest caller is an example of the latter. 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…
 
Saving for your golden years is often the easy part, trying to figure out how to live in retirement can be the hard part. 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/adchoice…
 
Are you over saving for retirement to the point where you're not able to totally enjoy life? If so, it may be time to reevaluate the game plan. 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 podca…
 
This weekend we're joined by Ellen Bennet, author of Dream First, Details Later: How to Quit Overthinking & Make It Happen! As a 24-year-old line cook, Ellen Marie Bennett couldn't stand the kitchen staff’s poorly designed, cheaply made aprons. So when her head chef announced he was ordering a new batch, she blurted out, “Chef, I have an apron comp…
 
This weekend we're joined by Ellen Bennet, author of Dream First, Details Later: How to Quit Overthinking & Make It Happen! As a 24-year-old line cook, Ellen Marie Bennett couldn't stand the kitchen staff’s poorly designed, cheaply made aprons. So when her head chef announced he was ordering a new batch, she blurted out, “Chef, I have an apron comp…
 
The Consumer Price Index rose 4.2% in the past year, the biggest growth in 12 1/2 years. Prices from computer chips & cars to groceries, gas and lumber continue to rise, and a recent study indicates that many Americans are concerned about the rise in household expenses. On today's show I'll do my best to put these numbers into perspective. Have a m…
 
Today I get to play the role of marriage counselor! One spouse has some investment ideas and the other isn't exactly sold on the idea. Who's right? 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 p…
 
You've done a great job of saving for retirement, and I mean GREAT, but now you're wondering how you'll be impacted by taxes and RMDs. 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…
 
FHA - If the loan is a purchase or a rate and term refinance, the client cannot have more than 2 X 30 lates in the past 12 months from the application date. Fannie & Freddie - The client cannot have any 60 day lates in the last 12 months prior to the date the credit report was pulled through closing. - Borrower can have 30 day lates within the last…
 
What's the best way to get on track for retirement? That's an easy one my friends! Start socking away that money :) 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…
 
I joined CBS This Morning to discuss what Americans need to know about filing for taxes this year, ahead of Tax Day on May 17. 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/adc…
 
I am often asked about the best retirement plan options for entrepreneurs and sole proprietors. There's a lot of choices out there, and it's not always so easy to determine which plan makes the most sense, that's why on this episode we're glad to welcome back Michael Goodman for a little small business bootcamp! As the president of Wealthstream Adv…
 
I think it's officially time for a deep dive on the spring housing market. Joining us this weekend is Maria Fregosi, the Chief Investment Officer at Homepoint Financial. Where is the housing market going next? Despite the fact that we are coming to the end of the pandemic with accelerated vaccinations, many companies have announced that employees w…
 
I think it's officially time for a deep dive on the spring housing market. Joining us this weekend is Maria Fregosi, the Chief Investment Officer at Homepoint Financial. Where is the housing market going next? Despite the fact that we are coming to the end of the pandemic with accelerated vaccinations, many companies have announced that employees w…
 
Who wouldn't want to retire early and travel the world? Our latest caller is trying to make that dream a reality. Can she pull it off? 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…
 
Stop the presses, it's yet another question about whether or not it makes sense to be doing Roth conversions. All Roth, all the time, by far the most popular topic on the show. 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 a…
 
Just like yesterday, we have a caller trying to figure out if it makes sense to use the Roth 401(k) option at work. Unlike yesterday, this is a pretty straightforward question. 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 a…
 
You recently made the decision to make your 401(k) contributions post-tax and now you're wondering if you made the right decision. This particular scenario is certainly not a black-and-white situation. 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.joel…
 
There are more signs that the U.S. economy is roaring back to life, and President Biden is proposing trillions of dollars in new government spending. I joined CBS This Morning: Saturday to discuss the economy and the president's plan. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme m…
 
You've landed a job. Now what? To help answer that question, we're joined this weekend by Gorick Ng, author of The Unspoken Rules: Secrets to Starting Your Career Off Right. No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how t…
 
You've landed a job. Now what? To help answer that question, we're joined this weekend by Gorick Ng, author of The Unspoken Rules: Secrets to Starting Your Career Off Right. No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how t…
 
Welcome to a special bonus episode for Side x Side with U.S. Bank, a limited series. A collaboration with my show and others. On this episode we're joined by Gunjan Kedia, Vice Chair, Wealth Management and Investment Services at U.S. Bank. Throughout our chat we'll talk about the gaps that exist socially, economically and financially. And how they …
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login