Money Moves with Jill Schlesinger
There’s a lot of dopey financial advice out there. Jill Schlesinger is here to call it out, answer your questions, break down the financial news that actually matters, and help you manage your money without losing your mind. No jargon. No judgment. Just clear, actionable financial guidance about saving, investing, buying a home, managing your career, and deciding how to spend your hard-earned dollars.When it’s time to panic, Jill will tell you. When everyone else is panicking and you shouldn’t be, Jill will tell you that too.Your money. Your move. Let’s go. New episodes drop every Tuesday and Thursday.
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Artificial intelligence is on everyone’s lips these days, but what does it actually mean for your wallet? Jill and Mark are breaking down what you need to know about AI and your portfolio, including how to protect yourself from potential market turmoil.Plus, Jill and Mark help caller Cody prepare for a major career shift.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Do you really need an MBA? Well, it depends. In today’s episode, Jill and Mark break down when an advanced degree is actually worth the price tag, and when it might not be.Plus, they help caller Cory navigate a big retirement decision: Should he take the pension and give up some flexibility?Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
It’s an age-old question: Should you keep renting, or bite the bullet and buy your home? Today, Jill and Mark try to help caller Alan answer that very question, and the answer may be more complicated than you think! Plus, is anybody hitting the town anymore? As the price of a cocktail rivals the price of your lunch, Jill makes the case for staying in.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
You heard that right: Jill is rooting for a market crash. In today’s episode, Certified Financial Planner Kayla Sabbagh joins Jill and Mark to explain why Jill might be onto something, and how, in some cases, a market crash can be good for your wallet.Plus, Jill and the gang help caller Jessica make a financial plan for her move across the country.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Caller Brittany's family business has left her and her husband financially underwater. Jill, Mark, and special guest host Kayla Sabbagh help her decide if selling their house is the fresh start she needs, or just a temporary fix.Plus, out-of-office emails: what yours really says about you, and when the details cross the line from professional into TMI. Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Should Botox be a line item on your budget? Special guest host and Certified Financial Planner, Kayla Sabbagh, joins Jill and Mark to discuss the rise in cosmetic procedures among young people, and how to manage your face and your finances. Plus, can you guess the price of private school in Indiana? Jill, Mark, and Kayla counsel caller Rachel on whether or not she can afford to pay to send her kid to private preschool.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Should you dump the corporate grind for the freedom of a side hustle, or is that itch better left unscratched? In today's episode, Jill, Mark, and special guest host Kayla Sabbagh dig into the rise of the gig economy, and maybe even make the case for corporate America. Plus, they chat with Ben, founder of Ready Golf Club, to talk about how he's built a business on the side without blowing up his day job.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
It’s a career advice episode!Jill and Mark tackle the big questions: Should you follow a great mentor or stay for a bigger paycheck? When does switching fields make sense? And is owning your own business really better than being an employee?Plus: Jill weighs in on appropriate office attire (spoiler: no shorts for men) and Mark wonders whether his wife is spending too much money on accessories.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Is the wealth gap really closing in America? Jill and Mark dig into new data suggesting the divide between higher and lower-income Americans may be narrowing.Then, they respond to commenters who took issue with their takedown of Jeremy Grantham’s warning to ditch U.S. stocks and revisit Jill’s experience predicting the dot-com bubble before it burst.Plus: TikTok’s viral “recession indicators” might be a joke, but what should you actually do to prepare for an economic downturn?Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Jill and Mark reflect on their teenage summer jobs as teen employment hits its lowest level since the summer of 1948. What will become of American adolescence without those formative experiences scooping ice cream and lifeguarding? Then, Katelyn asks how her college-bound oldest son can begin investing. Plus: Jill and Mark explore the delicate dynamics of loaning money to friends and how a financial favor can change a relationship.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Jill and Mark discuss the rise of “helicopter parenting” in the workplace, why mom and dad need to back off. Then, they help Marie, a caller with a newborn and a toddler, figure out how to start saving for college. They dig into whether Trump Accounts or 529s make more sense, and how to keep things fair between her children. Plus: Are young people really spending too much money on McDonald’s?Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Belle Burden’s bestselling memoir, Strangers, was framed as a cautionary tale about women left financially vulnerable after divorce, but it omitted a crucial detail: her substantial family wealth.Jill and Mark explore why full financial transparency matters, what couples should understand before signing a prenup, and how to approach essential money conversations before marriage. Plus: they help caller Megan navigate a disagreement with her husband about whether the pair can afford a bigger home.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Jill and Mark discuss the spectacular collapse of the Situational Awareness hedge fund and what it reveals about today's AI-fueled investing boom.They help a caller fighting back tears figure out how to balance three competing priorities: saving for retirement, paying for her children's college, and preparing to care for her mother following the diagnosis of a degenerative illness.Plus: a reaction to billionaire Jeremy Grantham's outrageous advice that investors should ditch U.S. stocks altogether. Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
A growing number of young Americans no longer believe that ambition and hard work lead to success. Jill Schlesinger, Mark Talercio, and special guest host Kayla Sabbagh of Greenspring Advisors explain why that mindset can become a self-fulfilling prophecy and why believing you have agency over your future is essential to both your financial success and your mental health.Plus: they respond to a fiery YouTube comment about inheritance, family expectations, and leaving your money to charity.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Most Gen Z and millennials say the cost of raising a child feels financially out of reach and many don't believe they can start a family within the next five years.Jill offers a reality check: if you want kids, don't let fear stop you. Joined by special guest host Kayla Sabbagh of Greenspring Advisors, Jill and Mark explain why raising kids in this economy is more achievable than you think.Plus: 23-year-old Brianna, who still lives with her parents, calls in for guidance.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
A 29-year-old who's been out of work for four years says he no longer believes in the American dream, or the stock market. Jill and Mark offer a reality check, a pep talk, and practical advice for getting back on track.Plus: Jill and Mark dismantle the advice of "small business acquisition specialist" BenKellyOne, who instructs his followers to borrow money to buy an accounting firm without a CPA license as a way to generate extra income. Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Jill and Mark discuss a $50 million Ponzi scheme that ensnared dozens of investors with promises of big, risk-free returns. Then, they break down the emotional manipulation tactics scammers use to gain your trust and how to protect yourself as AI makes fraud more sophisticated and hard to spot than ever.Plus: A burned-out caller is desperate for a career reset and wonders how long she can afford to coast on her savings before figuring out her next move.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Dating has become another casualty of inflation. A new study finds Millennials spend an average of $252 per date and Gen Z spends $205. Meanwhile, half of singles say they’re going on fewer dates or choosing cheaper activities. Plus: A 30-year-old single woman is daunted by the exorbitant cost of freezing her eggs, and TikTok investor Raoul Pal dismisses the S&P 500’s 11% average annual return in favor of investing in Bitcoin. Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Half of American adults under 30 are now living with their parents. Is this the new normal, or just a temporary consequence of today’s housing market? Regardless, Jill advises young adults living at home to at least offer to chip in financially.Plus: Mark explains why obsessing over minimizing taxes can lead to costly investing mistakes, and Jill shares her thoughts on how friends with different income levels should approach splitting the cost of dinners, vacations, and group outings.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Cassandra and her husband made headlines after leaving New York City to buy a home in rural Italy for just $13,000. She breaks down what motivated the move, how she’s adjusted to life in a tiny mountain town, embraced a lower-cost lifestyle, and whether trading the conventional American dream for a simpler life abroad was worth it.Plus: Jill and Mark explain what SpaceX’s inclusion in Nasdaq index funds actually means for investors, and why one TikToker’s recommended tax loophole is complete nonsense.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
“Dopamine sites” are on the rise in South Korea, allowing people to simulate the thrill of online shopping or food delivery without spending any actual money. Could this be the fix for compulsive spenders? Plus: Jill helps caller Danielle navigate a financial crossroads: after taking a pay cut to make work and life more manageable, she’s now facing higher-than-expected college costs for her child while trying to stay on track for retirement.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Starter homes now cost a million dollars in many parts of the country, leaving younger generations wondering whether homeownership is still a realistic goal. Jill asks whether buying a house should remain a cornerstone of the American dream, or if the idea itself has become outdated. Plus, caller questions: Dorian is feeling the financial strain of wedding season as travel costs, gifts, and pricey trips pile up. And Andrew, a brand-new dad, wants to know whether now is the right time to buy term life insurance.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Caller Aaron has a family mess on his hands: his cousin bought a house with a girlfriend, they broke up, and now his cousin's credit is still tied to the property while the ex continues living there and refuses to refinance. Jill explains exactly what to do before buying a major asset with someone you're not married to.Plus: Jill breaks down the new student loan landscape effective July 1, 2026, how parents and prospective students should navigate the new rules, and why taking on debt for college may not be worth it anymore.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
Bad news for the people hoping their parents die soon. Americans have been anxiously awaiting the so-called "great wealth transfer," where trillions of dollars are expected to pass down from Baby Boomers to their kids.Plus, caller questions: Toby asks whether sterling silver jewelry is actually a worthwhile investment, and Dave wants to know whether taking a pay cut to improve his quality of life is financially realistic.Have a money question? Email us here.Subscribe to the Money Moves YouTube channel HERE.
The most expensive World Cup in history is in America this summer. Can you afford the ticket? Money Moves with Jill Schlesinger premieres June 30. Have a money question? Email us hereSubscribe to the Money Moves podcast here Subscribe to the Money Moves YouTube channel here
Starting June 30th, CBS News Business Analyst and Certified Financial Planner Jill Schlesinger brings you the money show that answers your questions, makes sense of the headlines, calls out the BS all over your feed, and helps you make smarter financial decisions without losing your mind. New episodes available every Tuesday and Thursday. Watch on YouTube or listen wherever you get your podcasts.
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 hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
We are constantly looking at new homes but immediately quit when we calculate the new mortgage payment which is usually 3x our current payment. Can we pull the trigger and upgrade our house?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Here's a recent mailbag segment as we help answer some burning finance questions, from investments to home loans.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With an inheritance now part of the equation, I'm wondering if early retirement is a possibility?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
I recently started a new job and the retirement plan options are quite limited. What's the best path forward?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I recently started a new job and the retirement plan options are quite limited. What's the best path forward?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
A programming announcement regarding the rebranding of MoneyWatch into the Money Moves program.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
In honor of the Memorial Day holiday, 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 hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
In honor of the Memorial Day holiday, 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 hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
The average price of gas is now up to $4.55 per gallon, an increase of more than 50% since the war with Iran began. Today we're discussing how the spike is impacting consumer spending.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
My mom set me up with some whole life insurance policies when I was 21. Now that I'm in my 30s, should I be ditching them?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I joined CBS Saturday Morning with some tips on managing your finances when you're caring for aging family members.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I am 28 years old and I want to get more serious about my money. Am I taking the proper steps?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Today we're discussing how families can protect their loved ones from scams and fraud.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I’m starting a new job and I'm trying to make a smart decision about my new retirement plan options.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Today we're discussing various ways to make the most of your life insurance.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Given that we had a bad experience with financial planners in the past, do you think we can manage our finances on our own?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Today we're discussing the state of the housing market as well as offering some tips for deciding which home renovations to invest in.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I'm about to turn 35 and my sights are set on retirement in just a decade. Is this a possibility or a pipe dream?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With a lot of money already saved in our retirement accounts, is it time to focus on some other goals?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Have I achieved the necessary level of financial independence to pursue something different?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Which retirement plans should you be considering? Today we're discussing the various options.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
From budgeting to investing and saving, people are turning to artificial intelligence for help. A recent survey shows 66% of Americans have turned to AI to seek financial advice. We discuss best practices on how to incorporate technology into your financial life.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
On this episode we're discussing tips on cleaning up your finances, organizing paperwork, and more.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Where should we be looking to fund the final two years of college for our daughter?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I joined CBS Saturday Morning with tips for avoiding scams this tax season.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
The cost to attend college, including tuition, room and board, and books, continues to rise. To attend a four-year, in-state school, the average cost is more than $27,000 per year. We discuss tips on how to save and pay for college, including guidelines for deciding how much to borrow.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
In two years I will have the opportunity to buy five years of service credits. How should I prepare financially?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With a low emergency fund, am I okay to just chill out and know that I can tap my retirement funds when/if ever needed?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With the age of 50 rapidly approaching, I am wondering what else I should be planning to do with my money over the next 10 years?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
For the first time since 2022, 30-year mortgage rates dropped below 6%. We discuss what it means for home buyers and those looking to refinance.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
We 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 hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Today we're discussing the crucial conversations people should have with their loved ones about finances.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
My wife and I have a major backyard renovation in mind but we're not sure how to fund the project.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I joined CBS Saturday Morning to discuss the various ways people can raise and maintain their credit score.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Knowing that we may have to reduce our retirement savings, how much house can we realistically afford?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
This weekend we're bringing you a snippet of an interview we did with Mike Quincy, automotive writer at Consumer Reports. Mike joined us to discuss the recently released Annual Top Picks list from CR.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
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.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Breaking down how changes at the Federal Reserve can matter in your life as President Trump pushes for new leadership.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
We started the new year by getting into a car accident and now we have a decision to make on how to fund the purchase of a new vehicle.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
President Trump signed an executive order aimed at boosting the housing market. The goal is to increase the supply of homes available to buy by preventing big investors from purchasing single family homes for the rental market. Will it have an impact?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
We received a monetary gift for Christmas and I'm wondering if we should use it to pay down credit card debt?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
President Trump says he wants to cap credit card interest rates at 10% for a year. Today we're discussing what a cap would mean for you.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I have a job offer to move to London and I'm having a hard time figuring out the financial implications of the move.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I just inherited $400k and now I am trying to figure out what to do with it. Retirement or college?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
My family and I have been living overseas for the last 15 years and we are moving onto our next chapter in summer 2028 and want to make sure we are financially prepared?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I am new to investing and have started to gain an understanding on the fees that I am being charged. Is it time to self-manage my money?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Should my husband stick it out in his government role, or can he pursue a contracting job?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With a pension on the horizon, plus a rental property, am I in good financial shape at the age of 48?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
My company offers a cash deferral plan and I'm trying to figure out if it's a good way for me to save for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
We currently live in the Midwest and would love to move to the West Coast to be closer to family. Will such a move, with a much higher cost of living, blow up our financial future?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I'm getting married next summer and curious how you combine finances with a future spouse?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I am expecting to need to spend about $15k on home repairs before the end of the year and I'm trying to figure out the best way to come up with cash.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I'm 39 years old and feeling very late to the game in terms of saving for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Knowing that I'm a bit of a worrier and always feeling a little anxious, it seems now would be a good time for a financial gut check.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I realize it's likely the wrong financial decision, but am I okay to accelerate the mortgage pay down?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Now that I'm in a better position to save more cash, where should I be directing the surplus?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
After being a stay at home mom and not saving for a decade, I'm looking to make up for lost time. Am I being too aggressive?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
My husband and I have a two-year old and we are now thinking about leaving NYC and buying a house in Upstate New York. Can we do it?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on what you can control.That means raise your hand for any new opportunity at your company, update your LinkedIn profile/fire up your network, and consider pursuing any side hustle that might help your cash flow and spark creativity.For those who have been unlucky enough to lose a job, know that the loss is not just financial. I reached out to business Psychologist and Executive Coach Dr. Sharon Melnick, PhD, after talking to a variety of folks who were let go recently.The author of two best-selling books, In Your Power and Success Under Stress, Sharon joins us this weekend to discuss the various stages of job loss.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on what you can control.That means raise your hand for any new opportunity at your company, update your LinkedIn profile/fire up your network, and consider pursuing any side hustle that might help your cash flow and spark creativity.For those who have been unlucky enough to lose a job, know that the loss is not just financial. I reached out to business Psychologist and Executive Coach Dr. Sharon Melnick, PhD, after talking to a variety of folks who were let go recently.The author of two best-selling books, In Your Power and Success Under Stress, Sharon joins us this weekend to discuss the various stages of job loss.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
After going at it hard for quite a while, can we begin to pull back on our retirement savings?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
A new Federal Reserve report shows total household debt is more than $18 trillion, which is equivalent to nearly half the size of the economy. We discuss some tips to help you cut down on your debt.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Is it better to take money out my brokerage account to cover the cost of surrogacy or does it make more financial sense to take a loan against the portfolio?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
A new social media trend called "The Great Lock-In" encourages people to focus on self-improvement before the new year begins. I joined CBS Mornings to share how to apply the idea to your finances and start 2026 on stronger footing.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
A new report reveals 69% of Americans say income is falling behind the cost of living, which is up from 50% five years ago. I joined CBS Mornings to discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Today we're joined by Heather and Douglas Boneparth, co-authors of the recently released book, Money Together: How to find fairness in your relationship and become an unstoppable financial team.In Money Together, Heather and Douglas, financial gurus and married couple, help couples in every era of their lives approach money with greater fairness, sustainability, respect, and love.With help from leading financial experts, couples therapists, psychologists, and more, they offer a fresh, human perspective on a taboo topic that leaves too much unsaid.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I joined CBS Mornings to break down what you need to know about open enrollment and picking the best health insurance plan for you and your family.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I'm trying to catch up on my retirement savings after not saving much in my 20s and 30s and hoping for some confirmation that I'm saving in all the right places.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Can I afford to slow down on my retirement contributions to help finance a home renovation?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I joined CBS Mornings with a step-by-step plan to choose an agent, get a mortgage and shop with confidence.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
My husband and I are in our late 30s with three kids, and between saving for college, retirement, etc, it feels like we have lots of competing interests for our money. Are we doing the right things?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Why is life insurance so important? Because it is one of the few financial products that can solve a future problem easily.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:Delivering values-aligned financial advice to improve people’s livesBeing thoughtful about the impact investments have on society and the environmentPromoting change in the financial services industry to create and serve a more diverse and equitable profession and client baseHave a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:Delivering values-aligned financial advice to improve people’s livesBeing thoughtful about the impact investments have on society and the environmentPromoting change in the financial services industry to create and serve a more diverse and equitable profession and client baseHave a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Despite a lot of positive changes, I still don’t feel secure that I’m on the right track. Can you please guide me in the right direction?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I joined CBS Mornings to answer your top financial questions, including on credit cards, your savings account and retirement options.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I was recently informed that I will be without a job as of the beginning of the next federal fiscal year. I think that I'm fine financially, but my fiancé has expressed concerns about me being without a job. Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong foundation for long-term success.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With pensions part of the equation, am I taking on too much risk within my retirement account?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
As the economic uncertainty continues, I joined CBS Mornings with financial moves to make if you've recently lost your job.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With two new jobs, and quite a few goals on the table, are we on track to make any of it happen?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
An advisor is pushing my mom to sign up for a life insurance policy and I don’t think it's a good idea. Maybe I am wrong but I don't think so.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Today we're joined by Nick Maggiulli, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life.The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking about money altogether, and it breaks wealth into six distinct levels, each demanding its own strategy. What works at Level 1 won’t cut it at Level 6, and vice versa.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I have been working in healthcare for 20 years, and while it’s a good job and pays well, I am totally burned out. I’ve thought of cutting back to part-time, but I am nervous about covering our monthly expenses if I do that.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
A new executive order opens the door for companies to add cryptocurrencies to retirement plans. On this episode we're discussing the risks and potential rewards.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I feel I am not doing enough. What can I improve? I need either a pat on the back or a sit down lecture.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With interest rates holding steady for the fifth time, I joined CBS Mornings to explain how the decision affects credit cards, car loans, mortgages and savings.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I’m curious about how people quell their anxiety about whether they have enough for retirement. My anxiety about it returns every month or so.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
When it comes to planning for retirement, it's all about having a plan. Without that key ingredient, it's impossible to move forward.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Are we okay to buy a new house in cash? Doing so would free up additional cash flow and we would still have a sizable brokerage account.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I joined CBS Mornings to answer viewer questions from life insurance and lowering bills to your mortgage and the impact of canceling credit cards.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I am wondering if it's worth it just to maintain the relationship with the advisor that my parent's worked with for years, or seek out a lower-cost alternative?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
A new projection shows Social Security is on track to deplete its funds for full payments earlier than previously forecasted. Mark and I discuss how it could impact beneficiaries and how the problem can potentially be fixed.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Is the thought of paying off our mortgage the correct thought process given that the interest rate is nearly 7%?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Mark and I discussing who will benefit and who could be impacted negatively by President Trump's massive spending bill, which he signed into law last week.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I am 41 years old and totally over my corporate job. I want to get out of the rat race and be done with my long commute and try something new and/or go part-time. When can I do it?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
As young Americans struggle with job prospects and loan repayment, Mark and I share tips to ease financial stress and stay on track.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
After taking a new job for a higher salary, I now realize it was a mistake. Can I afford to back to a lower paying job?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Millions of Americans are experiencing the waves of an uncertain, see-sawing market. How can you keep calm and carry on? Mark and I discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
While my current salary is great, it is stressful and takes me away from my wife and two young kids. The goal would be to find another job with a comparable salary, but how far down could I go if needed?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
If your child is looking for a summer job, it could be more challenging as job growth trends downward. Mark and I discuss some tips on how to navigate the market.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
My mother-in-law passed away unexpectedly a few months ago at age 72, just days after retiring. She managed all the finances and I want to make sure we're steering my father-in-law in the right direction.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
What are some of the factors to consider when you're hiring a financial advisor? Mark and I discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I have a complete distaste for the industry in which I work, and my soul needs a break. Do you think I can retire by 50?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
Buy now, pay later (BNPL) plans are popular but can lead to debt if not managed carefully. Mark and I discuss this and more.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
After receiving a sizable inheritance, I want to be smart in taking the next steps to ensure my future retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
With millions entering the workforce, we're discussing some essential tips for managing money, setting goals and avoiding common financial mistakes after graduation.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
This Memorial Day weekend we're bringing you an appearance I made on CBS Eye on Veterans, hosted by Phil Briggs. Phil had me on his show to discuss the vital steps every veteran needs to take if they want to have enough money when they’re older.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I recently accepted an early retirement offer, but I have a few weeks to change my mind before it becomes official. Should I reconsider?Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
I recently inherited about $250k and I'm not quite sure how I should be putting it to use.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
What exactly is compounding and why can it be so magical? Allow me to explain!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
Happy Mother's Day from Jill and Mark!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
To celebrate National Military Appreciation Month, we're joined today by Thomas Racca, a personal finance expert and manager of Navy Federal Credit Union's Personal Finance Management team, where he manages a team of financial counselors promoting financial literacy and providing budgetary guidance to Navy Federal's members.https://www.navyfederal.org/Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
I feel like if I can make it to retirement, my wife and I will be okay, but it's the next 10-15 years that gives me a bit of worry. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
A recently released survey shows a drop in retirement confidence. Mark and I discuss what it takes to turn this around.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
I'm very burnt out and contemplating leaving my current employer, where I've been for almost 25 years. Will it blow up my financial future?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
Stocks fell last week following President Trump's criticism of Fed chair Jerome Powell. This comes after Powell warned tariffs could hurt the U.S. economy. Mark and I discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial spectrum are opening their wallets—and their lives—to tell you everything: what they make, what they want, and—for one week—what they spend.
I have a universal life policy that was sold to me when I was 25. I'm wondering if I should stay the course with this policy as part of my retirement strategy, and if not, how might I go about extracting myself from it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
With spring selling season approaching, homeowners are eager to remodel. On this episode we discuss which renovations can actually boost your home's value, and which upgrades may cost more than they're worth.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left before the deadline, it's time for some last-minute tax tips.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
After a WILD week on Wall Street, it's time to answer some of the most common questions we've been receiving.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
We're in our mid 40s and want to make sure we are doing everything we can to prepare for retirement while living our life to the fullest.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
Whew, what a week! Here's our latest reminder, especially for all you newbie investors, to keep calm and carry on!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
For the last 10 years I've been making Roth contributions to my 401(k) through my employer. With recent discussions of omitting income tax in favor of a consumption/sales tax, is the Roth still the best strategy?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
While spring cleaning is usually associated with tasks around the house, it's also a good time to clean up your finances. Mark and I discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
I'm 44 years old with young children and want to know where and how we should be focusing and strategizing for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
Whether you're job hunting or aiming for a raise, here's some advice on where to start, how to negotiate, and the best strategies to set yourself up for success.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
My time in the military has really taken a toll on me, both mentally and physically. My current job is very stressful and I'm not sure how much longer I can do it. Can I do a reset?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
It's been a week of extreme lows and some extreme highs. During a period like this it's important to tune out the noise and stick to your game plan.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
With spring selling season just around the corner, buyers may start to see a slight thaw of the real estate market. Is now the time to buy? Mark and I discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
Just like we do on the this podcast, here I am on CBS Mornings answering your money questions, including one about whether or not it's even worth owning bonds.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
My husband and I broke up with our financial advisor about a year ago and now we're trying to self-manage. Are we on the right track?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
A new survey finds that the stock market is the preferred choice for long-term investing, though 21% of Americans avoid it due to intimidation. I joined CBS Mornings with tips on how to get started with investing, plus Mark and I discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney
We feel woefully unprepared to manage our assets to ensure a comfortable retirement and are looking for some guidance.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
A recent survey reveals that 40% of Americans in committed relationships have kept a financial secret from their partner. I joined CBS Mornings to explain why these financial secrets can be just as damaging as infidelity.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'll be 69 this year and my plan is to retire in 2026 when I'll be 70. I'm starting to worry if Social Security will be there when I decide to call it quits. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Mark and I chatting about how to ease financial strains while caring for both your parents and children.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My recent appearance from CBS Mornings and then Mark and I chatting about how to improve your FICO score as the national average hits 717.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With some rental properties as part of my portfolio, I'm wondering if it's time to sell one of them?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
On this episode Mark and I are discussing how to financially recover and navigate your insurance claim if you lose your home in a natural disaster.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We're in our mid 30s with two young children and would like to know if we are taking the right steps to set us up for financial success?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With nearly half of Americans carrying credit card balances month-to-month, here's some tips on how to pay down debt.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm a 30-year-old physician in residency training and I have reached some significant financial goals in the last year, and I'm wondering what I should be doing with my extra cash flow?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
What's your financial goal for 2025? Saving more money? Paying off debt? Going all Roth all the time? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As a career government employee, should I take my pension and do a career reset?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Once a piece of property is sold, where's the best place to park the proceeds?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
After doing it on my own for many, many years, is there any reason why I would need a formalized financial plan?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
After having a couple of curveballs thrown at us, are we still on track to accomplish our financial goals?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
People in their 40s face major financial pressures, from helping their children pay for college to affording a mortgage. But it’s still critical that they also concentrate on planning for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband and I find ourselves in situation where we don't know what to do with $200,000 we have sitting in our savings account.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I recently got married and now I'm wondering what the next best steps financially are for my wife and me.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Gobble, gobble, happy Thanksgiving from Jill and Mark!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Is there a tax-efficient way to rebalance when it involves a taxable brokerage account?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I recently switched employers and now I'm looking for advice on how best to consolidate all of my different retirement accounts.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With just a few weeks left in 2024, here’s some practical tips to help you save or even earn extra cash by the new year.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With pensions on the horizon, are we saving too much money for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I joined CBS Mornings to discuss what to know about estate planning and your will.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
After receiving a large inheritance, what steps should we be taking to best navigate our financial future? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions to our taxable brokerage account. Does this make sense?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I joined CBS Mornings with some financial advice to help parents save money while also juggling the expenses of parenthood.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As the economy added 245,000 jobs in September, exceeding the expectations of most economists, a large chunk of the country has been dealing with natural disasters. I joined CBS Mornings to discuss. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I have a large chunk of money in my ESOP and a large chunk of money in a single stock. How should I be evaluating my overall asset allocation?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We recently fired our financial planner and would like some advise and/or suggestions on our portfolio makeup as we begin our retirement journey.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As I prepare to leave the military, is there any reason why I should be looking to get additional insurance?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I’m considering buying a new home and would love your thoughts on if you think I can afford to buy now. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With some big money decisions on the horizon, I have a lot of questions and I'm not sure which direction to go. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We're in our mid 40s and the goal is to have my wife retire at 55, is this doable? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Will we have enough F-U money in about five years or so to consider a career pivot?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband died four years ago and I'm still trying to get myself back on track. Am I taking the proper steps?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a major renovation in the works, what's the best way to pay for it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
About six months ago, I pulled the trigger and am now happily retired. That said, I still have a few questions going forward about making certain money moves in retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Given the family history, I am hoping for a long life, but planning for the worst. Am I making the right financial decisions with this in mind? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a lot of money sitting in cash, way beyond what we need for an emergency reserve, what's the best way to get at least some of it invested?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We are 54 and 55 and seriously considering buying a sprinter van for vacation purposes now and for more regular use when we retire. Are we crazy?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am considering various options to help pay for college tuition without completely sacrificing my retirement savings. Can I do both?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My mom is 64 and just received a gift of approximately $120k in cash from her father. How should she put this money to work?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Each month we have $2-4k left over after we pay our bills and lifestyle expenses, so I'm wondering where should we be investing this excess money?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I joined CBS Mornings to discuss a change to online Social Security accounts that will impact millions of beneficiaries. That includes everybody listening right now! Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a goal of buying a vacation home in the near future, are we saving too much for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm considering a new job that would include a pension if I stayed for more than five years. Should I take it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With one of us easing into retirement, what adjustments, if any, should we be making?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I took the plunge and now I'm self-managing my assets, but I'm still a bit unsure as to what the next steps should be.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I received an unexpected payment of $500k from a former employer and I’m desperate to figure out what to do with it and how to plan for the taxes.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a lot of kids and a lot of rental properties, we're wondering if we're on track to retire in about 16 years?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am 50 and have a plan to quit my job in about five years and move internationally where the cost of living is lower. Can I do it? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a baby on the way in a couple months, I’d like to do a check-in to make sure we’re on the right financial track.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Even though I'm quite sure we have enough saved, I'm struggling with what my next steps should be given my situation.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Last Wednesday was May 29, which is also known as "529 Day," aimed at raising awareness about 529 college savings plans. I joined CBS Mornings to explain how you can take advantage of government programs for education.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We are thinking about buying a second home but I am not sure we have enough money saved. Can we pull it off?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My wife (66) and I (68) are in our final two or so years of work and we're concerned that we'll be okay in retirement. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My position was eliminated last year and I took a severance package in lieu of relocating and I need to adjust my retirement plans.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
What is the best way to financially help out the parents without hurting our financial future?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Right now we're saving about $2,500 each month, but I want to cut back on that so we can build a pool, can we do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm in a unique position where I know my costs in retirement will be significantly higher. How do I adequately plan for this type of retirement challenge?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I was recently going through our finances and realized that we may be too cash heavy. Should we reallocate? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Now that I'm in my 50s, I'm starting to wonder how much longer my wife and I have to work? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm only 34, yet I'm constantly worried about my finances. How can I find the right balance?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Given that I'm in my 30s and can't get insurance coverage due to my health condition, how should I be planning for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My wife and I are in our late thirties and we've got some money saved up in different accounts for retirement but want to make sure we're allocating our money appropriately.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
The house we're looking to buy will cost around $1.2 million. Is there any downside to paying for the whole thing in cash?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My wife and I are public employees, a firefighter and a federal worker, and we think retirement is on the horizon. Are we on track? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Americans estimate they’ll need $1.46 million saved to retire comfortably, according to a new study. That’s a 53% increase from what people thought they needed just four years ago. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As the tax filing deadline approaches, watch out for the IRS list of the so-called “dirty dozen" which are tax scams the IRS commonly sees. I joined CBS Mornings to discuss. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Americans have until April 15 to file their taxes or file an extension. If you live in Maine or Massachusetts, you have until April 17. I joined CBS Mornings to discuss some last minute tips if you still have to file.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With $70k in credit card debt, should I take out a HELOC and pay off the debt in one shot?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
If I'm going to give my daughter a down payment for her house, what's the best way to do it? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With some extra cash flow each month, should I increase my 401(k) contributions or open up a brokerage account?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With the arrival of spring, it's the perfect time to declutter your finances and address pressing financial matters. I joined CBS Mornings to discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My mom has significant anxiety about money, but I'm trying my best to convince her that she's okay. Am I right?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
A recent report by Vanguard reveals a record number of Americans took early withdrawals from their 401(k) retirement savings in 2022 and 2023, signaling a concerning trend.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Should I take rental profits from farm income now, or wait about ten years for it to grow even more?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My rent is currently $1,800 a month and I am able to save $3,000 each month. Should I keep renting or look to buy?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I keep hearing about retirement milestones and I'm spooked because I don't see myself reaching any of them.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We're recently retired and trying to figure out if we have enough saved to make it work.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Between my mother and myself we must have dozens of funds within our various accounts. How can we streamline things? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As we look to do a retirement reset, we're having a hard time making a major real estate decision. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We’d like to have enough money for me to take three months off when our baby is born on top of the three months maternity leave I will be entitled to. Is this doable?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I recently started a new job and have the option of taking some insurance coverage with me from the old employer. Should I take it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am a high school teacher in my 29th year and I will turn 52 this year. I read The Great Money Reset and I think I may be ready to try a new career.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My wife and I both owned properties prior to getting together and have purchased another summer home that is now being gut-rehabbed. Should we keep all three?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We are going to sell our home soon and will be left with a large chunk of money after paying off the mortgage. How can we best use the proceeds to fund our early retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
At 32 years old, it feels like I am very short on having enough saved to be able to retire. Not just to retire comfortably but to retire at all.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I recently got a payout from a company I was a part of and now find myself wondering what to do with the money.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I’m wondering if I should move money from my brokerage account to superfund our children’s 529 plans?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As I map out my long-term retirement game plan, I'm facing some questions regarding possible Roth conversions.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband will soon be 55 and wants to retire from corporate America and get another lower stress/fun job. Can he do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm a 37 year old separated dad of two currently going through a divorce and would like to get a check up to see if I'm still on track for retirement after this reset.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Ever since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband of 34 years passed away about a year and a half ago. I am successfully on my feet working as a professional, maintaining our home and figuring out what the next steps should be. Am I on the right path?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We recently found out that my husband got a great job with a large tech company in Dublin, so we're trying to figure out if we should participate in the Irish pension option.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As I prepare to turn 40, I feel like it's a good time for my first real financial checkup. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We're in our 30s and want to know if we're on the right financial path as well as what we should be doing with some extra cash flow.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My divorce is now finalized and I'm left not knowing how to get my investments in order for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We recently had to move for work and have been renting our old home. We’d like to purchase a new home where we now live, but giving up the interest rate and potential asset of having a second property is difficult. What should we do?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Should I reduce my 401(k) contributions to save up for an investment property?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm a federal employee and was recently offered a job in Arizona. Should we make the move from Washington state? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am 43, my wife is 44, and we would like to know if we are on track to retire at 60.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a big federal pension on the horizon, I'm curious if we're on track to reach our retirement goals? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I would like some insight on our asset allocation for our 401(k)s and brokerage accounts given our specific and unique situation.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Over the last few years, I went from being a condo owner to an apartment renter in a different part of the country. All because my soul was calling me to the ocean. Am I okay?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm thinking about buying a car, and my dad has suggested that even if I can pay cash for the car, getting a loan would help build my credit score. Is he right?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Is there any reason why we should keep a whole life insurance policy for my son? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Gobble, gobble! Happy Thanksgiving from Jill and Mark. Talk to you next week! Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am in a five year unmarried relationship and my partner makes quite a bit more money than I do, so I want to make sure I am making financial choices that are in my own best interest.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I recently started a new position and I'm trying to figure out what to do with my old 401(a), Roth 403(b) and defined benefit accounts.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm thinking of a making a move that is probably not financially astute. Is it a ridiculous idea?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With over 20 funds in one account, how do I go about consolidating them into just a few?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband and I recently got married and we want to make sure we're on the right path as we start our financial journey together.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We have recently received an inheritance and are considering using it to pay for college expenses instead of our original plan of putting it towards retirement. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband and I are trying to decide if we should be making our retirement contributions on a pre-tax basis or should we be using the Roth option?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Should I be paying attention to the financial milestones that the "experts" say you should be hitting at every age?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As I approach 40, I have recently changed jobs and want to know if I should solely contribute to Roth for both our IRAs and my TSP?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With our first child on the way, we're trying to figure out a way to finance a pretty big renovation project. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My car loan is driving me nuts, can I go ahead and pay it off or should I focus on retirement savings?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My dad recently passed away and I need some guidance as I help my mom navigate the finances. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We are at the point now where we are either going to push forward and put the pedal to the metal on our brokerage account, or max out our 403(b)s. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We have three rental homes and I'm wondering if we should sell them and invest in the market? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am currently contributing most of my 401(k) elections as Roth. My financial advisor told me to stop doing this and make all my contributions pre-tax. Is he correct?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband and I are both full-time public school teachers and we are hoping to someday retire on our pensions. But will they be enough?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a mix of real estate, employee stock and inheritance issues on the table, I was hoping to get a review of our financial situation. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We have an extra 30k per year for the next ten years. A friend thinks a whole life insurance policy is a good idea for this money. Is she right?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Three years ago I was advised to start a whole life insurance policy as an investment vehicle, as a way to take out a tax-free loan against the policy upon retirement. I'm starting to doubt that this is really the right investment vehicle for me.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I have an opportunity to save in a non-qualified deferred comp plan through my new company and I am trying to decide if it's worth it. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
After my father died, and having to settle his estate, it has me considering some options in terms of end of life planning. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With our toddler about to age out of daycare, what should we do with the extra cash flow we'll soon have? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Now that we're in our 30s, we're realizing that we need to focus on our retirement savings, but with a child and other expenses on the horizon, we're in need of a game plan. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Given the current real estate market, and the fact that our house has appreciated significantly, I'm wondering if we should sell and become renters?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
After a series of emotionally driven financial decisions, I feel like I need help getting back on track. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm seriously thinking about going back to school and getting my superintendent credential and doctorate. Good idea or bad?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I recently received a chunk of money via a bonus and I want to know if we should continue to invest in Vanguard or pay off some of the mortgage on our primary property?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
As I approach my 37th birthday, I really want to get a better understanding of where my wife and I are on our financial journey. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With the new rules on being able to roll $35k of a 529 into a Roth IRA after its been open at least 15 years, I was wondering if it might be a good strategy to start a 529 for myself to get the state tax benefits with the plan to eventually roll it into a 529?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My husband just got a new job, and we are thinking of moving to NYC in a few months, but I recently bought a condo in Denver. What should we do? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm considering buying into a small business, and while I am familiar with real estate loans, I'm not very familiar with SBA loans.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
In this fast paced housing market, should we consider changing our approach to be more competitive or be patient and keep looking?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With the pursuit of financial independence on our minds, when should we consider transitioning from going it alone to working with pros?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm in my 40s and wondering if I should cash out my retirement savings for a real estate transaction?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
My rent is pretty cheap, and I'm a happy renter, but I feel like I should be saving towards a home. Prices where I live are insane, so should I even bother?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm in my mid 30s and wanted to know what I should do with a surplus of cash considering that I have some life changes on the horizon. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Considering that my wife and I will both have pensions, should we even be contributing to our workplace retirement plans? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Can we start living a little bit more and perhaps spend some money on fun stuff? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Between a new house, funding college and retirement, we're just not sure what the priority should be. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a lot of uncommon variables in the equation, I'm in search of some proper financial planning to address our unique situation. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With some extra cash flow in the equation, I'm wondering what's the best way to allocate it? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
After a recent wedding, we've already begun the process of combining our finances and we are now looking at our next set of goals and would love your thoughts on if we are prioritizing things in the right order.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Last year I resigned from teaching after 21 years. If I teach for nine more years I get my full pension, but I am just not sure I can do it.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With the hope of at least slowing down at 55, are we doing what we should be doing in our 30s to make that a reality? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a new baby and a sizable inheritance in the mix, we're wondering how we should be prioritizing our savings and investment goals? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I know from listening to enough of your episodes that you're not fans of life insurance policies as an investment vehicle. Can you discuss the scenarios where life insurance as an investment vehicle makes sense and where it doesn't and why?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We're hoping to call it quits in about five years and start spending a large chunk of time in Italy. Are we on track to make this happen? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am 48 and my wife is 46 and we're thinking about retirement when our kids are out of the house in six years. Can we do it? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I am 43 years old and I'm wondering if it's too early to do a career change which would likely result in a significant pay drop? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
We're finally at a place where we feel we can begin making more secure and significant financial progress, so the question is, where do we begin?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
Should I contribute to a Roth or Traditional 457? I'm able to max out the annual amount in either and I'm currently splitting it 50/50 between the two.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm in my late 30s and have been a saver since I opened my first bank account in elementary school. However, due to a series of unfortunate events, I found myself barely getting by. Because of this are we now behind the eight ball? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I’m planning on having the option to retire in ten years. Whether I call it quits or not will depend on how I feel at the time, but I like the idea of having the option. What should I be doing with extra cash flow between now and then? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm thinking of transitioning to a new job with more manageable hours, but such a move will likely come with a pay cut. Can we afford to do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I think we’re doing pretty okay financially, but I would love some perspective on whether we are we really on track, or if I am deluding myself.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
When it comes to paying for some home improvements, I'm trying to decide whether to use a HELOC or sell the investments in my brokerage account. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
With a lot of retirement money already saved in pre-tax accounts, at what point should we consider using the Roth options available to us?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
I'm 100% debt-free and have been working my butt off since I was 19 with a plan to retire in the next 10 years at age 44. Am I crazy?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneyPlease leave us a rating or review in Apple Podcasts.
Is it worth electing a high-deductible health plan to take advantage of HSA investing, or will the upfront medical expenses with a higher deductible negate any future returns?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneyPlease leave us a rating or review in Apple Podcasts.
With increasing pressures on our finances, including inflation, I'm starting to feel a bit anxious about our retirement plans. Are we on track?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneyPlease leave us a rating or review in Apple Podcasts.
Over the past couple of years we’ve prioritized retirement by maxing out our 401(k)s, Roth IRAs, and family HSA. With a job transition on the horizon, is that still what we should be doing?Have a money question? Email us, ask jill [at] jill on money dot com
I feel like we're in good financial shape but I'm also wondering if we're directing our investments in the best way possible?Have a money question? Email us, ask jill [at] jill on money dot com
With a lot of changes in our financial lives, I'm wondering if we need the help of an advisor? Have a money question? Email us, ask jill [at] jill on money dot com
At 40 I left the Border Patrol out of loneliness. With some solid triple net rental income coming in every month, I'm trying to decide if I should go back to my old job. Have a money question? Email us, ask jill [at] jill on money dot com
The call started off with a 403(b) related question but quickly turned into a conversation about real estate and financial priorities. Have a money question? Email us, ask jill [at] jill on money dot com
With some extra cash flow on a regular basis, should I be increasing my 401(k) contributions or investing elsewhere?Have a money question? Email us, ask jill [at] jill on money dot com
I'm finally paying attention to my finances and would like to know if I'm on track to reach my goals? Have a money question? Email us, ask jill [at] jill on money dot com
Given that we only started focusing on our finances in the last couple of years, are we doing what we should be doing? Have a money question? Email us, ask jill [at] jill on money dot com
Given my situation with VA disability, I wanted to know whether or not I am on the right track to retire by 55?Have a money question? Email us, ask jill [at] jill on money dot com
My wife and I have a small business filming weddings in the summer and we expect it to grow in the coming years, so we're wondering what's the best way to manage the finances going forward?Have a money question? Email us, ask jill [at] jill on money dot com
I was really down in 2021 and 2022 because of the pandemic. On a whim I took a horseback riding lesson and fell in love with it. It has made every aspect of my life better! Now I want to know if I can one day afford a horse in retirement? Have a money question? Email us, ask jill [at] jill on money dot com
Last year I went to Paris for my 30th birthday, and I absolutely fell in love with it, and now I want to move there! Can I make this dream a reality? Have a money question? Email us, ask jill [at] jill on money dot com
With some major financial moves on the horizon, I want to make sure we're still on the best financial track. Have a money question? Email us, ask jill [at] jill on money dot com
Given that my wife has type 1 diabetes, and the cost of insulin continues to rise, how should we factor in the cost of healthcare into our retirement planning? Have a money question? Email us, ask jill [at] jill on money dot com
During the pandemic I had a bit of a mid-life crisis and I left corporate America, and I now do my side hustle full-time, though I'm wondering if we've fallen behind on retirement as a result? Have a money question? Email us, ask jill [at] jill on money dot com
With an old 401(k) account still with the old employer, is a rollover IRA always the best option?Have a money question? Email us, ask jill [at] jill on money dot com
We're only in our 30s, so I'm wondering if the plan I have in mind regarding our retirement strategy is completely nuts?Have a money question? Email us, ask jill [at] jill on money dot com
With my husband working in a new field, and the cash flow feeling pretty good, we're trying to figure out a new budget and how much to save for retirement.Have a money question? Email us, ask jill [at] jill on money dot com
My husband works for one of the tech giants that recently announced layoffs. My husband's job was not impacted, but given that more layoffs may be coming, we want to make sure we prepare ourselves for any outcome.Have a money question? Email us, ask jill [at] jill on money dot com
I am almost 46 and given that I am the sole provider for our family, I'm starting to freak out when I think about our financial future. Are we on track? Can I retire in 10 years? Can I cut back at work? Have a money question? Email us, ask jill [at] jill on money dot com
I am almost 46 and given that I am the sole provider for our family, I'm starting to freak out when I think about our financial future. Are we on track? Can I retire in 10 years? Can I cut back at work? Have a money question? Email us, ask jill [at] jill on money dot com
What's the best way to finance a much needed home remodeling project? Should we use some of our assets or take out a loan?Have a money question? Email us, ask jill [at] jill on money dot com
Even though we more or less know we are on track for retirement and financial independence, we're still wondering what else we should be thinking about that we are not currently doing.Status: Married coupleAge: 30sIncome: About $400k combinedHave a money question? Email us, ask jill [at] jill on money dot com
I joined CBS Mornings Saturday to discuss the key issue of finding a work-life balance, the central theme of my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life."Have a money question? Email us, ask jill [at] jill on money dot com
When meeting with my advisor through my company’s retirement plan, I learned that I have a separate after-tax option. Should I be using it? Have a money question? Email us, ask jill [at] jill on money dot com
We're in our early 20s and want to buy a house in a few years, so how do we juggle between saving for a down payment and saving for retirement? Have a money question? Email us, ask jill [at] jill on money dot com
As a college student in my early 20s, and getting ready to start grad school, how should I be investing some money that I have accumulated? Have a money question? Email us, ask jill [at] jill on money dot com
With a new job that's paying me $50k more than I was making, how should I be allocating the newly found cash flow? Have a money question? Email us, ask jill [at] jill on money dot com
It's been on my goal list to make a big move by the time I turn 30, and this summer feels like the perfect time (for many reasons) to finally take a risk. Can I do it?Have a money question? Email us, ask jill [at] jill on money dot com
As we start a new year, what financial goals should we be setting for ourselves? Should we toss more money into the 529 plans? Or open a taxable brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com
With some extra income from a part-time job, where's the best place to be investing that money?Have a money question? Email us, ask jill [at] jill on money dot com
After finally settling into some more consistent jobs, what should we be doing now to set ourselves up for the future? Have a money question? Email us, ask jill [at] jill on money dot com
As a member of the military, I'm facing a couple different bonus options. Which one should I choose? Have a money question? Email us, ask jill [at] jill on money dot com
With new jobs and much higher incomes, we find ourselves with a lot of extra cash flow. What should we be doing with it? Have a money question? Email us, ask jill [at] jill on money dot com
After new jobs and raises, we feel like now is the right time for a financial checkup.Have a money question? Email us, ask jill [at] jill on money dot com
We're in our 30s and trying to figure out if we're on track to eventually have the financial independence we're craving. Have a money question? Email us, ask jill [at] jill on money dot com
I'm 24 years old and already trying to get a sense of how secure my financial future is looking. Have a money question? Email us, ask jill [at] jill on money dot com
I am helping my 78 year old mother-in-law get her finances organized, and part of the equation is gold, namely 250 coins that were once buried in the yard. Help! Have a money question? Email us, ask jill [at] jill on money dot com
I recently joined CBS Mornings to talk about how to budget for raising a child, as well as the benefits you need to consider as a parent, like life insurance.Have a money question? Email us, ask jill [at] jill on money dot com
With the goal of being financially independent in about ten years, I'm looking to maximize my retirement savings and optimize deductible business expenses in my new venture. Am I on the right track?Have a money question? Email us, ask jill [at] jill on money dot com
With $3,400 in excess monthly cash flow, what should we be doing with the funds? Saving for retirement? Pay off debt?Have a money question? Email us, ask jill [at] jill on money dot com
With a bigger home in our future, I'm wondering if it's better to have a larger down payment or should we look to maximize our debt payoff?Have a money question? Email us, ask jill [at] jill on money dot com
Because I'm a stay-at-home parent, I'm concerned that our retirement numbers aren't on track. Are we okay as a single income family?Have a money question? Email us, ask jill [at] jill on money dot com
After racking up some debt, I'm working on wiping the slate clean and starting fresh. How should I be prioritizing the debt? Have a money question? Email us, ask jill [at] jill on money dot com
After relocating last year from CA to FL, I was used to higher taxes and it seems we have over contributed this year, possibly making it a good time for a Roth conversion. Should we do it?Have a money question? Email us, ask jill [at] jill on money dot com
Because we were focused on paying off debt for many years, I now feel like we're behind on our retirement savings. Are we okay? Have a money question? Email us, ask jill [at] jill on money dot com
My husband and I are both W-2 employees, yet I'm being pitched a disability insurance policy. Do I need it? Have a money question? Email us, ask jill [at] jill on money dot com
I've been following pretty much the same financial plan since I started working eight years ago, and I'm not sure whether the decisions that I've put on autopilot are still in my best interest. Have a money question? Email us, ask jill [at] jill on money dot com
My husband and I are both 41, but we were never interested in our finances or investing until recently. Are we on track? Have a money question? Email us, ask jill [at] jill on money dot com
Thankfully my husband has a new job, but unfortunately there's no workplace retirement plan for him to use. What's our alternative?Have a money question? Email us, ask jill [at] jill on money dot com
After working in government for many years, I recently took a new job that doubled my salary. With the extra cash flow, I want to make sure I'm on the right track. Have a money question? Email us, ask jill [at] jill on money dot com
I have a lot of money sitting in cash, and even though I know I should be doing something with it, I have a hard time with the thought of putting it at risk.Have a money question? Email us, ask jill [at] jill on money dot com
Even though I'm only 26, I'm very committed to setting myself up for financial success, and considering I just started a new job, I want to make sure I'm on the right path. Have a money question? Email us, ask jill [at] jill on money dot com
With the markets bouncing around, I'm starting to wonder how my asset allocation looks for my age and if I'm taking too much risk in equities?Have a money question? Email us, ask jill [at] jill on money dot com
Given that I'm a teacher, I would like some input on how much I should save for retirement since I'm contributing to a pension as well.Have a money question? Email us, ask jill [at] jill on money dot com
At this point, I have more in liquid assets than retirement assets, and I need some guidance as to how I can make things more balanced. Have a money question? Email us, ask jill [at] jill on money dot com
Similar to other tech employees, nearly half my salary is in the form of company stock, which leaves me unsure of how to integrate the RSU income into our financial future. Have a money question? Email us, ask jill [at] jill on money dot com
I don't make a ton of money and I don't foresee any changes to my work or income in the coming years, so I'm curious what my portfolio and income will look like at retirement age?Have a money question? Email us, ask jill [at] jill on money dot com
I felt like I was on a good track earlier this year but between the bear market, starting to feel my age and seeing my folks aging and some changes with my family life and my professional life, I keep wondering if I'm doing the right things?Have a money question? Email us, ask jill [at] jill on money dot com
I'm a 37 year old single mom and I can't help but worry about my financial picture. Can you please calm my nerves?Have a money question? Email us, ask jill [at] jill on money dot com
I just received a promotion at work, and now I'm wondering if I should reconsider my Roth 401(k) contributions?Have a money question? Email us, ask jill [at] jill on money dot com
Now that I'm earning a lot more money and finally making a living wage, how much should I be trying to save? Have a money question? Email us, ask jill [at] jill on money dot com
Over the last few years my husband and I have shifted our mindset from just saving to actually planning our savings and retirement goals. After recognizing some early mistakes, are we on track?Have a money question? Email us, ask jill [at] jill on money dot com
Given that my financial situation has bettered over the last two years, is it the right time to consider buying a rental property.Have a money question? Email us, ask jill [at] jill on money dot com
At 39 years old, am I doing everything I should be to make sure I'm on track to achieve my financial goals? Have a money question? Email us, ask jill [at] jill on money dot com
I'm 46 and would love to call it quits in my early 60s, am I taking too much risk to make that happen? Have a money question? Email us, ask jill [at] jill on money dot com
As I navigate my way through a pretty amicable divorce, I want to make sure I have all my financial ducks in a row. Have a money question? Email us, ask jill [at] jill on money dot com
Can you help settle a financial dispute? My husband thinks we're saving too much, I don't think so. Have a money question? Email us, ask jill [at] jill on money dot com
Because I live in a high tax state, most of my retirement assets are pre-tax, is it time to consider using the Roth option?Have a money question? Email us, ask jill [at] jill on money dot com
My student loan is a private loan, and with interest rates on the rise, I'm wondering if I should just go ahead and pay if off or keep making the monthly payments? Have a money question? Email us, ask jill [at] jill on money dot com
31 years old and it's my first time experiencing a turbulent market, and now I want to make sure I'm taking the proper steps to set myself up for a solid financial future. Have a money question? Email us, ask jill [at] jill on money dot com
What should I do with an old pension? Take a lump sum now or keep it as is until retirement, which is still decades away?Have a money question? Email us, ask jill [at] jill on money dot com
Considering we're in our 30s, is there any reason why we should be considering an annuity? Have a money question? Email us, ask jill [at] jill on money dot com
With $3k each month in surplus cash flow, should we be dumping it all into our employee stock purchase plans?Have a money question? Email us, ask jill [at] jill on money dot com
With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs? Have a money question? Email us, ask jill [at] jill on money dot com
I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of assets is ideal.Have a money question? Email us, ask jill [at] jill on money dot com
Even though I'm only in my 20s, I feel like I'm in need of a financial checkup, especially regarding a gifted mutual fund account. Have a money question? Email us, ask jill [at] jill on money dot com
My mother is on the verge of full retirement, and over the last year, I've been trying to help her consolidate several accounts into Vanguard. Are we moving in the right direction? Have a money question? Email us, ask jill [at] jill on money dot com
With a large raise on the horizon, and a huge pension at retirement, I'm not quite sure how much and where we should be investing. Have a money question? Email us, ask jill [at] jill on money dot com
Thankfully, I feel like we're doing okay when it comes to our finances, the curveball is that my mother-in-law, who's only 58, lives with us and is almost entirely dependent.Have a money question? Email us, ask jill [at] jill on money dot com
In our mid 30s, I'm starting to wonder if we have too much money in our traditional 401(k)s? Is it time to start using the Roth option? Have a money question? Email us, ask jill [at] jill on money dot com
After paying off medical school loans, we're looking at a bunch of extra cash flow. What should we do with it? Have a money question? Email us, ask jill [at] jill on money dot com
We're in our late 30s and would love to know if we're on track to achieve our financial goals, including retirement and funding college for our child. Have a money question? Email us, ask jill [at] jill on money dot com
Thanks to a large inheritance, we want to make sure we're on the right track going forward. Have a money question? Email us, ask jill [at] jill on money dot com
With $100,000 on the horizon thanks to a recent home sale, what should I do with the proceeds? Invest, keep in cash, something else? Have a money question? Email us, ask jill [at] jill on money dot com
We're both joining the military and we'll each receive a signing bonus of $100,000. What should we do with the money?Have a money question? Email us, ask jill [at] jill on money dot com
As a 35 year old woman living in Austin and working in tech, I'd love to know if I'm financially on track for retirement, and what I should do with excess savings in my money market account?Have a money question? Email us, ask jill [at] jill on money dot com
With a little extra cash flow, and some debt, how should we be prioritizing our financial goals for the future?Have a money question? Email us, ask jill [at] jill on money dot com
I've checked a lot of boxes on my financial journey, but I feel like there's still some work to do, so I'm wondering what my next steps should be?Have a money question? Email us, ask jill [at] jill on money dot com
We love the Roth IRA, but we're on the verge of being phased out, what are our options? Have a money question? Email us, ask jill [at] jill on money dot com
We're finally in a position to start investing some extra cash flow but we're not sure what's the best option for us. Have a money question? Email us, ask jill [at] jill on money dot com
For a variety of reasons I have what I feel is an unhealthy relationship with money. How are we doing? Can I relax a little and enjoy our money a bit?Have a money question? Email us, ask jill [at] jill on money dot com
I feel like we're in pretty good shape with our assets, but I also feel like we have way too many accounts. Should we start consolidating? Have a money question? Email us, ask jill [at] jill on money dot com
As a 28-year-old, single guy, I'm thinking of taking the plunge and purchasing my first piece of real estate. Should I do it, and if so, how much should I be looking to spend? Have a money question? Email us, ask jill [at] jill on money dot com
With little-to-no faith that our financial situation will improve significantly within the next five years, is it silly for us to consider a house purchase? Have a money question? Email us, ask jill [at] jill on money dot com
Due to the war in Ukraine, we now find ourselves caring for a family member. I'm having trouble wrapping my head around how to prepare for this unexpected situation.Have a money question? Email us, ask jill [at] jill on money dot com
Are we are on track to retire at age 65? With two pensions coming our way, should be be saving more for retirement?Have a money question? Email us, ask jill [at] jill on money dot com
With some extra cash flow on the horizon, should we look into buying a bigger house, or stockpile the cash for some financial flexibility down the road?Have a money question? Email us, ask jill [at] jill on money dot com
Is it crazy to contemplate a new career at 42? Or should I keep my head down and keep doing what I'm doing?Have a money question? Email us, ask jill [at] jill on money dot com
In our 40s with two kids and two pensions coming our way, yet I'm worried we don't have enough saved for retirement. Will we be okay?Have a money question? Email us, ask jill [at] jill on money dot com
With an extra $1,200 or so each month, where should it be going? Into a brokerage account or into my employee stock purchase plan?Have a money question? Email us, ask jill [at] jill on money dot com
I'm still bothered by an investment I made over a year ago, can you help me get over it? Have a money question? Email us, ask jill [at] jill on money dot com
We're in our 30s and after saving and saving and saving, is our financial position solid enough to do something less demanding?Have a money question? Email us, ask jill [at] jill on money dot com
With my wife and I in our early 30s, what can we be doing now to structure our investments to fund a more flexible future?Have a money question? Email us, ask jill [at] jill on money dot com
Can more money really buy happiness? Well, one thing's for sure, doubling your salary can only make things easier. Have a money question? Email us, ask jill [at] jill on money dot com
What's the right balance when factoring in both retirement savings and trying to pay off student loan debt? Have a money question? Email us, ask jill [at] jill on money dot com
We think we're doing a good job planning for the future, but wanted to touch base to see if we are indeed on the right path.Have a money question? Email us, ask jill [at] jill on money dot com
Are we making a mistake by placing our entire bond position in our tax-deferred 401(k)?Have a money question? Email us, ask jill [at] jill on money dot com
With not a ton of money saved, are there other options for my parents to consider as they head into retirement?Have a money question? Email us, ask jill [at] jill on money dot com
When it comes to our various financial goals, are we being too conservative or are we being prudent? Have a money question? Email us, ask jill [at] jill on money dot com
I joined CBS Mornings to provide some "spring cleaning" advice for tidying up your finances, including advice for people who still need to do their taxes, what statements and documents you need to keep and for how long, and how to streamline your finances.Have a money question? Email us, ask jill [at] jill on money dot com
If a line of credit isn't an option, is there something else I can consider for financing a small remodel job? Have a money question? Email us, ask jill [at] jill on money dot com
Would we be stretching ourselves too thin by remodeling our dream house?Have a money question? Email us, ask jill [at] jill on money dot com
I keep hearing about the advantages of using a Roth account, but given our current tax bracket, I'm not convinced it's best for us. Have a money question? Email us, ask jill [at] jill on money dot com
After crunching the numbers, I'm starting to worry if we'll be able to fully fund college for our two kids. Any suggestions? Have a money question? Email us, ask jill [at] jill on money dot com
After making $75k from the sale of a home, what should we be doing with the money? Brokerage account? 529 account?Have a money question? Email us, ask jill [at] jill on money dot com
With a lot more wiggle room thanks to some recent bumps in pay, what should our financial planning priorities be?Have a money question? Email us, ask jill [at] jill on money dot com
I recently joined CBS Mornings to discuss the basic rules for investing. We covered the different types of accounts that are available including employer-sponsored retirement plans and IRAs, and why Americans should keep things simple but remember to diversify.Have a money question? Email us, ask jill [at] jill on money dot com
With more money than needed sitting in cash, how do I go about investing the excess? Have a money question? Email us, ask jill [at] jill on money dot com
When it comes to our savings account, our retirement accounts at work, and our brokerage account, how should we be prioritizing them?Have a money question? Email us, ask jill [at] jill on money dot com
With the job market on fire, and realizing that I'm being underpaid, should I be looking to make a change? Have a money question? Email us, ask jill [at] jill on money dot com
With $50k coming your way, and some big life changes on the horizon, what should you do with the cash?Have a money question? Email us, ask jill [at] jill on money dot com
Today we're sharing advice on how to talk about money with your loved ones. We'll discuss how to make sure you're on the same page as your partner financially, what topics need to be discussed, and how to have difficult conversations.Have a money question? Email us, ask jill [at] jill on money dot com
With our income about to go way up, what should we be doing with the extra cash flow?Have a money question? Email us, ask jill [at] jill on money dot com
With the 2022 Wall Street roller coaster off to a wild start, is now a good time to rebalance?Have a money question? Email us, ask jill [at] jill on money dot com
With no retirement plan available through work, should I make a non-deductible IRA contribution or use a brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com
With my income right on the Roth IRA limit, should I do pre-tax in the workplace retirement plan to bring my income down, or just go ahead and do all Roth at work?Have a money question? Email us, ask jill [at] jill on money dot com
If things are good right now, is there any reason we should be dreaming about buying another property?Have a money question? Email us, ask jill [at] jill on money dot com.
27 and 25 with decent jobs, but have the feeling we're sitting on too much cash, are we?Have a money question? Email us, ask jill [at] jill on money dot com.
Should I roll the dice and wait for my student loans to be wiped off the books, or just pay off the debt in one fell swoop and start investing my money? Have a money question? Email us, ask jill [at] jill on money dot com.
I joined CBS Mornings to discuss when to start teaching your kids about money, and what topics to talk about with kids of different ages.Have a money question? Email us, ask jill [at] jill on money dot com.
Given how crazy the cost of college is in the U.S., should we consider moving to Canada for some cheaper options? Have a money question? Email us, ask jill [at] jill on money dot com.
When it comes to my pre-tax and Roth 401(k), how should each side be allocated?Have a money question? Email us, ask jill [at] jill on money dot com.
As we approach our 40s, are we on track to accomplish our retirement goals? Have a money question? Email us, ask jill [at] jill on money dot com.
In our 30s and prepping for a big move, are we okay to buy a house when we relocate? Have a money question? Email us, ask jill [at] jill on money dot com.
The real estate market continues to be bonkers, causing many to wonder if they should be looking to sell. Have a money question? Email us, ask jill [at] jill on money dot com.
If you think you've got a lot going on in your life, just give this call a listen and you might walk away feeling better about your situation. Have a money question? Email us, ask jill [at] jill on money dot com.
With some medical expenses on the horizon, should we tap into the HSA or try to cash flow it? Have a money question? Email us, ask jill [at] jill on money dot com.
At what point should we be concerned about saving too much money in our tax-deferred retirement plans?Have a money question? Email us, ask jill [at] jill on money dot com.
Just because you're not making a ton of money doesn't mean you don't need a checkup. Just like with our physical health, we all need financial checkups.Have a money question? Email us, ask jill [at] jill on money dot com.
At what point do the fees in a retirement plan become too high to justify using? Have a money question? Email us, ask jill [at] jill on money dot com.
Are we making a mistake by directing all our retirement contributions into the Roth option?Have a money question? Email us, ask jill [at] jill on money dot com.
If you're questioning your retirement plan, knowing you have a huge asset that could be tapped should help ease your mind. Have a money question? Email us, ask jill [at] jill on money dot com.
With the FINE movement (Financial Independence, New Endeavor) in our sights, it it better to have our money in the market or invest in real estate?Have a money question? Email us, ask jill [at] jill on money dot com.
37-years-old and chasing the FINE movement (Financial Independence, New Endeavor) in hopes of changing things up at 42. Doable? Have a money question? Email us, ask jill [at] jill on money dot com.
With the housing market crazy, should I be looking to buy or keep renting? Oh, and by the way, I basically get the down payment as a perk from my employer. Have a money question? Email us, ask jill [at] jill on money dot com.
Given our combined income, do you think we should be using the pre-tax or Roth 401(k) option? Have a money question? Email us, ask jill [at] jill on money dot com.
My brain is telling me to refinance the mortgage, but I'm not sure how long we're going to be living here, so I'm stuck in the mode of paralysis by analysis. Have a money question? Email us, ask jill [at] jill on money dot com.
There's nothing better than getting a question from a 26-year-old who wants to know if she's on track for retirement. By the way, she's rocking it. Have a money question? Email us, ask jill [at] jill on money dot com.
Young family living in a new city with new jobs, what should the priorities be in terms of getting on track and saving for retirement? Have a money question? Email us, ask jill [at] jill on money dot com.
Knowing that you have seven more months of rental income at $2,400 per month, where should you be directing the cash? Have a money question? Email us, ask jill [at] jill on money dot com.
Yes, owning company stock can be a good thing. But too much of anything can be a bad thing. Have a money question? Email us, ask jill [at] jill on money dot com.
27-years-old, some money saved and a couple streams of rental income, does that give you permission to take your foot off the pedal in terms of saving for retirement? Have a money question? Email us, ask jill [at] jill on money dot com.
In the last year your house has appreciated by $100k, should you sell it? Or hang onto it and hope for continued appreciation? Have a money question? Email us, ask jill [at] jill on money dot com.
When shopping for a mortgage, does it make more financial sense to only put 20% down and invest the rest, or put much more down to lower the monthly payment? Have a money question? Email us, ask jill [at] jill on money dot com.
Planning and saving for retirement is important, but if it's causing constant stress in your life, you need a different approach. Have a money question? Email us, ask jill [at] jill on money dot com.
We're in our 30s with a lot of moving parts, including our first baby on the way, are we on track? Are we doing everything we can possibly be doing to prepare for retirement? Have a money question? Email us, ask jill [at] jill on money dot com.
Here's the actual email from our latest caller:I was hoping you could provide some perspective and thoughts on where we are for our retirement horizon and what (if anything) you would suggest doing with additional cash...It's as easy as that! Just shoot us a note and let us know you want to come on the show with us. Have a money question? Email us, ask jill [at] jill on money dot com.
Handling an inheritance is not always straightforward, especially when there's several parties involved. Have a money question? Email us, ask jill [at] jill on money dot com.
Rather than pay more in fees, does it make sense to replicate a target date fund on your own with individual index funds?Have a money question? Email us, ask jill [at] jill on money dot com.
Does knowing that you have an awesome pension down the road give you permission to pull back a bit on your current savings rate?Have a money question? Email us, ask jill [at] jill on money dot com.
With employees now spending more and more time working from home, is it a good idea to splurge on a home office? Have a money question? Email us, ask jill [at] jill on money dot com.
How do you get a boat load of extra cash flow? You pay off $600,000 in student loans, that's how! Boom! That's what our latest caller did, $600k in student loans. Incredible.Have a money question? Email us, ask jill [at] jill on money dot com.
32-years-old and absolutely crushing it with a boat load of money sitting in cash, what should my next move be? Have a money question? Email us, ask jill [at] jill on money dot com.
The wish list includes fencing in the yard, a second bathroom and another bedroom. Should we do a cash-out refi to pay for it? Have a money question? Email us, ask jill [at] jill on money dot com.
I hate debt so I'm hell-bent on paying down the mortgage with my surplus cashflow. Am I making a mistake? Have a money question? Email us, ask jill [at] jill on money dot com.
I'm in my 40s with a pretty good amount of money saved, should I be looking to buy long-term care insurance? Have a money question? Email us, ask jill [at] jill on money dot com.
Where should you be parking the proceeds from a recent home sale? Well, that depends, will you be looking to buy another house in the near future? Have a money question? Email us, ask jill [at] jill on money dot com.
After helping your parents figure out their finances, it's time to focus on yourself. Should you be making your 401(k) contributions pre-tax or Roth? And what's the best way to finance an upcoming renovation project? Have a money question? Email us, ask jill [at] jill on money dot com.
Your home value has exploded over the last year, leaving you eligible for a line of credit, should you use it to finance an upcoming remodeling project? Have a money question? Email us, ask jill [at] jill on money dot com.
My parents have an annuity that's coming up for renewal, should they keep it or is there a better option? Have a money question? Email us, ask jill [at] jill on money dot com.
With a new baby, and two working parents, is it a good idea to have mom move in with us full-time and help with child care? Have a money question? Email us, ask jill [at] jill on money dot com.
What steps can I take at 37 to make the dream of retirement at 60 a reality? Have a money question? Email us, ask jill [at] jill on money dot com.
I'm all for making some extra cash on the side, but should you be chasing high-dividend paying ETFs to basically function as your side hustle? Have a money question? Email us, ask jill [at] jill on money dot com.
You would like to buy an apartment but you don't know when, or if, that will ever happen. With all the uncertainty, should you be focusing on the cash down payment, or investing in a brokerage account? Have a money question? Email us, ask jill [at] jill on money dot com.
Kids are on the horizon, but probably not for a few more years, should you already be contributing to a 529 plan? Have a money question? Email us, ask jill [at] jill on money dot com.
Now that you've added a baby to the mix, what's the priority? Saving for retirement or throwing a bunch of money into a 529 plan? Have a money question? Email us, ask jill [at] jill on money dot com.
When it comes to debt, there's "good" debt and "bad" debt, and not all debt should be keeping you up at night. Have a money question? Email us, ask jill [at] jill on money dot com.
In your 20s, recently married, new homeowners, contributing to your retirement plans, is there anything else you should be doing to ensure you're on the right track? Have a money question? Email us, ask jill [at] jill on money dot com.
If you're finding the current real estate market completely bonkers, does it make sense to keep renting and hope that things eventually settle down?Have a money question? Email us, ask jill [at] jill on money dot com.
If you're being pitched a financial product, and deep down inside you have a funny feeling, odds are you should probably listen to your gut. Have a money question? Email us, ask jill [at] jill on money dot com.
Aunt Jill gets to play marriage counselor yet again! In the latest relationship, we have a wife who wants to use a bunch of cash to pay down the mortgage and a husband who thinks they're better off investing the cash and using it for college education.Have a money question? Email us, ask jill [at] jill on money dot com.
Congrats on the wedding! Forget the honeymoon, it's time to figure out your finances as a couple :) Have a money question? Email us, ask jill [at] jill on money dot com.
Yes, the housing market is beyond stupid right now, but that doesn't mean you shouldn't get in on the action. That said, you want to make sure you're doing it from a position of strength, not weakness. Have a money question? Email us, ask jill [at] jill on money dot com.
Two new programs aim to give consumers greater access to credit cards and mortgage refinancing. On this episode I explain how they work and who would benefit most. Plus Mark and I talk credit, automatic payments, and reselling handbags on the web. Have a money question? Email us, ask jill [at] jill on money dot com.
After paying off $150,000 in student loans you suddenly find yourself with some serious extra cash flow. What should you do with it? Buy a house for yourself or perhaps an investment property? Or just invest it?Have a money question? Email us, ask jill [at] jill on money dot com.
Saving for retirement is a lot like an annual checkup with your doctor, in that it's something you want to do once a year, and you certainly don't want to wait until it's too late.Have a money question? Email us, ask jill [at] jill on money dot com.
After a crazy year, which consisted of job changes, moves and various real estate transactions, a 30-something finds himself with 120k in cash and not sure what he should be doing with it. Have a money question? Email us, ask jill [at] jill on money dot com.
The nation added a better-than-expected 850,000 jobs in June, though the overall unemployment rate edged up slightly to 5.9%. I joined CBS This Morning: Saturday to talk about the jobs numbers and the ongoing economic recovery. Mark and I also chatted about the heightened importance of having a proper work-life balance.Have a money question? Email us, ask jill [at] jill on money dot com.
Millions of families will receive monthly cash payments thanks to the new Child Tax Credit plan. In this episode I'll explain who qualifies and how much they'll get. Mark and I also do a little asset allocation for one of our faithful listeners. Have a money question? Email us, ask jill [at] jill on money dot com.
In your 20s with all sorts of financial questions from saving for a house to allocating your portfolio. Sounds like you're in need of a financial plan from Aunt Jill! Have a money question? Email us, ask jill [at] jill on money dot com.
Is it a bad idea if your overall portfolio consists of just one fund? Or are you likely to achieve better returns by using multiple funds?Have a money question? Email us, ask jill [at] jill on money dot com.
You've got a lot of money sitting on the sidelines, and you know you should get it to work, yet you're a bit spooked by current market conditions. What's the right approach? Have a money question? Email us, ask jill [at] jill on money dot com.
Forget the FIRE movement, I'm all about the FINE movement, a new acronym that was sent to us by a listener. Financial Independence, Next Endeavor. Having that financial stability to be able to pick and choose your next journey. That's the gist of the conversation with our latest caller. Have a money question? Email us, ask jill [at] jill on money dot com.
After reaching some pretty crazy highs, bitcoin has come back down to earth a bit, so does that mean it's a good time to invest in some cryptocurrency?Have a money question? Email us, ask jill [at] jill on money dot com.
If you know you've got some guaranteed pensions coming your way, does that give you permission to go pedal to the metal when it comes to your overall investing philosophy? Have a money question? Email me here.
In your 30s with an extra $1500 or so each month, what's the best course of action? Should you be investing the extra money? Beefing up the emergency reserve? Saving for a house down payment? This is what I like to call a good problem to have.Have a money question? Email us, ask jill [at] jill on money dot com.
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. New episodes available Tuesday and Thursday mornings. Have a question? Email Jill at askjill@jillonmoney.com
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