MoneyWatch with Jill Schlesinger

MoneyWatch with Jill Schlesinger

By CBS News

Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday and Thursday mornings.

Episodes

Paying Myself in Retirement

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/12/2420m 21s

Maximize Your Holiday Donations

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/12/2416m 0s

Tripped Up by Analysis Paralysis

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/12/2425m 48s

Just Married, Now What?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/12/2419m 57s

Happy Thanksgiving!

Gobble, gobble, happy Thanksgiving from Jill and Mark!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/11/242m 29s

Tax-Efficient Rebalancing

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/11/2415m 9s

Retirement Alphabet Soup

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/11/2422m 13s

Year-End Money Moves

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/11/2416m 51s

Money Can’t Buy You Time

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/11/2418m 59s

A Surging Market and Another Rate Cut

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/11/2412m 45s

Are We Saving Too Much?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/11/2421m 23s

The Holiday Spending Season Is Upon Us

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/11/2412m 0s

Can I Retire Next Year?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
31/10/2418m 58s

A Guide to Estate Planning

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/10/2414m 12s

How to Handle Lump Sum Payout

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/10/2420m 37s

The Struggling Sandwich Generation

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/10/2415m 34s

How to Handle Large Inheritance

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/10/2421m 33s

Considering Pre-Retirement Adjustments

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/10/2414m 30s

Financial Priorities and Parenthood

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/10/2414m 28s

A Strong Economy and Planning for the Unknown

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/10/2417m 3s

How to Pay for College

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/10/2418m 56s

Evaluating My Asset Allocation

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/10/2426m 38s

I Fired My Planner

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/09/2426m 24s

Do I Have Enough Insurance?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/09/2418m 42s

In Too Good of a Position for Retirement?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/09/2417m 33s

Retired at 48, Am I Okay?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/09/2417m 42s

How Am I Doing?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/09/2429m 3s

Big Money Decisions

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/09/2416m 1s

Can My Wife Retire at 55?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/09/2420m 40s

Do We Have Enough F-U Money?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/09/2422m 18s

Regrouping After a Loss

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/08/2421m 38s

Considering a Major Renovation

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/08/2416m 22s

Money Moves in Retirement

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/08/2425m 3s

Planning Around Short Life Expectancy

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/08/2418m 27s

Putting Cash to Work

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/08/2418m 14s

Will a Van Derail Our Retirement?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/08/2424m 8s

How to Pay for College

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/08/2423m 36s

Help Me Help Mom

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/08/2423m 24s

What Should We Do Next?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/08/2413m 40s

Social Security Changes

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/07/2413m 36s

Can We Purchase a Vacation Home?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/07/2420m 25s

Considering a Job Change

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/07/2425m 52s

Traditional or Roth?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/07/2414m 26s

Can I Retire in Three Years?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/07/2415m 44s

Easing Into Retirement

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/07/2420m 23s

Self-Managing My Finances, Now What?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/07/2419m 51s

Investing Through a Crisis Part Two

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/07/2416m 31s

Investing Through a Crisis Part One

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/07/2415m 4s

Assessing Finances at 30 Years Old

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/06/2429m 49s

Cash on the Sidelines

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/06/2419m 36s

Handling a Windfall

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/06/2417m 48s

On Track for Retirement in 16 Years?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/06/2426m 58s

Prepping for International Move

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/06/2418m 31s

Pre-Baby Financial Checkup

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/06/2416m 24s

It Isn’t Just About the Numbers

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/06/2425m 5s

Saving for College

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/06/2415m 6s

Can We Afford a Vacation Home?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/05/2416m 2s

Our Retirement Concerns

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/05/2420m 43s

Unexpected Potential Early Retirement

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/05/2417m 52s

Best Way to Financially Help Parents

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/05/2424m 43s

I Want to Stop Saving but Hubby Says No

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/05/2418m 59s

Planning for Higher Costs in Retirement

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/05/2414m 14s

What to Do with Liquid Savings

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/05/2415m 39s

How Much Longer Do We Need to Work?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/05/2423m 43s

Always Worried About Money

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/05/2416m 21s

Planning Around Health Issues

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/04/2422m 14s

On Track for Retirement in Our 30s?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/04/2414m 51s

Can We Be House Poor?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/04/2411m 39s

Prepping for Early Retirement

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/04/2420m 5s

What’s Your Retirement Number?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/04/2411m 32s

Dirty Dozen Tax Scams

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/04/2410m 31s

Last-Minute Tax Tips

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/04/2413m 39s

How Bad Is Our Situation?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/04/249m 10s

Helping Child With Down Payment

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/04/2417m 7s

Retirement or Brokerage

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/03/2411m 39s

Financial Spring Cleaning

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/03/2418m 39s

Is Mom Okay for Retirement?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/03/2415m 34s

Early 401(k) Withdrawals

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/03/2413m 18s

Take Farm Money Now or Later?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/03/2424m 44s

Should I Continue Renting?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/03/2416m 5s

Spooked by Retirement Milestones

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/03/2419m 0s

Recently Retired, Do We Have Enough?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/03/2418m 33s

Managing Dozens of Funds

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/02/2417m 27s

Real Estate Conundrum

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/02/2419m 21s

Saving for Maternity

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/02/2420m 21s

Is the Insurance Worth It?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/02/2414m 38s

Considering a Reset at Age 52

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/02/2418m 48s

Juggling Multiple Properties

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/02/2424m 19s

Investing a Big Chunk of Money

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/02/2419m 33s

Missing the Mark Millennial

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/02/2421m 26s

What to Do with Payout?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/02/2416m 21s

Superfund 529s From Brokerage?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/01/2418m 19s

Roth Conversion Questions

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/01/2418m 14s

Can Hubby Retire at 55?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/01/2417m 24s

Financial Check Up Going Into Divorce

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/01/2416m 49s

Obsessed with Financial Optimization

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/01/2414m 17s

Reset After a Sudden Loss

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/01/2435m 38s

Irish Pension, Should We Use It?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/01/2416m 28s

First Financial Checkup at 40

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/01/2416m 26s

Making Sure We're on Track

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/01/2415m 8s

Getting on Track After Divorce

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/12/2318m 46s

Trapped by Amazing Interest Rate

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/12/2317m 40s

Reduce 401(k) for Real Estate Investing?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/12/2314m 45s

Should We Move to Arizona?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/12/2315m 6s

In Our 40s, on Track to Retire at 60?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/12/2318m 32s

Are We on Track to Retire?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/12/2316m 22s

Asset Allocation for Various Accounts

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/12/2320m 1s

Check-In for a Money Reset at 35

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/12/2314m 17s

Cash or Loan for New Car?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/11/2313m 39s

Life Insurance for Son

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/11/2318m 15s

Happy Thanksgiving!

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/11/233m 51s

Financially Unequal Partnership

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/11/2325m 11s

Rollover and Investing Help

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/11/2321m 44s

Reset or Regret?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/11/2316m 12s

How to Consolidate Funds

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/11/2314m 58s

Financial Path for Newlyweds

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/11/2316m 38s

What's the Priority, College or Retirement?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/11/2317m 0s

Pre-Tax or Roth Contributions?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
31/10/2318m 37s

Retirement Milestones

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/10/2315m 39s

Financial Checkup Approaching 40

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/10/2318m 19s

Financing a Renovation Project

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/10/2322m 31s

Should I Pay Off the Car?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/10/2313m 51s

Helping Mom Navigate the Finances

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/10/2317m 18s

Brokerage or Retirement Account?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/10/2310m 58s

Should We Sell Our Rental Homes?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/10/2316m 36s

Roth or Traditional 401(k)?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/10/2316m 42s

Are Teacher Pensions Enough?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/09/2321m 53s

Real Estate Fever

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/09/2321m 51s

What to Do With Extra $300k?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/09/2318m 46s

Whole Life Policy as Investment Vehicle

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/09/2315m 48s

Should I Use a Deferred Comp Plan?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/09/2314m 27s

Estate Planning Strategies

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/09/2317m 28s

Extra Cash Flow on the Horizon

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/09/2316m 31s

In Our 30s, What's the Priority?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/09/2316m 50s

Should We Sell and Rent?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
31/08/2321m 44s

I Feel Like I'm a Hot Mess

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/08/2321m 38s

Can I Get My Doctorate?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/08/2321m 53s

How to Allocate Bonus Money

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/08/2317m 13s

Mid-Life Crisis Planning

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/08/2321m 52s

Should I Start a 529 for a Future Roth?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/08/2311m 25s

Can We Make a Large Move?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/08/2315m 30s

How to Buy a Small Business

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/08/2320m 52s

Can We Afford to Buy a Home?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/08/2313m 51s

When Are Pros Needed?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/08/2315m 57s

Should I Cash Out My Retirement?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/07/2319m 47s

Should I Rent Forever?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/07/2315m 52s

On Track at 35?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/07/2313m 38s

Should We Even Be Saving for Retirement?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/07/2317m 47s

Can We Live a Little Bit More?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/07/2316m 52s

How to Allocate Extra Cash Flow

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/07/2319m 23s

Help Me Get Unstuck

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/07/2317m 52s

How to Invest Extra Money

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/07/2318m 53s

Prioritizing Our Goals

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/06/2316m 59s

I Quit My Job, Do I Have to Go Back?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/06/2318m 14s

Planning for Future Flexibility

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/06/2320m 37s

Just Had a Baby and Received a Windfall

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/06/2318m 4s

Life Insurance as an Investment Vehicle

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/06/2315m 6s

Italy or Bust

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/06/2320m 36s

Early Retirement Planning

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/06/2321m 43s

Too Early for Next Endeavor?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/06/2318m 22s

Where Do We Start?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/06/2318m 23s

Roth or Traditional 457?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/05/2314m 33s

Are We Behind on Retirement?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/05/2324m 4s

Can I Retire in Ten Years at 55?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/05/2318m 44s

Seeking Better Work-Life Balance

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/05/2319m 12s

Are We Really on Track?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/05/2314m 21s

How to Pay for Home Improvements?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/05/2314m 17s

Are We Saving Too Much in Our 401(k)?

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: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/05/2316m 28s

Can I Do a Reset at 44?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/05/2319m 5s

Do We Need an HSA?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/05/2322m 1s

Feeling Anxious Over Our Finances

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/04/2315m 43s

Prepping for a Job Transition

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/04/2324m 13s

Are We Saving in the Right Places?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/04/2316m 33s

Do We Need an Advisor?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/04/2325m 34s

Stay Retired at 44 or Go Back to Work?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/04/2315m 48s

Use No-Match 403(b)?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/04/2319m 45s

Allocating Extra Cash Flow

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/04/2316m 21s

Finally Paying Attention to My Finances

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/04/2315m 46s

New to Finances, Are We on Track?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/03/2319m 26s

Planning With VA Disability

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/03/2318m 18s

Managing Finances for Our Small Business

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/03/2315m 14s

Can I Afford a Horse in Retirement?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/03/2318m 52s

Can I Move to Paris?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/03/2317m 0s

Major Financial Moves

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/03/2314m 44s

Medical Costs During Retirement

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/03/2311m 49s

Mid-Life Money Crisis

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/03/2316m 58s

Is a Rollover Always the Best Option?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/03/2316m 45s

Is My Plan Nuts?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/02/2314m 52s

Budgeting and Retirement Planning

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/02/2318m 22s

Nervous About Tech Layoffs

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/02/2315m 50s

Sole Wage Earner and Panicking Part Two

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/02/2317m 34s

Sole Wage Earner and Panicking Part One

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/02/2320m 12s

How to Pay for Home Remodel?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/02/2317m 23s

We're on Track, What Do We Do Next?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/02/2315m 22s

Finding a Work-Life Balance

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/02/2313m 28s

After-Tax Contributions vs Brokerage Account

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
31/01/2320m 6s

Saving for a House and Retirement

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/01/2313m 31s

College Student Investment Questions

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/01/2318m 7s

Handling Newly Found Cash Flow

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/01/2318m 26s

Need Help Allocating Cash

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/01/2316m 56s

I Need a Financial Tune Up

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/01/2317m 42s

Where Should I Invest My Extra Income?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/01/2313m 58s

How to Set Ourselves Up in the Future?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/01/2313m 59s

Evaluating Bonus Options

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/01/2318m 16s

How to Handle Increased Cash Flow?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/12/2216m 50s

New Jobs and Raises, Are We on Track?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/12/2215m 0s

In Our 30s and Planning for Future Flexibility

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/12/2215m 15s

Am I on Track at 24?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/12/2216m 42s

Gold Coins Buried in the Back Yard

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/12/2218m 50s

Budgeting for Baby Expenses

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/12/2214m 6s

Optimizing Retirement Savings

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/12/2219m 43s

What To Do With Excess Monthly Savings?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/12/2221m 2s

Planning for a House Upgrade

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/12/2214m 3s

Anxious Stay-At-Home Mom

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/11/2212m 31s

Financial Plan Help

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/11/2219m 24s

Good Time for a Roth Conversion?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/11/2216m 55s

Are We Behind on Retirement?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/11/2215m 29s

Do I Need Disability Insurance?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/11/2221m 9s

Am I Doing the Right Things With My Money?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/11/2216m 27s

Are We on Track at 41?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/11/2213m 55s

Retirement Plan Options

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/11/2217m 24s

Finally Making Money, Am I on the Right Track?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/11/2220m 5s

Separation Anxiety From My Money

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/10/2216m 42s

Setting Myself Up for Success

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/10/2213m 33s

Is My Asset Allocation Okay?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/10/2217m 12s

Saving When There’s Also a Pension

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/10/2215m 24s

Am I Behind on My Retirement Contributions?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/10/2218m 58s

Planning With High RSU Compensation

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/10/2216m 38s

What Can I Expect From My Future Retirement Portfolio?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/10/2214m 46s

Nervous at 41, What to Do Going Forward?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/10/2216m 14s

Am I Going to Fail?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/09/2215m 48s

401(k) Contributions After a Promotion

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/09/2211m 54s

Finally Making a Living Wage

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/09/2213m 45s

Unraveling Some Mistakes and Making New Choices

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/09/2219m 8s

Should I Buy a Rental Property?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/09/2218m 49s

On Track at 39?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/09/2221m 56s

Too Much Risk for My Plan?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/09/2218m 17s

Planning Through a Divorce

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/09/2215m 51s

Are We Saving Too Much?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/09/2215m 46s

Pre-Tax or Roth 401(k)?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/08/2215m 12s

Should I Pay Off My Student Loan?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/08/2212m 5s

Being a Steward of My Money

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/08/2214m 26s

Old Pension Options

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/08/2215m 1s

In Our 30s, Do We Need an Annuity?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/08/2216m 0s

Employee Stock Purchase Plan

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/08/2216m 19s

Should I Keep My CDs or Open a Brokerage Account?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/08/2213m 41s

Asset Allocation Concerns

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/08/2211m 10s

In My 20s and Looking for a Financial Checkup

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/08/2220m 51s

Help Me Help Mom

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/07/2219m 52s

Don’t Know How Much and Where to Invest

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/07/2217m 40s

Financial Planning with Restless Energy

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/07/2224m 0s

Too Much in Traditional 401(k) at Age 36?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/07/2213m 46s

What to Do With Extra Cash Flow?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/07/2218m 32s

In Our Late 30s, Are We on Track?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/07/2218m 1s

How to Handle a Large Inheritance

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/07/2217m 9s

What to Do With Home Sale Proceeds?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/07/2213m 1s

How to Handle Military Signing Bonus

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/06/2218m 9s

Am I Financially on Track?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/06/2212m 3s

Prioritizing Our Financial Goals

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/06/2215m 2s

Checked Many Boxes, What to Do Next?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/06/2211m 47s

Help, IRA Mayhem!!!

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/06/2212m 47s

How to Invest Some Extra Cash Flow

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/06/2218m 25s

My Relationship With Money

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/06/2220m 9s

Help With Consolidating Our Finances

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/06/2220m 7s

How Much Should I Spend on My First Home?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/06/2216m 6s

Can We Afford to Buy a Home?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
31/05/2222m 43s

Ukrainian Sandwich Situation

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/05/2222m 40s

Are We on Track to Retire at 65?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/05/2218m 15s

Bigger House or Financial Flexibility?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/05/2220m 50s

The 90 Day Plan

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/05/2215m 55s

Do We Have Enough Saved for Retirement?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/05/2216m 39s

Brokerage or ESPP?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/05/2215m 30s

Did I Make a Bad Investment?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/05/2218m 52s

Can I Call It Quits at 38?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/05/2213m 15s

Not Early Retirement, but Optionality

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/04/2211m 42s

Can Money Really Buy Happiness?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/04/2221m 43s

Balancing Retirement and Student Loans

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/04/2211m 15s

Wife and Hubby Need a Checkup

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/04/2221m 36s

Am I Making a Mistake?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/04/2211m 30s

Worried About Mom and Dad

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/04/2216m 40s

Too Many Goals?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/04/2218m 15s

Tidying Up Your Finances

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/04/2214m 17s

Line of Credit or Personal Loan?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
31/03/228m 53s

Stretched Too Thin for House Remodel?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/03/2218m 46s

On the Fence About Going Roth

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/03/2214m 45s

Will We Be Able to Afford College?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/03/2214m 18s

How to Stash House Sale Proceeds

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/03/2215m 23s

Financial Planning With More Wiggle Room

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/03/2217m 10s

Basic Rules for Investing Success

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/03/2213m 0s

What to Do With Excess Savings?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/03/2215m 33s

How to Prioritize Our Money

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/03/2215m 34s

Should I Leave My Job?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/03/2216m 22s

What to Do With $50k in Cash?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/02/2211m 11s

How to Talk to Your Partner About Money

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/02/2213m 42s

What to Do With Extra Income?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/02/2217m 39s

Is Now a Good Time to Rebalance?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/02/2213m 1s

Should I Contribute to a Non-Deductible IRA?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/02/2221m 20s

Roth or Traditional 403(b)?

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 comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/02/2218m 39s

Dreaming of Our Next Property

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/02/2220m 25s

In Our 20s and Needing Advice!

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/02/2214m 54s

Law School Debt vs Investing

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/01/2220m 43s

Kids and Money

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/01/2211m 40s

Should We Move to Canada for Lower Tuition?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/01/2218m 42s

How to Allocate My Retirement Investments?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/01/2221m 34s

At 37 and 38, Are We on Track?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/01/2221m 28s

Can We Buy a House?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/01/2224m 59s

Keep or Sell Rental Property?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/01/2214m 45s

In Need of a Game Plan

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/01/2221m 39s

Should We Tap Our HSA or Let It Grow?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/12/2113m 48s

Are We Saving Too Much in Retirement Accounts?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/12/2115m 6s

Financial Checkup

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/12/2120m 3s

Are the Fees Too High?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/12/2119m 16s

All Roth All the Time?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/12/2116m 27s

I’m Questioning Our Retirement Plan

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/12/2117m 47s

Rental Property vs. Stocks

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/12/2119m 6s

Chasing the FINE Movement

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/12/2121m 56s

Rent or Buy?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/12/2115m 22s

Pre-Tax or Roth 401(k)?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/11/2110m 41s

Refinance or Pay Off Home?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25/11/2118m 28s

At 26-Years-Old, Are We on Track?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/11/2119m 38s

How to Prioritize Savings Goals

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18/11/2117m 52s

What to Do With Remaining Rental Income?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/11/2123m 38s

Are We Holding Too Much Company Stock?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/11/2118m 26s

I’m 27, Can I Stop Saving for Retirement?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/11/2119m 1s

Should I Sell My House?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04/11/2116m 22s

How Much Money to Use for a House Down Payment?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/11/2118m 15s

My Finances Are Stressing Me Out

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/10/2118m 3s

In Our 30s, Are We on Track?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/10/2120m 27s

Thoughts on Retirement Savings

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/10/2113m 55s

How to Handle an Inheritance

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/10/2124m 12s

Should Investors Create Their Own Target Date Fund?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/10/2113m 44s

Am I Over Saving?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/10/2120m 41s

Can We Splurge on a New Basement?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/10/2116m 43s

What to Do With Extra Cash Flow?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/10/2115m 38s

Ahead of the Game, What’s Next?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30/09/2118m 8s

Cash-Out Refinance for Remodel?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28/09/2113m 39s

Pay Down Mortgage or Invest?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23/09/2113m 47s

Do I Need Long-Term Care Insurance?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21/09/2117m 40s

Where to Park Home Sale Proceeds?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16/09/2114m 7s

Roth vs Traditional and Financing a Renovation

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14/09/2122m 43s

How to Finance a Remodeling Project

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/09/2117m 27s

Do Mom and Dad Need an Annuity?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
07/09/2118m 28s

Can Mom Move in With Us?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
02/09/2117m 15s

I'm 37, Can I Retire at 60?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
31/08/2115m 16s

Should I Be Using High-Dividend ETFs?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26/08/2120m 14s

Save for House or Invest?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/08/2116m 31s

Should We Use a 529 Before the Kids Are Born?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19/08/2115m 38s

Financial Planning for New Parents

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/08/2115m 41s

How Do We Prioritize Our Debt?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/08/2114m 19s

Are We on the Right Track?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/08/2120m 32s

Buy or Keep Renting?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
05/08/218m 29s

Do I Need the Insurance Policy I'm Being Pitched?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
03/08/2111m 53s

Wife Says Pay Down Mortgage, Husband Says No

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/07/2112m 52s

Financial Planning for Newlyweds

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27/07/2115m 10s

Are We Crazy to Jump Into the Housing Market?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/07/2117m 27s

Financial Access for All

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20/07/2120m 48s

What to Do With Surplus Cash Flow?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/07/2114m 48s

We're 31 and 36 and Need a Retirement Checkup

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13/07/2119m 37s

What to Do With 120k in Cash

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/07/2112m 20s

The New Work-Life Balance

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
06/07/2111m 36s

The Child Tax Credit and Asset Allocation

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/07/2114m 43s

Help! I Need a Financial Plan.

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
29/06/2118m 13s

Are We Okay Using ONE Fund?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24/06/2118m 10s

Concerned About Putting Money in the Market

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22/06/2119m 24s

The FINE (Not FIRE) Movement

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17/06/2120m 28s

Should I Buy Bitcoin?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15/06/2115m 21s

Are We Investing Too Aggressively?

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/06/2116m 41s

What to Do With Extra Cashflow

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/06/2125m 15s

Introducing MoneyWatch with Jill Schlesinger

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.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/06/211m 22s
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