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Jill on Money with Jill Schlesinger
Jill on Money with Jill Schlesinger
Author: Audacy
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Contact Us" button.
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I badly want to take a break from a well paying career, likely with no chance of going back, yet I'm concerned about healthcare until I turn 65.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Can I retire at 62 in 2027, or can I even call it quits a bit earlier and be done at the end of this year?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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I'm 62 years old and burned out after 30 years as a nurse. I want to retire in 2026 if possible. Can I?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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I want to stop working at my current job in the next few years and move into a second act job that is less stressful and more meaningful. Is it doable?
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YouTube: @jillonmoney
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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President Trump says he wants to cap credit card interest rates at 10% for a year by Jan. 20. I joined CBS Mornings to break down if the president has the ability to cap rates and what it would mean for you.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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While I’m in the 22% tax bracket, should I begin making small annual Roth conversions?
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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As we head into retirement it feels like we're juggling a lot of moving parts. Is there anything we're missing?
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YouTube: @jillonmoney
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs.
To break down all the ins and outs of RIAs, we're joined by Jon Beatty, head of Schwab Advisor Services at Charles Schwab. As Managing Director, Jon oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $5.0 trillion in assets under management.
You can learn more about Schwab and their support of independent financial advisors here.
Schwab Advisor Services™ is a division of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
The comments, views, and opinions expressed are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.
Have a money question? Email us here
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Twitter: @jillonmoney
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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My employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this impact my paycheck?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Can I fully retire in two or three years or do you think I'll need to find a part-time job?
Have a money question? Email us here
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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President Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of crude oil still in the ground, which is about 20% of the world's reserves. I joined CBS Mornings to explain how it could impact U.S. prices.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity?
Have a money question? Email us here
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.
Have a money question? Email us here
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
Subscribe to Jill on Money Newsletter
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
I'm 64 and wondering if I should be making any tweaks to my financial game plan?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one!
Have a money question? Email us here
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YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices





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$210k? What does she do?
I hope this is where we can leave comments. I love the short daily connect. between your voice and calm demeanor, it gives me almost a sense of peace. thank you for also valuable information!!
I'm with Diane! I love your podcast Jill and Mark. Smart, thoughtful and concise advice. Thank you.
Direct Sales is icky! Especially since she didn't name her company. Listen to season one of the dream. Those at the top do make money but those at the bottom get screwed.
great interview! first time listener-.i'm sold.