Explorez tous les épisodes du podcast MoneyWatch with Jill Schlesinger
| Titre | Date | Durée | |
|---|---|---|---|
| Can My Wife Retire at 55? | 05 Sep 2024 | 00:20:40 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Do We Have Enough F-U Money? | 03 Sep 2024 | 00:22:18 | |
Will we have enough F-U money in about five years or so to consider a career pivot? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| What Should We Do Next? | 01 Aug 2024 | 00:13:40 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| What to Do With Extra $300k? | 21 Sep 2023 | 00:18:46 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Whole Life Policy as Investment Vehicle | 19 Sep 2023 | 00:15:48 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Should I Use a Deferred Comp Plan? | 14 Sep 2023 | 00:14:27 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Estate Planning Strategies | 12 Sep 2023 | 00:17:28 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Extra Cash Flow on the Horizon | 07 Sep 2023 | 00:16:31 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| In Our 30s, What's the Priority? | 05 Sep 2023 | 00:16:50 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Should We Sell and Rent? | 31 Aug 2023 | 00:21:44 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| I Feel Like I'm a Hot Mess | 29 Aug 2023 | 00:21:38 | |
After a series of emotionally driven financial decisions, I feel like I need help getting back on track. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Can I Get My Doctorate? | 24 Aug 2023 | 00:21:53 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How to Allocate Bonus Money | 22 Aug 2023 | 00:17:13 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Social Security Changes | 30 Jul 2024 | 00:13:36 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Mid-Life Crisis Planning | 17 Aug 2023 | 00:21:52 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Should I Start a 529 for a Future Roth? | 15 Aug 2023 | 00:11:25 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Can We Make a Large Move? | 10 Aug 2023 | 00:15:30 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How to Buy a Small Business | 08 Aug 2023 | 00:20:52 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Can We Afford to Buy a Home? | 03 Aug 2023 | 00:13:51 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| When Are Pros Needed? | 01 Aug 2023 | 00:15:57 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Should I Cash Out My Retirement? | 27 Jul 2023 | 00:19:47 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Should I Rent Forever? | 25 Jul 2023 | 00:15:52 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| On Track at 35? | 20 Jul 2023 | 00:13:38 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Should We Even Be Saving for Retirement? | 18 Jul 2023 | 00:17:47 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Can We Purchase a Vacation Home? | 25 Jul 2024 | 00:20:25 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Can We Live a Little Bit More? | 13 Jul 2023 | 00:16:52 | |
Can we start living a little bit more and perhaps spend some money on fun stuff? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How to Allocate Extra Cash Flow | 11 Jul 2023 | 00:19:23 | |
Between a new house, funding college and retirement, we're just not sure what the priority should be. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Help Me Get Unstuck | 06 Jul 2023 | 00:17:52 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How to Invest Extra Money | 04 Jul 2023 | 00:18:53 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Prioritizing Our Goals | 29 Jun 2023 | 00:16:59 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| I Quit My Job, Do I Have to Go Back? | 27 Jun 2023 | 00:18:14 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Planning for Future Flexibility | 22 Jun 2023 | 00:20:37 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Just Had a Baby and Received a Windfall | 20 Jun 2023 | 00:18:04 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Life Insurance as an Investment Vehicle | 15 Jun 2023 | 00:15:06 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Italy or Bust | 13 Jun 2023 | 00:20:36 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Considering a Job Change | 23 Jul 2024 | 00:25:52 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Early Retirement Planning | 08 Jun 2023 | 00:21:43 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Too Early for Next Endeavor? | 06 Jun 2023 | 00:18:22 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Where Do We Start? | 01 Jun 2023 | 00:18:23 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Roth or Traditional 457? | 30 May 2023 | 00:14:33 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Are We Behind on Retirement? | 25 May 2023 | 00:24:04 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Can I Retire in Ten Years at 55? | 23 May 2023 | 00:18:44 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Seeking Better Work-Life Balance | 18 May 2023 | 00:19:12 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Are We Really on Track? | 16 May 2023 | 00:14:21 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How to Pay for Home Improvements? | 11 May 2023 | 00:14:17 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Are We Saving Too Much in Our 401(k)? | 09 May 2023 | 00:16:28 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Traditional or Roth? | 18 Jul 2024 | 00:14:26 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Can I Do a Reset at 44? | 04 May 2023 | 00:19:05 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney Please 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. | |||
| Do We Need an HSA? | 02 May 2023 | 00:22:01 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney Please 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. | |||
| Feeling Anxious Over Our Finances | 27 Apr 2023 | 00:15:43 | |
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 here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney Please 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. | |||