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Jill on Money with Jill Schlesinger

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and invest

Episodes

Total: 2097

Midyear Money Checkup

2024/7/9

I joined CBS Mornings for a midyear money checkup to discuss how to save money between now and Labor

I retired at 55 and now I am wondering if I should go back to work for a year or two?Have a money qu

This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find o

This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find o

Tax-Smart Investing

2024/7/5

A tax-smart portfolio begins with the right asset mix for your time horizon and your risk tolerance,

This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find o

I owe $275k on a house which I could sell for $950k. It's my only asset. Should I sell?Have a money

With a large chunk of cash on the sidelines that should be invested, would you just lump sum in or s

On Track in Our 30s?

2024/7/1

I’ve gotten very into finances and financial planning over the past few years with the goal of tryin

Handling Extra Income

2024/6/30

With my husband now working two full-time jobs, what should we be doing with the extra income?Have a

After receiving a very large inheritance, how should we be allocating our assets?Have a money questi

Retirement Income Taxes

2024/6/28

Certain strategies may help reduce taxes on retirement account withdrawals and that could potentiall

A recent report found the average annual cost of child care in the U.S. was over $11,500 last year.

Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which wo

With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions

My Financial Outlook

2024/6/24

I recently started a new job and figure now is a good time to check-in on my financial game plan and

Based on our age and where we are in life, is now a good time to start doing some Roth conversions?H

I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years?H

Whether through a beneficiary designation, through a jointly held account, by probate, or through a

If My Job Goes Am I Okay?

2024/6/20

I heard through the office grapevine that my position of 15 years may be transitioning into a positi