Episodes
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With the market going gangbusters, why aren't the 529 plans growing?
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With a big military pension on the horizon, am I saving too much in my retirement plan?
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Missing episodes?
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Happy New Year from Jill and Mark!
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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After avoiding the issue for a while, I'm now trying to get my financial life in order.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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I just retired at 57 and now I'm wondering how to tap the various accounts to generate a stream of income.
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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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To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy, host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy!
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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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To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy, host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy!
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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 -
After years and years of pre-tax 401(k) contributions, is it time to make the switch to Roth?
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Subscribe to Jill on Money LIVE
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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
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices -
I'm feeling a bit nervous as my husband prepares to retire. Do I need to worry?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Merry Christmas from Jill and Mark!
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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I recently moved, switched jobs (internally), and am looking for help with finances as I try to combine my financial life with my partner.
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I had assumed I would not draw from my 401(k) until I am required to take RMDs, but in listening to your show and talking to others, I’m questioning if waiting until I’m required to take RMDs would put me in a significantly higher tax bracket.
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To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
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I'm 57 and wondering if I have enough saved to retire sooner rather than later.
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Subscribe to Jill on Money LIVE
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg.
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Subscribe to Jill on Money LIVE
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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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We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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 feel like I'm in position to retire at the end of 2025 or in early 2026. Am I on track to make this happen?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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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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Our son is trapped under some hefty student loans and we would like to help him out. Can we afford to do it?
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Subscribe to Jill on Money LIVE
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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've been saving for retirement for years and years, yet I'm constantly worrying about having enough money. Will I be okay?
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After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be.
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This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.
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