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Taxes, Voting, Recycling—oh my! After navigating this jungle of grown-up responsibilities together, we're taking a quick summer breather to recharge our adulting batteries. But before we temporarily hang up our responsible pants, join us for this special episode packed with our favorite kernels of wisdom from the season so far AND get an exclusive preview of the fresh adulting adventures awaiting you when Grown-Up Stuff returns in late summer! Think of this episode as your adulting victory lap—complete with confetti and zero paperwork required! See omnystudio.com/listener for privacy information.…
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 "Conta ...
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Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly? Have a money question? Email us here Subscribe to …
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I would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. What are my options? Have a money question? Email us here Subscribe to …
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When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast? Have a money question? Email us here Subscribe to …
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I would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way. Have a money question? Email us here Subscribe to …
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I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable? Have a money question? Email us here Subscribe to …
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Are we in a good spot for me to step away from my job and retire (age 58) at end of the year? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fun? Have a money question? Email us here Subscribe to …
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I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think? Have a money question? Email us here Subscribe to Jill …
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What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some time back? Have a money question? Email us here Subscribe to …
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I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month. Have a money question? Email us here Subscribe to …
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When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers right? Have a money question? Email us here Subscribe to …
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As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for? Have a money question? Email us here Subscribe to …
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We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach? Have a money question? Email us here Subscribe to Jill on…
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I’m 60 years old and plan to work until 67, at which point I would like to call it quits. 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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I just changed jobs and I'm not sure what to do with my 401(k) from my previous employer as the new employer does not offer a retirement plan. Have a money question? Email us here Subscribe to Jill on…
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After 34 years of working for the government I took an early retirement offer, am I good to never work again? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and I need a better plan to retire in three years. Have a money question? Email us here Subscribe to …
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Given that my cost of living is very low, can I retire in a few years at 59? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
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I have a one time opportunity to use my 457 pre-tax deferred compensation funds to purchase an annuity offered by Washington State to former employees. Is there any downside? Have a money question? Email us here Subscribe to …
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I could really use your help, as we've been worrying ourselves sick thinking about what our options are and where we sit financially. Have a money question? Email us here Subscribe to Jill on Money LIVE…
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After being retired for a few years, I am terrified thinking about the future and can't help but worry that we'll lose everything we own. Have a money question? Email us here Subscribe to Jill on Money LIVE…
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I recently retired after working in tech for 27 years but now I'm struggling with the transition and how to think about this new phase for the next 30-40 years. Have a money question? Email us here Subscribe to Jill on Money LI…
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