Jill on Money with Jill Schlesinger Are We on Track, or Way Off?
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Mar 18, 2026 Practical money fixes for retirement and tuition planning. Strategies for handling concentrated company stock and evaluating advisory fees. A breakdown of oil futures speculation and when to keep cash in 529 plans. Real-life customer service wins and tips for reducing spending to stay on track.
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United Cleared Duplicate Miles In 15 Minutes
- Jill shared a positive customer service story with United resolving duplicate MileagePlus accounts in 15 minutes.
- She praised the agent, completed the survey, and emailed the supervisor to recognize the rep by name.
Move To Bonds Gradually Not All At Once
- Do phase stock-to-bond changes gradually instead of moving everything to cash at once.
- Jill suggests moving portions quarterly into total bond market and international bond index while keeping ~20% in total stock market for growth and RMD planning.
Asset Type Can Affect Advisor Access
- Asset mix decisions can unexpectedly affect advisory relationships, not just total account size.
- Jill was surprised Vanguard suggested they wouldn't advise if the client moved to cash, highlighting odd policy behavior.