Jill on Money with Jill Schlesinger

When it comes to my retirement plan, should I consider the dividends and capital gains from my investments as a personal income stream/annuity?Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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 getting a huge raise at work, how should I be managing the extra cash flow?Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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

With two kids nearing college, and a third a few years behind, I have some questions regarding life insurance and where to put any college savings going forward.Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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

At the ripe old age of 49, I'm wondering if I can retire from my current job in about four years?Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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 have an annuity coming due with a few different options, which should I choose?Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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 joined CBS Mornings to discuss what people need to know for the 2023 tax season. More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. We also discuss the best way to file, rules for deducting home office expenses, and child tax credit changes.Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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 joined CBS Mornings to discuss my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life." We discussed advice for helping everyone understand their own financial situation better, and what they might need to make a change and live their best life.Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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

Our planner has presented us with an annuity option that he seems very keen on, but we're not sure if it's necessary.Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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

With my 87 year old mother in an assisted living facility, should I sell her stocks and keep everything in CDs and a money market fund?Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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

My uncle recently passed away and I am trying to help my aunt out with her financial situation, but I feel like I need some advice on a plan going forward.Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."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