Jill on Money with Jill Schlesinger

Audacy
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Mar 8, 2022 • 13min

Tax Cutoff for Roth Conversion

Does there come a point when the tax bracket no longer makes sense to consider a Roth conversion?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
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Mar 7, 2022 • 18min

Fear of Going Broke

On one hand I really want to retire, on the other hand I have this fear of going broke. What's the compromise?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
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Mar 6, 2022 • 12min

Tax Season with Ed Slott Part Two

With tax season heating up, and Build Back Better twisting in the wind, it's a perfect time to chat with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. We'll spend this weekend talking about tax prep, Roth IRAs, capital gains and more! 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
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Mar 5, 2022 • 18min

Tax Season with Ed Slott Part One

With tax season heating up, and Build Back Better twisting in the wind, it's a perfect time to chat with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. We'll spend this weekend talking about tax prep, Roth IRAs, capital gains and more! 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
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Mar 4, 2022 • 12min

Buy or Rent?

With the real estate market being crazy, and me being 0 for 6 on recent offers, should I rent for a year or two or keep looking to buy?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
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Mar 3, 2022 • 19min

Roth Conversion to Lower RMD

With Required Minimum Distributions on the horizon, should we be doing some Roth conversions to lower the RMDs?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
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Mar 2, 2022 • 13min

What Am I Missing?

I feel like I have done a decent job of saving and preparing for the future, but I always feel like I'm missing something or could improve somewhere. Can you help?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
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Mar 1, 2022 • 13min

Your Financial Reality

When it comes to making big financial decisions, it's important to remember that you are constrained by your financial reality.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
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Feb 28, 2022 • 18min

Feeling Pressure to Hire a Financial Advisor

Now that we're in our 50s, we're starting to feel some pressure to hire a financial advisor. Do we need one?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
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Feb 27, 2022 • 12min

Why the ESG Craze Is Flawed Part Two

Okay, here's the good news: A collective hunger for Environmental, Social, and Governance (ESG) investing has driven a myriad of investment companies to create more options for investors. Ready for the bad news? According to a recent series in the Wall Street Journal, written by James Mackintosh, the whole ESG craze may be flawed. He joins us this weekend to discuss. 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

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