Jill on Money with Jill Schlesinger

Audacy
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Dec 31, 2019 • 13min

My Planner Has Me in 19 Funds

When it comes to a diversified portfolio, how many funds is the optimal number? Well, it kinda depends on each case, but I'm gonna go out on a limb here and say that 19 separate funds is way too many. That's the situation facing Jennifer from Buffalo.Have a money question? Email me here.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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Dec 26, 2019 • 26min

Playing with FIRE

On the latest episode we’re joined by Travis Shakespeare, director of a new documentary called Playing with FIRE, which follows 35 year old Scott Rieckens, his wife Taylor, and their toddler Jovie as the family decides to embark on a year-long odyssey to understand the rules of the FIRE movement and test their willingness to reject the standard narrative of adult life.When Scott hears a prominent leader and “early retiree” in the FIRE movement subculture interviewed on a podcast, he enlists his wife to abandon everything they’ve been taught about the role of money in adulthood and instead focus on pursuing financial independence. But doing so requires an about face since their current path has them spending every dime they make living the “Instagram” life in an expensive San Diego suburb, driving luxury cars, and eating at fancy restaurants. Although everything they are doing is sanctioned by their friends, traditional education, and broad society, Taylor agrees that something is wrong when it becomes clear she’ll need to sacrifice the precious hours of her daughter’s childhood and work 40+ hours per week to continue paying for their lifestyle. She agrees to uproot their lives and spend a year traveling around the country to meet the subculture’s mentors while living rent free to save as much as they can.It’s an interesting tale full of ups and downs. If the FIRE movement is something you’re interested in, this film is a must watch.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 24, 2019 • 11min

How to Buy Bonds

A bond position is an essential component of an overall portfolio. But how does one start implementing bonds? That's the discussion with Karen from Ohio.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 20, 2019 • 4min

Lagging Retirement Savings on CBS This Morning

Many Americans are being left behind when it comes to saving for retirement. Almost half of people 55 and older have saved nothing, according to the Economic Policy Institute. I joined CBS This Morning to discuss how you can catch up financially.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 19, 2019 • 37min

Being Smarter With Your Money

It’s been several months now that we’ve been with our new sponsor, Marcus by Goldman Sachs, so today we’re bringing on Omer Ismail, the Head of U.S. Consumer Business at Marcus to discuss what’s behind the online bank. The focus at Marcus is on three main areas:Value - Financial products intended to help the customers, from personal loans with fixed rates and customizable payment options to savings accounts that help customers meet their financial goals.Transparency - The personal loans have no hidden fees. Same with the savings accounts. But there is an early withdrawal fee associated with the CDs. And money is made on interest from the loans. Simplicity - No jargon. No tricks. Just straight talk. Not to mention an intuitive digital experience and real people answering the phones at the customer call center.The team at Marcus listened to more than 100,000 people and their experiences with money. Whether your goals are short-term or long-term, they likely have a product that will help you make the most of your money.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 17, 2019 • 14min

Keep or Ditch LTC Policy?

Long-term care policies are becoming harder and harder to find, and if you do find one, they're also getting more and more expensive. Deciding whether to keep or ditch an existing policy can be very tricky. That's the discussion with Matt from Philadelphia who's helping his mother navigate her options.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 13, 2019 • 5min

Coastal Job Growth on CBS This Morning

A new report shows just five coastal cities are getting a huge majority of America's high-tech jobs. Researchers found the Seattle, San Francisco, San Jose, San Diego, and Boston areas accounted for more than 90% of job growth in the tech sector from 2005 to 2017. I joined CBS This Morning to discuss what this says about the economy and the future of jobs.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 12, 2019 • 29min

Inside Facet Wealth

On the latest show we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth, a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security? The folks at Facet Wealth strive to provide the answers. They start with an in-depth conversation about your goals for retirement. Once they have a clear and comprehensive view of the big picture, they'll work with you to set up the next steps to get you from working today, to retirement tomorrow. When delivering their financial plans, the team at Facet aims to provide a clear vision and path for the retirement you’ve always imagined.Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 10, 2019 • 7min

When to Take Social Security

When should one take Social Security? It's the million dollar question, and if you can tell me when exactly you're going to die, then I can give you an accurate answer. That's the discussion this week with Dan from Philadelphia.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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Dec 6, 2019 • 5min

Charitable Giving on CBS This Morning

Giving Tuesday is meant to encourage charitable donations during the holidays. Americans, including companies and foundations, gave an estimated $427 billion to U.S. charities last year. I joined CBS This Morning to share how to make the most of your charitable giving this holiday season.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts.Connect with me at these places for all my content:https://www.jillonmoney.com/https://twitter.com/jillonmoneyhttps://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/https://www.youtube.com/c/JillSchlesingerhttps://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-moneyhttps://apple.co/2pmVi50"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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