Jill on Money with Jill Schlesinger

Explore innovative retirement strategies and essential tips for navigating family finances. Dive into proactive planning methods like Roth IRAs and 529 accounts for children's education. Discover how to optimize college funding while considering family income's impact on scholarships. Delve into the benefits of job flexibility in nonprofit careers and reassessing life insurance policies. Learn about vital estate planning tools like wills to secure your family's future against uncertainties.

Explore the roots of financial anxiety and how early education shapes adult money habits. Discover smart strategies for retirement and effective debt repayment. Learn about investment management and the value of education savings plans, such as 529s. The discussion emphasizes the need for adaptability in finances and the significance of working with a financial advisor for personal stability. Plus, gain insights into the balance between family finances and future planning.

The podcast dives into the perplexing stagnation of 529 college savings plans despite a booming market. Listeners hear about the strategic balancing act required for retirement planning, especially after a layoff. An engaging discussion uncovers doubts about annuity investments, stressing the importance of understanding personal financial situations. Additionally, experts emphasize the need for revisiting financial goals following major life changes and the benefits of different investment options like Roth 401(k) plans.

With a big military pension on the horizon, am I saving too much in my retirement plan?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"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

The hosts kick off the New Year by humorously reflecting on resolutions, especially around finances. They share anecdotes from their podcast's 14-year journey, highlighting the evolution of their format. Celebrating their anniversary, they express gratitude to listeners and promote a new meditation podcast to support well-being. Additionally, there's a lighthearted nod to New Year's Day football games, setting a festive tone for the discussion on fresh financial starts.

After avoiding the issue for a while, I'm now trying to get my financial life in order.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"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 just retired at 57 and now I'm wondering how to tap the various accounts to generate a stream of income.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"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

Joe Saul-Sehy, the host of the popular "Stacking Benjamins" podcast, dives into personal finance strategies that resonate with many. He discusses the common challenges of seeking financial advice, emphasizing the importance of personalized service. The conversation shifts to the intersection of AI and finance, unpacking how AI can aid podcast production while warning against its pitfalls in providing financial guidance. Joe also highlights creative methods to align financial goals with life milestones, stressing the value of strong advisor-client relationships.

Join Joe Saul-Sehy, host of the popular 'Stacking Benjamins' podcast and former financial planner, as he dives into the shifting dynamics of personal finance. He shares his inspiring journey from financial planner to educator and podcaster, emphasizing the importance of following one's passions. The discussion also highlights the evolution of the financial advisory landscape, the challenges aspiring advisors face, and the pitfalls of annuities. Get ready for insights on navigating investments and the necessity of mentorship in finance!

Is it time to shift from a pre-tax 401(k) to a Roth? Explore the pros and cons of this transition. Delve into essential wealth management strategies for business owners. Listen to real-life listener questions about retirement and the complexities of financial infidelity. Understand the importance of financial separation and gain insights on comparing Roth and traditional accounts. Get ready to make informed financial decisions!