Jill on Money with Jill Schlesinger

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May 12, 2024 • 16min

Estate Planning Conversations Part Two

Pamela Pirone-Benson from Fidelity discusses estate planning basics, optimizing financial support for family members, facilitating essential conversations, and the importance of estate planning. The podcast emphasizes the need for open dialogues, professional guidance, and regular plan updates.
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5 snips
May 11, 2024 • 23min

Estate Planning Conversations Part One

Pamela Pirone-Benson from Fidelity discusses estate planning essentials, including organizing assets, choosing beneficiaries, and selecting overseers. The podcast delves into wills, trusts, and the importance of a financial planning team. Tax implications, asset distribution, and the role of estate tax planning are highlighted for wealthy retirees.
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May 10, 2024 • 14min

Are the Managerial Fees Worth It?

Exploring financial advisor compensation models, fiduciary standards, and retirement planning dilemmas. Navigating investment decisions, tax strategies for retirees, and managing retirement accounts. Learn about the benefits of partnering with a dedicated advisor for tailored wealth management strategies.
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May 9, 2024 • 10min

Planning for Retirement

This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.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
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May 8, 2024 • 18min

Help Navigating Retirement

We're both already retired but looking for some advice as we prepare to navigate the next few years.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
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May 7, 2024 • 16min

Can We Pause Retirement Savings?

Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?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
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May 6, 2024 • 20min

Should I Stay or Should I Go?

I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?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
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May 5, 2024 • 7min

Work, Retire, Repeat Part Two

Teresa Ghilarducci, labor economist and author, discusses challenges in retirement savings and the impact of wage stagnation. She also explores the difficulties of working longer in your 60s for retirement, highlighting issues like inconsistent employment and financial insecurity.
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May 4, 2024 • 7min

Work, Retire, Repeat Part One

This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.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
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May 3, 2024 • 14min

Where to Park Emergency Fund

Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash?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

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