Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Contact Us" button.
Even though my husband says we're fine, I still find myself worrying about the markets and whether or not we have enough saved to last us for the long haul.
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I'm 55, work a physically demanding job, and would like to retire in two years. Do I have enough saved to make it happen?
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With a significant age gap between us, what steps should we be taking as we plan for two very different retirements?
Because our recent Social Security webinar was such a hit, and we couldn't get to all the questions, today we're doing a mailbag episode with the Social Security Queen, Heather Schreiber.
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My industry is tech, and we've had tons of changes lately, so at 65 I'm wondering if my exit plan is a solid one?
I'm currently 58, retired at 49 with a pension, returned to full-time employment at 50 and now plan to retire again in nine months. Is our plan solid?
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With a strong Alzheimer's history in the family, how can I ensure that my wife will be taken care of should it become necessary?
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With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?
With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?
I say pay off the mortgage, my wife says no. Can you be the judge?
We are in good shape, but I don't want to do anything stupid. Am I worrying too much about taxes?
I'm officially retiring at the end of this week. Am I ready?
My goal is to retire in 2027 at the age of 55 from my 24-year corporate career due to burn out. Can I do it?
Even though we have more money than we'll probably ever need, I'm still having a hard time spending down some of the accounts. Can you help?!
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My parents have offered to give me a big chunk of cash, but I'm not sure I agree with them on how it should be used.
I'm only in my 30s, but with early retirement a real goal, should I be focusing on a brokerage account instead of retirement accounts?
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Can I downshift my career (work less, make less) and still hit my goal of retiring by 60?
I'm 62, and after 42 years in the workforce, I'm wondering if I can comfortably retire?
My mom is 75 and I'm helping her navigate her finances. Am I making the right moves?
You always talk about bonds being part of a portfolio and I have stayed away from them the past five years but decided to add a small amount in last year and they are still in the negative column. What gives?
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