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Jill Schlesinger
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Jill Schlesinger

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We're getting ready for COLLEGE DECISION DAY...May 1st!
May 1 is “college decision day,” the deadline to formally accept an offer of college admission and send in your deposit. It’s also the time when families must make choices about financial aid packages, which is why we spend time outlining some of the strategies necessary to maximize the process. Download the podcast on iTunes
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Jill Schlesinger

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FICO will introduce a new credit score...is that a good or bad thing?
The use of credit scores and reports dates back nearly 60 years. In 1956, engineer Bill Fair and mathematician Earl Isaac formed the Fair Isaac Corporation (FICO) on the premise that data could be mined and used to inform business decisions. Two years later, the company rolled out its first credit scoring system. FICO honed
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On this weekend's show, we answer a frequently asked question: What is an appropriate fee to pay for investment advice?
Bruce kicked off the show with a discussion about how to manage his “fun money” account in conjunction with his advisor-directed funds. One idea is to let the pro do what he or she does best and then you can use the secondary account to fill in the asset allocation gaps.
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Jill Schlesinger

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Now here's a lofty goal!
CFP and CPA Michael Goodman, President of Wealthstream Advisors, wants everyone to strive to pay ZERO taxes in retirement. He says that the ability to do “micro” Roth conversions and to utilize  IRA Charitable Rollovers, which allow taxpayers age 70 ½ or older to make tax-free charitable gifts of up to $100,000 per year directly from their Individual
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Jill Schlesinger

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As you prepare for the big game, check out these SUPER financial questions!
While you’re picking up the wings, the 6-foot subs and snacks for the big game, we’ve got some x’s and o’s for your financial life! In honor of the big game, we started the show with Seahawks’ season ticket holder Brian, who snuck a quick call about his Roth IRA before rooting on his team. Download
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This week's radio show, where I torture Mark the Producer
Oh sure, I wanted to call this episode, “Islanders Shutout Rangers,” but this is a financial, not a sports show…and after all, I can only torture Mark so much. After a brief recap of the game, we spoke with Tom (a Bruins fan), who needed help deciding whether or not he should downsize prior to retirement.
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Jill Schlesinger

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This week we break down retirement planning by generation with guest Anthony LoCascio...Boomer, Gen-Xer, Millennial...something for everyone!
We celebrated the conclusion of National Retirement Planning Week with guest Anthony LoCascio, a fiduciary advisor with more than three decades of experience in retirement and tax planning. Anthony breaks down retirement for Boomers, Gen-Xers and Millennials. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Speaking of the Millennials (those who
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Enjoy the last weekend of winter and take a listen before NCAA Selection Sunday! 
In honor of the recently-celebrated International Women’s Day, guest Jennifer Landon, founder and president of Journey Financial Services, says that there are specific – and distinct – issues that women need to consider when planning for retirement. She urges them to consider “hybrid” retirement and to have contingency plans. Download the podcast on iTunes Download
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Another great radio show!
As we say goodbye (and good riddance!) to February, there were lots of questions about tax preparation, Required Minimum Distributions and whether or not to use target date funds. Thanks so much to Peter, Mike and Lisa, all of who offered extra information for our listeners!
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#IRA Expert EdSlott has a Valentine's gift for @jillonmoney listeners...join me and @MTalercio! http://ow.ly/J0q8b 
Retirement guru Ed Slott returns to the program to offer great advice during the hectic tax prep season: ABC or Always Be Contributing (to retirement!) While he favors a Roth over a traditional IRA, he just wants you to put yourself first in order to navigate this YOYO (You’re On Your Own) environment. Download the podcast on
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A great question!
We always talk about the importance of working with fiduciary advisors, but who’s keeping tabs on them? Guest and current FPA President Ed Gjertsen weighs in on the question. He says that the oversight is conducted by a trio of entities: the CFP Board of Standards, the SEC and FINRA. Ed also discussed why he and the
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Who knew that listening to a financial advice show could be so much fun?
Forget New Year’s resolutions; we’re doing New Year REALLOCATIONS! Shane kicked off the conversation with a good problem: What to do with $500K in cash? One easy place to start: A diversified portfolio, that takes into account risk tolerance and time horizon. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3)
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People
In her circles
95 people
Have her in circles
328 people
remsky noya's profile photo
Sunil H's profile photo
Stephanie Fluker's profile photo
Michael Tannenbaum's profile photo
Steve Organek's profile photo
Md Mohen's profile photo
Russell Creel's profile photo
Jonah Landers's profile photo
Zhenya Mebarak's profile photo
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  • CBS News
    Editor at Large, 3 - present
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