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Jill Schlesinger
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Jill Schlesinger

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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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Jill Schlesinger

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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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Jill Schlesinger

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We're in the holiday spirit on the "Jill on Money" Radio show!
As you scramble to complete your holiday shopping, listen to the great questions that we field this week. We start with Karen from Iowa, who holds a large nest egg in illiquid investments. We then shift to Karen, who is getting into the holiday spirit by gifting to her children. (Anyone can give up to
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Jill Schlesinger

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The first radio show of the last month of the year...that means holiday bump music is BACK!
The holiday music is back, putting callers into a jolly mood for the first show of December! Thanks to Steve from CA, who asked about whether or not to add a small company stock index to his $825,ooo portfolio. Small stocks are defined as those with market capitalizations (number of shares outstanding, times the stock price)
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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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Jill Schlesinger

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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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Mark and I celebrate our 200th @jillonmoney radio show with Social Security expert Bill Meyer #TimeFlies
What better way to celebrate our 200th show — and the first program of 2015 — then to have Social Security expert Bill Meyer as our guest! Bill is the founder and Managing Principal of the terrific SS resource, SocialSecuritySolutions.com. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Bill discusses the
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Jill Schlesinger

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We're in full-on year-end planning mode with Dan Forbes of Forbes Financial Planning!
What better way to celebrate my birthday week than to hang with my radio/podcast family! Thanks for all of the warm wishes and the great questions, starting with VJ from CT, who is gearing up to purchase his first house. (Here’s the New York Times calculator that I spoke about during the show!) After reviewing
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Which song to choose for Nov #jobs report: Prince's "1999" or Dolly Parton's "9 to 5"?
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People
In her circles
95 people
Have her in circles
326 people
Jake Sims's profile photo
Wesley Restall's profile photo
Tere Mele's profile photo
eric hajdufi's profile photo
shawn statler's profile photo
Bill Vanko's profile photo
Justin Mesina's profile photo
Girish Patel's profile photo
Steve Organek's profile photo
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  • CBS News
    Editor at Large, 3 - present
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