Jill on Money with Jill Schlesinger

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Real money questions, plain-spoken answers.

The gist

Jill on Money with Jill Schlesinger is a practical personal-finance advice show built around real listener situations. The conversations move from teasing banter to careful number-crunching, especially around pensions, Social Security, withdrawals, housing choices, and family obligations.

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About Jill on Money with Jill Schlesinger

Jill on Money with Jill Schlesinger is built around the financial choices people keep postponing because the numbers feel tangled. The show moves fast. A listener might arrive with pension options, a Roth conversion question, too much cash, a parent in assisted living, a military transition, or a plan to leave a high-stress job. Then the conversation slows down just enough to find the real decision. Jill and Mark ask for income, spending, savings, benefits, Social Security estimates, home value, debt, taxes, health, and timing. Nothing floats for long. A vague worry becomes a monthly cash-flow question. A retirement dream becomes a pension haircut, survivor benefit, withdrawal plan, or emergency-fund target. The tone is friendly, but it is not hand-holding for its own sake. Callers are nudged, teased, challenged, and then given a clearer frame for what comes next. That mix keeps the show from feeling like a lecture. It is more like sitting at a kitchen table with a sharp planner who wants every relevant number before giving an opinion. The recurring listener calls give the advice texture because the same topic rarely means the same thing twice. Cash can be safety or procrastination. A bigger house can be a life upgrade or a drag on flexibility. A pension can create freedom, but only if health coverage, survivor income, and timing line up. Episodes also make room for broader investing conversations, including Ben Carlson’s discussion of market volatility, rules, and long-term wealth. The show’s best moments come when it turns financial anxiety into a specific planning tradeoff. It is practical, skeptical, and more conversational than glossy. For people nearing retirement, managing parents’ money, raising kids, or trying not to make one expensive mistake, it offers useful pressure testing without much ceremony.

Made for: Designed for adults making consequential household money decisions, especially around retirement, pensions, Social Security, college costs, home purchases, aging parents, and career transitions. It fits listeners who have saved seriously but want help turning balances and benefits into a plan.

What sets it apart: The show’s strength is the live diagnostic style: every answer is built from the caller’s actual numbers, not from generic rules. Jill and Mark combine quick banter with persistent follow-up questions, so the advice stays human and specific.

In their own words

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 each week 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.

Why you'd press play

This is where your six-figure question gets follow-up questions, arithmetic, and an actual answer.

Press play if you want

  • Jill to pressure-test your retirement plan before you start taking withdrawals
  • someone to compare pension options without treating the biggest monthly check as the obvious winner
Read the full recommendation in PlayNext →
pension optionsRoth conversionsSocial Security timingretirement withdrawalscash reserveshousing decisionsassisted living costsmarket volatility

Talks about

Best episodes of Jill on Money with Jill Schlesinger

Short reviews from the PlayNext desk, based on the episodes we processed.

Thinking About Quitting My Job

Jill turns a possible career break into a two-year planning question, with savings, reserves, housing, and future work all still in view.

Jill Schlesinger treats Amber's wish to quit at 38 less as a retirement fantasy than as a test of whether a two-year pause can sit inside a household that is already saving hard.

Balancing Retirement With Tuition

A practical look at how pension, Social Security, and mortgage timing shape retirement cash flow.

Jill Schlesinger turns a familiar retirement worry into a practical cash-flow question: how to keep family expenses covered while a household moves toward pension income, Social Security, and the end of a mortgage.

Podcasts like Jill on Money with Jill Schlesinger

Episodes

  1. 1

    My Wife Has Cancer, Can We Build Her Dream Cabin?

    ·23m
  2. 2

    Are We on Track, or Way Off?

    ·16m
  3. 3

    Reducing Retirement Savings for a House

    ·20m
  4. 4

    How to Handle Home Sale Proceeds

    ·16m
  5. 5

    Am I Ready to Retire at 62?

    ·23m
  6. 6

    Is One Million Enough?

    ·13m
  7. 7

    Happy Holidays From Jill and Mark!

    ·6m
  8. 8

    I Got a Late Start, Am I Okay for Retirement?

    ·14m
  9. 9

    Maximize Our Assets and Optimize Our Taxes

    ·24m
  10. 10

    Can I Retire in Two Years?

    ·27m
  11. 11

    Too Much in Pre-Tax Retirement?

    ·17m
  12. 12

    Is Retirement in 2027 a Possibility?

    ·17m
  13. 13

    State of the Economy With Diane Swonk

    ·34m
  14. 14

    Full-Time Caregiver, Will I Be Okay?

    ·19m
  15. 15

    Has My Roth Conversion Ship Sailed?

    ·19m
  16. 16

    Am I on Track to Retire Comfortably at Age 67?

    ·21m
  17. 17

    Can We Stop Saving for College?

    ·15m
  18. 18

    Retirement in Three Months?

    ·15m
  19. 19

    Encore Career at Age 50?

    ·16m
  20. 20

    Can I Retire in 18 Months?

    ·20m
  21. 21

    Inherited IRA Opportunities?

    ·16m
  22. 22

    Is Early Retirement a Possibility?

    ·19m
  23. 23

    Burned Out in Tech, Can I Retire at 49?

    ·22m
  24. 24

    The Secrets of Perfect Timing Part Two

    ·25m
  25. 25

    Are We on the Correct Path?

    ·18m
  26. 26

    Are the Numbers Too Good to Be True?

    ·14m
  27. 27

    Help My Parents Plan for Retirement

    ·25m
  28. 28

    Should I Refinance to Fixed Rate?

    ·16m
  29. 29

    Life Has Changed, Are We Okay?

    ·22m
  30. 30

    The Secrets of Perfect Timing Part One

    ·19m
  31. 31

    Can I Move Up My Retirement Age?

    ·18m
  32. 32

    Can I Retire Before Kids Are Done With College?

    ·19m
  33. 33

    Should I Tap a CD or My Roth?

    ·16m
  34. 34

    Wife Questioning Asset Allocation

    ·25m
  35. 35

    Options After Losing Retirement Match

    ·20m
  36. 36

    Reset Dilemma Advice

    ·15m
  37. 37

    A Holistic Giving Solution for Donors and Advisors

    ·16m
  38. 38

    Concerned About Running Out of Money

    ·28m
  39. 39

    Is Investing a Pipe Dream?

    ·22m
  40. 40

    If I Retire, Does Our Plan Work?

    ·23m
  41. 41

    Am I on Track for a 2028 Retirement?

    ·23m
  42. 42

    Is 67 Our Magic Number to Retire?

    ·15m
  43. 43

    Changing Investment Firms

    ·17m
  44. 44

    Do You Need a Registered Investment Advisor?

    ·20m
  45. 45

    To Pay Off My House or Not?

    ·16m
  46. 46

    Moving From Saving to Spending

    ·21m
  47. 47

    Saving in the Wrong Places

    ·15m
  48. 48

    Restarting After a Divorce

    ·19m
  49. 49

    Can I Retire in Just Over Two Years?

    ·16m
  50. 50

    Retirement and Leaving a Legacy

    ·15m
  51. 51

    Keeping All the Balls in the Air

    ·16m
  52. 52

    Can We Cut Back on Work?

    ·12m
  53. 53

    Save for Retirement or a House?

    ·19m
  54. 54

    The Stages of Job Loss

    ·44m
  55. 55

    Can I Call It Quits and Live a Little?

    ·23m
  56. 56

    Tax Season 2026 Opens

    ·9m
  57. 57

    At What Age Would I Be Able to Retire?

    ·16m
  58. 58

    Inheritance Coming Our Way

    ·19m
  59. 59

    Too Much in a Single Stock?

    ·29m
  60. 60

    Impact of Iran War on Economy

    ·9m
  61. 61

    Managing the Moving Parts

    ·25m
  62. 62

    Can I Quit My Job and Become an Artist?

    ·25m
  63. 63

    When Can I Downsize My Job?

    ·21m
  64. 64

    Planning After the Death of My Wife

    ·20m
  65. 65

    Laid Off at 62, Will We Be Okay?

    ·25m
  66. 66

    Financially Supporting a Parent

    ·25m
  67. 67

    Struggling to Even Think of Retirement

    ·28m
  68. 68

    10 Years Until Retirement, Can I Do It?

    ·14m
  69. 69

    Can I Retire at 62 in 2027?

    ·20m
  70. 70

    Do I Need to Find Another Job?

    ·20m
  71. 71

    How to Handle My Pension Options

    ·18m
  72. 72

    Career Transitions With the Help of AI

    ·35m
  73. 73

    Why Not a Roth Conversion?

    ·18m
  74. 74

    Balancing Retirement With Tuition

    A 58-year-old federal employee with $175,000 in 529 plans wonders if he should use them for his kids' Catholic high school tuition.

    ·21m·2 clips
  75. 75

    Pension Lump Sum or Annuity?

    ·15m
  76. 76

    Should I Be Making Financial Tweaks?

    ·16m
  77. 77

    Feeling Stuck as I Approach Retirement

    ·18m
  78. 78

    Can Trump Cap Credit Card Rates?

    ·16m
  79. 79

    Roth Conversions Leading to Early Retirement?

    ·16m
  80. 80

    On Track for FINE?

    ·20m
  81. 81

    Are We Really Ready to Retire Early?

    ·21m
  82. 82

    Thinking About Quitting My Job

    Amber, 38, asks if she can quit her job because her husband thinks they can survive on his $81,000 income alone.

    ·16m·1 clip
  83. 83

    Do I Have Enough to Slow Down?

    ·13m
  84. 84

    Roth Conversion Strategy

    ·22m
  85. 85

    Can I Quit My Job at 57?

    ·25m
  86. 86

    Welcome to Becoming You with Suzy Welch

    ·2m
  87. 87

    Can Dad Retire Comfortably?

    ·18m
  88. 88

    The Way of Excellence With Brad Stulberg

    ·38m
  89. 89

    Can We Retire Now if We Get Laid Off?

    ·15m
  90. 90

    Roth vs Pre-Tax 401(k) Contributions

    ·15m
  91. 91

    Can I Fully Retire in 2-3 Years?

    ·15m
  92. 92

    Could Operation in Venezuela Impact Gas Prices?

    ·17m
  93. 93

    Burned Out and Really Want to Quit

    ·19m
  94. 94

    Seeking Financial Flexibility

    ·17m
  95. 95

    Should I Pursue a Great Money Reset?

    ·18m
  96. 96

    Roth or Pre-Tax 401(k)?

    ·11m
  97. 97

    Time for a Financial Reset?

    ·23m
  98. 98

    Taking Advantage of a Unique Year

    ·21m
  99. 99

    Should I Convert My TSP?

    ·14m
  100. 100

    Planning Around a Diagnosis

    ·13m
  101. 101

    Handling an Upcoming Inheritance

    Jane in Seattle expects an unexpected $1.75 million inheritance, and Jill Schlesinger advises planning before investing or spending it.

    Oct 2, 2026·16m
  102. 102

    Does My Retirement Plan Work?

    Jill Schlesinger and Mark assess whether Danny and his wife, both 60, can retire around 2027 with about $1.94 million saved.

    Oct 1, 2026·14m·1 clip
  103. 103

    Is There a Benefit to Switching Jobs?

    Jill Schlesinger says job hoppers in research from Rutgers and Cornell settle into new roles in two months, compared with five months for the average worker.

    Sep 30, 2026·14m·1 clip
  104. 104

    Taxes and Why I Love Them

    Sep 29, 2026·15m
  105. 105

    Ready to Retire or Have We Overlooked Something?

    Sep 28, 2026·22m
  106. 106

    Platypus Economics

    Sep 26, 2026·2m
  107. 107

    Is the Management Fee for My ETFs Worth It?

    Sep 25, 2026·13m
  108. 108

    Transition Planning for Rural Folks

    Sep 24, 2026·17m
  109. 109

    How to Fund an Emergency Cash Fund?

    Sep 23, 2026·23m
  110. 110

    Did I Make a Mistake With Two Annuities?

    Sep 22, 2026·12m
  111. 111

    Just Married, When Can We Retire?

    Sep 21, 2026·19m
  112. 112

    How to Pay for My Doctorate?

    Sep 18, 2026·22m
  113. 113

    Key Money Habits to Teach Your Kids

    Sep 17, 2026·12m
  114. 114

    Disliking My Business “Partners” Uncle Gavin and Uncle Don

    Sep 16, 2026·18m
  115. 115

    Do I Need to Go Back to Work Full-Time?

    Sep 15, 2026·19m
  116. 116

    Being Advised to Buy Long-Term Care Insurance

    Sep 14, 2026·25m
  117. 117

    Do I Have Too Many Funds?

    Sep 11, 2026·21m
  118. 118

    AI and Your Money

    Sep 10, 2026·10m
  119. 119

    Impending Unexpected Surgery

    Sep 9, 2026·21m
  120. 120

    Giving Myself Permission to Spend

    Sep 8, 2026·27m
  121. 121

    Happy Retirement to Our Auto Guru!

    Sep 7, 2026·48m
  122. 122

    Am I Going in the Right Financial Direction?

    Sep 4, 2026·15m
  123. 123

    Stuck in Financial Survival Mode

    Sep 3, 2026·13m
  124. 124

    On Track for Retirement at 56?

    Sep 2, 2026·14m
  125. 125

    I’m 68, Is It Time to Stop Working?

    Sep 1, 2026·11m
  126. 126

    Turning 60 and Looking to Retire Very Soon

    Aug 31, 2026·10m
  127. 127

    The Forever Paycheck With Jean Chatzky

    Aug 28, 2026·30m
  128. 128

    Second Guessing a Financial Decision

    Aug 27, 2026·11m
  129. 129

    Juggling Education and Retirement

    Aug 26, 2026·13m
  130. 130

    Handling a Nearly 50% Raise

    Aug 25, 2026·9m
  131. 131

    Does the Annuity Pitch Make Sense for Us?

    Aug 24, 2026·23m
  132. 132

    How to Get Rich in American History

    Aug 21, 2026·43m
  133. 133

    Wrestling With Roth Conversion Decision

    Aug 20, 2026·21m
  134. 134

    Handling Healthcare Expenses in Retirement

    Aug 19, 2026·14m
  135. 135

    Should I Consolidate Accounts?

    Aug 18, 2026·16m
  136. 136

    Buying vs Renting Struggle

    Aug 17, 2026·17m
  137. 137

    Stay Calm With David Booth

    Aug 14, 2026·41m
  138. 138

    The Importance of Natural Disaster Insurance

    Aug 13, 2026·17m
  139. 139

    How Are Americans Faring in This Economy?

    Aug 12, 2026·21m
  140. 140

    Taking Social Security Benefits Early

    Aug 11, 2026·13m
  141. 141

    Are We in Good Shape or Do We Need to Shape Up?

    Aug 10, 2026·16m
  142. 142

    Out of Whack Asset Allocation

    Aug 7, 2026·11m
  143. 143

    Will the Renovation Derail Us?

    Aug 6, 2026·32m
  144. 144

    Retirement Plan Options at New Job

    Aug 5, 2026·19m
  145. 145

    Downsized in Paradise, Can We Retire?

    Aug 4, 2026·13m
  146. 146

    International and Domestic Travel Tips

    Aug 3, 2026·15m
  147. 147

    Trump Account or 529 Plan?

    Jul 31, 2026·13m
  148. 148

    Time to Sell the Family Home?

    Jul 30, 2026·20m
  149. 149

    Relocation in Retirement

    Jul 29, 2026·16m
  150. 150

    Given the Options, Are We Saving in the Right Places?

    Jul 28, 2026·16m
  151. 151

    Help! I’m Going to Be a Grandma

    Jul 27, 2026·19m
  152. 152

    Parents Supporting Adult Children

    Jul 24, 2026·12m
  153. 153

    Tips for Retirement Planning

    Jul 23, 2026·12m
  154. 154

    How to Calculate the Monthly Spend?

    Hidden gem

    Jill Schlesinger and Mark answer listener questions about Roth conversions, retirement timing, housing debt, student loans, and monthly spending.

    Jul 22, 2026·22m·1 clip
  155. 155

    Priorities as I Prepare for Retirement

    Jul 21, 2026·20m
  156. 156

    Second Guessing My Financial Decisions

    Jul 20, 2026·19m
  157. 157

    Mid-Year Financial Check-In

    Jul 17, 2026·11m
  158. 158

    Funding a Condo Purchase

    Jul 16, 2026·12m
  159. 159

    Does My Plan Work, or Should I Be Worried?

    Jul 15, 2026·23m
  160. 160

    Physical Job, Can I Retire at 57?

    Jul 14, 2026·13m
  161. 161

    Age Gap Couple With High Paying Jobs

    Jul 13, 2026·24m
  162. 162

    Social Security Mailbag With Heather Schreiber

    Jul 10, 2026·51m
  163. 163

    Finalizing My Exit Plan at 65

    Jul 9, 2026·20m
  164. 164

    Would Like to Retire in Nine Months

    Jul 8, 2026·16m
  165. 165

    Ensuring My Wife Will Be Taken Care Of

    Jul 7, 2026·19m
  166. 166

    Fee-Only vs Fee-Based

    Jul 3, 2026·15m
  167. 167

    Freedom vs Liquidity

    Jul 2, 2026·15m
  168. 168

    Am I Worrying Too Much About Taxes?

    Jul 1, 2026·17m
  169. 169

    Am I Ready for Retirement?

    Jun 30, 2026·15m
  170. 170

    I’m Fried, Can I Retire Next Year at 55?

    Jun 29, 2026·19m
  171. 171

    How to Spend What We’ve Saved?

    Jun 26, 2026·16m
  172. 172

    Making the Most of an Early Inheritance

    Jun 25, 2026·11m
  173. 173

    Should I Be Focusing on a Brokerage Account?

    Jun 24, 2026·11m
  174. 174

    Can I Change Jobs and Still Hit My Goals?

    Jun 23, 2026·15m
  175. 175

    Burnt Out After 42 Years in Corporate America

    Jun 22, 2026·16m
  176. 176

    Help With Mom’s Asset Allocation

    Jun 19, 2026·16m
  177. 177

    Why Use Bonds?

    Jun 18, 2026·15m
  178. 178

    Can I Make a Career Change at 57?

    Jun 17, 2026·15m
  179. 179

    Can I Take My Pension and Run?

    Jun 16, 2026·14m
  180. 180

    How to Fund a Renovation?

    Jun 15, 2026·18m
  181. 181

    Does My Early Retirement Plan Work?

    Jun 12, 2026·20m
  182. 182

    Where to Save in 30s and 40s?

    Jill Schlesinger and Mark advise Anne, age 36, and her 41-year-old wife on organizing retirement, cash, college, housing, insurance, and estate planning.

    Jun 11, 2026·22m·1 clip
  183. 183

    Investment Philosophy

    Jun 10, 2026·11m
  184. 184

    Can I Retire in Four Years at 60?

    Jun 9, 2026·15m
  185. 185

    Are We Okay to Start Withdrawals?

    Jill Schlesinger and Mark Talercio advise Kathleen, a 57-year-old Rhode Island caller, on whether her disabled 60-year-old husband can begin 401(k) withdrawals.

    Jun 8, 2026·24m·1 clip
  186. 186

    Risk and Reward With Ben Carlson

    Hidden gem

    Jill Schlesinger interviews Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, about his book Risk and Reward and long-term investing.

    Jun 5, 2026·32m·2 clips
  187. 187

    In Our 60s and Considering Retirement

    Jun 4, 2026·21m
  188. 188

    Roth or Not?

    Jun 3, 2026·15m
  189. 189

    Is Early Retirement an Option for Me?

    Jun 2, 2026·14m
  190. 190

    Do We Have Enough to Retire and Live Large?

    Jun 1, 2026·24m
  191. 191

    Get a Financial Life With Beth Kobliner

    May 29, 2026·12m
  192. 192

    Do I Still Need Term Life Insurance?

    May 28, 2026·16m
  193. 193

    Should I Be Prioritizing the Mega Backdoor Roth?

    May 27, 2026·23m
  194. 194

    AI Is Eating My Business

    May 26, 2026·28m
  195. 195

    Make Your Bed

    May 25, 2026·32m
  196. 196

    Tired but Afraid to Retire and Spend

    May 22, 2026·23m
  197. 197

    Lump Sum or Monthly Payment?

    May 21, 2026·21m
  198. 198

    Job Market Concerns for Young Americans

    May 20, 2026·13m
  199. 199

    Dialing in Our Retirement Plan

    May 19, 2026·25m
  200. 200

    Okay to Retire or Semi-Retire at 55?

    May 18, 2026·22m
  201. 201

    Longevity Nation: Changing the Second Half of Our Lives

    May 15, 2026·9m
  202. 202

    I’m 45, Can I Quit My Job?

    May 14, 2026·15m
  203. 203

    In My 60s and Feeling Concerned

    May 13, 2026·19m
  204. 204

    Are We on the Right Track at 42?

    May 12, 2026·32m
  205. 205

    Real Estate Loan Dilemma

    May 11, 2026·22m
  206. 206

    Transitioning Back Into the Workforce

    May 8, 2026·26m
  207. 207

    Prepping for Retirement at 53

    May 7, 2026·16m
  208. 208

    Realistic Next Steps for Living Life Now?

    May 6, 2026·28m
  209. 209

    Still on Track to Retire at 55?

    May 5, 2026·20m
  210. 210

    Should I Stay or Take the New Job Offer?

    May 4, 2026·18m
  211. 211

    Roth vs. Traditional

    May 1, 2026·20m
  212. 212

    Can We Afford to Help Out Our Sons?

    Apr 30, 2026·16m
  213. 213

    Pay Off My Mortgage Quickly?

    Apr 29, 2026·18m
  214. 214

    Can I Retire at 65 Instead of 67?

    Apr 28, 2026·15m
  215. 215

    Have We Saved Enough for Retirement?

    Apr 27, 2026·24m
  216. 216

    Introducing Family Lore

    Apr 25, 2026·3m
  217. 217

    Are We Ok to Be Work Optional?

    Apr 24, 2026·21m
  218. 218

    Can I Help Kids With Student Loans?

    Apr 23, 2026·19m
  219. 219

    I Want to Take Social Security Early

    Apr 22, 2026·15m
  220. 220

    Evaluating Term Life Insurance Coverage

    Apr 21, 2026·16m
  221. 221

    Consolidating Old 401(k) Plans

    Apr 20, 2026·14m
  222. 222

    Managing the Finances for My Mother

    A caller seeks advice on managing his 87-year-old mother's finances, including whether to move inherited IRA stock funds into safer investments like CDs to cover her $10,000/month assisted living costs.

    Apr 17, 2026·14m
  223. 223

    Planning Around Our Pensions

    This episode addresses a listener's question about planning around government pensions and medical benefits in mid-career, with promotional content for a subscription service and an upcoming social security webinar.

    Apr 16, 2026·18m
  224. 224

    Managing a Career Transition

    A military member planning to transition out of service in about a year and a half seeks advice on managing emergency fund savings and financial planning with a $6,500 monthly pension while considering family needs and future employment.

    Apr 15, 2026·17m
  225. 225

    Trying Not to Screw It Up

    A couple in their 50s with high-stress jobs and substantial savings seeks financial advice on transitioning to new life goals as their last child enters college.

    Apr 14, 2026·16m
  226. 226

    What Should I Be Doing Differently?

    A financial advice podcast episode where host Jill helps Mona, a 57-year-old business owner and teacher, with questions about managing her finances and planning for retirement.

    Apr 13, 2026·16m
  227. 227

    Help My Parents Plan for Retirement

    Apr 10, 2026·25m
  228. 228

    Reset Dilemma Advice

    Apr 9, 2026·15m
  229. 229

    Has My Roth Conversion Ship Sailed?

    Apr 8, 2026·19m
  230. 230

    Should I Tap a CD or My Roth?

    Apr 7, 2026·16m
  231. 231

    Concerned About Running Out of Money

    Apr 6, 2026·28m
  232. 232

    A Holistic Giving Solution for Donors and Advisors

    Apr 3, 2026·16m
  233. 233

    Encore Career at Age 50?

    Apr 2, 2026·16m
  234. 234

    Retirement in Three Months?

    Apr 1, 2026·15m
  235. 235

    10 Years Until Retirement, Can I Do It?

    Mar 31, 2026·14m
  236. 236

    Life Has Changed, Are We Okay?

    Mar 30, 2026·22m
  237. 237

    Can I Quit My Job at 57?

    Mar 27, 2026·25m
  238. 238

    Laid Off at 62, Will We Be Okay?

    Mar 26, 2026·25m
  239. 239

    Struggling to Even Think of Retirement

    This episode of the Jill on Money Show features a discussion with a listener named Kat about her financial anxiety and struggles with retirement planning, offering non-judgmental advice from certified financial planners.

    Mar 25, 2026·28m
  240. 240

    Is 67 Our Magic Number to Retire?

    Mar 24, 2026·15m
  241. 241

    Balancing Retirement With Tuition

    A 58-year-old caller named Mark seeks advice on balancing retirement savings with using 529 accounts to pay for his adopted teenagers' Catholic high school and college tuition.

    Mar 23, 2026·21m
  242. 242

    Too Much in a Single Stock?

    Mar 20, 2026·29m
  243. 243

    Can I Retire in 18 Months?

    Mar 19, 2026·20m
  244. 244

    Are We on Track, or Way Off?

    Mar 18, 2026·16m
  245. 245

    Moving From Saving to Spending

    Mar 17, 2026·21m
  246. 246

    Thinking About Quitting My Job

    Mar 16, 2026·16m
  247. 247

    Options After Losing Retirement Match

    Mar 13, 2026·20m
  248. 248

    Is Early Retirement a Possibility?

    Mar 12, 2026·19m
  249. 249

    Can We Stop Saving for College?

    Mar 11, 2026·15m
  250. 250

    Are We Really Ready to Retire Early?

    Mar 10, 2026·21m
  251. 251

    Impact of Iran War on Economy

    Mar 9, 2026·9m
  252. 252

    Career Transitions With the Help of AI

    This episode features an interview with Shea Wong about how his new company Helgo helps people navigate AI's impact on careers and the job market.

    Mar 6, 2026·35m
  253. 253

    Financially Supporting a Parent

    Mar 5, 2026·25m
  254. 254

    How to Handle My Pension Options

    Mar 4, 2026·18m
  255. 255

    On Track for FINE?

    Mar 3, 2026·20m
  256. 256

    Should I Convert My TSP?

    Mar 2, 2026·14m
  257. 257

    Do I Need to Find Another Job?

    This episode features a caller named Jane from California who was recently laid off, seeking advice on whether she needs to find another job and related financial guidance.

    Feb 27, 2026·20m
  258. 258

    Why Not a Roth Conversion?

    Feb 26, 2026·18m
  259. 259

    Reducing Retirement Savings for a House

    Feb 25, 2026·20m
  260. 260

    Changing Investment Firms

    Feb 24, 2026·17m
  261. 261

    Full-Time Caregiver, Will I Be Okay?

    Feb 23, 2026·19m
  262. 262

    Planning After the Death of My Wife

    Feb 20, 2026·20m
  263. 263

    Am I on Track for a 2028 Retirement?

    Feb 19, 2026·23m
  264. 264

    Can We Retire Now if We Get Laid Off?

    Feb 18, 2026·15m
  265. 265

    Are We on the Correct Path?

    Feb 17, 2026·18m
  266. 266

    Can I Quit My Job and Become an Artist?

    Feb 16, 2026·25m
  267. 267

    Retirement and Leaving a Legacy

    Feb 13, 2026·15m
  268. 268

    Time for a Financial Reset?

    Feb 12, 2026·23m
  269. 269

    I Got a Late Start, Am I Okay for Retirement?

    Feb 11, 2026·14m
  270. 270

    How to Handle Home Sale Proceeds

    Feb 10, 2026·16m
  271. 271

    Major Move Before Retirement

    Nov 24, 2025·22m
  272. 272

    A Simple, Tax-Smart Account for Charitable Giving

    Nov 21, 2025·27m
  273. 273

    Buckets in Retirement

    Nov 20, 2025·18m
  274. 274

    How to Manage Inherited Money

    Nov 19, 2025·24m
  275. 275

    Help for Mom and Me

    Nov 18, 2025·16m
  276. 276

    Pension and Renovation Decisions

    Nov 17, 2025·19m
  277. 277

    Retirement and College Expenses

    Nov 14, 2025·24m
  278. 278

    Red Flag Warning

    Nov 13, 2025·14m
  279. 279

    Tap TSP for Renovations?

    Nov 12, 2025·23m
  280. 280

    Is Our Plan Solid?

    Nov 11, 2025·14m
  281. 281

    Finding a Financial Advisor

    Nov 10, 2025·14m
  282. 282

    Best Strategy for Flexibility

    Nov 7, 2025·15m
  283. 283

    Terrified of Making the Wrong Move

    Nov 6, 2025·19m
  284. 284

    Next Financial Steps After Divorce

    Nov 5, 2025·22m
  285. 285

    Can I Go Part-Time?

    Nov 4, 2025·18m
  286. 286

    Furloughed and New Job Search

    Nov 3, 2025·17m
  287. 287

    Introducing How We Made Your Mother Season 2!

    Nov 1, 2025·5m
  288. 288

    Buy a Home or Invest Instead?

    Oct 31, 2025·19m
  289. 289

    Can We Retire in Five Years?

    Oct 30, 2025·22m
  290. 290

    Is a Market Crash Coming?

    Oct 29, 2025·16m
  291. 291

    Debt Pay Off Questions

    Oct 28, 2025·22m
  292. 292

    Estate Planning for My Parents

    Oct 27, 2025·19m
  293. 293

    Estate Planning Awareness

    Oct 24, 2025·9m
  294. 294

    Can We Make Our Dream a Reality?

    Oct 23, 2025·24m
  295. 295

    Should I Go for the Promotion?

    Oct 22, 2025·21m
  296. 296

    Can We Run Off to Travel the World?

    Oct 21, 2025·20m
  297. 297

    Furloughed With First Child on the Way

    Oct 20, 2025·18m
  298. 298

    I’m 67, Am I Ok to Retire?

    Oct 17, 2025·15m
  299. 299

    My Gut Wants to Be Free of the Mortgage

    Oct 16, 2025·19m
  300. 300

    Squinting to See Light at the End of the Tunnel

    Oct 15, 2025·17m
  301. 301

    Is It Time for Us to Get a CFP?

    Oct 14, 2025·21m
  302. 302

    Is Our Financial Picture Too Complex?

    Oct 13, 2025·21m
  303. 303

    Whole Life Policy With Inheritance?

    Oct 10, 2025·18m
  304. 304

    Is Retirement in Five Years Possible?

    Oct 9, 2025·18m
  305. 305

    Refinancing an ARM

    Oct 8, 2025·18m
  306. 306

    Evaluating Job Options

    Oct 7, 2025·20m
  307. 307

    Making Our Next Move

    Oct 6, 2025·19m
  308. 308

    Expanding What’s Possible With Money

    Oct 3, 2025·27m
  309. 309

    Impacts of Government Shutdown

    Oct 2, 2025·8m
  310. 310

    You Might Also Like: What Should I Do With My Money? from Morgan Stanley

    Oct 1, 2025·29m
  311. 311

    70 and Still Working Full-Time

    Oct 1, 2025·17m
  312. 312

    Could We Retire Now if We Had To?

    Sep 30, 2025·20m
  313. 313

    New Doctor, Am I Doing Enough?

    Sep 29, 2025·16m
  314. 314

    Presenting: The C-Word

    Sep 27, 2025·3m
  315. 315

    Can We Cut Back Our Savings Rate?

    Sep 26, 2025·21m
  316. 316

    Peace of Mind With Allocations Heading Into Retirement

    Sep 25, 2025·19m
  317. 317

    Should I Move to a Low Cost Brokerage Firm?

    Sep 24, 2025·20m
  318. 318

    Should I Convert My Traditional IRAs to Roth?

    Sep 23, 2025·24m
  319. 319

    Student Loan Payment Strategy

    Sep 22, 2025·15m
  320. 320

    Introducing Simpsons Declassified with Nancy Cartwright

    Sep 20, 2025·2m
  321. 321

    Left Government for Private Sector

    Sep 19, 2025·20m
  322. 322

    Retirement Planning Checkup at 65

    Sep 18, 2025·21m
  323. 323

    What to Do With School Pension?

    Sep 17, 2025·17m
  324. 324

    Is the Fed Ready to Cut Rates?

    Sep 16, 2025·13m
  325. 325

    Downshift or Double Down?

    Sep 15, 2025·20m
  326. 326

    Is the Fee Worth It?

    Sep 12, 2025·21m
  327. 327

    Can I Take a Break?

    Sep 11, 2025·26m
  328. 328

    Brokerage Over 401(k)?

    Sep 10, 2025·20m
  329. 329

    I’m 28, Can I Ever Buy a House?

    Sep 9, 2025·20m
  330. 330

    Do We Have Enough To Retire at My Age 59.5?

    Sep 8, 2025·23m
  331. 331

    Feeling Lost, What's the Next Step?

    Sep 5, 2025·28m
  332. 332

    Income Streams in Retirement

    Sep 4, 2025·17m
  333. 333

    59 and Considering Retirement

    Sep 3, 2025·13m
  334. 334

    In-Plan Roth Conversions

    Sep 2, 2025·15m
  335. 335

    Lump Sum or Monthly Payments?

    Sep 1, 2025·10m
  336. 336

    On Track as We Approach Retirement?

    Aug 29, 2025·14m
  337. 337

    Should I Ditch the Target Date Fund?

    Aug 28, 2025·15m
  338. 338

    Can We Splurge a Little Bit?

    Aug 27, 2025·20m
  339. 339

    Should I Combine Accounts?

    Aug 26, 2025·18m
  340. 340

    Evaluating Pension Options

    Aug 25, 2025·16m
  341. 341

    Can I Scale Back and Live a Bit More?

    Aug 22, 2025·18m
  342. 342

    Retirement After 25 Years, What’s Next?

    Aug 21, 2025·14m
  343. 343

    Trying to Figure Out Our Next Steps

    Aug 20, 2025·16m
  344. 344

    At an Inflection Point, Seeking Guidance

    Aug 19, 2025·18m
  345. 345

    My Planner Is Suggesting I Buy an Annuity

    Aug 18, 2025·18m
  346. 346

    The Wealth Ladder With Nick Maggiulli

    Aug 15, 2025·18m
  347. 347

    Annuity Decision Headache

    Aug 14, 2025·18m
  348. 348

    How to Invest Inheritance?

    Aug 13, 2025·21m
  349. 349

    Can I Continue to Coast?

    Aug 12, 2025·24m
  350. 350

    Am I on the Correct Path?

    Aug 11, 2025·19m
  351. 351

    Possible Health Issues, Can I Retire?

    Aug 8, 2025·18m
  352. 352

    Can I Retire at the End of This Year?

    Aug 7, 2025·25m
  353. 353

    Husband Is Afraid to Spend

    Aug 6, 2025·14m
  354. 354

    Do I Need a Financial Advisor?

    Aug 5, 2025·23m
  355. 355

    Need to Find Peace and Get Some Time Back

    Aug 4, 2025·22m
  356. 356

    55 With the Itch to Retire

    Aug 1, 2025·16m
  357. 357

    Get Out of Here and Enjoy Your Life

    Jul 31, 2025·20m
  358. 358

    Navigating Single Life in My 50s

    Jul 30, 2025·21m
  359. 359

    High Earners, Still Do Roth?

    Jul 29, 2025·20m
  360. 360

    Is There an Alternative to Annuities?

    Jul 28, 2025·17m
  361. 361

    60 and Planning for Retirement at 67

    Jul 25, 2025·15m
  362. 362

    Job Change With No 401(k)

    Jul 24, 2025·17m
  363. 363

    Federal Service Early Retirement

    Jul 23, 2025·15m
  364. 364

    529 Plans vs Trump Accounts

    Jul 22, 2025·14m
  365. 365

    How Far Behind Am I?

    Jul 21, 2025·19m
  366. 366

    Need a Better Plan to Retire in Three Years

    Jul 18, 2025·20m
  367. 367

    Don’t Earn Much, Am I on Track?

    Jul 17, 2025·12m
  368. 368

    Any Reason Not to Buy the Annuity?

    Jul 16, 2025·17m
  369. 369

    Two Academics Facing Unstable Time

    Jul 15, 2025·25m
  370. 370

    Worried to Death

    Jul 14, 2025·17m
  371. 371

    Retirement With Intention

    Jul 11, 2025·20m
  372. 372

    Being Fair With Inheritance

    Jul 10, 2025·17m
  373. 373

    Reset After Military Career

    Jul 9, 2025·25m
  374. 374

    Vacillating About Retirement

    Jul 8, 2025·23m
  375. 375

    Active Military, Am I on Track?

    Jul 7, 2025·17m
  376. 376

    An American Story With Ken Langone

    Jul 4, 2025·27m
  377. 377

    I Don’t Want to Work Until I’m 70!

    Jul 3, 2025·20m
  378. 378

    Any Benefit to Actively Managed 401(k)?

    Jul 2, 2025·15m
  379. 379

    Are We Okay to Build a New House?

    Jul 1, 2025·23m
  380. 380

    Possible Early Retirement Readiness

    Jun 30, 2025·15m
  381. 381

    Is the Annuity Too Good to Be True?

    Jun 27, 2025·21m
  382. 382

    Hubby Hates Job, Can He Quit?

    Jun 26, 2025·23m
  383. 383

    Convincing Hubby We're Okay

    Jun 25, 2025·16m
  384. 384

    Should I Collect Social Security Early?

    Jun 24, 2025·16m
  385. 385

    Saving for Retirement vs College Funding

    Jun 23, 2025·27m
  386. 386

    Am I in Good Shape to Retire Next Year?

    Jun 20, 2025·20m
  387. 387

    When Can I Safely Retire?

    Jun 19, 2025·15m
  388. 388

    On Track for Retirement in 12 Years?

    Jun 18, 2025·17m
  389. 389

    What Is a Safe Withdrawal Rate?

    Jun 17, 2025·15m
  390. 390

    Back to the Office After 26 Years Remote

    Jun 16, 2025·20m
  391. 391

    Medical Condition Has Me Pondering Retirement

    Jun 13, 2025·23m
  392. 392

    New Job, New Retirement Plan Options

    Jun 12, 2025·21m
  393. 393

    Can I Buy That Dream Retirement Home?

    Jun 11, 2025·20m
  394. 394

    Retired With Various Streams of Income

    Jun 10, 2025·22m
  395. 395

    Life Insurance With Long-Term Care Rider

    Jun 9, 2025·15m
  396. 396

    How Not To Invest

    Jun 6, 2025·44m
  397. 397

    A Money Reset With Pension Options

    Jun 5, 2025·22m
  398. 398

    To PLOP or Not to PLOP?

    Jun 4, 2025·18m
  399. 399

    I’m Getting Tired and Want to Enjoy Life

    Jun 3, 2025·16m
  400. 400

    Worried About Portfolio Construction

    Jun 2, 2025·18m
  401. 401

    39 and Want to Retire

    May 30, 2025·17m
  402. 402

    Retired and Have a New Mortgage

    May 29, 2025·22m
  403. 403

    Retirement Soon, Are We Ready?

    May 28, 2025·17m
  404. 404

    57 and Considering Retirement

    May 27, 2025·23m
  405. 405

    Make Your Bed: Little Things That Can Change Your Life

    May 26, 2025·32m
  406. 406

    Should I Put Extra Money in a Brokerage?

    May 23, 2025·17m
  407. 407

    Mortgage Payoff Dilemma

    May 22, 2025·13m
  408. 408

    Should I Leave My Job for a Pension?

    May 21, 2025·21m
  409. 409

    Will My Mom Be Okay in Retirement?

    May 20, 2025·18m
  410. 410

    Can We Go On a Reduced Schedule?

    May 19, 2025·16m
  411. 411

    Why Save for Retirement?

    May 16, 2025·18m
  412. 412

    House Poor and Feeling Behind

    May 15, 2025·24m
  413. 413

    Head vs Heart Financial Decision

    May 14, 2025·20m
  414. 414

    Do We Have Enough for Me to Retire?

    May 13, 2025·17m
  415. 415

    Retiring in June, Maybe Not a Good Idea?

    May 12, 2025·20m
  416. 416

    Introducing: Aspire with Emma Grede

    May 10, 2025·3m
  417. 417

    Retirement and Pension Options

    May 9, 2025·23m
  418. 418

    Am I on Track at 39 Years Old?

    May 8, 2025·15m
  419. 419

    Did I Pull the Plug Too Soon?

    May 7, 2025·12m
  420. 420

    Rocky Markets, Time for an Annuity?

    May 6, 2025·16m
  421. 421

    In Our Mid 50s, Can We Retire?

    May 5, 2025·19m
  422. 422

    Should I Use TSP to Payoff Mortgage?

    May 2, 2025·15m
  423. 423

    Should We Invest in This Climate?

    May 1, 2025·18m
  424. 424

    I’m 47, Can I Retire Next Year?

    Apr 30, 2025·13m
  425. 425

    Do I Need to Work Longer?

    Apr 29, 2025·13m
  426. 426

    Do We Have Enough for Retirement?

    Apr 28, 2025·15m
  427. 427

    Want to Retire but Have Concerns

    Apr 25, 2025·14m
  428. 428

    Should I Go All Roth?

    Apr 24, 2025·16m
  429. 429

    On Track for Retirement in Seven Years?

    Apr 23, 2025·17m
  430. 430

    Convincing Hubby We Have Enough

    Apr 22, 2025·12m
  431. 431

    Am I Okay to Retire in a Year?

    Apr 21, 2025·17m
  432. 432

    Concerns About My Financial Advisor

    Apr 18, 2025·19m
  433. 433

    Good Time to Increase Roth Conversions?

    Apr 17, 2025·12m
  434. 434

    Anxious About Retirement Plan

    Apr 16, 2025·19m
  435. 435

    Conflicted About Early Retirement Offer

    Apr 15, 2025·15m
  436. 436

    Can I Use the Rule of 55 and Retire?

    Apr 14, 2025·16m
  437. 437

    Introducing: What We Spend

    Apr 12, 2025·11m
  438. 438

    How Risky Can I Be With a Career Reset?

    Apr 11, 2025·20m
  439. 439

    Invest or Pay Off Mortgage?

    Apr 10, 2025·16m
  440. 440

    Federal Worker Feeling the Heat

    Apr 9, 2025·21m
  441. 441

    Can We Self-Manage Our Money?

    Apr 8, 2025·25m
  442. 442

    Here to Hold Your Hands

    Apr 7, 2025·15m
  443. 443

    Can We Reach Financial Independence?

    Apr 4, 2025·19m
  444. 444

    Federal Employee Early Retirement Offer

    Apr 3, 2025·16m
  445. 445

    Helping Mom Manage Her Finances

    Apr 2, 2025·12m
  446. 446

    Simplifying Inherited Accounts

    Apr 1, 2025·14m
  447. 447

    Variable Annuity With Death Benefit

    Mar 31, 2025·13m
  448. 448

    Federal Employee Recently DOGE'd

    Mar 28, 2025·19m
  449. 449

    Not Trying to Time the Market, But...

    Mar 27, 2025·15m
  450. 450

    Funding a Real Estate Opportunity

    Mar 26, 2025·30m
  451. 451

    The Administration and a Market Crash

    Mar 25, 2025·12m
  452. 452

    Allocating Cash Surplus

    Mar 24, 2025·18m
  453. 453

    State of the Economy with Diane Swonk

    Mar 21, 2025·44m
  454. 454

    On the Verge of Retirement

    Mar 20, 2025·19m
  455. 455

    Retirement Spending Check-Up

    Mar 19, 2025·24m
  456. 456

    Feels Like We're Playing Catch Up

    Mar 18, 2025·23m
  457. 457

    Should I Diversify My Financial Institutions?

    Mar 17, 2025·15m
  458. 458

    Ed Slott and the Five-Year Rule

    Mar 14, 2025·8m
  459. 459

    Federal Worker Feeling the Uncertainty

    Mar 13, 2025·15m
  460. 460

    Unplanned Early Retirement

    Mar 12, 2025·17m
  461. 461

    Can We Retire in 2.5 Years?

    Mar 11, 2025·21m
  462. 462

    Help With the Big Picture

    Mar 10, 2025·28m
  463. 463

    Tune Out the Noise

    Mar 7, 2025·37m
  464. 464

    Should I Sell My DC Area Investment Properties?

    Mar 6, 2025·19m
  465. 465

    The Gap Between Retirement and Social Security

    Mar 5, 2025·18m
  466. 466

    Should We Stay or Can We Go Now?

    Mar 4, 2025·23m
  467. 467

    On Track for Retirement at 65?

    Mar 3, 2025·20m
  468. 468

    Early Retirement From Federal Service

    Feb 28, 2025·13m
  469. 469

    Additional Retirement Savings Advice

    Feb 27, 2025·14m
  470. 470

    Can I Take On More Risk?

    Feb 26, 2025·18m
  471. 471

    Moving From Saver to Spender

    Feb 25, 2025·23m
  472. 472

    Navigating Retirement in France

    Feb 24, 2025·23m
  473. 473

    Alternative Investing With Fundrise CEO Ben Miller

    Feb 21, 2025·37m
  474. 474

    What to Do With Pension Lump Sum?

    Feb 20, 2025·20m
  475. 475

    Is Now the Time for Fixed Index Annuities?

    Feb 19, 2025·17m
  476. 476

    Can I Reduce My Savings Rate?

    Feb 18, 2025·14m
  477. 477

    Analyzing Deferred Comp Options

    Feb 17, 2025·21m
  478. 478

    Romance Scams With Adam Levin

    Feb 14, 2025·28m
  479. 479

    Is Now the Time for Roth Conversions?

    Feb 13, 2025·12m
  480. 480

    Can I Quit in My 50s and Move to Europe?

    Feb 12, 2025·17m
  481. 481

    Can I Throw in the Towel?

    Feb 11, 2025·14m
  482. 482

    Withdrawals in Retirement

    Feb 10, 2025·19m
  483. 483

    Money Doesn’t Always Solve Anxiety

    Feb 7, 2025·22m
  484. 484

    How to Protect Assets From the Government

    Feb 6, 2025·15m
  485. 485

    I’m 56, Can I Retire in Three Years?

    Feb 5, 2025·17m
  486. 486

    Stock Price Movements

    Feb 4, 2025·19m
  487. 487

    Am I on Target for Retirement?

    Feb 3, 2025·13m
  488. 488

    On Track for Retirement at 55?

    Jan 31, 2025·19m
  489. 489

    Spouse Worried About My Retirement

    Jan 30, 2025·18m
  490. 490

    Are We Saving Enough?

    Jan 29, 2025·22m
  491. 491

    Cash Out My Vested Pension?

    Jan 28, 2025·15m
  492. 492

    Where to Stash Home Sale Proceeds?

    Jan 27, 2025·26m
  493. 493

    How Much to Spend on New House?

    Jan 24, 2025·19m
  494. 494

    Managing Massive Dividend Income

    Jan 23, 2025·20m
  495. 495

    Can I Pause Retirement Contributions?

    Jan 22, 2025·17m
  496. 496

    My Parents DO Need My Support!

    Jan 21, 2025·27m
  497. 497

    Should I Buy Into the Family Farm?

    Jan 20, 2025·23m
  498. 498

    Investment Anxiety Entering 2025

    Jan 17, 2025·13m
  499. 499

    Roth Conversions, How Much and How Fast?

    Jan 16, 2025·20m
  500. 500

    I Have a Pension, Do I Need Bonds?

    Jan 15, 2025·12m