Episodes
Can I retire at 59 and a half and go part-time for a few years and then stop working completely?
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Published 10/01/24
I have Fidelity 401(a) and 403(b) plans, some smaller retirement savings in a TIAA account, and a small pension from a prior employer. What recommendations do you have to manage, or consolidate, these accounts?
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Published 09/30/24
At this point in our lives, I feel like we need a sanity check to make sure our retirement planning is on the right track.
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Published 09/29/24
Even though we have a boatload of money saved, we're still suffering from financial anxiety. Any suggestions?
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Published 09/28/24
With my husband's pension set to come into play next year, which option should we select?
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Published 09/27/24
My wife and I are very much aligned on our finances and retirement planning, however my wife has zero interest in getting involved in our finances, investments, etc. For that reason, I would like to have a CFP or advisor in place to help her if I were to pass unexpectedly. Good idea or bad?
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Published 09/26/24
Two journalists stumble into a dying town with a Smog Museum and a mayor named Piglet… and not a whole lot else. They have one burning question: What’s it like to live here, in a town left for dead? They buy a house and stay – for three years. They get caught up in an election cycle and a web of scandals. It’s democracy in action on the smallest scale. It’s Our Town for our time. And it’s all real. Cement City is an Audacy original in partnership with Cement City Productions.
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Published 09/25/24
My husband and I have what I believe to be a comfortable nest egg to retire early, but I am still feeling a bit scared since he has put in his retirement at 56 from his government job.
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Published 09/25/24
With another 12-15 years to go, how should we be investing inside our 457 plans?
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Published 09/24/24
We recently had a windfall and would like to know if we should be investing in a brokerage account or paying off some debt?
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Published 09/23/24
This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company.
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Published 09/22/24
This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company.
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Published 09/21/24
The Federal Reserve announced it was lowering its benchmark interest rate by 0.50 percentage points, the first cut since March of 2020. I joined CBS Mornings to explain what the rate reduction means for consumers.
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Published 09/20/24
I'm 55 years old, single, and I want to retire as soon as possible. Can I do it?
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Published 09/19/24
I need some help in trying to figure out if we are well positioned to leave our current jobs and head into retirement.
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Published 09/18/24
Our daughter is draining us. I’ve talked to her about taking a budgeting course, I have also asked her not to spend on the emergency credit card, yet there is always an excuse.
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...
Published 09/17/24
I'm wondering how to handle my future tax liability after my RSU withholding offset goes away.
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Published 09/16/24
This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat.
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Published 09/15/24
This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat.
Have a money question? Email us here
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"Jill on Money" theme music is by Joel Goodman,...
Published 09/14/24
We would like to balance our tax-deferred to tax-free accounts ratio, but if we are planning on moving to state with no income tax eventually, does it make sense to put a majority of our retirement savings in tax-deferred accounts?
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Published 09/13/24
I'm 81 years old and I've thought about retiring but my job is not very stressful, so I'm not sure if I should stick with it or call it quits.
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Published 09/12/24
My wife and I both work for local government agencies and are both eligible for a pension. How do we "value" them?
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Published 09/11/24
I do not have a million dollars saved for retirement like so many people on the show, but I'm wondering if I can retire when I want, or am I hallucinating?
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Published 09/10/24
I was recently laid off and I'm wondering if I can live off my rental property income and do something part-time?
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Published 09/09/24