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September04

#235 The Labor Day Show

As Serena Williams tries to make tennis history, tune into the Grand Slam of money shows! We started with Bob, who is 72 years old. Half of his $3 million nest egg is invested in rental real estate: Is that too much? Download the podcast on iTunes Download the podcast on feedburner Download this week’s
  • Posted by Jill Schlesinger
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April17

#215 Retirement Planning Week

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
  • Posted by Jill Schlesinger
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April10

#214 Are You Retirement Ready?

As we head into National Retirement Planning Week, guest James Nichols joins us to reveal the results of the Voya Financial “Retire Ready Index“. The results emphasize that retirement savers need combine knowledge, planning and action to help reach their goals. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show
  • Posted by Jill Schlesinger
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April03

#213 Annuity Haters

Guest Gary Schatsky, a fee-only financial advisor, Chair Emeritus of NAPFA and Annuity Hater, joins the show to discuss why annuities are rarely advisable (Gary says just 5 percent of the time!) He also weighs in on the concept of fiduciary and explains why he believes that working with a fee-only advisor vastly reduces the potential
  • Posted by Jill Schlesinger
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November15

Radio Show #141: Ode to Big Al

This was my first show back since my father (aka “Big Al” or “Albie”) passed away. Dad loved the show-he thought it was so cool that you  shared your financial concerns and questions with me, and that I was able to help you out in any way that I could. If you missed the Father’s
  • Posted by Jill Schlesinger
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November13

Radio Show #140: Living with Parents to Save Money

Sometimes circumstances may force kids back to the nest, but in other cases, it’s a wonderful tradition that can help the younger generation save money early in their lives. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Thanks to everyone who participated and to Mark, the BEST producer
  • Posted by Jill Schlesinger
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November01

Radio Show #139: Financial Infidelity

Financial infidelity can be just as damaging and hurtful as any other type of infidelity. In this week’s show, we provide advice about spouses hiding assets and salesmen hiding the truth! Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) A few examples of bad behavior came to light
  • Posted by Jill Schlesinger
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October25

Radio Show #138: Cash is King

Listeners have amassed sizable cash reserves-now what to do with all of that moo-lah? Is it time to pay down the mortgage, invest or do maintain the position? Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Walt, Lynn Steve and Ang are all sitting on a pile of
  • Posted by Jill Schlesinger
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October18

Radio Show #137: Debt Deal Done (Now Back to Work!)

Congress finally got its act together and agreed on a deal to reopen the government and raise the debt ceiling. Sure, we may have to go through this all over again in January and February, but in the mean time, it’s back to our regularly scheduled programming! Download the podcast on iTunes Download the podcast
  • Posted by Jill Schlesinger
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October12

Radio Show #136: How to Choose a Financial Advisor

With all of the drama out of Washington DC, you probably didn’t realize that it was just Financial Planning Week. To celebrate, our guest, fee-only financial planner Gary Schatsky of ObjectiveAdvice.com provides everything you need to know about how to choose a financial advisor. Download the podcast on iTunes Download the podcast on feedburner Download this
  • Posted by Jill Schlesinger
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