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June17

#276 Father’s Day with Retirement Investing Expert Mark Cortazzo

We celebrate Father’s Day with guest Mark Cortazzo of Macro Consulting Group. Mark says retirement investing requires a big shift in thinking, especially when it comes to risk. While growing your portfolio, time and volatility can be your friend but once you start withdrawing from the portfolio, they become your enemy and market hits have a much
  • Posted by Jill Schlesinger
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May09

#218 Retirement Investing, 529 vs Pre Paid College Plans

Happy Mother’s Day! Your mom would probably want you to take control of your financial life, so listen up. We started the show with Katrina, who needs help with her financial priorities. Should she contribute to retirement, save more in her emergency reserve fund or pay down her mortgage? The answer is: YES! Download the podcast
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May01

#217 Are Your Kids Bleeding You Dry?

Our guest – financial planner, author and speaker Jonathan Pond – worries that millions of Boomer generation parents have indulged their children, at their own expense. Jonathan, a pioneer in bringing low-cost, personalized money guidance to Americans, says that some greedy children have become “rapacious consumers of their parents’ money” OUCH! Download the podcast on iTunes Download the podcast on feedburner
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April24

#216 Paying for College

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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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
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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
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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
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March27

#212 Asset Allocation, Taxes

The show may be called “Jill on Money“, but listeners know that the man without the microphone – Mark – is the center of the action. This weekend, we help the best producer in the world with the asset allocation for his IRA rollover. Download the podcast on iTunes Download the podcast on feedburner Download
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March21

#211 Retirement Investing, Identity Theft

Another week, another announcement of identity theft. This time, it was Premera Health customers, next time, it could be you. Because of the seemingly endless number of incidents, we decided to re-air our interview with nationally recognized expert on credit reporting, credit scoring and identity theft, John Ulzheimer. Download the podcast on iTunes Download the podcast
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"On Target" by Flickr User viZZZual.com

June17

Target Date Funds: Not as Simple as Advertised

The concept of target date funds (TDFs) seemed like a swell idea when they were introduced in the 1990’s. Beleaguered retirement plan participants no longer needed to put themselves through the head-scratching process of selecting the “correct” allocation or asking their equally clueless co-workers what funds to use. Instead they could outsource the decision-making to
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