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Fin Tips for College Grads

May09

Money Tips for College Graduates

Soon after donning their caps and gowns, recent college graduates should develop their first (of many) financial plans. Here’s how to start: Create a cash flow: No, not a budget, but a process that will allow you to track what’s coming in and going out. This may sound annoying, but think of it as a
  • Posted by Jill Schlesinger
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Image by Flickr User tnarik

June29

2015 Economic Intermission

Every January, I outline the big issues and economic predictions for the year ahead. With six months down, the Independence Day weekend is a perfect intermission, where we can review the highs and lows of Act I, and look ahead to Act II. US Economy: There were great hopes coming into the year, but a
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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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April13

How Much Money do you Need to Retire?

As we conclude National Retirement Planning Week, it’s time to ask the perennial question: How much do you need to retire? The answer depends on a variety of personal factors, starting with how much you need to float your lifestyle today. Because so many people hate the idea of figuring out what they are spending
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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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