#330 Your Independence Day Finance Questions


We're keeping this blurb here for a while as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.


July 1 Download Hour One Here

It's Fourth of July weekend, which means we're taking a little time off and enjoying some R&R.  So instead of running a new show this weekend we thought we'd bring you some of the best calls from the first half of 2017.  After all, the Jill on Money show really is all about the listeners.  And as the Senior CFP Board Ambassador, providing you with financial advice and pointing you in the right direction is what I truly enjoy the most.

We started the first hour with Matt in Pennsylvania.  He and his wife are in their late 30s with four kids, maxing out their retirement, but they still have student loan debt yet are also thinking about 529 plans, so not quite sure what to do next.

After Matt we chatted with Harold from Boston who's looking to upgrade into a bigger house but also wants to keep his current place as a rental.  Good idea or bad?


July 1 Download Hour Two Here

We kicked off hour two with Ralph from Iowa who may end up winning the 2017 Father of the Year award, because he wants to pay off some of his daughter's student loan debt.  But there's a right way and a wrong way to carry out such a noble deed, and that's what we discussed with Ralph.  

Next up was William in sunny San Diego.  Already retired, William and his wife are in awesome shape. Despite having plenty of assets, William is concerned about his allocation and wanted to run his scenario by us.

Happy Independence Day and Happy Birthday, America!

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE