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Do We Need a Bond Fund?

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We start the show this week with Dee from Seattle who’s wondering if she and her husband need to start mixing in some bond exposure to their overall portfolio. And if so, should it be a managed fund?

Next was Lisa from New Jersey who’s wondering what she should be doing with an old 401(k) that’s still sitting with the old employer.

Ask successful women what they want from their money and they'll tell you: independence, security, choices, a better world, and, oh yes, way less stress, not just for themselves but for their kids, partners, parents, and friends. 

That’s the gist of my conversation in hour two with Jean Chatzky, Financial Editor at the Today Show and host of the HerMoney podcast. 

In her latest book, Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve, Chatzky helps you get paid what you're worth, build secure relationships, and make your money last. 

Through a series of HerMoney Happy Hour discussions and one-on-one conversations, Chatzky gets women to open up about the one topic we still never talk about. Then she flips the script and charts a pathway to this joyful, purpose-filled life that today's women not only want, but also have the resources to afford.

Readers will learn to:

  • Explore their relationships with money

  • Take control of their money

  • Use their money to create the lives they want

Women With Money shows readers how to wrap their hands around tactical solutions to get paid what they deserve, become inspired to start businesses, invest for tomorrow, make their money last, and then use that money to foster secure relationships, raise independent and confident children, send those kids to college, care for their aging parents, leave a legacy, and help to bring them joy.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

JetBlue Chairman Joel Peterson

Trust is the glue that holds an organization together. It turns deflection into transparency, suspicion into empowerment, and conflict into creativity. With it, a tiny company like John Deere grew into a worldwide leader. Without it, a giant corporation like Enron toppled.

In The 10 Laws of Trust Expanded Edition, JetBlue Chairman Joel Peterson explores how a culture of trust gives companies an edge.

How does it feel to work for a firm where leaders and colleagues trust one another? Freed from micromanagement and rivalry, every employee contributes his or her best. Risk-taking and innovation become the norm. And, as Peterson notes, “When a company has a reputation for fair dealing, its costs drop: Trust cuts the time spent second-guessing and lawyering.”

With compelling examples, Peterson details how to establish and maintain a culture of trust.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Planning Amid a Diagnosis

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Life doesn't always happen in a straight line. There are plenty of curveballs along the way, and some of them are flat out nasty, including being diagnosed with cancer at a very young age. That's the situation facing Stephanie from New York City. Love her bravery and fight.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
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https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Should I Diversify?

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We start the show this week with Pam from Texas who is already retired and wondering if it makes sense to start converting some of her traditional IRA assets?

Next up was Ann from Colorado who falls under the category of real estate rich and cash poor. Ann is making a killing in real estate, but she’s definitely in need of some diversification.

In hour two I’m joined by Dave Stachowiak, a long distance friend of mine (we still haven’t met in person!) and host of the popular Coaching for Leaders podcast, a show aimed at helping you discover leadership wisdom through insightful conversations.

The workplace landscape is full of people wondering:

  • What am I supposed to do to create a vision for my team?

  • How do I get better feedback from my stakeholders?

  • Where do I start in holding a difficult employee accountable?

  • When's the right time to make the next move in my career?

  • How can I successfully manage my former peers?

If that describes you, there is hope, as it's a myth that leadership skills can't be learned.

Almost nobody is a born leader. Most leaders learn how to lead through the school of hard knocks, good training, years of hard work, effective coaching, and great mentors.

It’s no surprise that the most effective leaders have always known that investing in their leadership skills will pay off, big time. That's why many leaders have invested in coaching, executive MBA programs, and conferences.

We all have the potential. Anyone can learn to lead teams, companies, non-profits, and especially their own family.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
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https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Making College Work at Any Cost

The struggle to pay for college is one of the defining features of middle-class life in America today. At kitchen tables all across the country, parents agonize over whether to burden their children with loans or to sacrifice their own financial security by taking out a second mortgage or draining their retirement savings. 

Indebted: How Families Make College Work at Any Cost, takes readers into the homes of middle-class families throughout the nation to reveal the hidden consequences of student debt and the ways that financing college has transformed family life.

Caitlin Zaloom gained the confidence of numerous parents and their college-age children, who talked candidly with her about stressful and intensely personal financial matters that are usually kept private. 

Throughout the book, Zaloom describes the profound moral conflicts for parents as they try to honor what they see as their highest parental duty, providing their children with opportunity, and shows how parents and students alike are forced to take on enormous debts and gamble on an investment that might not pay off. 

What emerges is a troubling portrait of an American middle class fettered by the “student finance complex,” the bewildering labyrinth of government-sponsored institutions, profit-seeking firms, and university offices that collect information on household earnings and assets, assess family needs, and decide who is eligible for aid and who is not.

Indebted breaks through the culture of silence surrounding the student debt crisis, revealing the unspoken costs of sending our kids to college.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
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https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Are We on Track for Retirement?

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Paid off over 100k in student loans? Check. Paid off the mortgage? Check. Saving a ton of money for retirement? Check. That's the gist of the conversation with Donna from Georgia who wanted to run her retirement game plan by us.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
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https://www.youtube.com/c/JillSchlesinger
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https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Am I On Track for Retirement?

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We start things off this week with Pete from Pennsylvania who wanted to run his retirement game plan by us. Is he on track to retire at his desired age of 62? With retirement on his mind, how should he be setting up his allocations?

Hour two this week sees the return of our interviews!

Why do some leap ahead while others fall behind in our chaotic, connected age?

Henry Timms, the new CEO of Lincoln Center and co-author of New Power: How Power Works in Our Hyperconnected World--and How to Make It Work for You, joins us to explain.

From the rise of mega-platforms like Facebook and Uber to the unexpected emergence of movements like #MeToo, the book touches on a variety of examples and reveals what's really behind them: the rise of "new power."

For most of human history, the rules of power were clear: power was something to be seized and then jealously guarded. This "old power" was out of reach for the vast majority of people.

But our ubiquitous connectivity makes possible a different kind of power. "New power" is made by many. It is open, participatory, and peer-driven. The battle between old and new power is determining who governs us, how we work, and even how we think and feel.

New Power shines fresh light on the cultural phenomena of our day, from #BlackLivesMatter to the Ice Bucket Challenge to Airbnb, uncovering the new power forces that made them huge.

In an era increasingly shaped by new power, this book offers us a new way to understand the world, and our role in it.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

The Man Behind Dough Roller

The Dough Roller podcast is all about money. How to make it, give it, save it, and spend it in a way that moves us closer to financial freedom.

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On the latest episode we’re joined by Rob Berger, the man behind the podcast, and author of Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom.

The concept behind Dough Roller is very similar to what we do with Jill on Money.

Its goal is to help people make sense out of the ever-more complicated world of personal finance, investing, and money management by discussing everything from asset allocation to zero coupon bonds, from savings yields to real estate investing, and from raising financially fit kids to raising financially fit parents.

Whether you are just starting out, under a mountain of debt, or nearing retirement, Dough Roller can help you achieve your financial goals. 

And remember, the best thing money can buy is financial freedom.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Estate Planning Drama

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I'm a firm believer when it comes to having the essential estate planning documents in place. But that doesn't mean it's a drama free process. Our chat with Linda is a prime example, and also a prime example of why you need the necessary documents in place.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Active vs. Passive Investing

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We start things off this week with Ben from Indiana who is trying to weigh the pros and cons of active investing versus passive investing. Always a fascinating topic to discuss.

Next was John from Houston who’s trying to determine what he should be doing with some extra cash. Pay down his current mortgage? Or help out his mother?

In hour two we had a quick chat with Cynthia Loh from Charles Schwab.

Cynthia leads the team responsible for defining the client experience for Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™, the firm's robo-advisory and hybrid advisory and planning services. Her team is also responsible for developing and executing a growth strategy for both services.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.