can I retire

Financial Literacy

April might have been financial literacy month, but we celebrate financial literacy all year round on the Jill on Money podcast.

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To help us break down the ABCs of financial literacy, we’re joined by Nan Morrison, President and Chief Executive Officer of the Council for Economic Education.

The Council for Economic Education’s mission is to teach K-12 students about economics and personal finance. The goal is to reach and teach every child in every district and school so that they can make better decisions for themselves, their families and their communities.

The global economy has become so complex that the gap between what people know about economics and personal finance, and what they need to know, is widening every day.

Americans are increasingly responsible for their financial future; yet an alarming number lack even basic economic awareness. Only 43% of 12th grade students tested at or above proficient on the most recent National Assessment of Educational Progress economics assessment, and American teenagers fall in the middle of the pack globally in financial literacy.

Many parents are ill-equipped to instruct their children in economics and personal finance, and teachers, too, are often unprepared to impart this essential knowledge.

That’s why more than ever we need to be passionate about educating young people about an economy they will work in, benefit from, and ultimately, inherit.

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

Investor Greed Prevention Plan

Investor Greed Prevention Plan

Was the fourth quarter of 2018 just a bad dream for investors? It sure looks like it now. With just two trading sessions left in the month, the S&P 500 is on track to close out the first four months of the year with its best results in 32 years (1987), has rallied more than 20 percent from the December lows, and has also bested its previous all-time high!

Can I Retire Early

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47 years old and looking to retire in the next four years or so...can he do it? That's the question from Michael in New York on the latest BONUS call. I know one thing...he better be sitting on a pile of money!

“Better Off” is sponsored by Betterment.

Have a money question? Email us here or call 855-411-JILL.

We love feedback so please subscribe and leave us a rating or review in Apple Podcasts!

Connect with me at these places for all my content:

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Asset Allocation + Annuities and Three Questions You Should Ask

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This week we kicked things off with Robert from the Bay Area who wanted to chat about his asset allocation. In his early 60s, with a couple homes and 800k in retirement savings, Robert is now wondering if he's invested too aggressively. At this point in his life is it time to scale things back a bit? Such a great call. 

In hour two, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of.

As the founder of ObjectiveAdvice.com, Gary and his team share a simple, three-pronged professional philosophy approach:

  • TRUST - Whether you're saving for college or retirement, Gary and his team believe in confidence and peace of mind, and that trust is the bedrock of all client relationships.
  • COMPETENCE - Being able to utilize years of technical expertise, investment experience, and ongoing training to offer realistic financial solutions for all areas, such as investment, tax, estate, retirement and insurance planning.
  • OBJECTIVITY - In order to avoid conflicts of interest in product sales, Gary and his team refuse any commissions or other compensation from client transactions based on their recommendations.

Trust, competence, objectivity...that’s basically what this conversation was all about as we jumped into various topics including annuities and everything you need to know before purchasing one, FINRA, and the always popular topic of what it means to uphold the fiduciary standard.

Have a money question? Email me here.

Connect with me at these places for all my content:

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

Are We on Track for Retirement

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Your husband thinks you're on track for retirement, you're not so sure. What do you do? If you're like Laura from Seattle, you call me for an unbiased opinion!

“Better Off” is sponsored by Betterment.

Have a money question? Email us here or call 855-411-JILL.

We love feedback so please subscribe and leave us a rating or review in Apple Podcasts!

Connect with me at these places for all my content:

https://twitter.com/jillonmoney

https://www.facebook.com/JillonMoney

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https://www.linkedin.com/in/jillonmoney/ 

http://www.stitcher.com/podcast/jill-... 

https://apple.co/2pmVi50

BONUS call: Early Retirement

The subject of early retirement is quickly becoming one of the most common questions we receive. The latest one comes from Mitch in California. Can he do it? Or will he have to bite the bullet and keep working?

“Better Off” is sponsored by Betterment.

Have a money question? Email us here or call 855-411-JILL.

We love feedback so please subscribe and leave us a rating or review in Apple Podcasts!

Connect with me at these places for all my content:

https://twitter.com/jillonmoney

https://www.facebook.com/JillonMoney

https://www.instagram.com/jillonmoney/

https://www.linkedin.com/in/jillonmoney/ 

http://www.stitcher.com/podcast/jill-... 

https://apple.co/2pmVi50

"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.

BONUS call: Can I Retire Early?

The idea of retiring early always sounds amazing, but there's a big time risk of calling it quits and having to dip into your nest egg too early in the game. That's the discussion we had with Lee from Germany.

“Better Off” is sponsored by Betterment.

Have a money question? Email us here or call 855-411-JILL.

We love feedback so please subscribe and leave us a rating or review in Apple Podcasts!

Connect with me at these places for all my content:

https://twitter.com/jillonmoney

https://www.facebook.com/JillonMoney

https://www.instagram.com/jillonmoney/

https://www.linkedin.com/in/jillonmoney/ 

http://www.stitcher.com/podcast/jill-... 

https://apple.co/2pmVi50

"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.