early retirement

Are We on Track for Retirement?

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How do you know if you're on track for retirement? You reach out to the Jill on Money podcast! That's what Lisette from New York did. She wanted to check-in and take the temperature on whether or not she and her husband are moving in the right direction. 

Have a money question? Email me here.

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

How to Save for Retirement

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I love getting calls from young listeners who are already thinking in terms of retirement. That's the case with Chris from Texas, who wanted to run his game plan by us. Is there anything that he and his wife should be doing differently as they invest for their future? 

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:

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

FIRE Movement (Financial Independence, Retire Early)

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This show is going to be a hot one as the running theme throughout will be the FIRE Movement. If you’re not in the know, FIRE stands for Financial Independence, Retire Early.

We kick things off with Ronnie from Connecticut who is one of those young professionals looking to retire early. Is it possible for him?

Next up was Phil from Tennessee who is quite a bit older than Ronnie and has some questions about his workplace retirement plan.

Money is unlimited. Time is not. Become financially independent as fast as possible.

In 2010, 24-year old Grant Sabatier woke up to find he had $2.26 in his bank account. Five years later, he had a net worth of over $1.25 million, and was known as "the Millennial Millionaire."

By age 30, he had reached financial independence. Along the way he uncovered that most of the accepted wisdom about money, work, and retirement is either incorrect, incomplete, or so old-school it's obsolete.

On the show to discuss his brand new book, Financial Freedom: A Proven Path to All the Money You Will Ever Need, Sabatier delivers a step-by-step path to make more money in less time, so you have more time for the things you love.

The book challenges the accepted narrative of spending decades working a traditional 9 to 5 job, pinching pennies, and finally earning the right to retirement at age 65, and instead offers readers an alternative: forget everything you've ever learned about money so that you can actually live the life you want.

Financial Freedom is not merely a laundry list of advice to follow to get rich quick, it's a practical roadmap to living life on one's own terms, as soon as possible.

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.

Is Our Advisor Screwing Us?

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You're pretty certain your mom is getting screwed by her advisor, yet she doesn't want to hear your concerns. What do you do? How do you have the talk? Can she be convinced? That’s how we started the show with Diane from Indiana.

Next up was Melanie from New Jersey who was required to buy private mortgage insurance (PMI) but is now in a position to get rid of it. Should she and her husband ditch it by refinancing? And is it okay to deplete the brokerage account for a kitchen renovation?

In hour two we’re joined by Chieh Huang, the CEO of Boxed, an online and mobile membership-free wholesale retailer that offers direct delivery of bulk-sized packages.

Founded in 2013, there’s really one simple idea behind Boxed: make shopping for bulk easy, convenient and fun, so you can focus on the things that really matter.  

But there’s much more going on behind the scenes, especially in the HR department, and that’s really what got me interested in having this conversation.

As companies large and small define and redefine the American workplace, cultivating a mission-driven culture has taken hold among America’s most successful startups. This culture is not just about free snacks and nap rooms, it is about creating an environment where feedback is not just encouraged but actively sought by upper management.

How do companies make this happen? What can you do in yours to cultivate a mission-driven culture?

Chieh Huang has such a refreshing perspective when it comes to his employees that it’s hard not to be a fan. 

More companies need to follow his lead. 

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.

Do I Need Life Insurance

So often you'll hear me recommend basic term life insurance. It's almost always the right call when there's a need for basic, cheap insurance. But what happens when the term is about to end? Do you still need the coverage? Should you renew? That's the discussion with Greg from Minnesota. 

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Are We Paying Too Much in Fees

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Another very common question kicks off the show this week as we’re joined by Mike from Seattle. Mike and his wife have done a great job of saving for retirement but he’s now wondering if they’re paying too much in fees. Could they be paying less? Can they save money if they were to do it on their own?

More emails in hour two, but be forewarned that we will soon be reintroducing our second hour guests. I’m starting to get tired of hearing my own voice, so I’m guessing you guys probably feel the same way! So in a few weeks the guests will return, just in time for the summer vacation season.

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.stitcher.com/podcast/jill-on-money

https://apple.co/2pmVi50

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

How Much Do I Need for Retirement

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How much does one need saved for a comfortable retirement? You'll often hear 1x your salary by 30, 3x by 40, etc. Are these rules of thumb reliable? Or is each individual case different? That's the discussion with Sam from California who is wondering if he'll ever have enough saved. 

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.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.

Is My Asset Allocation Safe?

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It seems like we get more and more calls from people looking to retire early, with Lisa from New York being the latest example. Lisa and her husband want to call it quits in their 50s and have actually done a great job of saving up, but is their current asset allocation too risky considering the goal?

After a surprise guest last week in hour two, this week, and for the coming weeks, we’re back to nothing but emails as we try to clear out the inbox. We’re finally into mid-February. The bad news is that we’re about to enter April!

Have a money question? Email me here.

We love feedback so 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.