early retirement

Can We Retire?

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We kick things off this week with Richard from New York who is wondering if it makes sense for him to start doing some Roth conversions? By far one of the most frequent questions to hit the inbox.

Next up was Liz from Buffalo who’s wondering if she and her husband have enough saved to call it quits when they hit 65 or so.

The summer travel season is officially upon us which means millions of Americans will be hitting the roads and taking to the skies to enjoy their long awaited vacations. 

Whether you want to hit the beach, blaze a trail off the beaten path or explore one of the major tourist destinations, there’s a smart way to do it. That’s where Seth Kugel, our latest guest, enters the picture.

With many credits under his belt, including the Frugal Traveler columnist for the New York Times, and author of Rediscovering Travel: A Guide for the Globally Curious, Seth is full of tips and suggestions to help you get the most out of your latest travel experience. 

Where to go? Where not to go? Drive, train or fly? From Brazil and Prague to India and Italy, we circle the globe with Seth and provide you with useful tips to easily reach your destination, with a few bucks left in your pocket.

For the tight-belted tourist and the first-class flyer, the eager student and the comfort-seeking retiree, Seth Kugel is all about showing how we too can rediscover the joy of discovery.

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

Is My Planner Charging Me Too Much?

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Is my planner charging me too much in fees? Can I get the same service, or better, for less? Can I do it on my own? These are the questions we get on a weekly basis, with the latest one coming from Troy.

Have a money question? Email me here.

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

Am I Paying Too Much in Fees?

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There's really no reason whatsoever nowadays why you should be paying a lot of money in fees for financial advice. And that's a good thing. It's also a good thing when you get a feeling in your gut that somebody is being a bit of a greedy pig. That's the feeling that Cathy from Pennsylvania recently experienced.

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.

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.

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.

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:

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

"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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https://apple.co/2pmVi50

"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/

https://twitter.com/jillonmoney

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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.

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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