retirement planning

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.

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

Do I Own Too Much Company Stock?

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Is there such a thing as owning too much company stock? And if so, what's the magic number? That's the question from Jennifer in Michigan.

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

What to Do With Surplus Cash

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Joe from Washington starts us off this week with a good problem to have. His wife basically hit the jackpot with a cookbook she wrote. Now they have royalties coming in and don’t know what they should be doing with them. Interested in the book? Check it out here.

The email marathon in hour two continues!

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

Figuring out the Retirement Number

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So you’re planning for retirement and have a pretty good handle on your expenses and what you think you’ll need to live on when you hang it up. You even know what your ballpark Social Security estimate is. But what about Uncle Sam? How does one factor taxes into the retirement equation? That’s how we started the show this week with Heather from Denver.

More emails in hour two. This week and likely next and then we may be caught up! But for how long is the million dollar question…

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

What Should the Priority Be?

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If you're saving for retirement, establishing an emergency reserve, and trying to pay off student loans, what should the priority be? Should you be doing all three at once? That's what Ryan from Philadelphia wanted to know.

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

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.

Are We in Good Shape for Retirement?

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As is often the case on the show, somebody calls up asking one thing and the discussion turns into a full-blown retirement planning call. That’s what happened with Bill in Illinois who did a great job of saving for retirement, but what about his asset allocation? Is it where it should be?

Millennials want to learn how to start investing. The problem is that most have no idea where to begin. There's a significant lack of information out there catering to the concerns of new millennial investors, such as:

  • Should I invest while paying down student loans?

  • How do I invest in a socially responsible way?

  • What about robo-advisors and apps, are any of them any good?

  • Where can I look online for investment advice?

That’s why we’re happy to have Erin Lowry back on the show to discuss her latest book, Broke Millennial Takes On Investing: A Beginner's Guide to Leveling Up Your Money.

In this second book in the Broke Millennial series, Lowry answers those questions and delivers all of the investment basics in one easy-to-digest package.

Tackling topics ranging from common terminology to how to handle your anxiety to retirement savings and even how to actually buy and sell a stock, this hands-on guide will help any investment newbie become a confident player in the market on their way to building wealth.

Have a money question? Email me here.

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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.

Do I Need Life Insurance?

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We kick off the holiday weekend with Gabriel who is about to turn 30, recently married, planning on starting a family, and is now wondering if he should be looking to purchase a life insurance policy.

Next up was Kelly from Georgia who has a boat load of cash sitting in a savings account. There must be a better alternative than a savings account, right?

Congratulations, you're a manager! After you pop the champagne, accept the shiny new title, and step into this thrilling next chapter of your career, the truth descends like a fog: you don't really know what you're doing.

That's exactly how our latest guest, Julie Zhuo, felt when she became a rookie manager at the age of 25. It’s also why she felt compelled to write her first book, The Making of a Manager: What to Do When Everyone Looks to You.

She stared at a long list of logistics, from hiring to firing, from meeting to messaging, from planning to pitching, and faced a thousand questions and uncertainties. How was she supposed to spin teamwork into value? What was the secret to leading with confidence in new and unexpected situations?

Now, having managed dozens of teams spanning tens to hundreds of people, Julie knows the most important lesson of all: great managers are made, not born. If you care enough to be reading this, then you care enough to be a great manager.

The Making of a Manager is a modern field guide packed everyday examples and transformative insights, including:

  • How to tell a great manager from an average manager

  • When you should look past an awkward interview and hire someone anyway

  • How to build trust with your reports through not being a boss

  • Where to look when you lose faith and lack the answers

Whether you're new to the job, a veteran leader, or looking to be promoted, this is the handbook you need to be the kind of manager you wish you had.

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.

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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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.

What to Do with Old Retirement Plan?

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Most people nowadays have an old retirement account out there from a previous employer. What should you do with it? Leave it where it is? Roll it over into the new plan? Put it into a rollover IRA? That was the discussion as we kicked things off with Nate from Texas.

Sticking with retirement plans, when does it make sense to starting converting a traditional IRA into a Roth IRA? That’s what Steve from Minnesota wanted to discuss.

When fast-scaling startups and global organizations get stuck, they call our guest in hour two, Aaron Dignan.

In his recently released book, Brave New Work: Are You Ready to Reinvent Your Organization?, he reveals his proven approach for eliminating red tape, dissolving bureaucracy, and doing the best work of your life.

He’s found that nearly everyone, from Wall Street to Silicon Valley, points to the same frustrations: lack of trust, bottlenecks in decision making, siloed functions and teams, meeting and email overload, tiresome budgeting, short-term thinking, and more.

Is there any hope for a solution? Haven’t countless business gurus promised the answer, yet changed almost nothing about the way we work?

That’s because we fail to recognize that organizations aren’t machines to be predicted and controlled. They’re complex human systems full of potential waiting to be released.

Dignan says you can’t fix a team, department, or organization by tinkering around the edges. Over the years, he has helped his clients completely reinvent their operating systems, the fundamental principles and practices that shape their culture, with extraordinary success.

In Brave New Work you’ll learn exactly how organizations are inventing a smarter, healthier, and more effective way to work. Not through top down mandates, but through a groundswell of autonomy, trust, and transparency.

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.