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JILL ON MONEY PODCAST

Is Moving My 401(k) the Right Move?

1/19/22: A big financial firm wants to manage half the value of my still active 401(k). Should I make the move?

PodcastsMark TalercioJanuary 19, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement checkup, retirement, Roth IRA, can I retire?
Claiming Social Security Early

1/18/22: Instead of waiting until age 70 to claim Social Security, why not take the reduced benefit early and invest it?

PodcastsMark TalercioJanuary 18, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, Social Security
How to Allocate My Retirement Investments?

1/18/22: When it comes to my pre-tax and Roth 401(k), how should each side be allocated?

PodcastsMark TalercioJanuary 18, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, asset allocation
How Prepared Are We for Retirement?

1/17/22: Most online retirement calculators seem to indicate we're in great shape, are we?

PodcastsMark TalercioJanuary 17, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, Roth IRA, retirement checkup, can I retire?
Take the Pitch or Swing?

1/16/22: I'm 59 years-old and trying to plan for retirement, do I need the insurance product I'm being pitched?

PodcastsMark TalercioJanuary 16, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, annuity, annuities
Pay Off the Mortgage?

1/15/22: As we head into retirement, does it make sense to pay off the mortgage? Or should we invest the available cash?

PodcastsMark TalercioJanuary 15, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, real estate
From Listener to Website Developer

1/14/22: In case you haven't noticed, the Jill on Money website has been beautifully redesigned. Here's something else you may not know, it was redesigned by one of you guys, a listener! Here's the backstory.

PodcastsMark TalercioJanuary 14, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
Inflation and Hot Housing

1/13/22: I joined CBS Mornings to talk about what the latest home sales data means for the housing market. We also discussed mortgage rates and what you need to consider when looking to buy a home to ensure it's affordable for your family.

PodcastsMark TalercioJanuary 13, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, inflation, CPI, real estate, housing market
At 37 and 38, Are We on Track?

1/13/22: As we approach our 40s, are we on track to accomplish our retirement goals?

PodcastsMark TalercioJanuary 13, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, 529 plan, 529 plans
Can I Retire at 60?

1/12/22: After years of saving, can I finally call it quits at 60?

PodcastsMark TalercioJanuary 12, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, can I quit my job?, can I retire?
Transitioning to Retirement

1/11/22: Saving for retirement can often be the easy part. For many people the hard part is learning how to be retired.

PodcastsMark TalercioJanuary 11, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
Can We Buy a House?

1/11/22: In our 30s and prepping for a big move, are we okay to buy a house when we relocate?

PodcastsMark TalercioJanuary 11, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
$7,000,000 and 8 Kids

1/10/22: Eight kids and $7,000,000 buckaroos coming your way. This is certainly a first for the Jill on Money show.

PodcastsMark TalercioJanuary 10, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
What's the Financial Priority?

1/09/22: With a few items that need to be addressed, what should my top priority be?

PodcastsMark TalercioJanuary 9, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
Should We Switch to a 529 Plan?

1/08/22: We're saving for college but not using a 529 plan. Should we be?

PodcastsMark TalercioJanuary 8, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, Roth IRA, 529 plan, 529 plans
Financial Planning and Terminal Illness

1/07/22: Life doesn't always go as planned and you've got to be ready to make adjustments when it comes to your finances.

PodcastsMark TalercioJanuary 7, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement checkup, retirement, Roth IRA
Pre-Tax or Roth?

1/06/22: Should I be making my retirement contributions pre-tax or Roth? Or a mix of both?

PodcastsMark TalercioJanuary 6, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, Roth
Keep or Sell Rental Property?

1/06/22: The real estate market continues to be bonkers, causing many to wonder if they should be looking to sell.

PodcastsMark TalercioJanuary 6, 2022Jill Schlesinger, Jill on Money, Eye on Money, retirement checkup, retire, retirement planning, retirement, Roth IRA, real estate, rental income, rental property
Should I Do a 15 or 30 Year Mortgage?

1/05/22: With a refinance on the horizon, is it best to do a 15 or 30 year mortgage?

PodcastsMark TalercioJanuary 5, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, Roth IRA, refi, refinance
Yay or Nay on Robo Advisors?

1/04/22: With just about every major brokerage firm now offering a robo advisor product, is it something we should be considering?

PodcastsMark TalercioJanuary 4, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, Roth IRA, robo, robo advisor, roboadvisor
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All opinions expressed by Jill Schlesinger and Mark Talercio on this website and on the “Jill on Money” and “Money Moves” podcasts (“the shows”) are solely their opinions and do not reflect the opinions of CBS News, its parent or affiliated companies. You should not treat any opinion expressed on this website or on the shows as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the shows, and any opinion expressed on this website or on the shows should not be relied upon as complete or accurate. Before acting on any information on this website or on the shows, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.

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