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JILL ON MONEY PODCAST

Help Us Get Back on Track

4/18/22: After making some questionable financial moves, we feel like we're out of whack. Can you help get us back on track?

PodcastsMark TalercioApril 18, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
What's Your Problem Part Two

4/17/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.

PodcastsMark TalercioApril 17, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, What's Your Problem, Jacob Goldstein
What's Your Problem Part One

4/16/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.

PodcastsMark TalercioApril 16, 2022Jill Schlesinger, Jill on Money, Eye on Money, What's Your Problem, Jacob Goldstein, retire, retirement planning, retirement
Last-Minute Tax Tips and Elon Wants Twitter

4/15/22: I joined CBS Mornings with some last-minute tax tips ahead of the filing deadline on Monday, April 18. But before doing so, we also chatted about Elon Musk offering to buy 100% of Twitter.

PodcastsMark TalercioApril 15, 2022Jill Schlesinger, Jill on Money, Eye on Money, Twitter, Elon Musk, tax, taxes, tax tips, last minute tax tips
Why Shouldn’t We Pay Off the Mortgage?

4/14/22: Here we go, the latest example of me trying to convince somebody why it's not a good idea to be hellbent on paying off the mortgage before retirement.

PodcastsMark TalercioApril 14, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, Roth IRA, mortgage, mortgage pay off, real estate
Am I Making a Mistake?

4/14/22: Are we making a mistake by placing our entire bond position in our tax-deferred 401(k)?

PodcastsMark TalercioApril 14, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
Please Help and Let Me Get Some Sleep!

4/13/22: Can you help?! I'm 66 and haven't been keeping up with my retirement funds and allocations and really want to reallocate since I am older.

PodcastsMark TalercioApril 13, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Can I Retire Next Year at 56?

4/12/22: Can I retire next year at 56 or should I keep working and let my pension grow even bigger?

PodcastsMark TalercioApril 12, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, early retirement, can I retire?, can I quit my job?
Worried About Mom and Dad

4/12/22: With not a ton of money saved, are there other options for my parents to consider as they head into retirement?

PodcastsMark TalercioApril 12, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, reverse mortgage
Is a Widower on Track for Retirement in Three Years?

4/11/22: After losing my wife a few years back, I'm beginning to think that it's time to retire and start enjoying life on my terms. Can I do it?

PodcastsMark TalercioApril 11, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, early retirement, can I retire?
Am I Doing Enough for Retirement?

4/10/22: With a little extra cash on hand, and with the retirement accounts already maxed out, what's the best course of action?

PodcastsMark TalercioApril 10, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
What to Do With Old 401(k)?

4/9/22: What's the best course of action when you have an old 401(k) that's still parked with the old employer?

PodcastsMark TalercioApril 9, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
I Bonds or a 529 Plan?

4/8/22: With bond funds getting hammered, how about using I bonds as an alternative to the bond portion of a 529 plan?

PodcastsMark TalercioApril 8, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, 529, 529 plan, I bonds, I bond, ibonds
How to Pay for College

4/7/22: On May 1, the pause on federal student loan payments is set to expire. I joined CBS Mornings to discuss the likelihood that it will get extended again and what borrowers need to do to prepare. We also share some advice for families looking into financial aid.

PodcastsMark TalercioApril 7, 2022Jill Schlesinger, Jill on Money, Eye on Money, student loan, student loans, financial aid, college debt, cost of college
Too Many Goals?

4/7/22: When it comes to our various financial goals, are we being too conservative or are we being prudent?

PodcastsMark TalercioApril 7, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
The Just In Case Plan

4/6/22: I’m not sure how to approach my retirement plans, but one thing is certain, I feel like I need a backup plan.

PodcastsMark TalercioApril 6, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
When Do We Take the Hit on Taxes?

4/5/22: With a tax hit on the horizon for my non-qualified deferred compensation plan, do I take the hit all at once or spread it out over a few years?

PodcastsMark TalercioApril 5, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, tax, taxes
Tidying Up Your Finances

4/5/22: I joined CBS Mornings to provide some "spring cleaning" advice for tidying up your finances, including advice for people who still need to do their taxes, what statements and documents you need to keep and for how long, and how to streamline your finances.

PodcastsMark TalercioApril 5, 2022Jill Schlesinger, Jill on Money, Eye on Money, spring cleaning, financial spring cleaning
28, Retire by 45?

4/4/22: 28-years-old and already daydreaming about shifting gears at 45. Am I on the right track to make my dreams a reality?

PodcastsMark TalercioApril 4, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA
Taxes in Retirement

4/3/22: As I ponder my taxes in my retirement, is there any reason why I should be considering an annuity or switching to Roth?

PodcastsMark TalercioApril 3, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup
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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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