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JILL ON MONEY PODCAST

Can I Pull Some Money Out of My IRA?

8/9/22: I would love to take $1,800 per month out of my IRA, but my stock broker says absolutely not, is he right?

PodcastsMark TalercioAugust 9, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early, can I quit my job?, can I retire?
Should I Keep My CDs or Open a Brokerage Account?

8/9/22: With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs?

PodcastsMark TalercioAugust 9, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Will I Be Living in My Car?

8/8/22: I want to retire, but I'm not sure if I have enough savings to pull it off. Will I make it or will my dog and I be living in my car?

PodcastsMark TalercioAugust 8, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit my job?, can I retire?
Lump Sum or Annuity?

8/7/22: With an old pension plan kicking around, I'm being presented with some options. Which should I choose?

PodcastsMark TalercioAugust 7, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, pension, annuity, annuities
Helping Dad With His Finances

8/6/22: With my financial life in good shape, the focus is on helping my dad. Is the plan we have in place a good one?

PodcastsMark TalercioAugust 6, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Withdrawals When the Market Tanks

8/5/22: With the market down so far this year, how should I go about implementing a four percent withdrawal strategy?

PodcastsMark TalercioAugust 5, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Variable Rate Mortgage vs Traditional Mortgage

8/4/22: Given the current environment, is it nuts to even consider an adjustable rate mortgage for an upcoming house purchase?

PodcastsMark TalercioAugust 4, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, real estate
Asset Allocation Concerns

8/4/22: I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of assets is ideal.

PodcastsMark TalercioAugust 4, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Our Retirement Plan, Would You Change Anything?

8/3/22: As we get closer and closer to retirement, we feel like our plan is solid, but we want to make sure there's nothing we're missing.

PodcastsMark TalercioAugust 3, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Housing Dilemma for Mom

8/2/22: The only retirement asset my mom has is her house, and now that she's in her 70s, I'm looking at the possibility of her gifting me the property. Is this a good idea?

PodcastsMark TalercioAugust 2, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
In My 20s and Looking for a Financial Checkup

8/2/22: Even though I'm only in my 20s, I feel like I'm in need of a financial checkup, especially regarding a gifted mutual fund account.

PodcastsMark TalercioAugust 2, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Financing the Cost of College

8/1/22: We have 529 plans for our kids, but with the market in the tank, I'm worried about paying for college over the next few years.

PodcastsMark TalercioAugust 1, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement planning, retirement, retirement checkup, Roth IRA, 529, 529 plan, 529 plans, cost of college
Prepping for a Transition

7/31/22: My husband will be transitioning from military life to civilian life in a few short years. What should we be thinking about now to help make it a smooth transition?

PodcastsMark TalercioJuly 31, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
Savings Prioritization

7/30/22: How do we juggle between saving for retirement and saving for a house down payment?

PodcastsMark TalercioJuly 30, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA
State of the Economy

7/29/22: With the highest inflation rates in four decades, the federal reserve has raised the short-term interest rate for the fourth time this year. I joined CBS Mornings to discuss the impact this has on borrowers with mortgages, credit card debt and loans.

PodcastsMark TalercioJuly 29, 2022Jill Schlesinger, Jill on Money, Eye on Money, recession, CPI, GPD, inflation, economy, economics
Too Much Real Estate?

7/28/22: With $910k in real estate assets and $170k in traditional retirement assets, do we have too much in real estate?

PodcastsMark TalercioJuly 28, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, real estate, investment property
Help Me Help Mom

7/28/22: My mother is on the verge of full retirement, and over the last year, I've been trying to help her consolidate several accounts into Vanguard. Are we moving in the right direction?

PodcastsMark TalercioJuly 28, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, can I retire?
Pension Options Including Disability

7/27/22: My wife is on long-term disability and has two options regarding her pension and we're not quite sure which one to select.

PodcastsMark TalercioJuly 27, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I retire?, pension
I'm 57, Can I Retire Yet?

7/26/22: Another day, another retirement question, this one from a 57 year old hoping to call it quits early next year.

PodcastsMark TalercioJuly 26, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit my job?, can I retire?
Don’t Know How Much and Where to Invest

7/26/22: With a large raise on the horizon, and a huge pension at retirement, I'm not quite sure how much and where we should be investing.

PodcastsMark TalercioJuly 26, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, pension
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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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