Jill on Money
Cart 0
Podcasts Video Radio Blog Newsletter Resources Search
Member Sign In Contact Us
The Great Money Reset The Dumb Things Smart People Do with Their Money
Jill Mark
Jill on Money Webinars Jill on Money Individual Interviews
Cart 0
PodcastsVideoRadioBlogNewsletter Books The Great Money Reset The Dumb Things Smart People Do with Their Money Resources ABOUT Jill Mark Search
Jill on Money
Member Sign In Purchase Jill on Money Webinars Jill on Money Individual Interviews Contact Us

Maximize Our Assets and Optimize Our Taxes

12/23/25: We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement.

PodcastsMark TalercioDecember 23, 2025Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?
Facebook0 Twitter LinkedIn0 Tumblr 0 Likes
Next

Am I Ready to Retire at 62?

PodcastsMark TalercioDecember 22, 2025Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?
About JillFurry Fan ClubResourcesContact UsSign In

© 2021 TPR Productions, LLC

All opinions expressed by Jill Schlesinger on this website and on the “Jill On Money” radio show are solely Jill Schlesinger’s opinions and do not reflect the opinions of CBS News, its parent and affiliated companies or radio station affiliates. You should not treat any opinion expressed on this website or on the radio show 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 and radio station affiliates make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the radio show, and any opinion expressed on this website or on the radio show should not be relied upon as complete or accurate. Before acting on any information on this website or on the radio show, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser

GDPR Marketing Permissions: The Jill on Money newsletter will use the information you provide on this form to provide you with relevant updates and marketing. You can unsubscribe at any time by clicking the link in the footer of our emails, or by contacting us at askjill@jillonmoney.com.. We use Mailchimp as our marketing platform. By clicking to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.