6/17/23: In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown, who as a young black girl growing up in the South Bronx, saw how racism limited the lives of her family and neighbors. In her book, The Whiteness of Wealth, Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed.
6/16/23: I joined CBS Mornings to break down the decision by the Federal Reserve to pause its interest rate hike campaign.
6/15/23: My husband and I just retired, and even though we have saved and planned for early retirement, we need some advice on the best way to fund our lives with the money we have saved while trying to be tax efficient.
6/15/23: I know from listening to enough of your episodes that you're not fans of life insurance policies as an investment vehicle. Can you discuss the scenarios where life insurance as an investment vehicle makes sense and where it doesn't and why?
6/14/23: Given the required minimum distributions that I'll one day be facing, I'm wondering if I should start saving my money in places other than tax advantaged accounts?
6/13/23: With some high interest debt in the mix, what should our next financial move be?
6/13/23: We're hoping to call it quits in about five years and start spending a large chunk of time in Italy. Are we on track to make this happen?
6/12/23: My husband is retired and I am considering retiring in a year or two. What should we be thinking about in terms of our tax liability?
6/11/23: Did the Federal Reserve fail to recognize what would happen in an extended low interest rate environment? Here's a clip from our recent chat with Jeanna Smialek who writes about the Federal Reserve and the economy for The New York Times. Want more of Jill and Jeanna? Subscribe to Jill on Money LIVE to watch the full chat.
6/10/23: Did the Federal Reserve wait too long to raise interest rates? Here's a clip from our recent chat with Jeanna Smialek who writes about the Federal Reserve and the economy for The New York Times. Want more of Jill and Jeanna? Subscribe to Jill on Money LIVE to watch the full chat.
6/9/23: With a mediocre 403(b) as one of our retirement plan options, should we skip it all together and instead put the money in a brokerage account?
6/8/23: Now that we're both retired from state service, is it the right time to sell our home and downsize?
6/8/23: I am 48 and my wife is 46 and we're thinking about retirement when our kids are out of the house in six years. Can we do it?
6/7/23: With analysts now raising concerns that the S&P 500 is overweighted and top heavy, should I diversify from what I thought was a diversified fund to begin with?
6/6/23: I panicked last year and moved a lot of my investments to cash and now I'm wondering if I'd be better off purchasing an annuity.
6/6/23: I am 43 years old and I'm wondering if it's too early to do a career change which would likely result in a significant pay drop?
6/5/23: I'm 53 and looking to buy the condo that I've been living in for 14 years. Is there a way to make it happen?
6/4/23: Is there any benefit to using a traditional IRA? Here's a clip from our recent webinar with IRA expert Ed Slott where he gives his opinion. Want more Ed? Subscribe to Jill on Money LIVE to watch the full webinar.
6/3/23: What's the difference between a backdoor Roth and a Roth conversion? Here's a clip from our recent webinar with IRA expert Ed Slott that breaks it down. Want more Ed? Subscribe to Jill on Money LIVE to watch the full webinar.
6/2/23: I'm 59 and hoping to retire in two years, but with my wife 15 years younger and not earning any income, can I pull it off?