12/29/24: To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy, host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy!
12/28/24: To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy, host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy!
12/27/24: After years and years of pre-tax 401(k) contributions, is it time to make the switch to Roth?
12/26/24: I'm feeling a bit nervous as my husband prepares to retire. Do I need to worry?
12/26/24: I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help?
12/24/24: I recently moved, switched jobs (internally), and am looking for help with finances as I try to combine my financial life with my partner.
12/24/24: People in their 40s face major financial pressures, from helping their children pay for college to affording a mortgage. But it’s still critical that they also concentrate on planning for retirement.
1/1/25: Happy New Year from Jill and Mark!
12/23/24: I had assumed I would not draw from my 401(k) until I am required to take RMDs, but in listening to your show and talking to others, I’m questioning if waiting until I’m required to take RMDs would put me in a significantly higher tax bracket.
12/25/24: Merry Christmas from Jill and Mark!
12/22/24: I'm 57 and wondering if I have enough saved to retire sooner rather than later.
12/21/24: I’m 57 and would like to retire by 60. Is this doable or just a pipe dream?
12/20/24: We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg.
12/19/24: I feel like I'm in position to retire at the end of 2025 or in early 2026. Am I on track to make this happen?
12/19/24: Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off?
12/18/24: Our son is trapped under some hefty student loans and we would like to help him out. Can we afford to do it?
12/17/24: I've been saving for retirement for years and years, yet I'm constantly worrying about having enough money. Will I be okay?
12/17/24: What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them?
12/16/24: After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be.
12/15/24: This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.