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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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InvestTalk
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InvestTalk
Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
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Jill on Money with Jill Schlesinger
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Are We Ok to Possibly Retire at 61 or 62?
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After 40 years in the workforce, and two bouts of COVID, we're burned out. Can we retire this year? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.co…
Before it's too late, how can I help my parents get their financial house in order? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
I feel like I've got a lot going on in a lot of different places. Is it possible I'm over diversified? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices…
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InvestTalk
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5-13-2022 – Must You Put 20% Down When Buying a House?
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A down payment of less than 20% means you'll need to make private mortgage insurance payments too-- and there are other drawbacks. Today's Stocks & Topics: ALB - Albemarle Corp., Inflation, Import Price Index, Bear Market Duration, Twitter Sale on Hold, SFM - Sprouts Farmers Market Inc., SCCO - Southern Copper Corp., How Do the Stock Market Grow, G…
With the markets tanking, I'm not thrilled about the idea of investing new money. Convince me to stay the course! Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit pod…
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InvestTalk
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5-12-2022 – Is the 'Inflation Glass' Half Empty or Half Full?
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The latest numbers mean different things to different economists. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., CM - Canadian Imperial Bank of Commerce, NEXT – Next Decade Corp., RYCEY Rolls-Royce Holdings PLC ADR, The Bond Market, Pension Rollover, Stablecoins and The Crypto Market Crash. Advertising Inquiries: https://redcircle.com/brands…
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Jill on Money with Jill Schlesinger
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How Is the Interest on I Bonds Calculated?
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I gotta tell ya, the questions about I Bonds are pouring in! With one interest to start the year, another rate now kicking in, it can be confusing. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn mor…
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InvestTalk
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5-11-2022 – Could A Roth IRA Conversion Pay Off in A Down Market?
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Before you act, you need to weigh the pros and cons, including upfront taxes, and how boosting your income may trigger other consequences. Today's Stocks & Topics: SM - SM Energy Co., TSLA - Tesla Inc., The Dollar, SBUX - Starbucks Corp., DIS - Walt Disney Co., QYLD - Global X NASDAQ-100 Covered Call ETF, URNM - Sprott Uranium Miners ETF, APPS - Di…
We recently got in touch with an advisor who wants to manage our portfolio for a fee of 1.25%. Should we do it? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podca…
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InvestTalk
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5-10-2022 – Has the 2022 Stock Drop Left the Market Undervalued?
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Some argue that a flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced. Today's Stocks & Topics: ADDYY - Adidas AG ADR, Inflation, Russia’s Economy, Boeing, Goldman Sachs, UNP - Union Pacific Corp., The Stock Market, Charts, BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund, DVN - Devon Energy Corp., Insu…
We have a third of our money in company stock, and I realize that’s way too much, but I also don't want to pay the huge tax bill should we reallocate. What should I do? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelg…
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InvestTalk
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5-9-2022 – Will Cryto's Fall Continue to Parallel Stock Market Sell Offs?
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For about a year, the crypto market, led by bitcoin, has remained highly correlated with the moves in equities, particularly tech stocks. Today's Stocks & Topics: Annuities, I-Bonds, LAZ - Lazard Ltd., FB - Meta Platforms Inc., AMZN - Amazon.com Inc., Retirement Portfolio, The Bond Market, TCNNF - Trulieve Cannabis Corp., COST - Costco Wholesale Co…
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Jill on Money with Jill Schlesinger
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Financial Worries Keeping Me Awake at Night
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Our financial advisor says we’re all set, we have nothing to worry about, yet I find myself worrying every day. Help!! Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visi…
Ann Mukherjee, Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the spirits business, and the surge in canned cocktails. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme m…
Ann Mukherjee, Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the spirits business, and the surge in canned cocktails. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme m…
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InvestTalk
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5-6-2022 – First Quarter Worker Output Shows Biggest Decline Since 1947
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Worker productivity fell 7.5% to start 2022 at its harshest pace in nearly 75 years while labor costs soared 11.6%. Today's Stocks & Topics: MYRG - MYR Group Inc., Value Stocks, TWTR - Twitter Inc., PANW - Palo Alto Networks Inc., NKE - Nike Inc. Cl B, T - AT&T Inc., VZ - Verizon Communications Inc., AAON - AAON Inc., GLV - Clough Global Dividend &…
A crazy ride on Wall Street this week with some extreme highs and lows. My advice? Keep calm and keep investing. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podc…
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InvestTalk
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5-5-2022 – What Do Rising Interest Rates Mean for Diversification?
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For investors, a rising interest rate environment may increase correlations between stocks and bonds. Today's Stocks & Topics: INMD - InMode Ltd., NUE - Nucor Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, VMW - VMware Inc., SDS - ProShares UltraShort S&P 500, GM vs. Tesla, AMRC - Ameresco Inc. Cl A, Nasdaq, GPRK - GeoPark Ltd., Oil Supply. TR…
I'm 60 years old, still working, but also pulling money out of my 401(k) which has me wondering if I'll be okay to retire in about seven years? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more ab…
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InvestTalk
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5-4-2022 – What Are the Dynamics of the So-Called 'Great Resignation'-- and Can It Continue?
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As workers enjoy the perks of record-high demand for their labor, some experts are warning that economic headwinds may put a stop to the resignation trend. Today's Stocks & Topics: TROW - T. Rowe Price Group Inc., The Crypto Market is a Pansy, Russian Oil, Supply Chain, SBUX - Starbucks Corp., MMM - 3M Co., AZLAF - Arizona Lithium Ltd., BRKB - Berk…
After working at the same company for 30 years, can I call it quits and spend a good chunk of time in Spain? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastc…
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InvestTalk
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5-3-2022 – April Was a Brutal Month for Stocks
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The S&P is off to its worst year's start since 1939—what should you be doing? Today's Stocks & Topics: HCA - HCA Healthcare Inc., Consumer Spending, Oil High Prices, Dollar vs. Gold, UEC - Uranium Energy Corp., Diversification, SHOP - Shopify Inc. Cl A, TWLO - Twilio Inc. Cl A, PAX - Patria Investments Ltd., Rental Properties Insurance. TRIVIA QUES…
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Jill on Money with Jill Schlesinger
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Can I Accomplish My Goal of Semi-Retirement?
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My goal is to semi-retire by the end of 2024, can I do it? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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InvestTalk
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5-2-2022 – Are We at Risk For 'Stagflation' and What Is It?
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The Federal Reserve is hiking interest rates in an effort to defuse an explosive year of price inflation-- but global forces could neutralize the effects of that tightening of monetary policy. Today's Stocks & Topics: PLBY - PLBY Group Inc., Value Over Growth, Housing, Vehicle Sales, Travel and Vacation Sectors, CCJ - Cameco Corp., BCE - BCE Inc., …
I'm 53 years old and starting to panic when I think about retirement. Will I be okay? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor ma…
This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor ma…
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InvestTalk
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4-29-2022 – What Are the Odds of a Home Price Decline Hitting Your Local Housing Market?
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Historically speaking, inflation is particularly hard felt in the housing market, where spiking mortgage rates can quickly price out homebuyers. Today's Stocks & Topics: MGA - Magna International Inc., VTV - Vanguard Value ETF, Real Estate Market, Bear Market, QQQ - Invesco QQQ Trust Series I, Travel and Vacation Sectors, SNDL - Sundial Growers Inc…
Looking into the future, maybe ten years or so down the road, will we be able to retire comfortably and relocate? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit pod…
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InvestTalk
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4-28-2022 – Are You an Investor Who Might Reap Benefits from a 529 Education Savings Plan?
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Money invested in 529 plans grows tax-free, and investors do not pay capital gains taxes if they spend that money on qualified education expenses. Today's Stocks & Topics: Offshore Drilling, RIG - Transocean Ltd., GDP Numbers, Natural Gas, LMT - Lockheed Martin Corp., T - AT&T Inc., Reals Estate Transaction, ALLY - Ally Financial Inc., XBI - SPDR S…
We've been saving and saving for retirement, but now I'm wondering how to balance retirement and funding college for our kids. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choic…
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InvestTalk
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4-27-2022 – Do Central Banks Need to Put Rates Into the ‘Pain Zone’?
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One analyst argues that, for the Federal Reserve, that task should be “relatively easy,” given the backdrop of strong real and nominal growth in the U.S Today's Stocks & Topics: LRCX - Lam Research Corp., Investing in Stocks vs. ETFs, MKL - Markel Corp., Long Term Shares, Home Prices, CTLT - Catalent Inc., HFWA - Heritage Financial Corp., OHI - Ome…
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Jill on Money with Jill Schlesinger
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Delay Social Security and Start Converting?
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Knowing that we've got some serious required minimum distributions on the horizon, should we delay Social Security and starting converting to a Roth? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn m…
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InvestTalk
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4-26-2022 – Oil Is Falling and Analysts Are Backing Off Super High Predictions
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Oil just dropped below $98 a barrel and market watchers have a theory as to why-- but are they right? Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, PLBY - PLBY Group Inc., Sings of Strong Economy, Earnings, China’s Economy, MEDP - Medpace Holdings Inc., TROW - T. Rowe Price Group Inc., MTH - Meritage Homes Corp., DOV - Dover Corp., GOOGL …
Because of the emotions attached to it, I've been kind of ignoring an inherited IRA, but I'm finally ready to take some action. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choi…
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InvestTalk
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4-25-2022 – Why Would Investors Beat Up Shares of Companies That Report Decent Earnings?
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So far this earnings season, investors are in a downright bearish mood, punishing companies that report top- or bottom-line misses, or those that disclose a less than rosy full-year forecast. Today's Stocks & Topics: CHPT - Charge Point Holdings Inc., The Japanese Yen, ARK Funds, MOS - Mosaic Co., Growth Stocks vs. Value Stocks, Callable Corporate …
We have been working very hard to get ready for college and ultimately retirement. Are we on track? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.co…
How should we be looking to juggle saving for retirement as well as the cost the day care? Does one take priority over the other? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad ch…
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Jill on Money with Jill Schlesinger
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Factoring Health Into the Retirement Equation
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Planning for retirement isn't always a straight line, especially when you mix some health factors into the equation. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit …
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InvestTalk
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4-22-2022 – Playing It Too Safe with Finances Could Make It Harder to Reach Full Potential
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Know where you want to go with financial objectives and manage your risk tolerance. Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Elon Musk Bid, BLK - BlackRock Inc., Equity & Retirement, PYPL - PayPal Holdings Inc., ANTM - Anthem Inc., FSUTX - Fidelity Select Utilities Portfolio, SRE - Sempra, MESA - Mesa Air Group Inc. Plus: Key Benchmark …
Considering the current economic environment, is now actually the time to consider a fixed annuity? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.co…
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InvestTalk
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4-21-2022 – Over 8% of Americans’ Total Household Spending Goes to Health-Care Costs
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A study of almost 24,000 employees at a major Fortune 100 company found that 61% of them chose the wrong plan for their needs. Today's Stocks & Topics: Low Contribution Limits, Four Percent Rule, Homeowners Associations, AIG - American International Group Inc., DIS - Walt Disney Co., CVS - CVS Health Corp., REGN - Regeneron Pharmaceuticals Inc., PY…
Considering that I'm not a complicated client, I'm struggling with the management fees I'm currently paying. What's the solution? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad ch…
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InvestTalk
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4-20-2022 – Expense Ratios Vary by Investment Type
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It’s important to know what expense ratios are because they can eat away at your investment earnings. Today's Stocks & Topics: JXN - Jackson Financial Inc., Rising Rates, GRWG – Grow Generation Corp., ABB - ABB Ltd. ADR, DIS - Walt Disney Co., VOO - Vanguard S&P 500 ETF, CSTR - CapStar Financial Holdings Inc., CURLF - Curaleaf Holdings Inc. Adverti…
With retirement a few years out, what should I be doing now to ensure a smooth transition? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoic…
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InvestTalk
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4-19-2022 – How to Extract Income from a Retirement Portfolio
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There are different strategies for generating cash flows, from pure total return to income-centric approaches. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Twitter, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, ETFs and Taxes, NFLX - Netflix Inc., QCOM - Qualcomm Inc., STOR - STORE Capital Corp., LAND - Gladstone La…
Newly retired and only in my 50s, which means I've got plenty of questions! Where should I draw my funds from to support my retirement before Social Security? Should I fire my advisor? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Go…
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InvestTalk
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4-18-2022 – The Red-Hot U.S. Housing Market Is Beginning to Hit Levels Not Seen Since Last Housing Bubble
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Brokerage platform Redfin is seeing slightly more home listings with price cuts and fewer bookings for home showings. Today's Stocks & Topics: FTNT - Fortinet Inc., SCCO - Southern Copper Corp., Russian Oil, I-Bonds, QYLD - Global X NASDAQ-100 Covered Call ETF, WBD - Warner Bros. Discovery Inc. Series A, T - AT&T Inc., TECK - Teck Resources Ltd. Cl…
After making some questionable financial moves, we feel like we're out of whack. Can you help get us back on track? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit p…
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. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" …
