MoneyWatch with Jill Schlesinger
Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday and Thursday mornings.
Happy Thanksgiving!
Tax-Efficient Rebalancing
Retirement Alphabet Soup
Year-End Money Moves
Money Can’t Buy You Time
A Surging Market and Another Rate Cut
Are We Saving Too Much?
The Holiday Spending Season Is Upon Us
Can I Retire Next Year?
A Guide to Estate Planning
How to Handle Lump Sum Payout
The Struggling Sandwich Generation
How to Handle Large Inheritance
Considering Pre-Retirement Adjustments
Financial Priorities and Parenthood
A Strong Economy and Planning for the Unknown
How to Pay for College
Evaluating My Asset Allocation
I Fired My Planner
Do I Have Enough Insurance?
In Too Good of a Position for Retirement?
Retired at 48, Am I Okay?
How Am I Doing?
Big Money Decisions
Can My Wife Retire at 55?
Do We Have Enough F-U Money?
Regrouping After a Loss
Considering a Major Renovation
Money Moves in Retirement
Planning Around Short Life Expectancy
Putting Cash to Work
Will a Van Derail Our Retirement?
How to Pay for College
Help Me Help Mom
What Should We Do Next?
Social Security Changes
Can We Purchase a Vacation Home?
Considering a Job Change
Traditional or Roth?
Can I Retire in Three Years?
Easing Into Retirement
Self-Managing My Finances, Now What?
Investing Through a Crisis Part Two
Investing Through a Crisis Part One
Assessing Finances at 30 Years Old
Cash on the Sidelines
Handling a Windfall
On Track for Retirement in 16 Years?
Prepping for International Move
Pre-Baby Financial Checkup
It Isn’t Just About the Numbers
Saving for College
Can We Afford a Vacation Home?
Our Retirement Concerns
Unexpected Potential Early Retirement
Best Way to Financially Help Parents
I Want to Stop Saving but Hubby Says No
Planning for Higher Costs in Retirement
What to Do with Liquid Savings
How Much Longer Do We Need to Work?
Always Worried About Money
Planning Around Health Issues
On Track for Retirement in Our 30s?
Can We Be House Poor?
Prepping for Early Retirement
What’s Your Retirement Number?
Dirty Dozen Tax Scams
Last-Minute Tax Tips
How Bad Is Our Situation?
Helping Child With Down Payment
Retirement or Brokerage
Financial Spring Cleaning
Is Mom Okay for Retirement?
Early 401(k) Withdrawals
Take Farm Money Now or Later?
Should I Continue Renting?
Spooked by Retirement Milestones
Recently Retired, Do We Have Enough?
Managing Dozens of Funds
Real Estate Conundrum
Saving for Maternity
Is the Insurance Worth It?
Considering a Reset at Age 52
Juggling Multiple Properties
Investing a Big Chunk of Money
Missing the Mark Millennial
What to Do with Payout?
Superfund 529s From Brokerage?
Roth Conversion Questions
Can Hubby Retire at 55?
Financial Check Up Going Into Divorce
Obsessed with Financial Optimization
Reset After a Sudden Loss
Irish Pension, Should We Use It?
First Financial Checkup at 40
Making Sure We're on Track
Getting on Track After Divorce
Trapped by Amazing Interest Rate
Reduce 401(k) for Real Estate Investing?
Should We Move to Arizona?
In Our 40s, on Track to Retire at 60?
Are We on Track to Retire?
Asset Allocation for Various Accounts
Check-In for a Money Reset at 35
Cash or Loan for New Car?
Life Insurance for Son
Happy Thanksgiving!
Financially Unequal Partnership
Rollover and Investing Help
Reset or Regret?
How to Consolidate Funds
Financial Path for Newlyweds
What's the Priority, College or Retirement?
Pre-Tax or Roth Contributions?
Retirement Milestones
Financial Checkup Approaching 40
Financing a Renovation Project
Should I Pay Off the Car?
Helping Mom Navigate the Finances
Brokerage or Retirement Account?
Should We Sell Our Rental Homes?
Roth or Traditional 401(k)?
Are Teacher Pensions Enough?
Real Estate Fever
What to Do With Extra $300k?
Whole Life Policy as Investment Vehicle
Should I Use a Deferred Comp Plan?
Estate Planning Strategies
Extra Cash Flow on the Horizon
In Our 30s, What's the Priority?
Should We Sell and Rent?
I Feel Like I'm a Hot Mess
Can I Get My Doctorate?
How to Allocate Bonus Money
Mid-Life Crisis Planning
Should I Start a 529 for a Future Roth?
Can We Make a Large Move?
How to Buy a Small Business
Can We Afford to Buy a Home?
When Are Pros Needed?
Should I Cash Out My Retirement?
Should I Rent Forever?
On Track at 35?
Should We Even Be Saving for Retirement?
Can We Live a Little Bit More?
How to Allocate Extra Cash Flow
Help Me Get Unstuck
How to Invest Extra Money
Prioritizing Our Goals
I Quit My Job, Do I Have to Go Back?
Planning for Future Flexibility
Just Had a Baby and Received a Windfall
Life Insurance as an Investment Vehicle
Italy or Bust
Early Retirement Planning
Too Early for Next Endeavor?
Where Do We Start?
Roth or Traditional 457?
Are We Behind on Retirement?
Can I Retire in Ten Years at 55?
Seeking Better Work-Life Balance
Are We Really on Track?
How to Pay for Home Improvements?
Are We Saving Too Much in Our 401(k)?
Can I Do a Reset at 44?
Do We Need an HSA?
Feeling Anxious Over Our Finances
Prepping for a Job Transition
Are We Saving in the Right Places?
Do We Need an Advisor?
Stay Retired at 44 or Go Back to Work?
Use No-Match 403(b)?
Allocating Extra Cash Flow
Finally Paying Attention to My Finances
New to Finances, Are We on Track?
Planning With VA Disability
Managing Finances for Our Small Business
Can I Afford a Horse in Retirement?
Can I Move to Paris?
Major Financial Moves
Medical Costs During Retirement
Mid-Life Money Crisis
Is a Rollover Always the Best Option?
Is My Plan Nuts?
Budgeting and Retirement Planning
Nervous About Tech Layoffs
Sole Wage Earner and Panicking Part Two
Sole Wage Earner and Panicking Part One
How to Pay for Home Remodel?
We're on Track, What Do We Do Next?
Finding a Work-Life Balance
After-Tax Contributions vs Brokerage Account
Saving for a House and Retirement
College Student Investment Questions
Handling Newly Found Cash Flow
Need Help Allocating Cash
I Need a Financial Tune Up
Where Should I Invest My Extra Income?
How to Set Ourselves Up in the Future?
Evaluating Bonus Options
How to Handle Increased Cash Flow?
New Jobs and Raises, Are We on Track?
In Our 30s and Planning for Future Flexibility
Am I on Track at 24?
Gold Coins Buried in the Back Yard
Budgeting for Baby Expenses
Optimizing Retirement Savings
What To Do With Excess Monthly Savings?
Planning for a House Upgrade
Anxious Stay-At-Home Mom
Financial Plan Help
Good Time for a Roth Conversion?
Are We Behind on Retirement?
Do I Need Disability Insurance?
Am I Doing the Right Things With My Money?
Are We on Track at 41?
Retirement Plan Options
Finally Making Money, Am I on the Right Track?
Separation Anxiety From My Money
Setting Myself Up for Success
Is My Asset Allocation Okay?
Saving When There’s Also a Pension
Am I Behind on My Retirement Contributions?
Planning With High RSU Compensation
What Can I Expect From My Future Retirement Portfolio?
Nervous at 41, What to Do Going Forward?
Am I Going to Fail?
401(k) Contributions After a Promotion
Finally Making a Living Wage
Unraveling Some Mistakes and Making New Choices
Should I Buy a Rental Property?
On Track at 39?
Too Much Risk for My Plan?
Planning Through a Divorce
Are We Saving Too Much?
Pre-Tax or Roth 401(k)?
Should I Pay Off My Student Loan?
Being a Steward of My Money
Old Pension Options
In Our 30s, Do We Need an Annuity?
Employee Stock Purchase Plan
Should I Keep My CDs or Open a Brokerage Account?
Asset Allocation Concerns
In My 20s and Looking for a Financial Checkup
Help Me Help Mom
Don’t Know How Much and Where to Invest
Financial Planning with Restless Energy
Too Much in Traditional 401(k) at Age 36?
What to Do With Extra Cash Flow?
In Our Late 30s, Are We on Track?
How to Handle a Large Inheritance
What to Do With Home Sale Proceeds?
How to Handle Military Signing Bonus
Am I Financially on Track?
Prioritizing Our Financial Goals
Checked Many Boxes, What to Do Next?
Help, IRA Mayhem!!!
How to Invest Some Extra Cash Flow
My Relationship With Money
Help With Consolidating Our Finances
How Much Should I Spend on My First Home?
Can We Afford to Buy a Home?
Ukrainian Sandwich Situation
Are We on Track to Retire at 65?
Bigger House or Financial Flexibility?
The 90 Day Plan
Do We Have Enough Saved for Retirement?
Brokerage or ESPP?
Did I Make a Bad Investment?
Can I Call It Quits at 38?
Not Early Retirement, but Optionality
Can Money Really Buy Happiness?
Balancing Retirement and Student Loans
Wife and Hubby Need a Checkup
Am I Making a Mistake?
Worried About Mom and Dad
Too Many Goals?
Tidying Up Your Finances
Line of Credit or Personal Loan?
Stretched Too Thin for House Remodel?
On the Fence About Going Roth
Will We Be Able to Afford College?
How to Stash House Sale Proceeds
Financial Planning With More Wiggle Room
Basic Rules for Investing Success
What to Do With Excess Savings?
How to Prioritize Our Money
Should I Leave My Job?
What to Do With $50k in Cash?
How to Talk to Your Partner About Money
What to Do With Extra Income?
Is Now a Good Time to Rebalance?
Should I Contribute to a Non-Deductible IRA?
Roth or Traditional 403(b)?
Dreaming of Our Next Property
In Our 20s and Needing Advice!
Law School Debt vs Investing
Kids and Money
Should We Move to Canada for Lower Tuition?
How to Allocate My Retirement Investments?
At 37 and 38, Are We on Track?
Can We Buy a House?
Keep or Sell Rental Property?
In Need of a Game Plan
Should We Tap Our HSA or Let It Grow?
Are We Saving Too Much in Retirement Accounts?
Financial Checkup
Are the Fees Too High?
All Roth All the Time?
I’m Questioning Our Retirement Plan
Rental Property vs. Stocks
Chasing the FINE Movement
Rent or Buy?
Pre-Tax or Roth 401(k)?
Refinance or Pay Off Home?
At 26-Years-Old, Are We on Track?
How to Prioritize Savings Goals
What to Do With Remaining Rental Income?
Are We Holding Too Much Company Stock?
I’m 27, Can I Stop Saving for Retirement?
Should I Sell My House?
How Much Money to Use for a House Down Payment?
My Finances Are Stressing Me Out
In Our 30s, Are We on Track?
Thoughts on Retirement Savings
How to Handle an Inheritance
Should Investors Create Their Own Target Date Fund?
Am I Over Saving?
Can We Splurge on a New Basement?
What to Do With Extra Cash Flow?
Ahead of the Game, What’s Next?
Cash-Out Refinance for Remodel?
Pay Down Mortgage or Invest?
Do I Need Long-Term Care Insurance?
Where to Park Home Sale Proceeds?
Roth vs Traditional and Financing a Renovation
How to Finance a Remodeling Project
Do Mom and Dad Need an Annuity?
Can Mom Move in With Us?
I'm 37, Can I Retire at 60?
Should I Be Using High-Dividend ETFs?
Save for House or Invest?
Should We Use a 529 Before the Kids Are Born?
Financial Planning for New Parents
How Do We Prioritize Our Debt?
Are We on the Right Track?
Buy or Keep Renting?
Do I Need the Insurance Policy I'm Being Pitched?
Wife Says Pay Down Mortgage, Husband Says No
Financial Planning for Newlyweds
Are We Crazy to Jump Into the Housing Market?
Financial Access for All
What to Do With Surplus Cash Flow?
We're 31 and 36 and Need a Retirement Checkup
What to Do With 120k in Cash
The New Work-Life Balance
The Child Tax Credit and Asset Allocation
Help! I Need a Financial Plan.
Are We Okay Using ONE Fund?
Concerned About Putting Money in the Market
The FINE (Not FIRE) Movement
Should I Buy Bitcoin?
Are We Investing Too Aggressively?
What to Do With Extra Cashflow