Jill on Money with Jill Schlesinger Podcast
1) Taking Advantage of a Unique Year
Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion? Have a money question? Email us ...Show More
2) Happy Holidays From Jill and Mark!
Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one! Have a money question? Email us ...Show More
3) Burned Out in Tech, Can I Retire at 49?
I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility? Have a money question? Email us ...Show More
4) Maximize Our Assets and Optimize Our Taxes
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. Have a money question? Email us ...Show More
5) Am I Ready to Retire at 62?
I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? Have a money question? Email us ...Show More
6) Roth Conversion Strategy
Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? Have a money question? Email us ...Show More
7) If I Retire, Does Our Plan Work?
If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted? Have a money question? Email us ...Show More
8) Is Retirement in 2027 a Possibility?
I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances? Have a money question? Email us ...Show More
9) Too Much in Pre-Tax Retirement?
I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of years? Have a money question? Email us ...Show More
10) Can I Retire in Two Years?
I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids. ...Show More