MoneyWatch with Jill Schlesinger artwork

MoneyWatch with Jill Schlesinger

292 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 235 ratings

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 [email protected]. Tune in for new episodes every Tuesday and Thursday mornings.

Investing Business Education Self-Improvement cbs retirement btc retire roth roth conversion annuity roth ira 401k retirement planning
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Episodes

Financial Spring Cleaning

March 26, 2024 04:00 - 18 minutes - 17.1 MB

With the arrival of spring, it's the perfect time to declutter your finances and address pressing financial matters. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is Mom Okay for Retirement?

March 21, 2024 04:00 - 15 minutes - 14.3 MB

My mom has significant anxiety about money, but I'm trying my best to convince her that she's okay. Am I right? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Early 401(k) Withdrawals

March 19, 2024 04:00 - 13 minutes - 12.2 MB

A recent report by Vanguard reveals a record number of Americans took early withdrawals from their 401(k) retirement savings in 2022 and 2023, signaling a concerning trend. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Take Farm Money Now or Later?

March 14, 2024 04:00 - 24 minutes - 22.7 MB

Should I take rental profits from farm income now, or wait about ten years for it to grow even more? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Should I Continue Renting?

March 12, 2024 04:00 - 16 minutes - 14.7 MB

My rent is currently $1,800 a month and I am able to save $3,000 each month. Should I keep renting or look to buy? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Spooked by Retirement Milestones

March 07, 2024 05:00 - 19 minutes - 17.4 MB

I keep hearing about retirement milestones and I'm spooked because I don't see myself reaching any of them. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Recently Retired, Do We Have Enough?

March 05, 2024 05:00 - 18 minutes - 17 MB

We're recently retired and trying to figure out if we have enough saved to make it work. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Managing Dozens of Funds

February 29, 2024 05:00 - 17 minutes - 16 MB

Between my mother and myself we must have dozens of funds within our various accounts. How can we streamline things? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Real Estate Conundrum

February 27, 2024 05:00 - 19 minutes - 17.7 MB

As we look to do a retirement reset, we're having a hard time making a major real estate decision. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Saving for Maternity

February 22, 2024 05:00 - 20 minutes - 18.6 MB

We’d like to have enough money for me to take three months off when our baby is born on top of the three months maternity leave I will be entitled to. Is this doable? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is the Insurance Worth It?

February 20, 2024 05:00 - 14 minutes - 13.4 MB

I recently started a new job and have the option of taking some insurance coverage with me from the old employer. Should I take it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Considering a Reset at Age 52

February 15, 2024 05:00 - 18 minutes - 17.2 MB

I am a high school teacher in my 29th year and I will turn 52 this year. I read The Great Money Reset and I think I may be ready to try a new career. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Juggling Multiple Properties

February 13, 2024 05:00 - 24 minutes - 22.3 MB

My wife and I both owned properties prior to getting together and have purchased another summer home that is now being gut-rehabbed. Should we keep all three? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Investing a Big Chunk of Money

February 08, 2024 05:00 - 19 minutes - 17.9 MB

We are going to sell our home soon and will be left with a large chunk of money after paying off the mortgage. How can we best use the proceeds to fund our early retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Missing the Mark Millennial

February 06, 2024 05:00 - 21 minutes - 19.6 MB

At 32 years old, it feels like I am very short on having enough saved to be able to retire. Not just to retire comfortably but to retire at all. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What to Do with Payout?

February 01, 2024 05:00 - 16 minutes - 15 MB

I recently got a payout from a company I was a part of and now find myself wondering what to do with the money. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Superfund 529s From Brokerage?

January 30, 2024 05:00 - 18 minutes - 16.8 MB

I’m wondering if I should move money from my brokerage account to superfund our children’s 529 plans? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Roth Conversion Questions

January 25, 2024 05:00 - 18 minutes - 16.7 MB

As I map out my long-term retirement game plan, I'm facing some questions regarding possible Roth conversions. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Can Hubby Retire at 55?

January 23, 2024 05:00 - 17 minutes - 15.9 MB

My husband will soon be 55 and wants to retire from corporate America and get another lower stress/fun job. Can he do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial Check Up Going Into Divorce

January 18, 2024 05:00 - 16 minutes - 15.4 MB

I'm a 37 year old separated dad of two currently going through a divorce and would like to get a check up to see if I'm still on track for retirement after this reset. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Obsessed with Financial Optimization

January 16, 2024 05:00 - 14 minutes - 13.1 MB

Ever since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ht...

Reset After a Sudden Loss

January 11, 2024 05:00 - 35 minutes - 32.6 MB

My husband of 34 years passed away about a year and a half ago. I am successfully on my feet working as a professional, maintaining our home and figuring out what the next steps should be. Am I on the right path? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. ...

Irish Pension, Should We Use It?

January 09, 2024 05:00 - 16 minutes - 15.1 MB

We recently found out that my husband got a great job with a large tech company in Dublin, so we're trying to figure out if we should participate in the Irish pension option. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

First Financial Checkup at 40

January 04, 2024 05:00 - 16 minutes - 15 MB

As I prepare to turn 40, I feel like it's a good time for my first real financial checkup. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Making Sure We're on Track

January 02, 2024 05:00 - 15 minutes - 13.9 MB

We're in our 30s and want to know if we're on the right financial path as well as what we should be doing with some extra cash flow. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Getting on Track After Divorce

December 28, 2023 05:00 - 18 minutes - 17.2 MB

My divorce is now finalized and I'm left not knowing how to get my investments in order for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trapped by Amazing Interest Rate

December 26, 2023 05:00 - 17 minutes - 16.2 MB

We recently had to move for work and have been renting our old home. We’d like to purchase a new home where we now live, but giving up the interest rate and potential asset of having a second property is difficult. What should we do? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-...

Reduce 401(k) for Real Estate Investing?

December 21, 2023 05:00 - 14 minutes - 13.5 MB

Should I reduce my 401(k) contributions to save up for an investment property? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Should We Move to Arizona?

December 19, 2023 05:00 - 15 minutes - 13.8 MB

I'm a federal employee and was recently offered a job in Arizona. Should we make the move from Washington state? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Our 40s, on Track to Retire at 60?

December 14, 2023 05:00 - 18 minutes - 17 MB

I am 43, my wife is 44, and we would like to know if we are on track to retire at 60. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are We on Track to Retire?

December 12, 2023 05:00 - 16 minutes - 15 MB

With a big federal pension on the horizon, I'm curious if we're on track to reach our retirement goals? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Asset Allocation for Various Accounts

December 07, 2023 05:00 - 20 minutes - 18.3 MB

I would like some insight on our asset allocation for our 401(k)s and brokerage accounts given our specific and unique situation. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Check-In for a Money Reset at 35

December 05, 2023 05:00 - 14 minutes - 13.1 MB

Over the last few years, I went from being a condo owner to an apartment renter in a different part of the country. All because my soul was calling me to the ocean. Am I okay? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cash or Loan for New Car?

November 30, 2023 05:00 - 13 minutes - 12.5 MB

I'm thinking about buying a car, and my dad has suggested that even if I can pay cash for the car, getting a loan would help build my credit score. Is he right? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Life Insurance for Son

November 28, 2023 05:00 - 18 minutes - 16.7 MB

Is there any reason why we should keep a whole life insurance policy for my son? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Happy Thanksgiving!

November 23, 2023 05:00 - 3 minutes - 3.54 MB

Gobble, gobble! Happy Thanksgiving from Jill and Mark. Talk to you next week! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financially Unequal Partnership

November 21, 2023 05:00 - 25 minutes - 23.1 MB

I am in a five year unmarried relationship and my partner makes quite a bit more money than I do, so I want to make sure I am making financial choices that are in my own best interest. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rollover and Investing Help

November 16, 2023 05:00 - 21 minutes - 19.9 MB

I recently started a new position and I'm trying to figure out what to do with my old 401(a), Roth 403(b) and defined benefit accounts. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Reset or Regret?

November 14, 2023 05:00 - 16 minutes - 14.8 MB

I'm thinking of a making a move that is probably not financially astute. Is it a ridiculous idea? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How to Consolidate Funds

November 09, 2023 05:00 - 14 minutes - 13.7 MB

With over 20 funds in one account, how do I go about consolidating them into just a few? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial Path for Newlyweds

November 07, 2023 05:00 - 16 minutes - 15.2 MB

My husband and I recently got married and we want to make sure we're on the right path as we start our financial journey together. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What's the Priority, College or Retirement?

November 02, 2023 04:00 - 17 minutes - 15.6 MB

We have recently received an inheritance and are considering using it to pay for college expenses instead of our original plan of putting it towards retirement. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pre-Tax or Roth Contributions?

October 31, 2023 04:00 - 18 minutes - 17 MB

My husband and I are trying to decide if we should be making our retirement contributions on a pre-tax basis or should we be using the Roth option? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Retirement Milestones

October 26, 2023 04:00 - 15 minutes - 14.3 MB

Should I be paying attention to the financial milestones that the "experts" say you should be hitting at every age? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial Checkup Approaching 40

October 24, 2023 04:00 - 18 minutes - 16.8 MB

As I approach 40, I have recently changed jobs and want to know if I should solely contribute to Roth for both our IRAs and my TSP? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financing a Renovation Project

October 19, 2023 04:00 - 22 minutes - 20.6 MB

With our first child on the way, we're trying to figure out a way to finance a pretty big renovation project. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Should I Pay Off the Car?

October 17, 2023 04:00 - 13 minutes - 12.7 MB

My car loan is driving me nuts, can I go ahead and pay it off or should I focus on retirement savings? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Helping Mom Navigate the Finances

October 12, 2023 04:00 - 17 minutes - 15.8 MB

My dad recently passed away and I need some guidance as I help my mom navigate the finances. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Brokerage or Retirement Account?

October 10, 2023 04:00 - 10 minutes - 10.1 MB

We are at the point now where we are either going to push forward and put the pedal to the metal on our brokerage account, or max out our 403(b)s. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Should We Sell Our Rental Homes?

October 05, 2023 04:00 - 16 minutes - 15.2 MB

We have three rental homes and I'm wondering if we should sell them and invest in the market? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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@jillonmoney 94 Episodes