Latest Schwab Podcast Episodes
Unexpected Potential Early Retirement
MoneyWatch with Jill Schlesinger - May 23, 2024 04:00 - 17 minutes ★★★★★ - 235 ratingsMy position was eliminated last year and I took a severance package in lieu of relocating and I need to adjust my retirement plans. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy ...
Best Way to Financially Help Parents
MoneyWatch with Jill Schlesinger - May 21, 2024 04:00 - 24 minutes ★★★★★ - 235 ratingsWhat is the best way to financially help out the parents without hurting our financial future? 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 a...
Today’s Yields Put the Income Back in Fixed Income
WashingtonWise - May 16, 2024 07:05 - 35 minutes ★★★★★ - 230 ratingsDuring more than a decade of near-zero interest rates, many investors got used to low returns from boring bonds. But bonds are exciting again, providing investors with predictable real income and stability. So where do bonds fits in today’s portfolio? Collin Martin, director and fixed income str...
I Want to Stop Saving but Hubby Says No
MoneyWatch with Jill Schlesinger - May 16, 2024 04:00 - 18 minutes ★★★★★ - 235 ratingsRight now we're saving about $2,500 each month, but I want to cut back on that so we can build a pool, can we 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...
Planning for Higher Costs in Retirement
MoneyWatch with Jill Schlesinger - May 14, 2024 04:00 - 14 minutes ★★★★★ - 235 ratingsI'm in a unique position where I know my costs in retirement will be significantly higher. How do I adequately plan for this type of retirement challenge? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @ji...
What to Do with Liquid Savings
MoneyWatch with Jill Schlesinger - May 09, 2024 04:00 - 15 minutes ★★★★★ - 235 ratingsI was recently going through our finances and realized that we may be too cash heavy. Should we reallocate? 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...
How Much Longer Do We Need to Work?
MoneyWatch with Jill Schlesinger - May 07, 2024 04:00 - 23 minutes ★★★★★ - 235 ratingsNow that I'm in my 50s, I'm starting to wonder how much longer my wife and I have to 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 ...
Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world
Thoughts from the Ledge - May 06, 2024 15:00 - 10 minutesManish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and other forms of cryptocurrency, and what investors shou...
Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers
Thoughts from the Ledge - May 06, 2024 15:00 - 11 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
The Charmer's Playbook: With Guests Wilfred Webster & Daniel Read
Choiceology with Katy Milkman - May 06, 2024 04:30 - 34 minutes ★★★★★ - 1.3K ratings"Don't judge a book by its cover" is an old adage for a good reason. Elegant book cover designs can create a positive impression and make you more likely to judge the writing quality more positively. But these traits—cover art and writing—are separate and distinct features of books. So why d...
Are Global Headaches Triggering Risks & Rewards?
WashingtonWise - May 02, 2024 07:05 - 31 minutes ★★★★★ - 230 ratingsThere has been a flurry of geopolitical developments in recent weeks, from Congress passing a massive foreign aid bill to Cabinet members visiting China to India's elections. But the one that has grabbed the most attention―at least among your kids―is the potential banning of Chinese-owned TikTok...
Always Worried About Money
MoneyWatch with Jill Schlesinger - May 02, 2024 04:00 - 16 minutes ★★★★★ - 235 ratingsI'm only 34, yet I'm constantly worried about my finances. How can I find the right balance? 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...
Planning Around Health Issues
MoneyWatch with Jill Schlesinger - April 30, 2024 04:00 - 22 minutes ★★★★★ - 235 ratingsGiven that I'm in my 30s and can't get insurance coverage due to my health condition, how should I be planning for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Polic...
On Track for Retirement in Our 30s?
MoneyWatch with Jill Schlesinger - April 25, 2024 04:00 - 14 minutes ★★★★★ - 235 ratingsMy wife and I are in our late thirties and we've got some money saved up in different accounts for retirement but want to make sure we're allocating our money appropriately. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillon...
Can We Be House Poor?
MoneyWatch with Jill Schlesinger - April 23, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsThe house we're looking to buy will cost around $1.2 million. Is there any downside to paying for the whole thing in cash? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at...
Recipe for Success: With Guests Simon Rogan & Michele Gelfand
Choiceology with Katy Milkman - April 22, 2024 04:30 - 34 minutes ★★★★★ - 1.3K ratingsAre rules made to be followed—or meant to be broken? Often, the answer will depend on culture and the context in which people make decisions. In this episode of Choiceology with Katy Milkman, we look at how carefully people in different contexts follow social norms, rules, and procedures. We...
Is There Any Good News for the Data-Driven Fed?
WashingtonWise - April 18, 2024 07:05 - 34 minutes ★★★★★ - 230 ratingsThe Fed says its decisions are data-driven, but recent data on inflation, jobs, and other key economic metrics don't seem to be offering a consistent message. Kevin Gordon, Schwab's senior investment strategist, joins host Mike Townsend to go below the headline data and look at what the Fed is w...
Prepping for Early Retirement
MoneyWatch with Jill Schlesinger - April 18, 2024 04:00 - 20 minutes ★★★★★ - 235 ratingsMy wife and I are public employees, a firefighter and a federal worker, and we think retirement is on the horizon. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy...
What’s Your Retirement Number?
MoneyWatch with Jill Schlesinger - April 16, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsAmericans estimate they’ll need $1.46 million saved to retire comfortably, according to a new study. That’s a 53% increase from what people thought they needed just four years ago. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram:...
Dirty Dozen Tax Scams
MoneyWatch with Jill Schlesinger - April 11, 2024 04:00 - 10 minutes ★★★★★ - 235 ratingsAs the tax filing deadline approaches, watch out for the IRS list of the so-called “dirty dozen" which are tax scams the IRS commonly sees. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillo...
Last-Minute Tax Tips
MoneyWatch with Jill Schlesinger - April 09, 2024 04:00 - 13 minutes ★★★★★ - 235 ratingsAmericans have until April 15 to file their taxes or file an extension. If you live in Maine or Massachusetts, you have until April 17. I joined CBS Mornings to discuss some last minute tips if you still have to file. Have a money question? Email us here Subscribe to Jill on Money LIV...
Take the Deal! With Guests Daniel Kahneman, Colin Camerer & Luis Green (Rebroadcast)
Choiceology with Katy Milkman - April 08, 2024 04:30 - 44 minutes ★★★★★ - 1.3K ratingsIn this episode of Choiceology with Katy Milkman, we look at how framing a decision based on what you stand to lose versus what you stand to gain affects your tolerance of risk. Luis Green was a contestant on the popular TV game show Deal or No Deal. The game is largely one of chance, but there...
How Bad Is Our Situation?
MoneyWatch with Jill Schlesinger - April 04, 2024 04:00 - 9 minutes ★★★★★ - 235 ratingsWith $70k in credit card debt, should I take out a HELOC and pay off the debt in one shot? 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 C...
Helping Child With Down Payment
MoneyWatch with Jill Schlesinger - April 02, 2024 04:00 - 17 minutes ★★★★★ - 235 ratingsIf I'm going to give my daughter a down payment for her house, what's the best way to 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 an...
Retirement or Brokerage
MoneyWatch with Jill Schlesinger - March 28, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsWith some extra cash flow each month, should I increase my 401(k) contributions or open up a brokerage account? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://ar...
Financial Spring Cleaning
MoneyWatch with Jill Schlesinger - March 26, 2024 04:00 - 18 minutes ★★★★★ - 235 ratingsWith 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: @jillon...
Top of Mind: With Guests John Farrell & Manasvini Singh
Choiceology with Katy Milkman - March 25, 2024 04:30 - 32 minutes ★★★★★ - 1.3K ratingsWhen someone asks, "What's your favorite restaurant?" odds are you're inclined to recommend a place you've eaten at recently—even if it's not really your favorite. It's just top of mind. Why do we weigh recent events so heavily? And how does this tendency impact important decisions, like who...
No Matter Your Age, Start Medicare Planning Now
WashingtonWise - March 21, 2024 07:10 - 37 minutes ★★★★★ - 230 ratingsMedicare is one of the toughest federal programs to navigate, a maze of confusing choices, odd deadlines, and potential penalties. Yet it's critically important for everyone, even if you're just starting out in your career, to understand it. On this episode, Susan Hirshman, director of wealth ma...
Is Mom Okay for Retirement?
MoneyWatch with Jill Schlesinger - March 21, 2024 04:00 - 15 minutes ★★★★★ - 235 ratingsMy 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://ar...
Early 401(k) Withdrawals
MoneyWatch with Jill Schlesinger - March 19, 2024 04:00 - 13 minutes ★★★★★ - 235 ratingsA 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: @jillonm...
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