Podcast Episodes
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Should I Pay Off My Student Loan?
My student loan is a private loan, and with interest rates on the rise, I'm wondering if I should just go ahead and pay if off or keep making the mon…
4 years ago
Being a Steward of My Money
31 years old and it's my first time experiencing a turbulent market, and now I want to make sure I'm taking the proper steps to set myself up for a s…
4 years ago
Old Pension Options
What should I do with an old pension? Take a lump sum now or keep it as is until retirement, which is still decades away?
Have a money question? Email…
4 years ago
In Our 30s, Do We Need an Annuity?
Considering we're in our 30s, is there any reason why we should be considering an annuity?
Have a money question? Email us, ask jill [at] jill on mon…
4 years ago
Employee Stock Purchase Plan
With $3k each month in surplus cash flow, should we be dumping it all into our employee stock purchase plans?
Have a money question? Email us, ask jil…
4 years ago
Should I Keep My CDs or Open a Brokerage Account?
With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the …
4 years ago
Asset Allocation Concerns
I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of as…
4 years, 1 month ago
In My 20s and Looking for a Financial Checkup
Even though I'm only in my 20s, I feel like I'm in need of a financial checkup, especially regarding a gifted mutual fund account.
Have a money quest…
4 years, 1 month ago
Help Me Help Mom
My mother is on the verge of full retirement, and over the last year, I've been trying to help her consolidate several accounts into Vanguard. Are we…
4 years, 1 month ago
Don’t Know How Much and Where to Invest
With a large raise on the horizon, and a huge pension at retirement, I'm not quite sure how much and where we should be investing.
Have a money quest…
4 years, 1 month ago