Podcast Episodes

The Bankers’ New Clothes Part One

This weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It. New bank failures…

1 year, 11 months ago

Cash Heavy, What to Do?

I think we are very cash heavy but I'm also not worried about where we are for retirement, so I would like to pay off our mortgage. Yay or nay?

Have a…

1 year, 11 months ago

Pay Off Mortgage With Windfall?

With a large windfall coming our way, should we pay off the mortgage or invest in a brokerage account?

Have a money question? Email us here

Subscribe t…

1 year, 11 months ago

Can I Retire Now?!

I’ve been working in corporate America for 23 years and I’m burnt out. Can I retire ASAP?

Have a money question? Email us here

Subscribe to Jill on Mon…

1 year, 11 months ago

Handling Money After the Loss of a Spouse

My husband recently passed away and left me a large inheritance, however, I feel that my funds are scattered all over the place. How do I clean thing…

1 year, 11 months ago

How to Invest a Lump Sum

With over $500k sitting in cash, how should we get it invested?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmon…

1 year, 11 months ago

Ed Slott Tax Tips Part Four

Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part four of four.

Have a money qu…

1 year, 11 months ago

Ed Slott Tax Tips Part Three

Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part three of four.

Have a money q…

1 year, 11 months ago

Should I Switch From Roth to Pre-Tax?

We're both currently maxing out our Roth 401(k)s but are considering a move for me only from a Roth to a traditional 401(k). What do you think?

Have a…

1 year, 11 months ago

Should I Do a Roth Conversion?

If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?

Have a money question?…

1 year, 11 months ago