Podcast Episodes
Back to SearchIs an Annuity Right for Us?
We are being pitched a fixed index annuity. Should we do it?
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YouTube: @jillonmoney
I…
2 years, 1 month ago
Managing Credit Card Debt
According to a new survey from Bankrate, nearly half of consumers say they are carrying a credit card balance from month to month. I joined CBS Morni…
2 years, 1 month ago
Can I Retire at 55?
My husband and I are turning 50 later this year and we have started seriously thinking about retiring at 55. Can we pull it off?
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2 years, 1 month ago
Should We Convert to Roth?
I know how much you love Roth assets but have never heard advice about when it may not make sense to convert. Is that the case in our situation?
Have …
2 years, 1 month ago
Light at the End of the Tunnel
Am I on track to eventually start a new endeavor or semi-retire in five to seven years?
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2 years, 1 month ago
Can I Quit and Do a Reset?
I feel like I'm at a point where I can no longer grow at work, so can I quit and do a reset?
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2 years, 1 month ago
Am I on Target?
As I enter my 50s, I'm wondering if I'm on target for retirement and if my money is invested in the right places.
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2 years, 1 month ago
Is 1% Too Much to Pay in My Situation?
My husband passed away last year and I have had to take a crash course in finances, and now I'm wondering if the 1% AUM fee I'm paying to a large nat…
2 years, 1 month ago
2024 Financial Resolutions
Two-thirds of Americans are considering a financial resolution for the new year, according to Fidelity Investments. I joined CBS Mornings to share ti…
2 years, 2 months ago
I’m 60 and I’m Done
I'm 60 and hoping to call it quits in two years. Am I on track?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmon…
2 years, 2 months ago