Podcast Episodes

Is the 3% Rule Too Conservative?

Can Jill please explain why she is even more conservative than the widely accepted 4% rule for withdrawals?

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2 years, 2 months ago

Unraveling Financial Advisor Allocation

After inheriting a variety of stocks and ETFs, what's the best way to consolidate?

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2 years, 2 months ago

Are We on Track?

As we hit our mid 50s, are we on track for retirement in a few years?

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2 years, 2 months ago

Can I Get Out and Travel?

Can I call it quits and make my travel dream a reality?

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YouTube: @jillonmoney

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2 years, 2 months ago

Handling an Inheritance

How can we use an inheritance to accomplish our immediate financial goals?

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2 years, 2 months ago

Helping Mom With Her Money

After my father died, mom and I are trying to navigate the finances and we have a few questions.

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2 years, 2 months ago

New Parents Needing Direction

My wife and I welcomed our first child to our family. We are thrilled to be parents but were shocked when our financial advisor provided us with sugg…

2 years, 2 months ago

Does a Roth Conversion Make Sense for Us?

We thought the traditional pre-tax path was better in our situation until recently when we learned that tax rates will likely revert to higher percen…

2 years, 2 months ago

Moving Forward After Divorce

After a recent divorce, I have been appointed control of some accounts and have no idea how to invest the money. Can you help?

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2 years, 2 months ago

Your Journey to Financial Freedom Part Two

This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Ste…

2 years, 3 months ago