Podcast Episodes

Will I Be Ready to Retire When I Want?

At 48, and hoping to call it quits at 55, I’m wondering if I’m on track and will I be able to retire in seven years?

Have a money question? Email us h…

2 years, 5 months ago

Just Retired at 55, Am I Okay?

55 and just retired, but in need of some help with my portfolio allocation.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube…

2 years, 6 months ago

Handling a Lump-Sum Payout

After receiving a lump sum from my employer as part of a separation package, how should it be invested?

Have a money question? Email us here

Subscribe …

2 years, 6 months ago

Can I Join My Husband in Retirement?

Can I retire and spend some time with my husband who is already retired?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @…

2 years, 6 months ago

Do I Have Enough to Retire?

I’m in my early 50s, and after a recent inheritance, am I okay to retire now?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTu…

2 years, 6 months ago

Can I Retire in a Year at 65?

I’m 64 and would love to retire at 65, is this a realistic goal?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmo…

2 years, 6 months ago

Planning for Early Retirement

As I approach 50, how should I be maximizing my retirement contributions to possibly retire in five years or so?

Have a money question? Email us here

S…

2 years, 6 months ago

Roth Conversions and Pro-Rata Rule

What’s the best way to make a Roth conversion as clean and seamless as possible?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

Yo…

2 years, 6 months ago

How to Allocate Extra Cash Flow

With an extra $1,500 of cash flow each month, where should it be going?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @j…

2 years, 6 months ago

Should We Buy Whole Life Insurance?

Given that we’re both high wage earners, and we have three kids, do you recommend whole life insurance as a way to invest for the kids?

Have a money q…

2 years, 6 months ago