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Jill on Money

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Jill on Money

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Did We Make a Big Mistake?

With interest rates so high, did we make a huge mistake by purchasing a new home? Have a money...

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Introducing: Million Dollar Advice

Million Dollar Advice is a work and career advice podcast hosted by friends and colleagues Kim...

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We’re Both Retiring and Feel Lost

Both my husband and I are retiring this year and we could really use your expertise with several...

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My Next Phase of Life

I am good at saving and living within my means, but I don't know when to pivot so that I can...

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Oil and the Economy

I joined CBS Mornings with a look at the potential disruptions to the global economy, including...

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Can I Leave My High Income Job?

Can I leave my high income job in two to three years and live out my dream of traveling? Have a...

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Evaluating Pension Options

As I consider whether or not to turn on my pension, which option should I choose? Have a money...

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Lower Income Tax Strategy

With my income down for a short period of time, what should my tax strategy be? Have a money...

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Can I Retire Early?

I would like to leave my corporate role and focus on pursuits that likely won't generate any...

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Withdrawal Strategy Planning

I'm facing my first RMD this year without any withdrawal strategy planning. Am I stuck with this...

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Do I Have Enough Saved?

According to all the financial calculators, I'm behind in terms of saving for retirement. Are...

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To Roth or Not to Roth?

I am wondering if it's worth it to change my contributions to put more into a Roth, and if so,...

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In Our 30s and Planning for Retirement

My wife and I are both 32 and we're wondering how we should be approaching our retirement...

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Slow Productivity Part Two

This weekend we're sharing a snippet of our recent chat with Cal Newport, bestselling author and...

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Slow Productivity Part One

This weekend we're sharing a snippet of our recent chat with Cal Newport, bestselling author and...

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Got Laid Off, Can I Retire?

I’m 60 years old and was recently laid off, which has given me the chance to review our finances...

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Competing Financial Needs

With competing financial needs, including a wedding and student loans, where should the focus be?...

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Intergenerational Financial Issues

After trying to do the right thing, we find ourselves facing an uncomfortable intergenerational...

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Sweet Spot for Roth Conversions

Is there a sweet spot to shoot for with regard to taxes and IRMAA surcharges when doing Roth...

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Part of Recent Tech Layoff

After being laid off I'm preparing to start a new job and want to make sure that we're on the...

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