Podcasts — Jill on Money

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Helping Mom Manage Her Finances

4/2/25: I'm helping my mom (about to turn 80) manage her finances and I want to make sure I am helping her maximize her limited resources.

PodcastsMark TalercioApril 2, 2025Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?

Simplifying Inherited Accounts

4/1/25: My father passed away last year and I inherited several accounts from him and now I need to figure out what to do with them.

PodcastsMark TalercioApril 1, 2025Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?

Variable Annuity With Death Benefit

3/31/25: My insurance agent recently suggested a variable annuity with a death benefit. Yay or nay?

PodcastsMark TalercioMarch 31, 2025Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?