8/28/23: As I approach 50, how should I be maximizing my retirement contributions to possibly retire in five years or so?
8/27/23: What’s the best way to make a Roth conversion as clean and seamless as possible?
8/26/23: With an extra $1,500 of cash flow each month, where should it be going?
8/25/23: 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?
8/24/23: Even though I know it’s the wrong financial move, should I still throw every available penny at my student loans?
8/24/23: I’m seriously thinking about going back to school and getting my superintendent credential and doctorate. Good idea or bad?
8/23/23: Thanks to a recent divorce and the death of my father, I'm in search of a money reset.
8/22/23: I plan on retiring in 20 months, and I’m breaking down everything like a maniac, yet I feel pretty lost. Am I positioned correctly?
8/22/23: I recently received a chunk of money via a bonus and I want to know if we should continue to invest in Vanguard or pay off some of the mortgage on our primary property?
8/21/23: My husband thinks we're just fine for retirement, I'm not so sure. Are we on track?
8/20/23: This weekend on the show we're joined by Dave Stachowiak, host of the popular Coaching for Leaders podcast, a show aimed at helping you discover leadership wisdom through insightful conversations. Dave joined us on our most recent webinar to discuss all things related to the workplace. Want more of Jill and Dave? Subscribe to Jill on Money LIVE to watch the full webinar.
8/19/23: This weekend on the show we're joined by Dave Stachowiak, host of the popular Coaching for Leaders podcast, a show aimed at helping you discover leadership wisdom through insightful conversations. Dave joined us on our most recent webinar to discuss all things related to the workplace. Want more of Jill and Dave? Subscribe to Jill on Money LIVE to watch the full webinar.
8/18/23: 2022 was a rough year for bonds, and so far, 2023 isn't looking much better.
8/17/23: We're only in our 30s, but I want to make sure that we are actually on the right track towards retirement and not falling behind without realizing it.
8/17/23: As I approach my 37th birthday, I really want to get a better understanding of where my wife and I are on our financial journey.
8/16/23: I was an early retiree failure, and now nearly four years later, I'm at the point where I am done. Will I fail again?
8/15/23: I recently inherited a traditional IRA and I have ten years to drain it. What should I do with the distributions, invest in a brokerage account or use a Roth IRA?
8/15/23: With the new rules on being able to roll $35k of a 529 into a Roth IRA after its been open at least 15 years, I was wondering if it might be a good strategy to start a 529 for myself to get the state tax benefits with the plan to eventually roll it into a 529?
8/14/23: I've been handling all my mom's finances for over a year now, and as we prepare to move her into an assisted living facility, we're not sure what to do with her house.
8/13/23: I'm newly retired and considering some Roth conversions, what should I be factoring into my decision?