As Serena Williams tries to make tennis history, tune into the Grand Slam of money shows! We started with Bob, who is 72 years old. Half of his $3 million nest egg is invested in rental real estate: Is that too much?

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Michael and his wife are in their late 40's with two teenage boys. Is their asset allocation appropriate or are they too heavily invested in equities? Michael also expressed frustration over finding a fee-only advisor.

Meanwhile, John is trying to decide between using a financial adviser or doing it himself and Felissa wanted to know whether her approach for her non-retirement funds should be similar to that of her retirement account.

Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:

• Call 855-411-JILL and we'll schedule time to get you on the show LIVE 

• Send an email: askjill@jillonmoney.com 

• Tweet us: @jillonmoney and @MTalercio

We celebrated the conclusion of National Retirement Planning Week with guest Anthony LoCascio, a fiduciary advisor with more than three decades of experience in retirement and tax planning. Anthony breaks down retirement for Boomers, Gen-Xers and Millennials.

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Speaking of the Millennials (those who are currently 18-34), did you know that they are the biggest generation in US history—even bigger than the Baby Boomers. According to Goldman Sachs, there are 92 million Millennials, compared to 77 million Boomers. And as it turns out, the generation has a firm grip on certain aspects of their financial lives. Check out this segment from CBS Evening News for more on the slackers-turned-savers.

We fielded great questions from Millennials Sam, Tim and Anon!

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

• Call 855-411-JILL and we'll schedule time to get you on the show LIVE 

• Send an email: askjill@jillonmoney.com 

• Tweet us: @jillonmoney and @MTalercio

As we head into National Retirement Planning Week, guest James Nichols joins us to reveal the results of the Voya Financial "Retire Ready Index". The results emphasize that retirement savers need combine knowledge, planning and action to help reach their goals.

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Here are some of the online tools that James mentioned:

• OrangeMoney
• Planning by Age
• How Do you Measure Up

And check out this segment from CBS This Morning, where I discussed retirement planning.

Before James joined us, we fielded a retirement question from John (should he convert his 401 (k) into a Roth?); a beneficiary retirement query from Mike and Gary asked about REITs.

If you are toiling away at your taxes this weekend, here are some Last Minute Tax Filing Resources.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

• Call 855-411-JILL and we'll schedule time to get you on the show LIVE 

• Send an email: askjill@jillonmoney.com 

• Tweet us: @jillonmoney and @MTalercio

Guest Gary Schatsky, a fee-only financial advisor, Chair Emeritus of NAPFA and Annuity Hater, joins the show to discuss why annuities are rarely advisable (Gary says just 5 percent of the time!) He also weighs in on the concept of fiduciary and explains why he believes that working with a fee-only advisor vastly reduces the potential for conflicts of interest.

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Kenny from NY read my recent post, "Spring Cleaning for your Money" and wanted to know how to reduce the taxable income generated from some of his mutual funds. One easy fix: use index funds in taxable accounts and keep managed funds in retirement accounts.

Meanwhile, Terry from MN is sitting pretty in her early retirement, but is not sure whether she should roll over her old 401 (k) into an IRA; and she also needs allocation tips. Poor Michael was unable to max out his retirement contributions and now is starting a fatter tax bill, while Steve asked about beneficiary IRA accounts and Wayne asked for advice about changing careers - from a pilot to a financial planner.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

• Call 855-411-JILL and we'll schedule time to get you on the show LIVE 

• Send an email: askjill@jillonmoney.com 

• Tweet us: @jillonmoney and @MTalercio