Posts tagged rental property
#235 The Labor Day Show
#235 The Labor Day Show

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 
Radio ShowMark Talercio#235 The Labor Day Show, 401k, asset allocation, fee only, fee only advisor, Investment, Investment advice, Investment Advisor, rental property, Retirement, Roth 401K, Roth IRA, Roth IRA vs 401K
#234 Leap with Tess Vigeland
#234 Leap with Tess Vigeland

Never let a correction ruin a great radio show! Our listeners did not seem at all spooked by the recent market gyrations, but did have some great questions. Mandy and her husband are accumulating cash and want to know what to do with it and Sharon needed advice for her daughter, who is carrying $200,000 of student loan debt.

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We were fortunate to have a very special guest on the show, Tess Vigeland, author of "Leap: Leaving a Job with No Plan B to Find the Career and Life You Really Want". Tess tells her fascinating story and offers advice to those who may only be able to hop, skip or jump...

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 
Radio ShowMark Talercio#234 Leap with Tess Vigeland, 401k, education loans, rental property, Retirement, Roth 401K, Roth IRA, Roth IRA vs 401K, student loan consolidation, Student loans
#226 Financial Independence Day
#226 Financial Independence Day

Ready to grab hold of your financial life and take control? Level Money's co-founder Jake Fuentes joins the show to tell you! Jake launched the award-winning personal finance app in order to help people spend with confidence, save more and achieve financial balance. The app is a simple tool to automatically analyze your financial picture.

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Rich and his wife are getting ready to retire and will have a little more than $1 million. A fiduciary advisor is recommending a fixed annuity, but we're not so sure.

David asked about tapping home equity to purchase another rental property; Jeff had questions about SS, Medicare and retirement planning; and Sarah asked about funneling money into a 529 plan versus a general investment account. Here is an education cost calculator to determine how much to save today in order to cover future tuition bills.

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 
Radio ShowMark Talercio#226 Financial Independence Day, asset allocation, College Saving, deferred annuity, fiduciary advisor, Jake Fuentes, Level Money, rental property, Retirement, Social Security
#222 The Triple Crown of Financial Shows
#222 The Triple Crown of Financial Shows

This weekend marks the 71st anniversary of the Allied invasion of Normandy (D-Day). In the sports world, the weekend could mean the  end of thoroughbred racing's 37-year Triple Crown drought. As American Pharoah tries to reign at the Belmont Stakes, we’re tackling your financial questions. The "Jill on Money" Triple Crown means that the show aims to be fun, informative and free!

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We started with Mitch from MN, a 26-year-old engineer, who just got engaged. He and his soon-to-be wife are juggling savings, paying down student loans and retirement planning. What’s the best game plan to attack the debt? Should they refinance their mortgage to pay it off early? So many questions and we have the answers!

Jan from Alaska is 62.5 years old and wants to know if she should avoid filing for Social Security retirement benefits before her Full Retirement Age -- YES! Steve wants to minimize losses before a stock market correction occurs and Stanley from CT is wondering about rolling over his 401 (k) into an IRA.

It was a delight to have guest Eleanor Blayney, the CFP Board of Standards’ Consumer Advocate join the show to discuss inheritance disputes. As Eleanor says, fights over estates “are not just a problem for the rich and famous, or for blended families.” Find out who has a right to contest a will and the ways that families can take proactive steps to avoid these messy post-mortem dustups. You can read Eleanor’s great post about the topic here.

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 
Radio ShowMark Talercio#222 The Triple Crown of Financial Shows, asset allocation, contesting a will, D-Day, diversification, Estate planning, Inheritance, mortgage, Normandy, rental property, rollover IRA, Social Security benefits, SS
#221 The Best Financial Advice? It Depends
#221 The Best Financial Advice? It Depends

When you call and write, asking about various financial issues, you'll hear me ask a bunch of nosey questions. I am the first to admit that I am a financial voyeur, but the real reason that I need that information is to determine the best financial advice for you! So often, it really does depend on your specific situation, which is why we avoid dispensing cookie-cutter advice.

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We started the show with a follow up response to last week's question: would you quit your job to take off a year from the grind? Allison did just that, but says, "Looking back I should never of done it."

Greg and Laura are considering the purchase of  a vacation rental home and wanted to know the pitfalls of doing so.

We helped Steve and an anonymous e-mailer with allocation/share type questions; Chrissy with a query about her variable annuity;  helped Maurie guide her 19 year old daughter, who needs financial guidance; and provided Anil with the upside and downside of  carrying a "big, long mortgage."

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 
Radio ShowMark Talercio#221 The Best Financial Advice? It Depends, asset allocation, diversification, Downpayment, mortgage, rental property, Variable annuity