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Artwork for Jill on Money

Jill on Money with Jill Schlesinger

Audacy
Retirement Planning
Slow Productivity
Roth IRA
Financial Planning
Life Insurance
Investment Strategies
Retirement Accounts
Student Loans
HSA
401(k)
Cal Newport
Pension
Social Security
Burnout
Tax Refunds
Roth Conversions
EE Savings Bonds
Financial Guidance
Knowledge Work
Productivity

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money.... more

PublishesDailyEpisodes2468Founded15 years ago
Number of ListenersCategories
BusinessSelf-ImprovementInvestingEducation

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Artwork for Jill on Money

Latest Episodes

I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure.

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

With a large inheritance now part of the equation, is it time for me to make a major reset?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conversions?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Julie Sunwoo
President of DAFgiving360
DAFgiving360
Episode: A Holistic Giving Solution for Donors and Advisors
Mark Tolarcio
Guest on this episode discussing retirement and college funding
Episode: Balancing Retirement With Tuition
Suzy Welch
Author, NYU professor, host of Becoming You
Becoming You (podcast); NYU
Episode: Welcome to Becoming You with Suzy Welch
Chieh Huang
Founder of Box (former Boxed CEO) and co-founder of Pelgo; AI/tech entrepreneur
Pelgo; Box (Boxed)
Episode: Career Transitions With the Help of AI
Ed Slott
CPA and expert in IRAs and tax planning
Episode: Why Not a Roth Conversion?
Brad Stulberg
Best-selling author and contributor to the New York Times and the Wall Street Journal, known for his practical advice.
Episode: The Way of Excellence With Brad Stulberg
Jonathan Beatty
Head of Schwab Advisor Services, overseeing a business serving 16,000 independent advisory firms.
Charles Schwab
Episode: Do You Need a Registered Investment Advisor?
Dan Pink
Bestselling author and expert on timing
Episode: The Secrets of Perfect Timing Part Two
Jimmy Anonymous
Retired individual seeking advice on Roth conversions and financial management
Episode: Roth Conversion Strategy

Host

Jill Schlesinger
Host of the show; CFP® and experienced financial commentator known for giving clear, practical guidance.

Reviews

4.6 out of 5 stars from 2.2k ratings
  • Great daily podcast

    Thanks for the daily show. Really enjoy the calls and opinions. Don’t totally agree with the show’s position on mortgages and the complete love of pensions.

    Apple Podcasts
    4
    Tjenna Skovde
    United Statesa month ago
  • Excellent!

    I have learned so much from Jill and Mark. They give thoughtful advice that is easy to absorb. I very much appreciate their dedication and support. I learn something new in almost every show. Thank you!!

    Apple Podcasts
    5
    Summer in Idaho
    United Statesa month ago
  • It’s my GO TO financial pod cast

    I’ve been listening since Covid. Great practical easy to understand advice. I was on their show a while back and it really helped settle my mind about retiring.

    Apple Podcasts
    5
    Pat in LB
    United Statesa month ago
  • Great show

    Been listening to Jill and Mark since the beginning of Covid. Lots of great advice that I appreciate.

    Apple Podcasts
    5
    CMAC Sonoma
    United States4 months ago
  • My most favorite podcast

    Love the format of the show by speaking with real people and questions around their finances. Jill and Mark provide no nonsense advice. I always listen to this podcasts over others I listen to.

    Apple Podcasts
    5
    Dragonwz507629
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Fans note the format's usefulness for practical retirement planning and budgeting.
Listeners appreciate the no-nonsense, actionable financial guidance and relatable real-life examples.
Some critiques point to long ads and episodes feeling heavy with callers who have high net worth, affecting relatability for average listeners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

A Holistic Giving Solution for Donors and Advisors
Q: Now, what is a donor-advised fund and how does it work?
A donor-advised fund is a simple, tax-smart way to give to charity. You contribute assets, receive an immediate tax deduction based on the market value at contribution, and then you or your advisor can recommend grants to charities over time.
Can I Quit My Job at 57?
Q: How old are you and what would your target timeline look like for quitting?
Anthony is 57 and is considering exiting by the end of the year or after a year, using a sabbatical-like gap year to reassess and pursue other interests.
Is 67 Our Magic Number to Retire?
Q: What will your pension benefit be at age 67?
The pension details show a small annuity with 50% survivor option, informing the overall income projections.
Is 67 Our Magic Number to Retire?
Q: Are you both or just you?
Just the caller has a pension; the discussion clarifies who has pensions and how it affects the household retirement plan.
Is 67 Our Magic Number to Retire?
Q: How old are you right now?
They are both 62, with one having a pension and various retirement accounts; the host asks for age and then proceeds to scheme a plan around social security and withdrawal timing.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Jill on Money

What is Jill on Money about and what kind of topics does it cover?

A practical, listener-driven personal-finance show that mixes caller questions with expert interviews to demystify money topics. Episodes consistently cover retirement planning, real-world budgeting, investment strategies, tax planning, and navigating major life transitions, often with a numbers-forward, how-to approach. Real people share their challenges, from caregiving and job transitions to navigating pensions and savings, while hosts provide clear, actionable guidance and keep complex topics accessible. The format is notably empathetic, with a focus on tailoring advice to individual circumstances, plus occasional sponsor reads and a candid, down-to-earth banter between hosts that adds relatability. This combination makes it especially ... more

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Which podcasts are similar to Jill on Money?

These podcasts share a similar audience with Jill on Money:

1. MoneyWatch with Jill Schlesinger
2. Your Money, Your Wealth
3. Stay Wealthy Retirement Podcast
4. Retirement Answer Man
5. Retirement Starts Today

How many episodes of Jill on Money are there?

Jill on Money launched 15 years ago and published 2468 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Jill on Money?

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What guests have appeared on Jill on Money?

Recent guests on Jill on Money include:

1. Julie Sunwoo
2. Mark Tolarcio
3. Suzy Welch
4. Chieh Huang
5. Ed Slott
6. Brad Stulberg
7. Jonathan Beatty
8. Dan Pink

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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