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Artwork for Jill on Money

Jill on Money with Jill Schlesinger

Audacy
Retirement Planning
Financial Planning
Social Security
Real Estate
Estate Planning
Pension
Investment Strategies
Retirement
Roth IRA
Investments
Retirement Savings
Financial Advice
Pensions
Financial Advisors
Life Insurance
Roth Conversions
Personal Finance
Jill On Money
Investing
Mortgage

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 to uncover surprising insights and provide actionable information so you can make the most of your money. Have a qu... more

PublishesDailyEpisodes2532Founded15 years ago
Number of ListenersCategories
BusinessEducationSelf-ImprovementInvesting

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Artwork for Jill on Money

Latest Episodes

I'm currently 58, retired at 49 with a pension, returned to full-time employment at 50 and now plan to retire again in nine months. Is our plan solid?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

With a strong Alzheimer's history in the family, how can I ensure that my wife will be taken care of should it become necessary?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

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Recent Guests

Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Risk and Reward With Ben Carlson
Beth Kobliner
Author of Get a Financial Life
Get a Financial Life (Book)
Episode: Get a Financial Life With Beth Kobliner
Susan from Pennsylvania
Caller seeking financial guidance on AI impact
Episode: AI Is Eating My Business
William H. McRaven
Retired admiral, former head of the University of Texas System, author of Make Your Bed
University of Texas System; Navy SEALs
Episode: Make Your Bed With Admiral William H. McRaven
Michael Clinton
Author of Longevity Nation; interview subject
Author, Longevity Nation
Episode: Longevity Nation: Changing the Second Half of Our Lives
Kay from California
Caller with questions about Roth vs traditional retirement allocations
Individual listener
Episode: Roth vs. Traditional
Steve from Arizona
Listener with a government pension and financial planning questions
Government employee/retiree track
Episode: Planning Around Our Pensions
Todd from California
Former military service member considering civilian career transition
Former military
Episode: Managing a Career Transition
Julie Sunwoo
President of DAFgiving360
DAFgiving360
Episode: A Holistic Giving Solution for Donors and Advisors

Hosts

Jill Schlesinger
Host of Jill on Money show and CFP
Mark
Co-host who guides calculations and Q&A

Reviews

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

    Thanks for the daily show. Really enjoy the calls, the opinions and the advice. Don’t totally agree with the show’s position on mortgages, the complete love of pensions, and a recent recommendation to borrow from a 401k…

    Apple Podcasts
    4
    Tjenna Skovde
    United States3 months ago
  • 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 States4 months 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 States4 months 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 States4 months 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 States6 months ago

Listeners Say

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

Shows practical, no-nonsense advice that helps listeners make smarter money moves.

Chart Rankings

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

Apple Podcasts
#21
United States/Business/Investing
Apple Podcasts
#91
United States/Business
Apple Podcasts
#249
Canada/Business/Investing
Apple Podcasts
#77
China/Business/Investing
Apple Podcasts
#141
India/Business/Investing
Apple Podcasts
#153
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Freedom vs Liquidity
Q: Do you have your estate documents done?
Yes, estate documents are complete; the hosts still emphasize ensuring liquidity considerations alongside mortgage status.
Freedom vs Liquidity
Q: How much money should they have in their high-yield savings and cash together before paying off the mortgage?
Panel recommends reaching around $100k in high-yield savings as an emergency fund before using additional cash to pay down the mortgage.
Freedom vs Liquidity
Q: Do you have a pension?
Mike confirms a pension with a built-in COLA and a smaller second pension; the discussion then covers how these retirement income sources fit with savings and spending.
Freedom vs Liquidity
Q: Here's the question. My wife and I are trying to determine on if we should pay off our mortgage or not.
The hosts suggest starting with a plan to maintain liquidity and an emergency fund, rather than paying off the mortgage immediately, and to gradually allocate excess cash toward the mortgage after building a $100k safe reserve.
Am I Worrying Too Much About Taxes?
Q: Is it wise to buy a new car now given savings and future pension, or should I purchase cash from brokerage proceeds?
Jill recommends using available cash in the brokerage rather than financing when possible and highlights the balance between keeping investments intact and meeting midterm needs, suggesting purchasing the car with cash if it doesn't jeopardize retirement goals.

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?

This show centers on practical, real-world personal finance and retirement planning, with a heavy emphasis on caller questions and hands-on coaching. Episodes frequently tackle consolidation of accounts, Social Security timing, pension choices, mortgage decisions, and life transitions (downsizing, career changes, late-career work). Guests include financial professionals, authors, and subject-matter experts who offer actionable guidance without jargon, often tying strategies to everyday realities like healthcare costs, taxes, and estate planning. A notable strength is the combination of data-driven math with empathetic coaching, making complex financial decisions approachable for a broad audience. The format's bite-sized episodes and recurri... more

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Which podcasts are similar to Jill on Money?

These podcasts share a similar audience with Jill on Money:

1. Money Moves 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 2532 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. Ben Carlson
2. Beth Kobliner
3. Susan from Pennsylvania
4. William H. McRaven
5. Michael Clinton
6. Kay from California
7. Steve from Arizona
8. Todd from California

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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