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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

PublishesDailyEpisodes2454Founded15 years ago
Number of ListenersCategories
InvestingSelf-ImprovementBusinessEducation

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Artwork for Jill on Money

Latest Episodes

We adopted two children late in life, and with both now in high school, we are trying to balance saving for retirement with the upcoming college tuition.

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

Here on Jill on Money, we spend a lot of time crunching the numbers. We talk about the "how" of your life, the 401(k), the tax strategies, and the early retirement aspirations.

But we all know that the "why" is often the hardest part to solve. That’... more

With over a million-dollars in a single stock, are we taking on too much risk?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

Knowing that my wife will continue to work, and I may even do some part-time work, can I retire from my full-time job in the near future?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

Key Facts

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

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Recent Guests

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
Sharon Melnick
Business psychologist, executive coach, and bestselling author
Sharon Melnick, Ph.D.
Episode: The Stages of Job Loss
Fred Kaynor
Managing Director at DAFgiving360
DAFgiving360
Episode: A Simple, Tax-Smart Account for Charitable Giving
Jana Davis
Certified financial planner and partner at Abacus Wealth
Abacus Wealth
Episode: Expanding What’s Possible With Money

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 States9 days 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 States20 days 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 States23 days 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 States3 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 States3 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.

Apple Podcasts
#22
United States/Business/Investing
Apple Podcasts
#98
United States/Business
Apple Podcasts
#245
Canada/Business/Investing
Apple Podcasts
#242
Italy/Business/Investing
Apple Podcasts
#49
Indonesia/Business/Investing
Apple Podcasts
#122
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Moving From Saving to Spending
Q: What should I be considering about combining accounts or moving them to a single custodian?
Combine for ease of management; move the Roth and brokerage accounts to a single platform if possible, but only if the advisor provides comprehensive planning and value beyond basic asset management.
Are We on Track, or Way Off?
Q: What should I do with my fixed income vs. equities given my RMDs and cash needs?
Move gradually into fixed income while maintaining a small equity stake, and ensure you keep enough cash for RMDs; discuss a portfolio plan with your advisor.
Are We on Track, or Way Off?
Q: Is this market timing? Can you give me some advice, Margaret?
The advice is that a cautious, staged approach with a portion allocated to bonds and some equity, and keeping a cash reserve for near-term needs, is prudent; consider consulting a financial advisor for a structured plan.
Options After Losing Retirement Match
Q: What should Elizabeth do about the lost retirement match and her savings strategy?
Continue maxing out retirement contributions, maintain automatic savings for the brokerage, evaluate job options, and consider a strategic move if it offers better overall compensation and stability while staying in the workforce.
Can I Retire in 18 Months?
Q: Do I have to make this move from 175 to 20 this year, or is there a runway that we have?
We discuss a staged approach using the 457 to cover shortfalls between 52 and 55, with the pension starting at 55, plus continued part-time income and asset sales if needed to bridge the gap.

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. Ready For Retirement

How many episodes of Jill on Money are there?

Jill on Money launched 15 years ago and published 2454 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Jill on Money?

Recent guests on Jill on Money include:

1. Chieh Huang
2. Ed Slott
3. Brad Stulberg
4. Jonathan Beatty
5. Dan Pink
6. Jimmy Anonymous
7. Sharon Melnick
8. Fred Kaynor

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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