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Jill on Money with Jill Schlesinger

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

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

PublishesDailyEpisodes2545Founded15 years ago
Number of ListenersCategories
Self-ImprovementEducationInvestingBusiness

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Artwork for Jill on Money

Latest Episodes

With my first grandchild on the way, I'm trying to figure out the best way to move a bit closer to the family.

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

I recently joined CBS Saturday Morning with tips for parents who financially support their adult children.

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

YouTube

Working and retired Americans are much less confident in their financial ability to maintain a comfortable retirement compared to a year ago, according to a new survey from the Employee Benefit Research Institute.

Have a money question? Email us ⁠⁠... more

YouTube

I've been tempted to contact the show to do a "how am I doing" check-in, but have one thing holding me back. I'm having trouble figuring out our monthly spend.

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

YouTube

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

Dave from New Jersey
Caller with a plan to retire at 57
Private sector employee in New Jersey
Episode: Physical Job, Can I Retire at 57?
Heather Schreiber
Social Security expert
Social Security expert
Episode: Social Security Mailbag With Heather Schreiber
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
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

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 States4 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 States5 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 States5 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 States7 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
#27
United States/Business/Investing
Apple Podcasts
#103
United States/Business
Apple Podcasts
#164
Canada/Business/Investing
Apple Podcasts
#78
Israel/Business/Investing
Apple Podcasts
#156
Colombia/Business/Investing
Apple Podcasts
#166
China/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How to Calculate the Monthly Spend?
Q: Should she convert some of the 401(k) funds to a Roth ahead of Medicare implications and tax brackets in retirement?
Yes, in many cases converting in a 24% bracket makes sense to reduce future RMDs and tax exposure, especially when cash is available and Medicare costs are a consideration; work through the numbers to avoid overstretching the tax bracket.
Age Gap Couple With High Paying Jobs
Q: How long can Nora realistically maintain the current lifestyle if her husband retires next spring?
With rental income, a pension and Social Security, and ongoing investments, Nora could potentially sustain the lifestyle for a number of years, but the plan hinges on health-insurance costs, tax efficiency, and careful withdrawal sequencing. The advisor suggests testing different scenarios and possibly using the older spouse's traditional retirement accounts to bridge gaps, while preserving flexibility for future changes.
Finalizing My Exit Plan at 65
Q: What are the plans for Social Security and how does delaying benefits fit into the plan?
Delaying Social Security to age 70 appears favorable given their spending needs, though 67 is also explored; the key is to match withdrawals and Social Security to cover expenses without depleting retirement assets too early.
Finalizing My Exit Plan at 65
Q: What are the biggest risks or concerns right now about retiring?
She was laid off in tech at a certain age, which shook confidence; the risk is running out of money or having to draw too much from retirement accounts too soon, plus the potential need to manage two homes and real estate taxes.
Finalizing My Exit Plan at 65
Q: What is the time horizon for retirement and what are the main income sources right now?
Her time horizon is end of next year (2027); income comes from a high base salary with a substantial annual bonus, Social Security for her husband, and various retirement accounts (Roth, rollover IRA) with some stock exposure.

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. Ready For Retirement
4. Retirement Answer Man
5. Stay Wealthy Retirement Podcast

How many episodes of Jill on Money are there?

Jill on Money launched 15 years ago and published 2545 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. Dave from New Jersey
2. Heather Schreiber
3. Ben Carlson
4. Beth Kobliner
5. Susan from Pennsylvania
6. Michael Clinton
7. Kay from California
8. Steve from Arizona

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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