After taking a retirement buyout a few months back, I want to make sure my calculations are correct.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill

Estate Planning Peace of Mind

1 day ago 16m 32s

Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram:

Is Inflation Relief on the Horizon?

3 days ago 9m 53s

New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwit

Maximizing Our Lower Tax Bracket

4 days ago 14m 56s

In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmo

Financial Steps Before Marriage

5 days ago 21m 41s

I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @j

Are We on the Right Track?

6 days ago 26m 22s

I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoney

Estate Planning Conversations Part Two

7 days ago 17m 8s

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass.

Estate Planning Conversations Part One

8 days ago 26m 5s

Are the Managerial Fees Worth It?

9 days ago 15m 59s

I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the f

Planning for Retirement

10 days ago 12m 21s

This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.Have a money ques

Help Navigating Retirement

11 days ago 19m 45s

We're both already retired but looking for some advice as we prepare to navigate the next few years.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill

Can We Pause Retirement Savings?

12 days ago 17m 43s

Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTw

Should I Stay or Should I Go?

13 days ago 20m 38s

I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Mon

Work, Retire, Repeat Part Two

14 days ago 10m 4s

This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want mor

Work, Retire, Repeat Part One

15 days ago 9m 27s

Where to Park Emergency Fund

16 days ago 16m 38s

Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter

Roth 401(k) or Not for High Earner?

17 days ago 20m 17s

With a huge chunk of pre-tax money in my 401(k), I am worried about what the future RMD will be. Should I start using the Roth option?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillon

Retirement Planning With a Pension

18 days ago 21m 42s

How should we factor my pension into our overall retirement picture?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel

Can I Manage My Own Money?

19 days ago 15m 6s

After getting hit with some large tax bills from our managed account, is it time to manage it on my own?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"J

Okay After Forced Retirement?

20 days ago 19m 58s

After retiring a tiny bit earlier than expected, am I okay as is?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Go

Can I Retire Securely?

21 days ago 18m 10s

With retirement in the near future, have I accumulated enough to call it quits in a secure fashion?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill o

Account Consolidation

22 days ago 13m 50s

After changing jobs several times over the last decade, I find myself in need of some account consolidation.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmone

Considering Retirement at 62

23 days ago 13m 36s

As I'm set to turn 62, I'm thinking about retiring. Can I do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goo

Can We Build Dream Home

24 days ago 17m 21s

With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"

What’s the Best Financial Move for Us?

25 days ago 22m 54s

We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jil