show episodes
 
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. Have a question? Email us at jillonmoney at gmail dot com.
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Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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Imagine never losing money to the market or taxes again. Best Selling financial author Charles Oliver has safely and predictably helped clients earn over 8% tax free in the worst decade since the great depression protecting client’s retirement from taxes, inflation, market losses and economic uncertainty. Learn the safe, proven, IRS approved way to secure your retirement.
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Welcome to the Build to Billions podcast, the ultimate guide for successful entrepreneurs and investors ready to scale from millions to billions. We believe that the key to exponential growth lies in a mindset and practice of stewardship over ownership, rooted in billionaire biblical principles. Each episode is designed to help you compound your wealth and elevate your life, so you can give more of it away to support the MVPs—those who need it most. Join us on this transformative journey to ...
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I love Fitness and learning about Finance, So I share my thoughts on those topics & whatever else comes to mind during the recording of the next episode, download, rate, & subscribe to the podcast! Support this podcast: https://podcasters.spotify.com/pod/show/passionpurposeperspective/support
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Snowbirding 101

The Bill Butler Group

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Have you thought of migrating seasonally or permanently to warmer climates such as Florida, the Carolina's or the Southwest? Not sure of exactly where to go or how to make it happen efficiently? Welcome to Snowbirding 101, your place for strategies and insight on making a move southbound to avoid harsh (or not so harsh) winter weather! Realtor's Kristine McKinley in Florida and Bill Butler in Massachusetts cover all you need to know about planning for and making the move you've always dreamt ...
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Ready To Retire!

Danette Lowe CFP®

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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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The Retirement Summit

Summit Wealth Strategies

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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe of Summit Wealth Strategies in Denver, Colorado and Minneapolis, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and services ...
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Whether you're a longtime resident or a newcomer to the vibrant city of Austin, Texas, this podcast is your go-to resource for all things related to the Austin housing market. Hosted by Mark Hairston, a seasoned expert with deep roots in the Austin community, the Love My Austin Home Podcast delves into the latest trends, tips, and insights to help you navigate the ever-changing real estate landscape.
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Pension Protectors is a podcast for first responders designed to help tackle and make sense of various financial topics. This includes the complexities of their pensions as well as other financial matters. The hosts Matt and Clint have been working with first responders for a combined 30 years, and want to share their laughs and stories from along the way. All the while deliver timely, valuable information that is actionable. www.triplecrownwm.com Clinton Kersting and Matthew McManus offer s ...
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Welcome to Leaving The Job: The Premier Financial Podcast for Firefighters, hosted by Scott Osborn, a seasoned retirement coach at Patriot Wealth Planners and an esteemed 18-year Army veteran. This show responds to the unique challenges and opportunities that firefighters face in retirement planning. Each episode offers strategic advice, shares inspiring stories, and provides guidance to help you achieve a confident and secure retirement. Join us as we explore the path to a fulfilling retire ...
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How would your life change if you had the time and money freedom to spend your life doing what you want, where you want, with the people you want? Time and money freedom is the goal, but how do we get there? Welcome to The Creative Cash Flow Show! I'm your host Jesse Mills. I’ve personally bought and sold hundreds of homes, many with little to no money down and have created an amazing business that allows me to travel the world, help others, and work-cation for free! Each week I’ll introduce ...
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Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bullet and use my brokerage account to do Roth conversions while I am still working? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitte…
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In this engaging episode, Jake Domina of DLP Capital interviews Brett Swarts, a top expert in deferred sales trust (DST) strategies and tax solutions. They explore innovative methods to defer capital gains, boost cash flow, and build sustainable wealth by leveraging advanced DST strategies. Brett unpacks complex concepts with relatable real-world e…
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I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data a…
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In this episode of the Build It to Billions Podcast, Brett Swarts sits down with Darin Davis, co-founder of Club Capital, to discuss the world of preferred equity, capital raising, and how to thrive in unpredictable markets. With over 20 years of experience and $1 billion in sponsored projects, Darin shares his journey of leveraging real estate, re…
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When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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After a move, a house purchase, and two career pivots, we're feeling the pinch when it comes to our finances. Should we make some adjustments? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. T…
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In this exciting episode of the Love My Austin Home Podcast, host Mark Hairston sits down with Margie Burgiago, Senior Vice President of Business Development, and Craig Hancock, CEO of Home Tax Shield. These seasoned experts share critical insights into the ever-changing landscape of property taxes and how Home Tax Shield is helping homeowners save…
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My husband is in good health, but he was adopted and we have no knowledge of his family history. Do you have a recommendation for when he should start taking Social Security? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel…
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The best news for the U.S. economy right now is the labor market's consistent growth, but what's worrisome is President-elect Trump's proposed tariffs and how some proposed tax cut extensions might impact the national debt. I joined Face the Nation to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmone…
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This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and reti…
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This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and reti…
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I work for the federal government and will be receiving a pension, but I also pay into Social Security and have never heard of a reduction in benefits simply because I'll have a pension. Is there any truth to this? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmone…
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Gobble, gobble, happy Thanksgiving from Jill and Mark! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.…
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Welcome to the latest episode of the Love My Austin Home Podcast! In this exciting episode, host Mark Hairston sits down with Paola and Ken Giordano, the powerhouse duo behind LuxHoSTR, a thriving vacation rental business. With their extensive experience in managing luxurious short-term rentals, Paola and Ken share actionable tips and inspiring sto…
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I joined CBS Mornings to discuss President-elect Donald Trump's proposed tariffs and what they could mean for consumers. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about lis…
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Shawn O’Keefe and co-host Doug Turnbull mull over a recent index that ranks America 29th out of 48 countries in different measures on retirement. Shawn explains the difficulties the U.S. faces and steps people can take to better prepare for retirement, including certain annuities and what they offer. Shawn also talks about his family’s Thanksgiving…
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Can I retire in a few years at 55? Health insurance is my biggest concern. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: ht…
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To date, Capital Square has nine different Opportunity Zone multifamily building projects in various states of development. When completed, these projects will have created roughly 2,000 new residential units in Opportunity Zones located in North Carolina, South Carolina, Tennessee, and Virginia. Capital Square's co-CEOs Louis Rogers and Whit Huffm…
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I'm about to start a new job and I need to decide if I want to participate in the defined benefit pension plan. Or should I use the defined contribution plan? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.jo…
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In this episode of *Build it to Billions*, host Brett Swarts speaks with Leisa Peterson, founder of WealthClinic and author of *The Mindful Millionaire*. Leisa shares her journey from financial advisor to mindfulness coach, and how she now helps others find wealth and fulfillment beyond just financial success. They discuss the importance of self-aw…
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This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Ins…
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This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Ins…
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My job is not enjoyable anymore, and with the massive changes being made, I need to think about my stress levels. Can I retire in 6-10 months? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. T…
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Post-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anxious? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoo…
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Donald Trump won a decisive victory in the Presidential election. Does that mean an OZ extension is a “lock”? Plus: Jimmy provides a recap of the 2024 Novogradac Opportunity Zones Summit, and the team at OpportunityZones.com has released a groundbreaking new survey. Show notes: https://opportunityzones.com/2024/11/oznh-nov-2024/…
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In this episode, recorded LIVE at AAPEX 2024 in Las Vegas, we sit down with R+W columnist, industry leader, former Women in AutoCare Woman of the Year recipient, and owner of Xpertech Auto Repair in Englewood, FL, Kathleen Callahan. We discuss being new in the business, talking on a coach, understanding KPIs, financial metrics and a lot more.…
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