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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 askjill at jillonmoney dot com.
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“Views from the Harbor” is a video/audio series that serves as Harbor Capital Advisors’ take on what financial professionals need to know about what is currently happening in the economy and markets across the world and how Harbor believes it ultimately impacts investments. Hosted by Harbor Capital Advisors President and CIO, Kristof Gleich, this series features conversations with Harbor’s very own internal financial experts and external partners. They each share their own personal perspecti ...
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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The Money Nerds

Whitney Hansen

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Trying to pay off debt, looking for money saving tips, and on your way to financial independence? You're in the right place. Welcome to the Money Nerds community! This podcast highlights weekly stories from people who share their secrets to financial success. Whitney Hansen interviews everyday people with weird, unique, and amazing money stories. If you are looking for a modern voice and financial tips that actually work, this podcast is for you.
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The Cash Rich Exit Podcast

Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,

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Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.
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Market MakeHer Podcast

Jessica Inskip and Jessie DeNuit

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Ready to dive into investing but feeling overwhelmed by financial jargon? Picture yourself learning alongside two friends: one a beginner investor like you and the other a 15-year finance expert. Meet Market MakeHer, your go-to self-directed investing education podcast. We ask the questions you are thinking and answer with fun analogies without the financial jargon. We share free tools and resources from your brokerage firm, so you not only know how it works, but how to actually invest. Get ...
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Many people wonder if the stock market is their only vehicle for investment. Investment advisors are asked this very question but many are only able to offer conventional investment instruments such as mutual funds, index funds, options, etc. However, there are many other ways for people to invest beyond the stock market. Douglas Muir will share his experiences with these investment vehicles and how he was able to increase his profile while minimizing his risk. Family Business Funding (FBF) ...
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show series
 
Two journalists stumble into a dying town with a Smog Museum and a mayor named Piglet… and not a whole lot else. They have one burning question: What’s it like to live here, in a town left for dead? They buy a house and stay – for three years. They get caught up in an election cycle and a web of scandals. It’s democracy in action on the smallest sc…
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My husband and I have what I believe to be a comfortable nest egg to retire early, but I am still feeling a bit scared since he has put in his retirement at 56 from his government job. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music …
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Welcome to The Cash Rich Exit Podcast, where we discuss the entrepreneurial journey from inception through to a successful exit. I’m Colleen O’Connell-Campbell, your host and Wealth Advisor at RBC Dominion Securities. Today, we're joined by Sheena Brady, the dynamic founder of tease, a company that’s redefining wellness with its unique tea and bota…
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With another 12-15 years to go, how should we be investing inside our 457 plans? 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 vis…
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As I prepare to leave the military, is there any reason why I should be looking to get additional insurance? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/priva…
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We recently had a windfall and would like to know if we should be investing in a brokerage account or paying off some debt? 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 …
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This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company. 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 li…
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This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company. 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 li…
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The Fed aka The Federal Reserve finally cut interest rates. Papa Powell (aka fed chair Jerome Powell) announced this week the federal funds rate is cut by 50 basis points (which means .50%). This might not seem like much to consumers like us, but cutting it by .50% in one meeting is actually a pretty big deal. Normally, everyone would flip out over…
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The Federal Reserve announced it was lowering its benchmark interest rate by 0.50 percentage points, the first cut since March of 2020. I joined CBS Mornings to explain what the rate reduction means for consumers. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney…
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I'm 55 years old, single, and I want to retire as soon as possible. Can I do it? 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 vis…
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Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://…
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I need some help in trying to figure out if we are well positioned to leave our current jobs and head into retirement. 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 liste…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…
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Our daughter is draining us. I’ve talked to her about taking a budgeting course, I have also asked her not to spend on the emergency credit card, yet there is always an excuse. 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 Jo…
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I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at http…
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I'm wondering how to handle my future tax liability after my RSU withholding offset goes away. 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…
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This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat. Have a money question? Email us here …
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This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat. Have a money question? Email us here …
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What Is A Bond? What Are The Different Types Of Bonds? How Do You Buy Bonds? In this episode of the Market Maker Podcast, Jessie and Jess delve into the world of bonds, discussing their significance in the financial market, the mechanics of how they work, and the various types of bonds available for investment. Explore the relationship between inte…
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We would like to balance our tax-deferred to tax-free accounts ratio, but if we are planning on moving to state with no income tax eventually, does it make sense to put a majority of our retirement savings in tax-deferred accounts? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twi…
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I'm 81 years old and I've thought about retiring but my job is not very stressful, so I'm not sure if I should stick with it or call it quits. 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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I’m considering buying a new home and would love your thoughts on if you think I can afford to buy now. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do…
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About Nicole Stanley Nicole is a Latina founder, business owner, and head financial coach of Arise Financial Coaching. After paying off debt and increasing her family’s net worth through investing, she discovered her passion for helping women build and change their communities through wealth. Arise Financial Coaching has helped hundreds of women ge…
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My wife and I both work for local government agencies and are both eligible for a pension. How do we "value" them? 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 …
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Welcome (back) to The Cash Rich Exit Podcast! I'm Colleen O'Connell-Campbell, your host and Wealth Advisor, dedicated to guiding you, the Self Made Nation, through the pivotal transitions of your entrepreneurial journey. Today, I’m calling your attention to a topic that is perhaps not as talked about as it should be by Canadian CEOs, founders, and …
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I do not have a million dollars saved for retirement like so many people on the show, but I'm wondering if I can retire when I want, or am I hallucinating? 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.joelg…
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With some big money decisions on the horizon, I have a lot of questions and I'm not sure which direction to go. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/pr…
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I was recently laid off and I'm wondering if I can live off my rental property income and do something part-time? 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 d…
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This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in the industry, and much more! 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…
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This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in the industry, and much more! 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…
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We are revisiting the business cycle and how it relates to the menstrual cycle, much like we did in ⁠Episode 13⁠ on Recessions, but we compare the phases in each cycle, side-by-side this time and break it down further. What Is The Business Cycle? The Business Cycle is Periods of economic expansion and contraction based on the 3-Ds we discussed last…
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Knowing that we live relatively modestly and would like to leave money for future generations, are we crazy to be investing in muni bonds? 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 le…
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Wall Street took a hit on the first day of trading in September, which historically is one of the worst months for the market. I joined CBS Mornings to discuss. 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.…
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We're in our mid 40s and the goal is to have my wife retire at 55, is this doable? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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I'm 45, on sabbatical, and I'm hoping I don't have to go back to my job. Can I walk away? 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 prac…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…
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With my Vanguard Solo 401(k) recently taken over by Ascensus, what are my options going forward? 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 priva…
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Will we have enough F-U money in about five years or so to consider a career pivot? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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I think we're in good shape for retirement, but I'm a bit unsure when it comes to our withdrawal strategy. 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…
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Knowing that I'm less tolerant of risk as I age, how should I reallocate my investments? 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 pract…
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Given some recent tax hits, how should we be managing our retirement contributions going forward? 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 priv…
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Stock Market Update (SMU) Let's discuss and demystify the recent volatility in the stock market, NVDA earnings, Jackson Hole highlights including rate cuts, and the dreaded "R" word (recession). 🔮 "If the Mag 7 is coming down, and the other 493 are participating, that is a recipe for sideways action." ~Jess Inskip Who Are The Magnificent 7? ⁠Alphab…
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We're considering early retirement, and even though I think we're in a good position, I still have some concerns. 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 d…
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I think we can buy a second home, my husband isn't so sure. Who's right? 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: http…
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My husband died four years ago and I'm still trying to get myself back on track. Am I taking the proper steps? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/pri…
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