All Episodes
MoneyWatch with Jill Schlesinger — 530 episodes
Boomer Parents: It’s Time to Cough It Up
TEASER: Can You Afford World Cup Tickets?
Introducing: Money Moves with Jill Schlesinger
Building Long-Term Wealth With Ben Carlson
Can We Afford to Buy a New House?
Is the S&P 500 a Good Investment?
Making the Most of an Inheritance
New Job With Limited Retirement Options Part Two
New Job With Limited Retirement Options Part One
MoneyWatch Turns Into Money Moves
Make Your Bed Part Two
Make Your Bed Part One
Navigating the Gas Price Surge
Keep or Surrender Old Insurance Policy?
Tips for Caregivers
Mapping My Financial Future
Protecting Older Adults from Fraud
New Retirement Plan Options
Tips for Buying Life Insurance
Nearing 40, Is Our Strategy Sound?
Which Home Improvement Projects Are Worth It?
I Would Like to Retire by 45
Is It Time to Focus On Other Goals?
Chasing Financial Independence
Retirement Plan Bootcamp
A.I. and Your Money
Spring Cleaning for Your Finances
Funding Two Years of College
How to Avoid Tax Scams
How to Pay for College
Pension Buy Back Strategy
Can I Chill Out?
Investment Strategy Going Forward
Is 6% the Solution to Housing Affordability?
Are We Okay Financially?
Love and Money
How Much to Spend on a Renovation?
Building and Maintaining Credit
How Much House Can We Afford?
Best Cars of the Year
The Way of Excellence With Brad Stulberg
New Fed Chair: Should You Care?
New Year, New Car?
State of the Housing Market
Where Should Our Financial Focus Be?
10% Credit Card Cap
Financial Impacts of Moving to London?
What to Do With Inheritance?
Big Money Reset in 2028
Investment Fees for Newbie
Tough It Out or Make a Career Change?
Am I in a Good Financial Spot at 48?
Is a Cash Deferral Plan a Good Idea ?
Will a Move Blow Up Our Financial Future?
Married and Combining Finances
Paying for Home Repairs
Feeling Late to the Game
In Need of a Financial Gut Check
Can I Accelerate Mortgage Payoff?
Where to Direct Extra Cash Flow?
Am I Too Aggressive?
Considering Future Home Purchase
The Stages of Job Loss Part Two
The Stages of Job Loss Part One
Juggling Many Financial Goals
Americans Rack Up Record Debt
How to Pay the Cost of Surrogacy?
The Great Lock-In
Tale of Two Economies
Money Together: An Unstoppable Financial Team
Tips for Open Enrollment
Am I Saving in the Right Places?
Financing a Home Renovation
Tips for Buying a House
Are We on the Right Track?
Life Insurance Bootcamp
Expanding What’s Possible With Money Part Two
Expanding What’s Possible With Money Part One
Am I on Track and What to Do?
Pre-Tax or Roth 401(k)?
Financial Concerns Amid Layoff
Building a Financial Foundation
The Power of the Pivot Part Two
The Power of the Pivot Part One
Too Aggressive With Retirement Savings?
What to Do if You Lose Your Job
New Jobs in Our 20s, Are We on Track?
On Track or Should We Be Doing More?
Help Me Help My Parents
The Wealth Ladder With Nick Maggiulli
Burned Out in Healthcare
New Retirement Plan Investments
Doing My Best but Am I on the Right Path?
The Fed’s Pause and Your Money
Managing My Financial Anxiety
Rethinking Retirement
Should We Pay Cash for New House?
Invest or Pay Down Mortgage?
Advice on Retaining a CFP
Social Security Funding Crisis
Keep At It or Change Tactics?
Big, Beautiful Bill Impact
When Can I Try Something New?
Career Tips for Recent Grads
I Found My Passion, Can I Afford It?
Navigating Retirement Worries
Can I Take a Less Stressful Job?
Navigating the Summer Job Market
Helping Newly Widowed Father-In-Law
Finding the Right Advisor
Tired of My Industry, Can I Retire by Age 50?
Buy Now, Pay Later, User Beware
Handling Inherited Assets
Money Advice for Recent Grads
What Vets Should Know About Managing Money
Should I Take Early Retirement Offer?
How to Handle Inheritance Money
The Magic of Compound Interest
Happy Mother's Day!
Money Management and Military Appreciation
Planning From Middle Age to Retirement
Retirement Milestones
I’m 47, Can I Quit My Job?
Trump vs the Federal Reserve
Introducing: What We Spend
Do I Need Permanent Life Insurance?
Are Home Renovations Worth It?
Last-Minute Tax Tips
Recapping a Wild Week on Wall Street
Are We Doing Enough in Our Mid 40s?
Keep Calm and Carry On
Roth 401(k) vs Potential Tax Law Changes
Financial Spring Cleaning
I Need Help Building a Plan
Navigating the Job Market
Planning a Reset for a Disabled Vet
Keep Calm and Stick To Your Plan
Should I Buy a House Now?
Why Should I Even Bother With Bonds?
Trying to Self-Manage After Firing Our Advisor
Intro to Investing 101
Managing Retirement Income
For the Love of Money
Worried About Social Security
Sandwich Generation Feels the Squeeze
A Guide to Better Credit Scores
Tax Season Is Open
Rental Property Dilemma
Navigating the Insurance Claim Process
Are We Taking the Right Steps?
Tips for Paying Down Debt
Saving and Investment Priorities at 30
Achieving Your Financial Goals in 2025
Should I Do a Career Reset?
Where to Park Real Estate Proceeds?
Do I Need a Formalized Financial Plan?
On Track After Some Curveballs?
More Money, More Anxiety
Planning for Retirement in Your 40s
Can We Buy a Home Overseas?
Are We Getting Used to High Prices?
Paying Myself in Retirement
Maximize Your Holiday Donations
Tripped Up by Analysis Paralysis
Just Married, Now What?
Happy Thanksgiving!
Tax-Efficient Rebalancing
Retirement Alphabet Soup
Year-End Money Moves
Money Can’t Buy You Time
A Surging Market and Another Rate Cut
Are We Saving Too Much?
The Holiday Spending Season Is Upon Us
Can I Retire Next Year?
A Guide to Estate Planning
How to Handle Lump Sum Payout
The Struggling Sandwich Generation
How to Handle Large Inheritance
Considering Pre-Retirement Adjustments
Financial Priorities and Parenthood
A Strong Economy and Planning for the Unknown
How to Pay for College
Evaluating My Asset Allocation
I Fired My Planner
Do I Have Enough Insurance?
In Too Good of a Position for Retirement?
Retired at 48, Am I Okay?
How Am I Doing?
Big Money Decisions
Can My Wife Retire at 55?
Do We Have Enough F-U Money?
Regrouping After a Loss
Considering a Major Renovation
Money Moves in Retirement
Planning Around Short Life Expectancy
Putting Cash to Work
Will a Van Derail Our Retirement?
How to Pay for College
Help Me Help Mom
What Should We Do Next?
Social Security Changes
Can We Purchase a Vacation Home?
Considering a Job Change
Traditional or Roth?
Can I Retire in Three Years?
Easing Into Retirement
Self-Managing My Finances, Now What?
Investing Through a Crisis Part Two
Investing Through a Crisis Part One
Assessing Finances at 30 Years Old
Cash on the Sidelines
Handling a Windfall
On Track for Retirement in 16 Years?
Prepping for International Move
Pre-Baby Financial Checkup
It Isn’t Just About the Numbers
Saving for College
Can We Afford a Vacation Home?
Our Retirement Concerns
Unexpected Potential Early Retirement
Best Way to Financially Help Parents
I Want to Stop Saving but Hubby Says No
Planning for Higher Costs in Retirement
What to Do with Liquid Savings
How Much Longer Do We Need to Work?
Always Worried About Money
Planning Around Health Issues
On Track for Retirement in Our 30s?
Can We Be House Poor?
Prepping for Early Retirement
What’s Your Retirement Number?
Dirty Dozen Tax Scams
Last-Minute Tax Tips
How Bad Is Our Situation?
Helping Child With Down Payment
Retirement or Brokerage
Financial Spring Cleaning
Is Mom Okay for Retirement?
Early 401(k) Withdrawals
Take Farm Money Now or Later?
Should I Continue Renting?
Spooked by Retirement Milestones
Recently Retired, Do We Have Enough?
Managing Dozens of Funds
Real Estate Conundrum
Saving for Maternity
Is the Insurance Worth It?
Considering a Reset at Age 52
Juggling Multiple Properties
Investing a Big Chunk of Money
Missing the Mark Millennial
What to Do with Payout?
Superfund 529s From Brokerage?
Roth Conversion Questions
Can Hubby Retire at 55?
Financial Check Up Going Into Divorce
Obsessed with Financial Optimization
Reset After a Sudden Loss
Irish Pension, Should We Use It?
First Financial Checkup at 40
Making Sure We're on Track
Getting on Track After Divorce
Trapped by Amazing Interest Rate
Reduce 401(k) for Real Estate Investing?
Should We Move to Arizona?
In Our 40s, on Track to Retire at 60?
Are We on Track to Retire?
Asset Allocation for Various Accounts
Check-In for a Money Reset at 35
Cash or Loan for New Car?
Life Insurance for Son
Happy Thanksgiving!
Financially Unequal Partnership
Rollover and Investing Help
Reset or Regret?
How to Consolidate Funds
Financial Path for Newlyweds
What's the Priority, College or Retirement?
Pre-Tax or Roth Contributions?
Retirement Milestones
Financial Checkup Approaching 40
Financing a Renovation Project
Should I Pay Off the Car?
Helping Mom Navigate the Finances
Brokerage or Retirement Account?
Should We Sell Our Rental Homes?
Roth or Traditional 401(k)?
Are Teacher Pensions Enough?
Real Estate Fever
What to Do With Extra $300k?
Whole Life Policy as Investment Vehicle
Should I Use a Deferred Comp Plan?
Estate Planning Strategies
Extra Cash Flow on the Horizon
In Our 30s, What's the Priority?
Should We Sell and Rent?
I Feel Like I'm a Hot Mess
Can I Get My Doctorate?
How to Allocate Bonus Money
Mid-Life Crisis Planning
Should I Start a 529 for a Future Roth?
Can We Make a Large Move?
How to Buy a Small Business
Can We Afford to Buy a Home?
When Are Pros Needed?
Should I Cash Out My Retirement?
Should I Rent Forever?
On Track at 35?
Should We Even Be Saving for Retirement?
Can We Live a Little Bit More?
How to Allocate Extra Cash Flow
Help Me Get Unstuck
How to Invest Extra Money
Prioritizing Our Goals
I Quit My Job, Do I Have to Go Back?
Planning for Future Flexibility
Just Had a Baby and Received a Windfall
Life Insurance as an Investment Vehicle
Italy or Bust
Early Retirement Planning
Too Early for Next Endeavor?
Where Do We Start?
Roth or Traditional 457?
Are We Behind on Retirement?
Can I Retire in Ten Years at 55?
Seeking Better Work-Life Balance
Are We Really on Track?
How to Pay for Home Improvements?
Are We Saving Too Much in Our 401(k)?
Can I Do a Reset at 44?
Do We Need an HSA?
Feeling Anxious Over Our Finances
Prepping for a Job Transition
Are We Saving in the Right Places?
Do We Need an Advisor?
Stay Retired at 44 or Go Back to Work?
Use No-Match 403(b)?
Allocating Extra Cash Flow
Finally Paying Attention to My Finances
New to Finances, Are We on Track?
Planning With VA Disability
Managing Finances for Our Small Business
Can I Afford a Horse in Retirement?
Can I Move to Paris?
Major Financial Moves
Medical Costs During Retirement
Mid-Life Money Crisis
Is a Rollover Always the Best Option?
Is My Plan Nuts?
Budgeting and Retirement Planning
Nervous About Tech Layoffs
Sole Wage Earner and Panicking Part Two
Sole Wage Earner and Panicking Part One
How to Pay for Home Remodel?
We're on Track, What Do We Do Next?
Finding a Work-Life Balance
After-Tax Contributions vs Brokerage Account
Saving for a House and Retirement
College Student Investment Questions
Handling Newly Found Cash Flow
Need Help Allocating Cash
I Need a Financial Tune Up
Where Should I Invest My Extra Income?
How to Set Ourselves Up in the Future?
Evaluating Bonus Options
How to Handle Increased Cash Flow?
New Jobs and Raises, Are We on Track?
In Our 30s and Planning for Future Flexibility
Am I on Track at 24?
Gold Coins Buried in the Back Yard
Budgeting for Baby Expenses
Optimizing Retirement Savings
What To Do With Excess Monthly Savings?
Planning for a House Upgrade
Anxious Stay-At-Home Mom
Financial Plan Help
Good Time for a Roth Conversion?
Are We Behind on Retirement?
Do I Need Disability Insurance?
Am I Doing the Right Things With My Money?
Are We on Track at 41?
Retirement Plan Options
Finally Making Money, Am I on the Right Track?
Separation Anxiety From My Money
Setting Myself Up for Success
Is My Asset Allocation Okay?
Saving When There’s Also a Pension
Am I Behind on My Retirement Contributions?
Planning With High RSU Compensation
What Can I Expect From My Future Retirement Portfolio?
Nervous at 41, What to Do Going Forward?
Am I Going to Fail?
401(k) Contributions After a Promotion
Finally Making a Living Wage
Unraveling Some Mistakes and Making New Choices
Should I Buy a Rental Property?
On Track at 39?
Too Much Risk for My Plan?
Planning Through a Divorce
Are We Saving Too Much?
Pre-Tax or Roth 401(k)?
Should I Pay Off My Student Loan?
Being a Steward of My Money
Old Pension Options
In Our 30s, Do We Need an Annuity?
Employee Stock Purchase Plan
Should I Keep My CDs or Open a Brokerage Account?
Asset Allocation Concerns
In My 20s and Looking for a Financial Checkup
Help Me Help Mom
Don’t Know How Much and Where to Invest
Financial Planning with Restless Energy
Too Much in Traditional 401(k) at Age 36?
What to Do With Extra Cash Flow?
In Our Late 30s, Are We on Track?
How to Handle a Large Inheritance
What to Do With Home Sale Proceeds?
How to Handle Military Signing Bonus
Am I Financially on Track?
Prioritizing Our Financial Goals
Checked Many Boxes, What to Do Next?
Help, IRA Mayhem!!!
How to Invest Some Extra Cash Flow
My Relationship With Money
Help With Consolidating Our Finances
How Much Should I Spend on My First Home?
Can We Afford to Buy a Home?
Ukrainian Sandwich Situation
Are We on Track to Retire at 65?
Bigger House or Financial Flexibility?
The 90 Day Plan
Do We Have Enough Saved for Retirement?
Brokerage or ESPP?
Did I Make a Bad Investment?
Can I Call It Quits at 38?
Not Early Retirement, but Optionality
Can Money Really Buy Happiness?
Balancing Retirement and Student Loans
Wife and Hubby Need a Checkup
Am I Making a Mistake?
Worried About Mom and Dad
Too Many Goals?
Tidying Up Your Finances
Line of Credit or Personal Loan?
Stretched Too Thin for House Remodel?
On the Fence About Going Roth
Will We Be Able to Afford College?
How to Stash House Sale Proceeds
Financial Planning With More Wiggle Room
Basic Rules for Investing Success
What to Do With Excess Savings?
How to Prioritize Our Money
Should I Leave My Job?
What to Do With $50k in Cash?
How to Talk to Your Partner About Money
What to Do With Extra Income?
Is Now a Good Time to Rebalance?
Should I Contribute to a Non-Deductible IRA?
Roth or Traditional 403(b)?
Dreaming of Our Next Property
In Our 20s and Needing Advice!
Law School Debt vs Investing
Kids and Money
Should We Move to Canada for Lower Tuition?
How to Allocate My Retirement Investments?
At 37 and 38, Are We on Track?
Can We Buy a House?
Keep or Sell Rental Property?
In Need of a Game Plan
Should We Tap Our HSA or Let It Grow?
Are We Saving Too Much in Retirement Accounts?
Financial Checkup
Are the Fees Too High?
All Roth All the Time?
I’m Questioning Our Retirement Plan
Rental Property vs. Stocks
Chasing the FINE Movement
Rent or Buy?
Pre-Tax or Roth 401(k)?
Refinance or Pay Off Home?
At 26-Years-Old, Are We on Track?
How to Prioritize Savings Goals
What to Do With Remaining Rental Income?
Are We Holding Too Much Company Stock?
I’m 27, Can I Stop Saving for Retirement?
Should I Sell My House?
How Much Money to Use for a House Down Payment?
My Finances Are Stressing Me Out
In Our 30s, Are We on Track?
Thoughts on Retirement Savings
How to Handle an Inheritance
Should Investors Create Their Own Target Date Fund?
Am I Over Saving?
Can We Splurge on a New Basement?
What to Do With Extra Cash Flow?
Ahead of the Game, What’s Next?
Cash-Out Refinance for Remodel?
Pay Down Mortgage or Invest?
Do I Need Long-Term Care Insurance?
Where to Park Home Sale Proceeds?
Roth vs Traditional and Financing a Renovation
How to Finance a Remodeling Project
Do Mom and Dad Need an Annuity?
Can Mom Move in With Us?
I'm 37, Can I Retire at 60?
Should I Be Using High-Dividend ETFs?
Save for House or Invest?
Should We Use a 529 Before the Kids Are Born?
Financial Planning for New Parents
How Do We Prioritize Our Debt?
Are We on the Right Track?
Buy or Keep Renting?
Do I Need the Insurance Policy I'm Being Pitched?
Wife Says Pay Down Mortgage, Husband Says No
Financial Planning for Newlyweds
Are We Crazy to Jump Into the Housing Market?
Financial Access for All
What to Do With Surplus Cash Flow?
We're 31 and 36 and Need a Retirement Checkup
What to Do With 120k in Cash
The New Work-Life Balance
The Child Tax Credit and Asset Allocation
Help! I Need a Financial Plan.
Are We Okay Using ONE Fund?
Concerned About Putting Money in the Market
The FINE (Not FIRE) Movement
Should I Buy Bitcoin?
Are We Investing Too Aggressively?
What to Do With Extra Cashflow
Introducing MoneyWatch with Jill Schlesinger