Entries by Jill Schlesinger

CFP® Pro Tip of the Week – October 26, 2018: Retirement Plan

Have a money question? Go to jillonmoney.com for all the contact info. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 source

What to Do With Old Retirement Plan?

As you’re getting all the ingredients you need for that Thanksgiving feast, we’re going to distract you for a little bit as we kick off yet another show with Molly from the Bay Area who’s wondering what she should do with an old 401(k) from a previous employer. Should she roll it into her new […]

Do I Need a Life Insurance Retirement Plan?

Yet another call from a listener who’s being pitched an insurance product as an additional tool for retirement. This time it’s Avi in California asking about a LIRP, a life insurance retirement plan. Does he need it? Have a money question? Go to jillonmoney.com for all the contact info. We love feedback so please subscribe […]

My Old Retirement Plan

You started a new job but still have a 401(k) with the old employer. What should you do with it? Roll it into the new plan? Leave it where it is? Roll it into a rollover IRA? That’s what we’re discussing on the latest bonus call with Molly. Have a money question? Go to jillonmoney.com […]

A Vanguard Retirement Plan & Whole Life Insurance

Happy Memorial Day weekend! Please, please take a moment or two sometime this weekend to remember all those who have paid the ultimate sacrifice while serving our country. Without them, none of it is possible.  We started the show this week with Dennis from Minnesota who is planning on retiring next year and is in […]

The CEO Next Door + Retirement Planning

PS reminder: If you enjoy the radio show, please subscribe to our podcast, Better Off.  It’s very similar to the radio show and you’ll hear more money calls with our awesome listeners. https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 First up this week was Gary from Buffalo.  Gary is 59 and looking to retire at 60.  His planner seems to think he’s […]