Financial Literacy

#341 Kids and Money with Beth Kobliner

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Sept 16 Download Hour One Here

Before we jumped into your questions, I had to first talk about the massive Equifax data breach -- nearly half of the country was impacted!  How do you find out if you're one of the unlucky ones? If you were, what steps should you be taking? Check out my recent blog post.  It has all the necessary information.  If you're more of a visual person, I did a recent segment on CBS This Morning where I also outlined all the necessary steps.

Okay, on to the show and your questions...

Is there such a thing as saving too much money? That's how we started the show with Dave in Arizona, who has done an amazing job of saving for retirement...he's got over two million bucks! But he's now starting to realize that the money hasn't been taxed and he's going to have to pay Uncle Sam when his RMDs kick in down the road.  Or is he??  You'll have to listen for the answer...

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Sept 16 Download Hour Two Here

Since it's September and back-to-school time we thought it was a good time to talk financial literacy.

You will often hear me say that before you worry about the financial future of your kids, you need to make sure you’re taking care of yourself first. But that doesn’t take you off the hook for discussing money with your kids.

Think of it as another one of the "talks"…so now in addition to the sex talk, the drug and alcohol talk, we can add the money talk. All of these conversations must occur at every stage of your child’s development, with age-appropriate messaging that the kids can absorb.

To help with your effort, this week we’re talking to Beth Kobliner, author of Make Your Kid A Money Genius (Even If You’re Not): A Parents’ Guide for Kids 3 to 23. Okay, okay, full disclosure, she’s also a friend of mine.

But that’s not why Beth is on the show.  She’s on because it’s an important topic. I know there are a lot of you out there with kids or thinking about starting a family, wondering how to have such conversations:

  • How much debt should we take on for college?
  • Should I give my teen a debit or credit card?
  • Should I give my child an allowance?
  • My kid wants to move back home…should I charge rent?

Those are just some examples and there’s plenty more in the book. Whether you’re a rookie in the parenting game or a veteran, this book will help. As Beth says, “Think of it as a guide for parents that offers the financial facts of life for kids 3 to 23.”

And FYI, Beth is the real deal. In 2010, she was selected by President Obama to be a member of the President’s Advisory Council on Financial Capability, where she created MoneyAsYouGrow.org. The site attracted more than 1.4 million visitors and was adopted by the Consumer Financial Protection Bureau in 2016.

So whether you have kids, are planning on doing so in the future or you are a beloved aunt or uncle, I encourage you to check it out. It’s never too soon to start the money talk!

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#340 Stress Proof: Being More Resilient Every Day

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Sept 9 Download Hour One Here

We started the show with a fun call from John in Chicago.  As he prepares for his wedding, John is trying to figure out the best way to have the financial talk with his fiancee, Kim.  John is more aggressive when it comes to finances, while Kim is more conservative, so we need to find a middle ground for these two lovebirds.  The good news is that they're already kind of talking about it, so it really shouldn't be that difficult to get them over the hump.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Sept 9 Download Hour Two Here

Hour two this week is devoted to helping you stress proof your life.

Thanks to our guest this week, Mithu Storoni, it can be done.  Mithu is a University of Cambridge-trained MD, certified in Ophthalmology. She also holds a PhD in Neuro-ophthalmology.  In her new book, Stress-Proof, Dr. Storoni will help us all discover simple, science-based strategies for beating stress at its own game.

As listeners of the show, you guys are clearly into personal finance, and you don't need me telling you that money can be stressful.  Stress is an inevitable part of life. But how much is too much? Research is uncovering the delicate balance that can turn a brief stressful episode into systemic overload, eventually leading to anxiety, depression, and other chronic health issues.  But this doesn't have to be the norm.  There are ways to prevent it from having a negative impact on your life and health.

  • When’s the best time to exercise – and how much is too much?
  • Which foods fortify the brain, and which do the opposite?
  • How can we use music, movement and motivation to boost our rational brain and keep our cool no matter what life throws our way?

The pages go on to outline seven paths to fighting the effects of stress–to strengthen our natural defenses so that our minds remain sharp, and our bodies resilient, no matter what life throws at us.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#339 Why Wall Street Matters with William Cohan

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Sept 2 Download Hour One Here

In the aftermath of Hurricane Harvey, we started the show with a quick reminder about flood insurance--and why most standard homeowners' insurance policies are not likely to cover thousands of victims of the storm.

We then spoke with Donna in New York, who had some questions about using a Roth IRA and whether or not it makes sense in her situation.  Next up may have been a first...in all the years we've been doing this I don't think we've ever had a call about a prenup.  Thanks to Stacy from Philadelphia there's a first for everything. Stacy is about to get married and she's wondering if she and her soon to be hubby need a prenup.  The interesting thing is that they're both on board with the idea.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Sept 2 Download Hour Two Here

Hour two this week is devoted to defending Wall Street.  Yes, you read that correctly.

Imagine a world without companies like Apple, or media outlets such as CBS or NBC, without all of the cars and trucks crisscrossing the country, without food provided by the farmer...that’s what would happen if Wall Street did not exist...it would all go away, according to this week’s hour two guest, writer William “Bill” Cohan.

If you’ve read some of his previous books, like "House of Cards," or “Money and Power”, you know Bill is usually not one to shy away from going after Wall Street and its shortcomings. But in an interesting twist, Bill’s recent book, "Why Wall Street Matters," is a defense of the industry that he has previously pilloried.

In our interview, Bill describes a poor decision by Elizabeth Warren as the catalyst that propelled him to write this latest book. He tells us what Wall Street has done well, like providing the necessary capital to help grow companies. The money investors provide, allows companies to invest, expand and hire, thus propelling the economy.

Don’t be mistaken: Bill knows that Wall Street and the institutions that occupy the space in Lower Manhattan are imperfect, but he believes that there is far more good than bad -- and more importantly, the consequences would be dire if the essential role the industry plays were carelessly curtailed.

Bill had one goal when writing this book: for Wall Street to become understandable to the average American. In this easy to read book, Bill succeeded. I highly recommend you pick it up.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#338 Hot Housing: How to Buy and Sell

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 26 Download Hour One Here

You know the deal...hour one is all about your calls and emails.  This week we started with Ray in Connecticut who had some questions about Required Minimum Distributions (RMDs) and withdrawal strategies, as he approaches retirement.  Next up was Bob from San Francisco who finds himself in the awesome position of having over a million bucks sitting in the bank after selling his business and house.  With more money than he's ever had, he was looking for the best game plan going forward.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 26 Download Hour Two Here

Hour two this week is devoted to the housing market.  Prices are up, inventories are down which means the housing market is hot again. It’s not like the crazy days of 2005, but conditions are a bit frenzied. To prepare for what is likely to be the biggest asset purchase or sale you’ll make in life, we turn to Stephen Gasque, host of Real Estate Today, a weekly radio program presented by the National Association of Realtors.

One of the topics we spent some time on is the current inventory crisis (inventory has declined year-over-year for 26 consecutive months) and why it’s seemingly harder than ever for potential buyers to find and land the home they want. Why is the competition among buyers more intense than ever?

Some of the other topics we discussed:

-What are the most common mistakes people make when buying or selling? -What’s the most important step for a potential buyer? -How to successfully invest in real estate as a rental property -The future of mortgage interest deductions -Renting versus buying

If you’re planning on going to an open house this weekend, give this one a listen for some tips that could increase your odds of landing the house before you walk through the front door.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#337 The Millennial Money Fix

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 19 Download Hour One Here

Another week of more great calls and emails in the first hour. We started with Brandon in San Antonio who is looking to minimize tax hits that he and his wife are facing. Next up was Andrea from New York who is on the verge of paying off her student loans and a credit card...woo hoo!!  The final call of the hour was from Cheryl in Massachusetts who has a sneaky suspicion that her advisor is charging her way too much.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 19 Download Hour Two Here

Hour two this week is for all our young listeners and parents out there.  Consider it our latest effort to provide a bit of financial education to our audience.

To help us out we're chatting with Douglas Boneparth, a fellow CFP® who specializes in helping millennials manage their financial lives.

Doug and his wife Heather co-authored The Millennial Money Fix, a just-released book designed to help the powerful generation learn the reasons for their financial problems and also presents solutions to those problems.

The Millennial Money Fix examines the complex challenges facing millennials, like their lack of financial education in school and at home, the rising cost of education and the insane amount of student loan debt many face upon graduation.

But all hope is not lost for our future leaders.  Throughout the book Doug and Heather walk them through a series of steps to make sure they start out on solid financial ground.  Some examples include:

  • Identifying honest and realistic goals.
  • Selecting and paying for a college or graduate program
  • Mastering cash flow to jumpstart your life
  • Navigating the job landscape to do what you love
  • Understanding investments, insurance and workplace benefits

With college about to start, you may want to stuff a copy of this book into that backpack.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#336 Money, Pop Culture and Technology with the 404 Guys

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 12 Download Hour One Here

We started the show with Kevin from California, who wants to know what he and his wife should do with money that they were recently gifted. We kept the action in California with Allison, who wanted to know if she made a mistake by retiring early. We finished up with Dwayne, who had a mortgage question.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 12 Download Hour Two Here

Hour two saw the return of Aunt Jill or #AuntJill to those in the know!  When it comes to money and personal finance, I like to think I know a thing or two. But when it comes to technology and gadgets, I turn to experts Jeff Bakalar and Russ Frushtick. Jeff and Russ host The 404, the longest running podcast on CNET that focuses on pop-culture, tech, movies, comics, video games and more.

It’s a good arrangement: When Jeff and Russ have questions regarding their financial lives, they know who to call—and they really do, from time to time. When I need help purchasing a new phone or want to understand what lies ahead on the tech landscape, I return the favor.

The technology world changes so fast it’s almost impossible to keep up with it. Every week, there’s some new announcement—a hot app, a hopeful tech IPO, a disruptive innovation—it’s never ending. We touched on a variety of topics that we once thought we’d only see in a Hollywood movie:

  • Artificial intelligence (AI)
  • Virtual reality (VR)
  • Self-driving vehicles
  • UPS using drones to deliver packages

We also talked about current issues:

  • Uber versus the cab companies? Is the competition a good thing? Will it force the cab industry to reinvent itself?
  • Will buying an Amazon Echo cause me to become incredibly lazy? Call me old fashioned but I actually like turning on the lights myself.

I think I get points for being active on Twitter and Instagram...though I’m not sure you’ll see me wearing a virtual reality headset anytime soon. That said, give this hour a listen, especially if you’re wondering if you really need to upgrade your phone every year or two.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#335 Real Planning for Real Life with Neal Van Zutphen

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 5 Download Hour One Here

Hour one was full of great calls and emails. We started the action with John from Houston, who wants to protect himself from taxes come retirement time. Next up was Barry from Pennsylvania, who is preparing for early retirement and wanted to run his numbers by us to see if it's doable. The final call of the hour was from Ashley, who is searching for the best way to attack 300k in student loans.  I can still see Mark shaking his head over this call...

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Aug 5 Download Hour Two Here

Hour two was another assist to my gig as the Senior CFP Board Ambassador. One of the great things about my role with the board is that I get to interview these amazing CFPs from all over the country. Today it's Neal Van Zutphen, owner and President of Intrinsic Wealth Counsel in Tempe, Arizona.

Neal and his team have created an independent, fee-only life planning and wealth counsel firm, integrating your money and your life by providing personal life planning services with an attitude of gratitude.

When it comes to planning, Neal believes that intrinsic motivations are a far more powerful force for life goal achievement than extrinsic motivations. That's why the firm specifically chose "counsel" over "management," because they believe that there are few, if any, that enjoy being “managed". Instead believing that most recognize the need and benefits of seeking counsel from a trusted advisor or friend.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#334 How to Buy a Car with Consumer Reports Auto Specialist Mike Quincy

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

July 29 Download Hour One Here

We started the show with Sean from New Hampshire who wanted to know the pros and cons of having his parents cosign on student loans.  Even though the loan would only be for a few thousand dollars, you have to know the risks both parties are taking when making such a decision. After Sean the email inbox purge continued...we're making progress but still have a ways to go...please be patient!

CLICK HERE FOR LATEST SHOW ON YOUTUBE

July 29 Download Hour Two Here

If you live in a big city, it can be easy to forget what it’s like to depend on a car. Urbanites tend to walk, take the subway or bus, ride a bicycle, or hop in a cab to get virtually everywhere.

But I grew up in the suburbs and know the vast majority of you listening to this podcast have a deep, personal relationship with your car. After all, next to your home, your car is one of the biggest assets you’ll purchase in life, which is why you are likely to have a ton of questions that need to be answered.

Where does one turn to learn the best car buying tips? Maybe you have used the Consumer Reports Annual Auto Issue, but on this show, we go one better...we have Mike Quincy, Automotive Specialist at Consumer Reports, one of the pros behind all things car-related at the magazine.

Mike may have the coolest job in the world. He gets to race, I mean drive, nearly every car imaginable around a test track and then write the reviews you read -- it is the ultimate dream job for a total car geek. With almost 30 years behind the wheel, Mike has the answers to the most-frequently asked car questions:

-Buy or lease? -Sedan or SUV? -Which model has the best crash test ratings? -Do I need to buy the extended warranty? -Which manufacturers should I avoid?

We also discussed which cars are safest for young adults, the reliability of high end cars like Mercedes and BMW, what the future holds for Tesla and the current state of the legacy automakers here in the U.S.

So as you hit the road this summer and fantasize about a new set of wheels, this episode is a must-listen before you walk into that dealership.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#333 Summer Travel Tips with Peter Greenberg

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

July 22 Download Hour One Here

We started the show with Scott from San Francisco who asked about Social Security and withdrawal strategies for his IRA.  Some basic questions that turned into a very interesting conversation, so we kept him around for a couple segments.

After Scott we continued to purge the email inbox...we're making progress but still have a ways to go...please be patient!

CLICK HERE FOR LATEST SHOW ON YOUTUBE

July 22 Download Hour Two Here

Summertime is officially upon us which means millions of Americans will be hitting the roads and taking to the skies to enjoy their summer vacations. Whether you like long walks on the beachbeach, blaze a trail off the beaten path or explore one of the major tourist destinations, there’s a smart way to do it.  That’s where Peter Greenberg, our guest this week in hour two, enters the picture.

Peter, the Travel Editor for CBS News, has tips and suggestions to help you get the most bang for your buck as you plan and book your trip.

Where to go? Where not to go? Drive, train or fly? From South Africa to Chile to Tokyo and Thailand, as well as hidden gems here in the States, we circle the globe with Peter and provide you with useful tips to easily reach your destination, with a few bucks left in your pocket.

This one may be hard to believe, but despite all the travel related websites out there, Peter insists that even in 2017, the best thing to do is to pick up the phone and have an actual conversation with the airline or hotel.  But it’s not just a conversation for the sake of having one.  There’s a way to do it and certain questions to ask.  It’s a process.  So much so, that we did a little role playing to help guide you guys through it!

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#332 Making Your Money Last with Larry Stein

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Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

July 15 Download Hour One Here

This weekend we started the show with a unique question from Albert in Connecticut, whose home is considered within the FEMA flood zone. Because of that designation, Albert's mortgage company requires him to carry flood insurance.  Not happy about paying $2,3o0/year for the coverage, should he pay off his mortgage and get rid of the insurance? This was a first for us on the Jill on Money show.

After Albert we spent the rest of the hour clearing out the inbox...and we barely made a dent, so expect to hear more email segments in the weeks to come.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

July 15 Download Hour Two Here

In hour two I tapped into my vast pool of resources now that I'm Senior Ambassador for the CFP Board.  As you'll hear in the coming weeks, I love talking to fellow CFPs and getting their take on the state of the industry, finding out what has them jazzed and what they think the future holds for the financial services industry.

This week we're talking to CFP Board Ambassador Larry Stein. Larry is the CEO and Chief Investment Officer at Disciplined Investment Management in Illinois and he is passionate about helping retirees, pre-retirees, divorcees and widows making their money last.

As Larry sees it, it's a seven step process:

  • Plan Your Retirement
  • Create a Financial Plan
  • Determine Your Portfolio Asset Location
  • Invest with a Low-Cost Investment Strategy
  • Manage Long-Term Portfolio Risk
  • Calculate Your Portfolio Withdrawals
  • Monitor, Revisit and Update

We'll also talk to Larry about why he felt it was important to have a group dedicated to working with women who are either divorced, have lost their spouse or are professionals planning for retirement.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE