Roth 401K

Should I Use Roth 401(k)?

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It's becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be using it. That's what Shirley wanted to know on the latest BONUS call.

“Better Off” is sponsored by Betterment.

Have a money question? Email us here or call 855-411-JILL.

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#235 The Labor Day Show

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As Serena Williams tries to make tennis history, tune into the Grand Slam of money shows! We started with Bob, who is 72 years old. Half of his $3 million nest egg is invested in rental real estate: Is that too much?

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Michael and his wife are in their late 40's with two teenage boys. Is their asset allocation appropriate or are they too heavily invested in equities? Michael also expressed frustration over finding a fee-only advisor.

Meanwhile, John is trying to decide between using a financial adviser or doing it himself and Felissa wanted to know whether her approach for her non-retirement funds should be similar to that of her retirement account.

Thanks to everyone who participated this week, especially Mark, the Best Producer 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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#234 Leap with Tess Vigeland

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Never let a correction ruin a great radio show! Our listeners did not seem at all spooked by the recent market gyrations, but did have some great questions. Mandy and her husband are accumulating cash and want to know what to do with it and Sharon needed advice for her daughter, who is carrying $200,000 of student loan debt.

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We were fortunate to have a very special guest on the show, Tess Vigeland, author of "Leap: Leaving a Job with No Plan B to Find the Career and Life You Really Want". Tess tells her fascinating story and offers advice to those who may only be able to hop, skip or jump...

Thanks to everyone who participated this week, especially Mark, the Best Producer 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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#233 The Non-Vacation Show, Part 2

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Yes, I am on vacation, but never too busy to answer your great financial questions, especially after a volatile week that left the Dow, NASDAQ Composite and Russell 2000 in correction territory!

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  • Download this week's show (MP3)

Thanks to everyone who participated this week, especially Mark, the Best Producer 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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#232 The Non-Vacation Show, Part 1

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Yes, I am on vacation, but never too busy to answer your great financial questions!

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  • Download this week's show (MP3)

Thanks to everyone who participated this week, especially Mark, the Best Producer 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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#231 Retirement in August

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It's hot across much of the country, but we cool down with dreams of retirement. Whether you are thinking about early retirement, tinkering with your asset allocation, considering an annuity, weighing lump sum or stream of income or just starting out, this is the show for you!

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  • Download this week's show (MP3)

Thanks to everyone who participated this week, especially Mark, the Best Producer 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