allocation

Help Allocating Our Portfolio

Saving for retirement is incredibly important, but what's equally as important is knowing how your dollars are being invested.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Coronavirus: Taking Too Much Risk?

It's funny how when everything is rosy, people don't feel like they're taking too much risk. Then you have what we just went through the last few months, and it makes you re-evaluate things.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Coronavirus: I Want to Reallocate

Have you learned anything about your investments these last few months? Maybe that you're too conservative? Or that you're too risky and probably need to peel back some of the risk?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Better Off BONUS call 036 - Rent vs Buy

This week on the BONUS call it's Chipper from Atlanta with the age-old question of renting vs. buying. There is no rule that says it's always better to own. For some, renting can be a better long-term option.

This week on the BONUS call it's Chipper from Atlanta with the age-old question of renting vs. buying. There is no rule that says it's always better to own. For some, renting can be a better long-term option. Chipper, currently a renter who despises debt, is wondering if he can make more in the stock market instead of tying up his cash in a house? Good question!

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Better Off BONUS call 035 - Pensions

Does having a job with a great pension mean you should stay there no matter what? That's what Nathan from Upstate New York is trying to decide. Nathan has a solid job with an awesome pension but was recently offered a new job without a pension.

Does having a job with a great pension mean you should stay there no matter what? That's what Nathan from Upstate New York is trying to decide. Nathan has a solid job with an awesome pension but was recently offered a new job without a pension. As I like to say, money makes life easier, but doesn't guarantee happiness.

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“Better Off” is sponsored by Betterment.

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

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Better Off BONUS call 034 - 401(k)

Nowadays it's becoming more and more common for employers to offer a traditional 401(k) as well as a Roth 401(k). Our BONUS caller today, Andrea from Minnesota, has both options and is wondering which one she should use? Or should she use both? Have a finance related question? Email us at askjill@betteroffpodcast.com.

Nowadays it's becoming more and more common for employers to offer a traditional 401(k) as well as a Roth 401(k). Our BONUS caller today, Andrea from Minnesota, has both options and is wondering which one she should use? Or should she use both?

“Better Off” is sponsored by Betterment.

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Better Off BONUS call 033 - Saving Money

I love when we get calls from young people, and that's the case on the latest BONUS call with Ruth from Cleveland. Ruth, just 24 years old, is already a great saver but she's wondering if there's a better alternative to a plain old savings account? Have a finance related question?

I love when we get calls from young people, and that's the case on the latest BONUS call with Ruth from Cleveland. Ruth, just 24 years old, is already a great saver but she's wondering if there's a better alternative to a plain old savings account?

“Better Off” is sponsored by Betterment.

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"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.

Better Off BONUS call 032 - Student Loans

This week on the BONUS call we've got Samantha from North Carolina. Samantha, who is currently in grad school at Duke University, will be entering the real world in May of 2018 and wants to know what steps she should take to immediately pay off her student loans.

This week on the BONUS call we've got Samantha from North Carolina. Samantha, who is currently in grad school at Duke University, will be entering the real world in May of 2018 and wants to know what steps she should take to immediately pay off her student loans. The good news is that Samantha had some soccer scholarships along the way so the damage isn't too severe.

“Better Off” is sponsored by Betterment.

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"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.

Better Off BONUS call 031 - Life Insurance

This week we have our longest BONUS call yet from Chris in Minnesota. Why was it on the longer side? Because Chris had some questions about the tricky world of life insurance products. Chris is currently using a product to save for college education and wanted to know if he should keep on doing what he's doing or if it's time to mix things up.

This week we have our longest BONUS call yet from Chris in Minnesota. Why was it on the longer side? Because Chris had some questions about the tricky world of life insurance products. Chris is currently using a product to save for college education and wanted to know if he should keep on doing what he's doing or if it's time to mix things up.

“Better Off” is sponsored by Betterment.

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

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"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.

Better Off BONUS call 030 - Rent vs Buy

This week on the BONUS call we're going to Bend, Oregon where we received a real estate question from Neil. Only 25 years old, Neil is wondering if it makes sense for him to buy a house. Because the housing market is hot where he lives, he's worried he'll be priced out if he waits much longer.

This week on the BONUS call we're going to Bend, Oregon where we received a real estate question from Neil. Only 25 years old, Neil is wondering if it makes sense for him to buy a house. Because the housing market is hot where he lives, he's worried he'll be priced out if he waits much longer.

“Better Off” is sponsored by Betterment.

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

We love feedback so please subscribe and leave us a rating or review in iTunes!

Connect with me at these places for all my content:

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"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.