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When it comes to discussing the family finances, things can quickly get ugly. One way to avoid the drama is by having a rock-solid estate plan in place.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
When there's a few items in your financial life that need some cleaning up, what should the priority be?
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
Well, the election is over, but it’s not, but it really is. Got it? That’s about all I’m going to say on the subject. That said, for a variety or reasons, it was a pretty wild week on Wall Street.
For the average investor out there, as I like to say, keep calm and carry on! We talk about it a little bit as we start the show and then it’s on to your emails and calls.
One of the booming industries during the pandemic has been estate planning.
Michael Jackson, Prince, Aretha Franklin, these three amazing and wildly successful musicians did not have a will. How could that be, you ask? Don’t they have agents, lawyers and accountants? Didn’t they know at some point they were going to die? “That’s irresponsible,” you say, but welcome to the real world, where even famous people can’t seem to get their acts together to address this difficult topic head on.
Only 42 percent of U.S. adults currently have estate planning documents, including a will. Shockingly, for those with children under the age of 18, the figure is even lower, with just 36 percent having an end-of-life plan in place. Of those who have not done any estate planning, 47 percent said, “I just haven’t gotten around to it.”
I get it, contemplating one’s death is not exactly high on anybody’s to-do list, but it is important that you overcome the anxieties associated with this emotional topic and take control.
So that’s why today we’re doing an estate planning bootcamp with Russell Fishkind, an attorney with Saul Ewing Arnstein & Lehr.
Have a money question? Email me here.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
Happy Labor Day weekend! Crazy to think that we’re in September when it seems like March was just last week.
Anyhow, this will likely be the last show for a while with two guests. I think next weekend we’ll get back to answering more of your questions, as I know that’s what you guys want :)
First up in hour one is our interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization.
Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System.
He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation.
As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralyzed.
We did this interview right before things shut down in March, but because we thought it was so good we didn't want to waste it!
In hour two we’re talking about insurance and estate planning.
Policygenius, the nation’s leading online insurance marketplace, recently announced the launch of a mobile app that enables consumers to create wills and trusts conveniently on their phones. Consumers can also shop for life and home insurance from the app, creating a mobile one-stop shop for key financial protection needs.
To help explain it all, we're joined by co-founder and CEO, Jennifer Fitzgerald.
We also dive into a variety of other topics, such as recent trends in the insurance industry, the future of the workplace, and how current economic conditions are impacting the company.
Have a money question? Email me here.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Few personal finance to-dos are more vexing than estate planning. But in this pandemic crisis, no other issue is more important. The need is immediate and pressing for front-line health care workers and first responders, but also necessary for everyone else.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
I'm a firm believer when it comes to having the essential estate planning documents in place. But that doesn't mean it's a drama free process. Our chat with Linda is a prime example, and also a prime example of why you need the necessary documents in place.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Happy Labor Day!
Speaking of labor, we kick off the holiday edition of the show with Michael from New York who at age 47 is looking to retire within the next four years, if not sooner! Early retirement has certainly been a running theme throughout 2019.
Next up was Steve from Cleveland who is unfortunately dealing with the sudden loss of his father and trying to help his mother navigate her finances now that everything is unexpectedly on her plate.
More emails in hour two. We’ll start mixing in some interviews by mid-September.
Enjoy the long weekend!
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
Connect with me at these places for all my content:
https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
As your parents age, you may find that you want or need to broach the often-difficult subject of finances.
In Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances, personal finance journalist Cameron Huddleston lays out the best ways to approach this issue, along with a wealth of financial and legal information that will help you help your parents into and through their golden years.
Sometimes parents are reluctant to address money matters with their adult children, and topics such as long-term care, retirement savings (or lack thereof), and end-of-life planning can be particularly touchy.
In this book, you’ll hear from others in similar positions who have successfully had “the talk” with their parents, and you’ll read about a variety of conversation strategies that can make talking finances more comfortable and more productive.
Learn conversation starters and strategies to open the lines of communication about your parents’ finances
Discover the essential financial and legal information you should gather from your parents to be prepared for the future
Gain insight from others’ stories of successfully talking money with aging parents
Gather the courage, hope, and motivation you need to broach difficult subjects such as care facilities and end-of-life plans
Although talking money with your parents can be hard, you aren’t alone, and this book will guide you through the process of having fruitful financial conversations that lead to meaningful action.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
Connect with me at these places for all my content:
https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Failing to have a will is one of the biggest errors you can make. Fifty-eight percent of American adults have not prepared estate planning documents, according to Caring.com. CBS This Morning spoke to a Massachusetts woman who could lose the home she has lived in for most of her life because her step-father did not leave a will.
Have a money question? Email me here.
