Radio Show

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#306 Conquer the New Year

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Before we conquer 2017 with our guest in the second hour we answered some great questions in the first hour.  It started with a real estate question from Matt in Oregon and then a fascinating career/retirement question from David in Ohio.  Both worth a listen! Jan 14 JOM hour one

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Now to the guest...

In keeping with the theme of the new year and new goals, this week we have a guest who wants to help YOU conquer your year.

Natalie MacNeil, an award-winning producer and business guru, is the author of a new project called "Conquer Your Year".  I think it's important to emphasize that this isn't a book, it's a planner.  Think of it as a tool to help make your 2017 resolutions a reality.

Jan 14 JOM hour two

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Among the tips you'll find:

  • A 12 week "sprinting" technique that Natalie used herself to achiever her biggest goals in short timeframes
  • How merging imagination + strategy can be the best approach to planning your year
  • Guidance on breaking down your big picture goals into actionable and achievable next steps
  • How to stop comparing yourself to the work and achievements of others

There's obviously a lot more in the planner but that's just an example of what you'll find.  Take it one week at a time and who knows, some of the tips may help you achieve your goals!

P.S. we have a new podcast!  It's called Better Off and it's sponsored by Betterment.  It's similar to the radio show yet a bit different.  We'd love hear your feedback!  You can download it via iTunes, Spotify or Google Play.

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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#305 Financial and Career Resolutions

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Happy 2017!  A New Year means a new show, our first one in a while :)  What's the one word we all hear these first few days of January?  Resolutions!  We all make them, yet sadly few of us follow through on them.  Go to the gym.  Start a new diet.  Get more sleep.  The list goes on and on.  What about your finances?  Seems to me that should be at the top of the list. Since the new year is the perfect time to take a close look at your finances and career choices, we thought we'd have on an expert in the field.  So we went all the way to Toronto and found Leanne Jacobs, author of "Beautiful Money."  Okay, we didn't actually go to Toronto, though we would have to watch some hockey!  Leanne came to us to talk about her book, her life, what led her to where she is now and to help you tackle your resolutions.

Jan 7 JOM hour one

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Jan 7 JOM hour two

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Considering she has a degree in Biomedical Toxicology it's a pretty interesting story.  As she writes in her book, her work is about teaching clients how to create wealth in an authentic, joyful and mindful way. So if you're one of the many wondering what you can do this new year to improve your financial life or career, give this a listen, it may come in handy.

P.S. we have a new podcast!  It's called Better Off and it's sponsored by Betterment.  It's similar to the radio show yet a bit different.  We'd love hear your feedback!  You can download it via iTunes, Spotify or Google Play.

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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#304 New Year's Special

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This weekend we say goodbye to 2016 and hello to 2017!  It also means that there's no chance we're doing a live show this weekend...so you get one more holiday best-of from the Jill no Money team, aka me and Mark. Consider it our New Year's gift to you.  P.S. stay tuned for an EXCITING ANNOUNCEMENT IN 2017,  which we think you'll enjoy :) Back to this week...

First up you're going to hear from a guy you should be thanking every time you contribute to your 401(k):  Ted Benna, who is more commonly known as the "father of the 401(k)" because he created and gained IRS approval of the first savings plan.  That's right, he's the guy responsible for your 401(k).  Pretty cool, huh?  It's amazing to hear his story and the history of the plan and how the whole thing came about.

In hour two we chat with Rana Foroohar, journalist and author of "Makers and Takers," a book that discusses how the misguided financial practices and philosophies that nearly toppled the global financial system have come to infiltrate all American businesses.  Rana shows how the “financialization of America," the trend by which finance and its way of thinking have come to reign supreme, is perpetuating Wall Street’s reign over Main Street, widening the gap between rich and poor, and threatening the future of the American Dream.

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dec-24-jom-hour-two

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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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#303 How to Fail and Reinvent Yourself

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Surprise, surprise...it's Christmas/Hanukkah weekend, which means we get to reinvent ourselves...in other words, you're getting a "best-of" show -- consider it our gift to you! 2016 saw a first for Jill on Money: a single guest for an entire show!  Who would be worthy of such an honor?  The one and only James Altucher.

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I'm guessing by  now that you're at least somewhat familiar with James.  If you're not, this describes him in a nutshell:

  • Serial entrepreneur
  • Investor
  • Author
  • Podcast host
  • Self-proclaimed minimalist

More than anything else, what initially drew me to James is his ability to continually reinvent himself.  This is a guy who has been down many different career paths, made millions, lost it all more than once, yet somehow always comes out on top.  I really think you'll enjoy his story.

And if you didn't get it as a Christmas gift, I highly recommend you check out his book, Choose Yourself.

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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#302 Year-end Financial Planning Tips

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Here's a little secret I'll let you in on...this show, #302, is the last "new" show of 2016.  The following two weekends will be Christmas and New Year's...and I've got news for ya...Mark and I won't be working!  So, as the year comes to an end, it's a perfect time to review some year-end financial planning tips.

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  • Download this week's show (MP3)

For such an occasion there's no one better than Michael Goodman, founder and president of Wealthstream Advisors.  Not only is Michael a dear friend of mine, he's also my advisor.  There's my full disclosure :)

Michael and I discussed a variety of financial planning topics to ponder before you shut down for the holidays:

  • Selling assets in your portfolio now versus waiting until next year
  • Gifting to charities and family members
  • Contributing to traditional and Roth IRAs (and conversions)
  • Making last minute 529 plan contributions
  • Considering how tax changes could affect you

And Michael has one crucial piece of advice regarding your long-term financial plan.  Come on now, it's not that easy, you're gonna have to listen to the interview for that one!

That's it, that's our last "new" show of 2016...hope you enjoyed it!  We'll whip up some good stuff for you guys over the next couple weekends...stay tuned!

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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#301 In Praise of Passive Investing

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Last week it was a listener turned finance coach as a guest...this week it's a former professional basketball player turned passive investing evangelizer, as our guest.

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  • Download this week's show (MP3)

Before becoming a big shot in the investment world, Dave Butler was draining big shots on the basketball court at Cal and was even drafted by the Boston Celtics.  Despite being drafted by an NBA team, Dave decided to take him game overseas, playing for a few years in Turkey and Japan.

After his playing days were over, Dave went back to California, earned an MBA from Cal at the Haas School of Business and ultimately joined Dimensional Fund Advisors (DFA). To the average person, Dimensional may sound like just another investment firm.  But it's not.  It's different.  DFA's goal from day one has been to redefine investment advice, by adhering to the passive approach.  Instead of relying on forecasting or falling prey to the vast amount of "investment pornography", Dimensional draws information about expected returns from the market itself, letting the collective knowledge of its millions of buyers and sellers set security prices. Dave advises us to focus on low costs, diversification, tax efficiency, transaction efficiency, rather than trying to beat the market.

During Dave's time at Dimensional, assets under management for financial advisors have grown from $2 billion to approximately $250 billion, so it's probably worth listening to this one time Rhodes Scholar candidate.

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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#300 Listener Turned Finance Coach

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Can you believe it's already December?  Christmas is just weeks away and before you know it we'll be talking about financial resolutions for the New Year.  Before that happens we've still got a few more shows left in 2016...and on this week's, it's a first: a listener-turned-guest!  More like listener-turned-personal finance coach.

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Before he was a guest, John Madison was a fan of the program.  Already a CPA, John was no stranger to the finance world, but for a variety of reasons, that line of work wasn't exactly doing it for him.  He wanted to do more.  With a little help from us, John realized his real passion was personal finance.  So what did he do?  He became a personal finance coach.

Over time John eventually started 60 Minute Finance in 2015.  The site is designed to educate and empower individuals and couples to make well-reasoned decisions regarding their personal finances, affording them increased opportunities for meeting their personal and wealth-building goals.  John is not selling anything.  His only goal is to educate motivated people to improve their financial condition and meet their goals while maintaining their personal values.

Give it a listen...who knows, you might become the next listener turned guest in 2017!

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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#299 Thanksgiving Holiday Show

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It's Thanksgiving weekend...which means Mark and I are still suffering from food comas...which means this weekend you get a best-of version of Jill on Money!

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After making a list, checking it twice and soliciting votes from you, the audience, we've narrowed it down to a handful of guests we will be rerunning between now and the end of the year.  So, for this weekend, a time when it's all about spending time with family and loved ones, perhaps enjoying a movie, we decided to go with Dave Isay in hour one and Alysia Reiner in hour two. 

Dave Isay is the founder and president of StoryCorps, whose mission is to preserve and share humanity's stories in order to build connections between people and create a more just and compassionate world.  As you're sitting around this weekend and have some free time I highly recommend you download the StoryCorps app and check out the Great Thanksgiving Listen.

Alysia Reiner is an actress you've likely seen in the movie Sideways or the Netflix series Orange Is the New Black.  We chatted with Alysia over the summer about her latest movie, Equity, the first ever female driven Wall Street film.  Not only did Alysia star in the film, she also co-wrote and produced 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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#298 FinTech and Online Brokers

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On the show this week we dive into the FinTech world, discussing next-generation online brokers with Hardeep Walia, founder and CEO of Motif.

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If you're a regular listener of Jill on Money, then you know we're fans of the FinTech world.  Whether it's Betterment or Rebalance IRA, we're all for the combination of finance and technology.  Now you can add Motif to that list.

Led by founder and CEO Hardeep Walia, Motif is a next-generation online broker whose mission is to simplify complex investment products and make them universally accessible.  The company's flagship product allows individual investors to act intuitively on their insights by turning them into a "motif" of stocks...basically purchasing a basket of stocks based on a theme.  Motif also offers a variety of retirement and non-retirement products, including:

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Trust Accounts
  • Guardian Accounts

Before launching Motif, Hardeep spent more than six years at Microsoft, where he was General Manager of the company's enterprise services business.  He also serves on FINRA's Technology Advisory Committee.

Now here's the deal...Mark and I were promised some Motif gear...a hat, a hoodie, a vest, anything...unless the package was stolen, it still hasn't arrived.  As of now, we're big fans, but if something doesn't arrive soon, that could change :)  Just saying...

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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#297 How Does Trump Win Affect Your Money?

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We talk about President-elect Donald Trump and what it means to you and your money plus some financial planning advice with guest Paul Auslander.

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Whew, what a week.  Trump beat Clinton.  Stocks tanked.  Trump spoke in the wee hours of Wednesday morning.  Stocks rallied.  And continued to rally throughout the week.  Which led to me being inundated with questions from readers/listeners/viewers, the most common one being, "what should I do with my retirement account?"  Yes, I have the answer...but come on now, it's not gonna be that easy...you'll have to listen to the show for the answer!

Now, as we near the end of 2016, it's a good time to take a crash course in financial planning.  Who better to teach it than Paul Auslander, Director of Financial Planning at ProVise Management Group.

For nearly 30 years Paul has been designing and implementing strategies for his clients with one goal in mind...to help them worry less about their financial futures.  While trying to help our listeners worry less, Paul touched on a variety of topics, including:

  • The implementation of the fiduciary standard for retirement accounts
  • Commission based products
  • Fee only planners
  • Likelihood of the Fed raising rates
  • Low return environment for 2017

A little bit of something for everyone!

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