Radio Show

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#326 Insight and Self-Awareness with Tasha Eurich

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We're keeping this blurb here for a while 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

June 3 Download Hour One Here

We started the show with Cindy in Delaware.  Let me just say that we've been doing this show for nearly seven years.  We've taken a lot of the calls over the years and these types of calls are among the most gratifying.  Cindy is a recent widow, and like so many others, her spouse handled the finances. When he passed away, Cindy was lost, overwhelmed and had no idea what to do.  When we talked to her, you could actually hear the fear and raw emotion in her voice.  By the time we finished the call, what you heard was a huge sigh of relief.  Helping Cindy completely made my day and reminded me that the best part of what I do is helping you guys realize that all is not lost.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

June 3 Download Hour Two Here

In hour two we dipped into the world of self-awareness with Tasha Eurich. Tasha's new book, Insight, aims to find the secret to happiness and success.  As it turns out, self-awareness may be the key ingredient.

As Tasha outlines in the book, self-awareness, knowing who we are and how others see us, is the foundation for high performance, smart choices, and lasting relationships. Without it, it’s impossible to master the skills needed to succeed in business and life.

Here's the thing...most of us know that there are plenty of people around us who are severely lacking in self-awareness.  The problem is we rarely consider whether we, too, could stand to improve on this critical skill. And making matters worse, it's extremely rare to get candid, honest feedback on how we come across, both at work and at home.

It doesn’t have to be that way.  Tasha spells out what it takes to see ourselves more clearly: how to better understand what makes us tick on the inside, how to get others to tell us the honest truth about how they see us, and how to use this insight for greater success, confidence and self-acceptance.

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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#325 Leadership with Ret Admiral William H. McRaven

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We're keeping this blurb here for the next few weeks 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

May 27 Download Hour One Here

We started the show with Adam in Pennsylvania who had some questions about withdrawal strategies in retirement.  With such a question you'd think Adam was in his 60s but he's not.  He's only 40 and wants to retire right now!  Needless to say the call became very complicated. While I'm not sure Adam liked what I had to say, it's my job to provide you the unvarnished advice that you deserve.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 27 Download Hour Two Here

Since it's Memorial Day weekend we thought we'd do something special.  A few weeks back on the Better Off podcast, I had the privilege of interviewing Retired Admiral William “Bill” McRaven. 

If Bill’s name sounds familiar, it is likely because he was the leader that presided over the 2011 Navy SEAL raid, which resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy.

A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with nearly 25 million views online.

In January, 2015 Bill became the Chancellor of the entire University of Texas system and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life...And Maybe the World.

We touch on other subjects during the interview...and for the upteenth time over the past eight years, I sometimes have to pinch myself -- I am so lucky to do what I do…#Gratitude.

One other note related to the holiday weekend...

A few weeks back I was part of a Department of Labor webcast that focused on employment, benefits and financial planning for transitioning service members.  If you, or someone you know may benefit from it, you can find it here.

 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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#324 Bored in Retirement + Target-date Funds

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We're keeping this blurb here for the next few weeks 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

May 20 Download Hour One Here

We started the show with Elaine in CT, who had a question about rolling over her ESOP plan...not a very common question on the show but a pretty straightforward answer.  Next up was Paul in Atlanta.  He's already retired, finding it kind of boring, and looking to spice things up by buying a local franchise.  He thinks he has the money to do it but wanted to run it by us since it has the potential to be a very risky decision.  It was definitely a question worthy of two segments.

As you've heard me mention, I'm now the Senior Ambassador for the CFP Board.  With that honor comes the opportunity to meet amazing CFPs from around the country.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 20 Download Hour Two Here

And that's how I met fellow CFP Board Ambassador Scott Ward, our guest this week in hour two and a senior associate with Johnson + Sterling in Birmingham, Alabama. Scott works with both individuals and plan sponsors, specializing in retirement transition services, investment advisory and portfolio management deliverables and fiduciary compliance services.
As you'll hear, he's also incredibly passionate when it comes to financial literacy, target-date funds and Crimson Tide football!
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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#323 Broke Millennial with Erin Lowry

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We're keeping this blurb here for the next few weeks 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

Download Hour One Here

We started the show with Victoria in Baltimore who had a question about one of my favorite topics in the world...annuities! Yet another example of someone trying to sell an insurance product to someone who doesn't need it!! Thankfully, Victoria has a good BS detector.

Our inbox has been slammed, and still is, so we spent the rest of hour one trying to clear it out a bit.  Not quite there but we made a good dent.

It's graduation season so in hour two we thought we'd help out some of these money neophytes as they prepare to enter the real world by chatting with Erin Lowry, author of the new book: Broke Millennial: Stop Scraping By and Get Your Financial Life Together.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Download Hour Two Here

As Erin says, it’s easy to get freaked out by finances. But you’re not doomed to spend your life drowning in debt or being mystified by money. It’s time to stop scraping by and take control of your money and your life with this savvy and smart guide.
The book doesn’t just cover stuff like credit card debt, investing, and budgeting, it also tackles tricky money matters and situations including:
  • Understanding your relationship with money: do you treat it like a Tinder date or marriage material?
  • Managing student loans without having a full-on panic attack
  • What to do when you’re out with your friends and can’t afford to split the bill evenly
  • How to get “financially naked” with your partner

If you're looking for a gift for the college grad in your life, consider picking up a copy...it could help that person enter the real world on the right path.

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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#322 One Minute Mentoring

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We're keeping this blurb here for the next few weeks 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

Download Hour One Here

We started the show with Sandy in California who had some questions regarding long term care insurance deductions and then Jim in Atlanta had a fascinating question regarding withdrawal rates in retirement...he specifically wanted to know if the goal is to maintain the principal of the retirement account or to consume it? Probably the first time that question has been asked in the six plus years we've been doing the show.

In hour two we chatted with business and leadership guru Ken Blanchard, author of the new book, One Minute Mentoring: How to Find and Work With a Mentor--And Why You'll Benefit from Being One.

Ken has been working in this field forever.  He has co-authored 60 books and his works have been translated into over 40 languages and their combined sales total more than 21 million copies. In 2005 he was inducted into Amazon's Hall of Fame as one of the top 25 bestselling authors of all time.  The guys knows his stuff.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Download Hour Two Here

In his latest book, Ken and his co-author, Claire Diaz-Ortiz, a former Twitter executive and early employee, combine their knowledge to provide a systematic approach to intergenerational mentoring, giving readers great insight into the power and influence of mentoring and encouraging them to pursue their own mentoring relationships.

Throughout the book, Ken explains why developing effective communication and relationships across generations can be a tremendous opportunity for companies and individuals alike.

The book is sure to become the go-to source for learning why mentoring is the secret ingredient to professional and personal success.

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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#321 Growth Hacking and YouTube

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We're adopting some growth hacking lessons from author and marketing pro, Sean Ellis (more on him in a bit) and creating 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

Download Hour One Here

Now to the show.  We started with Roland, who had a question about my favorite topic...annuities!!! His "advisor" has been giving him some advice but Roland isn't quite sure it's in his best interest...hence the call to us.  Next up was James in Atlanta with a rollover question.  A common question indeed that arises when people leave one company for another and have no idea what do to with their old retirement accounts.

On to hour two where we chatted with Sean Ellis, author of the new book, Hacking Growth: How Today's Fastest-Growing Companies Drive Breakout Success.

Look, you may not be a budding entrepreneur, but if you have kids in school I guarantee you some of them will have dreams of going to Silicon Valley and becoming the next tech superstar.  It's the world we now live in.  This is the book for that person.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

Download Hour Two Here

Sean is the CEO and cofounder of GrowthHackers.com, the number one online community built for growth hackers, with 1.8 million global users.  From that site comes this book about how companies like Airbnb, Uber, Facebook, LinkedIn and others grew from humble beginnings into the powerhouses they are today.

But how did it happen?  How did Facebook become a site with nearly two BILLION users? As outlined in the book, there was a studied, carefully implemented methodology behind these companies’ extraordinary rise. That methodology is called Growth Hacking, and it’s practitioners include not just today’s hottest start-ups, but also companies like IBM, Walmart, and Microsoft as well as the millions of entrepreneurs, marketers, managers and executives.

It really is fascinating what goes on behind the scenes of the stores and websites we use in our daily lives.

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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#320 The Power of Hitting the Pause Button

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Before you think about hitting the pause button, at least get through the latest episode of Jill on Money, because it's a good one! We started with Cindy in California, whose misfortune of losing her dad a couple years ago led to an inheritance worth more than $2 million.  But now Cindy is having a hard time finding someone trustworthy to help her formulate a plan, hence the call to us.  It was far from a simple answer so we kept her around for a couple segments. April 22 JOM Hour One

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Okay, now to Rachael O'Meara, our guest this week in hour two.  I have to say, I really enjoyed her new book, Pause: Harnessing the Life-Changing Power of Giving Yourself a Break.

April 22 JOM Hour Two

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Let's face it, we've all been there.  The feeling of being overwhelmed, burned out or stuck at work or in life. Your impulse might be to lean in and tough it out, but what you may really need to do is take a step back, reassess your life with a clear head and dive back in with purpose and poise.  And that's what this book is all about.  Taking that pause, taking a deep breath, regrouping and jumping back on the horse.
Throughout the book Rachael guides you through the steps of your own pause journey:
  • The signs that you’re in need of a meaningful break
  • Planning your optimal pause—whether it’s as short as a day or as long as an epic journey
  • Reentering the world with renewed clarity and purpose

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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#319 Retirement Planning and the Silicon Valley Handbook

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Before helping all you budding wannabe Silicon Valley entrepreneurs out there, we did a little retirement planning in hour one.  First we helped Pat in Virginia who's in a unique situation.  Based on his calculations, Pat figures he'll actually earn MORE in retirement than he does now.  Given this unusual scenario, Pat is wondering how he can start to minimize the tax hit and if using a Roth 401k is a good place to start.  Next up was John from Georgia who is preparing for retirement and isn't quite sure how to handle the RMDs from his various accounts. April 15 JOM Hour One

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Are you an entrepreneur?  Or does your soon to be graduating child have dreams of going to Silicon Valley and becoming the next Mark Zuckerberg?  Let's be honest...these days, you don't have to go to California to become a successful entrepreneur.  To help hammer home that point we had a quick chat with Michael Moe, author of The Global Silicon Valley Handbook.

April 15 JOM Hour Two

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The book is written to be a fun, yet factual guide to thrive not only in Silicon Valley, but in the emerging Global Silicon Valley.
Silicon Valley has become synonymous with big ideas, start-ups, and inventing the future. But today, the magic of Silicon Valley has gone viral and global. From Austin to Boston, from Shanghai to Dubai, a Global Silicon Valley is emerging.
Michael maps out an insider's guide to Silicon Valley and the hottest emerging markets from around the world. The book highlights need-to-knows, including who the top VCs and angel investors are, phrases to avoid in a pitch, or even where to close a deal over dinner or beers.
So when you strike it big and become a billionaire, don't forget about us here on the Jill on Money show!

P.S. Check out our 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.  If possible, please leave a rating and/or review in iTunes.

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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#318 Taking Charge of Your Career

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Before helping you take charge of your career with my new best friend Nicole Lapin, we started off with some calls and emails.  First up was Nancy in Missouri, a business owner, who was wondering if it makes sense from a tax standpoint to keep making IRA contributions.  Next we chatted with Asa from New York who wanted to run his numbers by us to make sure his retirement plan is in good shape. April 8 JOM Hour One

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When you hear my unabashed enthusiasm and connection with today’s guest, Nicole Lapin, I think you will understand why we hit it off so quickly.    

Already an accomplished journalist by her thirtieth birthday, Nicole expanded her reach with the 2015 release of her New York Times bestseller, Rich Bitch. Yes, that’s the title. Nicole’s premise is simple: she wanted to own that word and use it to attract people who might not necessarily pick up a personal finance book.

Nicole’s latest book, which is laugh-out-loud funny, is called Boss Bitch: A Simple 12-Step Plan to Take Charge of Your Career.  Despite the title of both of her books, they are not exclusively for women. Both are about taking charge, no matter who you are.

April 8 JOM Hour Two

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Boss Bitch is about being a boss without having a business card or dozens of employees to prove it. Here are some topics that that Nicole explores:

Be the CEO of YOU by running your life like a business

  • Think like a boss by being entrepreneurial within an existing company
  • Getting, and crushing, your dream job
  • Be a hustler by exploring your passions and making extra money
  • The nuts and bolts of getting your OWN business off the ground

Nicole is all about investing in YOURSELF, bettering yourself to become better off in life and in your career will pay more dividends than any investment! These are not unique concepts, but like diet and exercise, just a few small steps often lead to long-lasting improvements.    

I had so much fun with this interview that I can’t wait for Nicole’s next book!  I suspect it will have a certain word in the title...

P.S. Check out our 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.  If possible, please leave a rating and/or review in iTunes.

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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#317 Being Scrappy and Playing Big

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Talking about getting scrappy and fired up...that's what happens when we start the show and the topic is annuities!  If you're a regular listener, you know my stance.  I don't hate every single annuity in the world.  But I do detest when a sales person tries to sell a 79 year old retiree, with no particular need for an annuity, the expensive product.  That's what happened to Victoria from Maryland.  Thank goodness we were able to talk to her before she made a mistake. Next up was Jill...that's right, Jill talking to Jill.  Caller Jill is turning 70 later this year and will soon be facing RMDs and wanted to clarify some things before she has to start taking withdrawals.

April 1 JOM Hour One

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In hour two we're putting on the boxing gloves and getting scrappy in life and at work with Terri Sjodin, author of Scrappy: A Little Book About Choosing to Play Big. 

As Terri puts it, “This is not another book about persistence, although scrappy and persistent make a winning combination. Nothing annoys a persistent person more than a scrappy person who pulls off a classy, unexpected, amazing effort to land the deal, the sale, or the opportunity.”

April 1 JOM Hour Two

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Along the way Terri identifies the habits that will help you get into the right mindset by sharing stories of tactics that have worked, and those that have crashed and burned. Some examples include:

  • Why getting scrappy is a choice to play big
  • How to cultivate your best ideas
  • How to manage risks and bounce back from mistakes and failures
  • How to scale a scrappy culture within any organization, big or small

So put on your gloves and start getting scrappy...and if you swing your way to the top, I want to hear about it!

P.S. Check out our 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.  If possible, please leave a rating and/or review in iTunes.

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