Jill Schlesinger, CFP®, is the Emmy-nominated and Gracie Award Winning Business Analyst for CBS News. Jill appears on CBS radio and television stations nationwide covering the economy, markets, investing and anything else with a dollar sign. She translates complicated business and economic news into understandable, relatable topics for everyday viewers and listeners. She is a weekly guest on NPR’s “Here and Now” and writes the nationally syndicated column “Jill on Money” for Tribune Media Services. Jill’s first book, The Dumb Things Smart People Do With Their Money: Thirteen Ways to Right Your Financial Wrongs, was published in February 2019 by Ballantine Books.
Jill won a 2018 Personal Finance Reporting Award from the Radio Television Digital News Association (RTDNA)/National Endowment for Financial Education (NEFE) and was the recipient of the 2018 National Association of Personal Financial Advisors (NAPFA), Special Achievement Award, presented for significant contribution to Fee-Only financial planning and helping to educate consumers on the importance of having a comprehensive financial plan.
Jill is the host of the “Jill on Money” podcast and of the nationally syndicated radio show, “Jill on Money,” which won the 2018 Gracie Award for Best National Talk Show. She was named one of the Top 10 LinkedIn Influencers of 2015 and Top 10 LinkedIn Voices of 2016. Jill is a frequent speaker on a variety of topics, including macroeconomic, market and demographic trends; workplace issues for women and LGBT employees in financial services; and how to create authentic branding.
Prior to her current role, Jill was Editor-at-Large for CBS MoneyWatch.com, where she was responsible for video and written content and was part of the team that launched the site.
Jill spent 14 years as the co-owner of and Chief Investment Officer for an independent investment advisory firm. She began her career as a self-employed options trader on the Commodities Exchange of New York, following her graduation from Brown University. Jill serves on the board of StoryCorps, a nonprofit organization dedicated to recording, sharing and preserving the stories of our lives.
Does My Plan Work, or Should I Be Worried?
Physical Job, Can I Retire at 57?
I'm 55, work a physically demanding job, and would like to retire in two years. Do I have enough saved to make it happen?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Age Gap Couple With High Paying Jobs
With a significant age gap between us, what steps should we be taking as we plan for two very different retirements?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Social Security Mailbag With Heather Schreiber
Because our recent Social Security webinar was such a hit, and we couldn't get to all the questions, today we're doing a mailbag episode with the Social Security Queen, Heather Schreiber.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Finalizing My Exit Plan at 65
My industry is tech, and we've had tons of changes lately, so at 65 I'm wondering if my exit plan is a solid one?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Would Like to Retire in Nine Months
I'm currently 58, retired at 49 with a pension, returned to full-time employment at 50 and now plan to retire again in nine months. Is our plan solid?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Ensuring My Wife Will Be Taken Care Of
With a strong Alzheimer's history in the family, how can I ensure that my wife will be taken care of should it become necessary?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Pension Options and Roth Conversions
With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Fee-Only vs Fee-Based
With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Freedom vs Liquidity
I say pay off the mortgage, my wife says no. Can you be the judge?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.