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.
Trying Not to Screw It Up
What Should I Be Doing Differently?
As I get closer and closer to 60, should I be doing something different with my investments?
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Help My Parents Plan for Retirement
I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure.
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Reset Dilemma Advice
With a large inheritance now part of the equation, is it time for me to make a major reset?
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Has My Roth Conversion Ship Sailed?
During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conversions?
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Should I Tap a CD or My Roth?
I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA?
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Concerned About Running Out of Money
I am concerned about running out of money since I am 78 and my husband is 74. Will we be okay?
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A Holistic Giving Solution for Donors and Advisors
It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by Julie Sunwoo, the President of DAFgiving360.
The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.
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Encore Career at Age 50?
Knowing that I just turned 50, can I still make a career change to something that I am passionate about?
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Retirement in Three Months?
My job is just so stressful, and with parents who died early, I really want to retire. Can I do it?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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