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.
Help With Mom’s Asset Allocation
Why Use Bonds?
You always talk about bonds being part of a portfolio and I have stayed away from them the past five years but decided to add a small amount in last year and they are still in the negative column. What gives?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Can I Make a Career Change at 57?
I work in entertainment and it's a bit unsteady at the moment, up and down, and really stressful. I want to change careers and get out of this chaos. Can I do it?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Can I Take My Pension and Run?
We have saved over the past 30 years, live frugally, and I am hoping I can retire in July 2027, or possibly sooner.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
How to Fund a Renovation?
Should I drop my retirement contribution rate to 15% and save to build a garage or should I continue to contribute 24% and finance the build?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Does My Early Retirement Plan Work?
Does my retirement plan work as is or should I be looking to buy a deferred income annuity?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Where to Save in 30s and 40s?
Besides maxing out our workplace retirement accounts, we are looking for some guidance on whether to focus our savings in mainly pre or post-tax accounts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Investment Philosophy
How many stocks and ETFs should a person hold in a single account? Our new advisor has each of our accounts held in more than 20 different funds.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Can I Retire in Four Years at 60?
I am 56 and have a very stressful job that is having negative impacts on my mental and physical health. Can I retire early or reset to a less stressful job?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Are We Okay to Start Withdrawals?
With my husband now out of work on disability, are we okay to start pulling money from his 401(k)?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.