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.
Taking Advantage of a Unique Year
Happy Holidays From Jill and Mark!
Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one!
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Burned Out in Tech, Can I Retire at 49?
I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?
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Maximize Our Assets and Optimize Our Taxes
We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement.
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Am I Ready to Retire at 62?
I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen?
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Roth Conversion Strategy
Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions?
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If I Retire, Does Our Plan Work?
If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted?
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Is Retirement in 2027 a Possibility?
I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances?
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Too Much in Pre-Tax Retirement?
I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of years?
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Can I Retire in Two Years?
I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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