• A Guide to Estate Planning
    Oct 29 2024

    A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I joined CBS Mornings to discuss what to know about estate planning and your will.

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    14 mins
  • How to Handle Lump Sum Payout
    Oct 24 2024

    We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?

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    21 mins
  • The Struggling Sandwich Generation
    Oct 22 2024

    Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.

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    16 mins
  • How to Handle Large Inheritance
    Oct 17 2024

    After receiving a large inheritance, what steps should we be taking to best navigate our financial future?

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    22 mins
  • Considering Pre-Retirement Adjustments
    Oct 15 2024

    A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions to our taxable brokerage account. Does this make sense?

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    15 mins
  • Financial Priorities and Parenthood
    Oct 10 2024

    I joined CBS Mornings with some financial advice to help parents save money while also juggling the expenses of parenthood.

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    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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    14 mins
  • A Strong Economy and Planning for the Unknown
    Oct 8 2024

    As the economy added 245,000 jobs in September, exceeding the expectations of most economists, a large chunk of the country has been dealing with natural disasters. I joined CBS Mornings to discuss.

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    17 mins
  • How to Pay for College
    Oct 3 2024

    My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions.

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    YouTube: @jillonmoney

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    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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    19 mins