Jill on Money with Jill Schlesinger | A Large Financial Windfall and Disability Insurance

A Large Financial Windfall and Disability Insurance

Jill on Money with Jill Schlesinger - August 23, 2018 - 33:52

Digging out from under our pile of calls and emails has been a struggle all year long, and there’s really no end in sight. It’s definitely a good problem to have and one that will certainly lead to more shows like today’s episode that only features questions from you, our fabulous listeners! If you like what you hear, please let us know by sending a quick note or by leaving a comment in iTunes. First up this week was Lisa from the Bay Area who is having a terribly hard time getting disability insurance. She’s young, healthy, has a good job...so what’s the issue? Wait till you hear this one. After Lisa we jumped into a variety of emails. We talked about saving for a house downpayment versus saving for retirement, transferring a 401(k) into an annuity (NO!!!), the benefits of using a Roth 401(k) and a Roth IRA, and the best places for short-term investments. After the emails we went back to the phones and took an inheritance call from Jenny in Seattle. We’ve been taking listener calls for just about eight years now...I can easily say that this will go down as one of the most memorable calls in the history of my podcast and radio show. Me writing about it will do it no justice so you’re going to have to listen. It was incredible. If you have a money question, just email me! “Better Off” is sponsored by Betterment. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50

Previous Episode

Ways to Save for Retirement

August 21, 2018 - 10:36

There's a variety of ways to save for retirement. You can do it at work via a workplace sponsored plan such as a 401(k), you can open a...

Let's Go!

Next Episode

First Time Home Buyer

August 28, 2018 - 06:26

Few things are bigger than buying your first home. That's why you want to make sure you approach it in the right way. That's the chat I...

Let's Go!

About The Show

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.