To give you the best possible experience, this site uses cookies. Review our Privacy Policy and Terms of Service to learn more. Got it!

Robo Advisor Podcasts

Robo Advisor public [search 0]
More
Download the App!
Get it on App Store Get it on Google Play
show episodes
 
Artwork

1
MoneyWatch with Jill Schlesinger

CBS News

icon62
icon414
icon
Unsubscribe
icon
Unsubscribe
 Weekly+
 
No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
…   continue reading
 
Artwork

1
Financial Planning Conversations

Paul Resnik

icon12
icon7
icon
Unsubscribe
icon
Unsubscribe
 Monthly
 
Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: [email protected] Twitter: @paulresnik
…   continue reading
 
Artwork

1
Financial Analyst Warrior

Financial Analyst Warrior

icon25
icon5
icon
Unsubscribe
icon
Unsubscribe
 Monthly
 
Your ultimate destination for CFA ® Exam Domination. Our focus at the Financial Analyst Warrior is to help you navigate through your CFA Level 1 candidate journey in order to become a successful charterholder. The CFA Level 1 Hacks provide a fail-proof plan designed to take you by the hand, step-by-step and show you exactly the most crucial elements that you need to master in order to pass your CFA Exam once and for all. CFA Level 1 Hacks will teach you the most important formulas to memoriz ...
…   continue reading
 
Loading …
show series
 
Artwork

1
How to Handle Inheritance Money 27:34

Play Pause
icon
27:34
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
27:34icon
 
I recently inherited about $250k and I'm not quite sure how I should be putting it to use. Have a money question? Email us ⁠⁠here⁠⁠ Subscribe to ⁠⁠Jill on Money LIVE⁠⁠ YouTube: ⁠⁠@jillonmoney⁠⁠ Instagram: ⁠⁠@jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your …
…   continue reading
 
Artwork

1
The Magic of Compound Interest 19:26

Play Pause
icon
19:26
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
19:26icon
 
What exactly is compounding and why can it be so magical? Allow me to explain! Have a money question? Email us ⁠⁠⁠here⁠⁠⁠ Subscribe to ⁠⁠⁠Jill on Money LIVE⁠⁠⁠ YouTube: ⁠⁠⁠@jillonmoney⁠⁠⁠ Instagram: ⁠⁠⁠@jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad ch…
…   continue reading
 
Artwork

1
Happy Mother's Day! 17:10

Play Pause
icon
17:10
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
17:10icon
 
Happy Mother's Day from Jill and Mark! Have a money question? Email us ⁠here⁠ Subscribe to ⁠Jill on Money LIVE⁠ YouTube: ⁠@jillonmoney⁠ Instagram: ⁠@jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices…
…   continue reading
 
Artwork

1
Money Management and Military Appreciation 31:07

Play Pause
icon
31:07
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
31:07icon
 
To celebrate National Military Appreciation Month, we're joined today by Thomas Racca, a personal finance expert and manager of Navy Federal Credit Union's Personal Finance Management team, where he manages a team of financial counselors promoting financial literacy and providing budgetary guidance to Navy Federal's members. https://www.navyfederal…
…   continue reading
 
Artwork

1
Planning From Middle Age to Retirement 24:51

Play Pause
icon
24:51
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
24:51icon
 
I feel like if I can make it to retirement, my wife and I will be okay, but it's the next 10-15 years that gives me a bit of worry. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-po…
…   continue reading
 
Artwork

1
Retirement Milestones 20:44

Play Pause
icon
20:44
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
20:44icon
 
A recently released survey shows a drop in retirement confidence. Mark and I discuss what it takes to turn this around. Have a money question? Email us ⁠here⁠ Subscribe to ⁠Jill on Money LIVE⁠ YouTube: ⁠@jillonmoney⁠ Instagram: ⁠@jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy …
…   continue reading
 
Artwork

1
I’m 47, Can I Quit My Job? 20:40

Play Pause
icon
20:40
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
20:40icon
 
I'm very burnt out and contemplating leaving my current employer, where I've been for almost 25 years. Will it blow up my financial future? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/pr…
…   continue reading
 
Artwork

1
Trump vs the Federal Reserve 20:53

Play Pause
icon
20:53
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
20:53icon
 
Stocks fell last week following President Trump's criticism of Fed chair Jerome Powell. This comes after Powell warned tariffs could hurt the U.S. economy. Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices…
…   continue reading
 
Artwork

1
Introducing: What We Spend 10:41

Play Pause
icon
10:41
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
10:41icon
 
Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial spectrum are opening their wallets—and their lives—to tell you everything: what they make, what they want, and—for one week—what they spend. To learn more about listener data and our privacy practices …
…   continue reading
 
Artwork

1
Do I Need Permanent Life Insurance? 24:22

Play Pause
icon
24:22
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
24:22icon
 
I have a universal life policy that was sold to me when I was 25. I'm wondering if I should stay the course with this policy as part of my retirement strategy, and if not, how might I go about extracting myself from it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more a…
…   continue reading
 
Artwork

1
Are Home Renovations Worth It? 17:25

Play Pause
icon
17:25
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
17:25icon
 
With spring selling season approaching, homeowners are eager to remodel. On this episode we discuss which renovations can actually boost your home's value, and which upgrades may cost more than they're worth. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listen…
…   continue reading
 
Artwork

1
Last-Minute Tax Tips 14:04

Play Pause
icon
14:04
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
14:04icon
 
Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left before the deadline, it's time for some last-minute tax tips. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener …
…   continue reading
 
Artwork

1
Recapping a Wild Week on Wall Street 22:04

Play Pause
icon
22:04
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
22:04icon
 
After a WILD week on Wall Street, it's time to answer some of the most common questions we've been receiving. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about …
…   continue reading
 
Artwork

1
Are We Doing Enough in Our Mid 40s? 26:24

Play Pause
icon
26:24
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
26:24icon
 
We're in our mid 40s and want to make sure we are doing everything we can to prepare for retirement while living our life to the fullest. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/priv…
…   continue reading
 
Artwork

1
Keep Calm and Carry On 14:52

Play Pause
icon
14:52
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
14:52icon
 
Whew, what a week! Here's our latest reminder, especially for all you newbie investors, to keep calm and carry on! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more a…
…   continue reading
 
Artwork

1
Roth 401(k) vs Potential Tax Law Changes 19:52

Play Pause
icon
19:52
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
19:52icon
 
For the last 10 years I've been making Roth contributions to my 401(k) through my employer. With recent discussions of omitting income tax in favor of a consumption/sales tax, is the Roth still the best strategy? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about li…
…   continue reading
 
Artwork

1
Financial Spring Cleaning 17:31

Play Pause
icon
17:31
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
17:31icon
 
While spring cleaning is usually associated with tasks around the house, it's also a good time to clean up your finances. Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/…
…   continue reading
 
Artwork

1
I Need Help Building a Plan 28:20

Play Pause
icon
28:20
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
28:20icon
 
I'm 44 years old with young children and want to know where and how we should be focusing and strategizing for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Lear…
…   continue reading
 
Artwork

1
Navigating the Job Market 16:17

Play Pause
icon
16:17
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
16:17icon
 
Whether you're job hunting or aiming for a raise, here's some advice on where to start, how to negotiate, and the best strategies to set yourself up for success. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https:…
…   continue reading
 
Artwork

1
Planning a Reset for a Disabled Vet 21:41

Play Pause
icon
21:41
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
21:41icon
 
My time in the military has really taken a toll on me, both mentally and physically. My current job is very stressful and I'm not sure how much longer I can do it. Can I do a reset? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy pra…
…   continue reading
 
Artwork

1
Keep Calm and Stick To Your Plan 17:34

Play Pause
icon
17:34
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
17:34icon
 
It's been a week of extreme lows and some extreme highs. During a period like this it's important to tune out the noise and stick to your game plan. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyi…
…   continue reading
 
Artwork

1
Should I Buy a House Now? 16:03

Play Pause
icon
16:03
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
16:03icon
 
With spring selling season just around the corner, buyers may start to see a slight thaw of the real estate market. Is now the time to buy? Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://…
…   continue reading
 
Artwork

1
Why Should I Even Bother With Bonds? 18:48

Play Pause
icon
18:48
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
18:48icon
 
Just like we do on the this podcast, here I am on CBS Mornings answering your money questions, including one about whether or not it's even worth owning bonds. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://…
…   continue reading
 
Artwork

1
Trying to Self-Manage After Firing Our Advisor 26:55

Play Pause
icon
26:55
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
26:55icon
 
My husband and I broke up with our financial advisor about a year ago and now we're trying to self-manage. Are we on the right track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-…
…   continue reading
 
Artwork

1
Intro to Investing 101 20:06

Play Pause
icon
20:06
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
20:06icon
 
A new survey finds that the stock market is the preferred choice for long-term investing, though 21% of Americans avoid it due to intimidation. I joined CBS Mornings with tips on how to get started with investing, plus Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmo…
…   continue reading
 
Artwork

1
Managing Retirement Income 22:32

Play Pause
icon
22:32
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
22:32icon
 
We feel woefully unprepared to manage our assets to ensure a comfortable retirement and are looking for some guidance. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/p…
…   continue reading
 
Artwork

1
For the Love of Money 19:45

Play Pause
icon
19:45
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
19:45icon
 
A recent survey reveals that 40% of Americans in committed relationships have kept a financial secret from their partner. I joined CBS Mornings to explain why these financial secrets can be just as damaging as infidelity. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jil…
…   continue reading
 
Artwork

1
Worried About Social Security 15:05

Play Pause
icon
15:05
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
15:05icon
 
I'll be 69 this year and my plan is to retire in 2026 when I'll be 70. I'm starting to worry if Social Security will be there when I decide to call it quits. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney To learn more about listener data an…
…   continue reading
 
Artwork

1
Sandwich Generation Feels the Squeeze 20:46

Play Pause
icon
20:46
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
20:46icon
 
Mark and I chatting about how to ease financial strains while caring for both your parents and children. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy …
…   continue reading
 
Artwork

1
A Guide to Better Credit Scores 19:57

Play Pause
icon
19:57
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
19:57icon
 
My recent appearance from CBS Mornings and then Mark and I chatting about how to improve your FICO score as the national average hits 717. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney To learn more about listener data and our privacy practices visit: https:/…
…   continue reading
 
Artwork

1
Tax Season Is Open 15:35

Play Pause
icon
15:35
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
15:35icon
 
The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc…
…   continue reading
 
Artwork

1
Rental Property Dilemma 20:28

Play Pause
icon
20:28
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
20:28icon
 
With some rental properties as part of my portfolio, I'm wondering if it's time to sell one of them? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Lear…
…   continue reading
 
Artwork

1
Navigating the Insurance Claim Process 19:02

Play Pause
icon
19:02
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
19:02icon
 
On this episode Mark and I are discussing how to financially recover and navigate your insurance claim if you lose your home in a natural disaster. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney To learn more about listener data and our privacy practices visit…
…   continue reading
 
Loading …

Quick Reference Guide

Top Podcasts
The Bill Simmons Podcast
PTI
First Take
Marketplace
Comedy of the Week
The Bugle
How Did This Get Made?
Doug Loves Movies
Planet Money
TED Talks Daily
NBC Nightly News with Lester Holt
The World This Hour
Daily Boost Motivation and Coaching
Radiolab
Science Friday
This American Life
Criminal
Sword and Scale
In The Dark
Player FM logo
Help/FAQ | Upgrade | Advertise
Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion
Science|Soccer|Sports|Storytelling|Technology|True Crime
Copyright 2025 | Sitemap | Privacy Policy | Terms of Service | | Copyright
Episode being played series thumbnail
icon icon
Speed
Series settings
1x
1x
Volume
100%
icon
icon icon
/

View Player FM in...
Player FM
Browser
Chrome
Safari
Firefox
Listen to this show while you explore
Play