Simplify your Investments I Jill on Money

Поділитися
Вставка
  • Опубліковано 9 лют 2024
  • On this episode of Jill on Money, Jill Schlesinger and Mark Talercio talk with Susan, who needs help with how to simplify her overwhelming amount of individual investments and stock picks. If you'd like to submit a question for Jill on Money, visit: www.jillonmoney.com/contact.
    Jill is an Emmy and Gracie Award winning Business Analyst for CBS News and host of the Jill on Money podcast.
    👕 Check out The Compound shop: www.idontshop.com
    🎙️ Listen to our podcasts:
    The Compound and Friends: link.chtbl.com/compoundandfri...
    Animal Spirits: link.chtbl.com/animalspirits
    Ask The Compound: link.chtbl.com/askthecompound
    Instagram: / thecompoundnews
    Twitter: / thecompoundnews
    “Jill on Money” is a publication by Jill Schlesinger, the content creator. Jill Schlesigner is not an employee of Ritholtz Wealth Management. This podcast is for informational purposes only and should not be relied upon for investment decisions. Investing involves the risk of loss. Nothing in this podcast should be construed as a solicitation of an offer to buy or hold, an interest in any investment product.
    The opinions expressed in this video are those of Jill Schlesinger and her guests. They do not purport to reflect the opinions or views of Ritholtz Wealth Management or its employees. Any recommendations or presentation of material therein do not imply the expression of any opinion whatsoever on the part of Ritholtz Wealth Management concerning the suitability or reliance on any financial topics discussed. The Compound and Friends is hosting “Jill on Money” videos for purposes of distribution for Jill Schlesinger through Wealthcast Media, an affiliate of Ritholtz Wealth Management. Wealthcast Media, from time to time, generates advertising revenues on its media channels and has agreements in place to share those revenues with content creators. Ritholtz Wealth Management is not a client or investor with Jill Schlesinger. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship, or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees.
    Jill’s Disclosures:
    All opinions expressed by Jill Schlesinger on this website and on the “Jill On Money” radio show are solely Jill Schlesinger’s opinions and do not reflect the opinions of CBS News, its parent and affiliated companies or radio station affiliates. You should not treat any opinion expressed on this website or on the radio show as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies and radio station affiliates make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the radio show, and any opinion expressed on this website or on the radio show should not be relied upon as complete or accurate. Before acting on any information on this website or on the radio show, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.
    #thecompound #personalfinance #investing
  • Розваги

КОМЕНТАРІ • 17

  • @robframe134
    @robframe134 3 місяці тому +4

    Love Dr. Jill. This is my favorite book: The Dumb Things Smart People Do with Their Money: Thirteen Ways to Right Your Financial Wrongs

    • @shatzofhudson
      @shatzofhudson 3 місяці тому +1

      yep, it took this comment for me to finally realize that Jill on Money is the same person who wrote The Dumb Things Smart People Do with Their Money lol

  • @windycitybeats6724
    @windycitybeats6724 3 місяці тому +3

    I absolutely agree about stopping the ROTH conversions. That can wait and not only that, based on how much she is making now when she retires she'll probably still be in a low tax bracket and can convert then later down the road

  • @michaelmiller6843
    @michaelmiller6843 Місяць тому

    Love the video interviews

  • @ezyryder11
    @ezyryder11 3 місяці тому +5

    Chart on chart off

  • @AG-hl1ni
    @AG-hl1ni 3 місяці тому +3

    Consolidate into the s&p 5oo thats it.

  • @lunaazulgardensuitesandcas7985
    @lunaazulgardensuitesandcas7985 3 місяці тому +9

    Trader Joes is one of the best stores Its certainly not processed food compared to anywhere but health food stores

  • @user-ql4ud9zr7m
    @user-ql4ud9zr7m 2 місяці тому +1

    Living of parent’s future money great

  • @rossmacintosh5652
    @rossmacintosh5652 3 місяці тому +6

    It would have been interesting to hear what stocks Susan has held long term and still holds in her brokerage account. Maybe she's doing better that Warren Buffett and her holdings aren't the duds as Jill & Mark's comments seem to imply. My point is holding stocks isn't necessarily something that needs to change. It really depends on what the holdings are.
    I also wonder if those brokerage holdings are paying her dividend income that she's been paying taxes on year after year, or simply unrealised capital gains?

  • @muymono5976
    @muymono5976 3 місяці тому +2

    love ya both...p.s. fix the compound emails; the link to Jill on Money no funciona

  • @FS-rf1uj
    @FS-rf1uj Місяць тому

    Great content, thank you
    A little less banter at the start of your shows though😊

  • @crohmer
    @crohmer 3 місяці тому +7

    trader joes is useless? Get this guy out of here, what a joke

  • @randy74989
    @randy74989 3 місяці тому +1

    Boogleheads 3 or 4 fund portfolios will simplify your investments. Just pick core equity and bond holdings plus a money market fund for your cash. Cash is not Trash LOL

  • @SMTraz
    @SMTraz 3 місяці тому +13

    We live in a tech world/society and that trend will continue. Make sure you have enough US tech in your portfolio. Regular core indexes or funds are not enough. VUG, VONG, QQQ are all wonderful choices.

    • @Username_CC_
      @Username_CC_ 3 місяці тому +7

      chill and buy VT and dont chase hype

    • @SMTraz
      @SMTraz 3 місяці тому

      @@Username_CC_ Hype for the past 15 years and counting? LOL.

  • @Asstronauts93
    @Asstronauts93 3 місяці тому +2

    im 30 but ill date the caller XD