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Coaching for Leaders

322: How to Manage Your Money, with Jill Schlesinger

Coaching for Leaders

Dave Stachowiak

Management, Careers, Business

4.8 • 1.6K Ratings

🗓️ 6 November 2017

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jill Schlesigner: Jill on Money

Jill Schlesinger is the Emmy-nominated Business Analyst for CBS News, 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 has been recognized as a Top 10 LinkedIn Influencer and a Top 10 LinkedIn Voice. She’s the author of The Dumb Things Smart People Do with Their Money: Thirteen Ways to Right Your Financial Wrongs*.

Key Points

  • First Three Financial Steps:
    1. Pay off consumer debt
    2. Create emergency fund of 6-12 months of living expenses
    3. Maximize retirement contributions
  • You only need a financial advisor once you’ve achieved the first three financial steps.
  • Life insurance is a cornerstone of a family’s financial security.
  • Think about if your death would result in financial hardship for someone else.
  • 90% of people should buy term life insurance.
  • Make sure your advisor is held to the fiduciary standard.
  • Put a freeze on your credit file for each of the credit bureaus.

Resources Mentioned

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Transcript

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0:00.0

You've heard me say it lots of times. To lead well, you need to lead yourself well first.

0:06.0

And one key area of life is how you're managing your finances.

0:10.0

On today's episode, the critical things to know about retirement, investments, insurance,

0:15.2

credit agencies, and more.

0:17.0

This is Coaching for Leaders, episode 322.

0:21.0

Produced by Innovate Learning, Maximizing Human Potential.

0:27.0

Greetings to you from Orange County, California.

0:32.8

This is coaching for leaders, and I'm your host, Dave Stahoviac.

0:37.4

Leaders aren't born, they're made, and this weekly show gives you access to the practical

0:42.4

wisdom that will empower you to become

0:45.3

a better leader.

0:46.7

If you've been listening to the show for a while, you know that once in a while I take a little

0:50.5

bit of a step sideways from the core topics of leadership to

0:54.2

zero in on a topic that is one that be of importance to all of us as leaders

1:00.0

but may not necessarily be the first thing we think of when we think of leadership.

1:04.4

And one of those topics is how we handle our finances and our money.

1:10.5

You've heard me say many times if we're going to be an effective leader, we need to be able to take

1:15.4

care of ourselves first. And there are many things that fall under that umbrella, and one of the

1:19.1

key ones is what we are doing or not doing to take care of our finances and manage our wealth

1:25.8

so that we can do better for ourselves, for our families, and ultimately be better to serve our organizations.

1:33.0

And today I am thrilled to welcome a guest

1:35.3

who is an expert on money and finances

...

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