Can I Continue to Coast?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 12 August 2025
⏱️ 23 minutes
🧾️ Download transcript
Summary
When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. It's Tuesday, August 12th, and we are here trying to help guide you along your financial journey. Mark, maybe we're just like the Sherpas. We're going to carry your emotional baggage up the mountain. Some of you start at base camp one. |
| 0:22.9 | Some, two, three. |
| 0:24.5 | Some of you get to a peak and you're like, eh, it ain't so great up here. |
| 0:28.8 | Let me go back down. |
| 0:30.2 | So whatever's going on in your life, why don't you get in touch with us? |
| 0:34.7 | We would love to help you out. |
| 0:54.3 | All you need to do is go to jill onmoney.com. That is our website. And in the upper right corner, there is a contact us button. When you click that button, a form will pop up and you write us a note. And if you'd like to join us live, you check the box. Mark does everything else because he's the best executive producer in the world. And oh, by the way, Mark, I forgot to tell you, I've volunteered you to talk to one of the |
| 1:00.5 | producers at CBS to extol the virtues of getting a CFP designation. She asked me, well, why did Mark take |
| 1:08.8 | the CFP? So what was the reason you didn't have to? Why did you actually take the CFP exam? Why did you do all the coursework? |
| 1:15.6 | Well, I think first and foremost, I thought it would help me, you know, doing what I do with you. |
| 1:20.4 | I mean, everything I do is based around personal finance. |
| 1:23.8 | So I wanted to go a little bit deeper and I figure, what's the worst case scenario? |
| 1:28.2 | Like, you know, plays no role in my job whatsoever. |
| 1:30.5 | And then I have all the knowledge for myself. finance, so I wanted to go a little bit deeper, and I figure, what's the worst case scenario? |
| 1:28.2 | Like, you know, plays no role in my job whatsoever. Then I have all the knowledge for myself and my personal life. What part of it did you find more difficult as somebody who was, you know, |
| 1:32.0 | sort of more of a communications journalism major in school? Was the math part of it hard for you or not? |
| 1:37.3 | Yeah, 100%. That was the biggest challenge for me was the investments part of the coursework. You know, there's like, I think there's |
| 1:45.7 | five or six different topics, insurance and, you know, ethics is one all on its own. And then there's |
| 1:50.7 | one for just investments. And that's where they go into all these different calculations and theories and this, that. |
| 1:57.5 | And that for me, that was completely foreign. |
| 2:04.2 | Okay. |
| 2:06.8 | So I'm going to definitely have you talk to her because that's what I said. |
... |
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