Retirement and College Expenses
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 14 November 2025
⏱️ 23 minutes
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Summary
Retirement and college expenses are on a collision course, how should we handle both?
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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. |
| 0:05.7 | It's Friday, November 14th. |
| 0:07.9 | And we are here trying to help you make smart financial decisions. |
| 0:13.0 | And, you know, we've already talked about this in the last week or so. |
| 0:15.9 | I just think it is going to be a very weird time when everybody goes to file their taxes next year, realizing |
| 0:22.6 | that they could have done so many wonderful things to take advantage of changes in the tax |
| 0:27.3 | rules. And then you're going to be in April and you're going to be, oh, why didn't I listen to |
| 0:30.7 | to Jill back in November? So listen up. There are a lot of things that have changed in the tax |
| 0:36.8 | code. And some of them actually applied to this year, some of them apply to next year. |
| 0:41.4 | And so if you want to get a jump on your year end tax and financial planning, you should be a subscriber to Jill on Money Live. |
| 0:49.6 | You know, that is the service where you have access to quarterly live webinars, the back catalog of those |
| 0:55.2 | webinars, bonus audio and video content, and it costs you 45 bucks for the next 12 months. |
| 1:01.3 | So our upcoming webinars next week, Wednesday, November 19th, and we are going to dive deep |
| 1:08.3 | into year-end tax and financial planning. Can I give you a tiny preview? |
| 1:12.6 | One of the things that's changing is the way that charitable contributions are treated. I don't |
| 1:19.3 | think people get this. I know that I didn't really focus on this until we did an interview with |
| 1:25.2 | a guy from Schwab from this organization called DAF Giving 360. |
| 1:30.4 | You know, if you're in the highest tax bracket, if you're in that 37% bracket, there's going to be a new cap on charitable deductions. |
| 1:37.6 | That's next year. |
| 1:38.8 | And anyone who is an itemizer is going to have to give away a little bit more money to get bang for their buck next year. |
| 1:44.4 | So this is a year right now, 2025 could be a year where you really start to think about how am I going to take advantage of the changes in the tax code. |
| 1:54.4 | $45 will allow you to join us to find out. |
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