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Jill on Money with Jill Schlesinger

Am I Taking the Right Financial Steps?

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 10 July 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

I have a lot going on so I have several questions, but mainly, I'd love a couple more opinions on the steps I'm taking and whether I'm on track to meet my financial goals.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Jill on Money Show. It's Wednesday, July 10th, and we are here answering

0:09.2

financial questions or maybe just helping you understand what choices lie in front of you.

0:15.6

And if that's the case, if you're someone who's thinking about a big change in your life,

0:20.3

or you're approaching retirement, or you're having a baby and there's big changes that are a foot.

0:26.2

Why don't you get in touch with us?

0:27.8

All you need to do is go to our website, Jill on Money.com.

0:31.8

You click the contact us button, which is in the upper right-hand corner wherever you are on our website, and a form will pop up. You complete that form and that is the email that we receive from you.

0:43.0

If you would like to join us on the air,

0:45.0

you check the box and Mark does everything else.

0:47.0

Now while you're on the website, like to remind you

0:50.0

all of our content lives there.

0:52.0

So you can of course subscribe to this podcast you can also check out our radio show videos

0:57.2

resources and please check out the free weekly newsletter comes out every

1:01.8

Friday and Mark does a fantastic job with that.

1:05.2

Okay, so let's get into it. Today we are joined by Liz who's on the line from Colorado.

1:11.8

Hello Liz, how are you?

1:14.4

Hi, Jill and Mark, thank you so much for having me on.

1:17.4

I appreciate you.

1:18.5

Oh, that's great.

1:19.6

We're happy to chat with you.

1:20.8

Tell us what's going on. Well, I'm in a period of significant

1:26.7

transition, especially with my son and so I was hoping to get a sanity check on some of the decisions. I'm making a lot of moves financially right now as he transitions out of high school.

...

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