Are We Ready for Retirement
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 5 February 2019
⏱️ 6 minutes
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Summary
On the latest bonus call we've got Jeff from North Carolina who is looking to wind things down over the next 3-5 years. Considering they're in their mid 50s, are he and his wife in good shape or should they call an audible?
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| 0:00.0 | Welcome to the Jill on Money Call of the Week. |
| 0:06.0 | Remember, we love to hear from you and we want to get you on the air. |
| 0:09.8 | To join us, all you have to do is just send us an email. Ask Jill at Jill on money. |
| 0:16.7 | Ask Jill at Jill on money.com. That's what Jeff did. He is calling from |
| 0:21.5 | North Carolina. Hey Jeff, welcome to the program what can I do for you |
| 0:25.7 | thank you Jill well my wife and I are in our mid-50s |
| 0:30.5 | we're looking at potentially retiring in the next three to four years. |
| 0:35.8 | Well, wait, what do you mean? |
| 0:37.8 | You're so young? |
| 0:38.8 | Well, you know, retirement has its advantages and probably doesn't necessarily describe it accurately |
| 0:46.2 | We're looking to get out of the rat race more or less okay and move to something that's that's much less stressful. I think |
| 0:51.6 | Okay, so you want to keep doing something, |
| 0:53.5 | you just want to be in a position to choose what you want to do, right? |
| 0:56.6 | Yes. |
| 0:57.4 | Sounds great. |
| 0:58.0 | Okay. |
| 0:58.8 | Tell me a little bit about yourselves. |
| 1:00.4 | You got some money saved up? |
| 1:02.2 | How much do we have, pensions, anything like that? |
| 1:05.4 | What's in the calculation here for me? |
| 1:08.0 | Okay, so I'm retired military and we're pulling a pension of about 54k a year |
| 1:14.0 | In addition we have between our 401k's and our IRAs and the rest |
... |
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