BONUS call: Asset Allocation
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 22 August 2017
⏱️ 10 minutes
🧾️ Download transcript
Summary
This week on the BONUS call we're talking asset allocation with David from Virginia. For years David has been saving and not really paying attention to his various accounts. Now that he's a little older, he recently checked in on them and was pleasantly surprised to see how much his accounts have grown. Up until now everything David has saved has been 100% invested in stocks. Now that he's in his 30s is it time to start diversifying? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2
Transcript
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| 0:00.0 | Welcome to the Better Off Bonus Call of the Week. |
| 0:05.7 | We're sponsored by Betterment, the largest independent online financial |
| 0:09.7 | advisor. |
| 0:10.3 | Now remember, I love doing these segments because I am the senior CFP board |
| 0:15.0 | ambassador or a certified financial planner. Mark wants to be a certified financial |
| 0:19.3 | planner. We love this stuff. He's not sure he wants to be a financial planner but he likes the knowledge but we love this stuff. He's not sure he wants to be a financial planner but he likes the |
| 0:23.2 | knowledge but we love this stuff. We love to talk to you about what's going on in your |
| 0:27.8 | bigger picture financial lives. So if you'd like to join us on the program send us an email ask Jill at better off podcast.com |
| 0:35.9 | Ask Jill at better off podcast.com two chances to get on the program this bonus call the week, as well as on our longer show on |
| 0:44.6 | Thursdays when we add the listener question of the week after the interview. |
| 0:49.0 | So give us a shout, we'd love to hear from you, and right now we're going going to Ari who's on the line from New York. |
| 0:54.8 | Hello Ari and how are you? |
| 0:57.6 | Hey Jill, it's wonderful to be here. |
| 0:59.6 | I'm a big fan of yours. |
| 1:00.7 | I love your podcast. |
| 1:02.0 | Never miss an episode. |
| 1:03.0 | Oh thank you so much tell me what's going on and how we might be able to help you |
| 1:07.8 | out today. |
| 1:08.8 | Sure well the reason I wrote was I wanted to ask your opinion on how to deal with an issue that I'm |
| 1:14.1 | encountering as I'm getting a bit older. I'm 50 years old and I'm a single man |
| 1:20.0 | although I'm likely going to get married sometime soon and I'm likely going to get married sometime soon and I've been accumulating assets over the years. |
| 1:27.0 | I'm a physician in New York City and as I'm accumulating assets what I'm learning is that I have more and more money in stocks than I do in bonds and I'm turning 50 now and so I'm thinking I need to rebalance a little bit. and I'm asking you for some advice regarding this. |
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