BONUS call: Health and Money
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 20 June 2017
⏱️ 11 minutes
🧾️ Download transcript
Summary
This week we have one of the more interesting BONUS calls that we've taken on Better Off. You know, life isn't always as we plan it...it's not always a simple, straight line. Things come up, especially health related items that can make it difficult when doing a financial plan. Mike from Tennessee falls into this category. Given some recent poor test scores, and the fact that his father died of a heart attack at 59, Mike, currently 49, wants to retire early. The good news is that Mike and his wife have a nest egg of about $2.5 million. Given that Mike is asymptomatic, we hope he lives a long life and is able to reap the rewards in retirement. 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. |
| 0:05.8 | We're sponsored by Betterment, the smarter way to invest your money. |
| 0:08.6 | Now remember, this is the extra episode where you get to ask me a financial question. |
| 0:15.0 | Anything that's on your mind and it can be about your investments, |
| 0:18.0 | it can be about your retirement, your estate planning, |
| 0:20.5 | you're selling a house, what you think you ought to do, anything that's out there. If I don't know the answer well find out where I can get the answer and get back to you but you have two chances to get on the air every single week today's episode on Tuesday the bonus call of the week, and then on the longer |
| 0:34.9 | show on Thursdays. But you've got to let us know who you are and whether you want to be on the |
| 0:39.5 | show, just send us an email. Ask Jill at better off podcast dot com that's what Mike from Tennessee |
| 0:45.3 | did hi Mike welcome to better off how are you doing great doing great how about |
| 0:50.8 | yourself I'm fantastic how can I help you today? Yes, I have a retirement question. |
| 0:57.8 | I'm currently 49 years old, my wife is as well, we don't have any children and I was on track to try to early retire and I was trying to do so |
| 1:06.2 | fairly comfortably but recently I went and had what's called a coronary calcium score, which basically is a rough |
| 1:14.4 | indicator of how much plaque you have in your coronary arteries. I did this because my |
| 1:19.0 | dad died of a heart attack when he was 59 years old. So that's why I went on track to try to early retire because I didn't want to go down that path. |
| 1:28.0 | So the calcium score did not come back very good for my age group, bottom 8 percentile, as far as a |
| 1:36.2 | predictability of coronary calcium. |
| 1:38.1 | So that's not good. |
| 1:39.9 | That puts you in a high-risk group. |
| 1:41.4 | So considering maybe making its lifestyle changes earlier than I was going to in the way |
| 1:46.8 | the retirement I did make the lifestyle changes in the way of exercise and all that |
| 1:51.1 | briefly so I just want to give you my current situation and see |
| 1:58.8 | what your thoughts are on you know retiring you know within the next year as opposed the next three to four |
... |
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