BONUS call: Home Buying
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 25 July 2017
⏱️ 8 minutes
🧾️ Download transcript
Summary
This week on the BONUS call we're talking to Brian from Los Angeles. Brian and his wife have lived overseas for a while and in the process built up a nest egg of about 600k. Now back in the States they have to find a house and are wondering how to do it without blowing through all the money they've accumulated. 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 sponsored by Betterment, the |
| 0:07.2 | Smarter Way to Invest Your Money. Okay, if you want to join us live you've got |
| 0:11.8 | two chances every week to get on the air. It's this |
| 0:14.5 | quickie version that we do on Tuesdays and then we do the longer version on our |
| 0:19.1 | Thursday program. Just send us an email. Ask Jill at better off podcast.com or send us a tweet at |
| 0:25.6 | Jill on money hashtag better off. Today we're talking to Brian who is on the line from |
| 0:30.6 | Los Angeles. Hello Brian, welcome to Better Off. |
| 0:34.0 | What can I do for you? |
| 0:35.1 | Thanks for letting me on. |
| 0:36.5 | Sure. |
| 0:37.8 | My wife and I have been living abroad, and now we've returned to the US,S. and we've built up a nest egg and so we're not |
| 0:46.7 | exactly sure what we should do with it. Maybe I could just give you a little bit of an outline. |
| 0:50.8 | Absolutely. So what we want to do is we want to use part of that money towards a down payment for a house and |
| 0:59.4 | then the rest we want to put towards retirement. |
| 1:02.4 | And so I guess I have two questions. |
| 1:04.4 | The first is, how much should we have set away for retirement |
| 1:08.4 | at this point in our lives? |
| 1:09.8 | We're both in our late 30s. |
| 1:11.9 | And then the second question is because we've been we haven't had |
| 1:15.8 | access to like a 401k we haven't been able to put it to these tax advantage |
| 1:19.5 | accounts and so what's the best way to do that or the most efficient way to do that? |
| 1:24.0 | Okay, two questions for you. |
... |
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