BONUS call: Retirement Planning
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 30 January 2018
⏱️ 13 minutes
🧾️ Download transcript
Summary
This week on the BONUS call we do retirement planning with Barry from Pennsylvania. Barry and his wife are looking to retire in a few years and want to make sure they're on the right track. As you'll hear, there are many questions that need to be asked before giving a thumbs up or down. 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 in iTunes. Have a question? Email us at askjill@betteroffpodcast.com.
Transcript
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| 0:00.0 | Welcome to the Better Off Bonus Call the Week. We're sponsored by Betterment, the largest independent online financial advisor. |
| 0:10.0 | This is when we talk to you, we get to vet your various financial issues. |
| 0:16.0 | And I don't want you to be scared. |
| 0:18.0 | I don't want you to be embarrassed because you can do things like change your name, change your location, |
| 0:22.0 | and unless you have an incredibly |
| 0:24.2 | distinctive voice, I promise you that no one's going to know that it's you. |
| 0:29.4 | So if you want to get on the program, all you have to do is you can hop onto the website at |
| 0:35.0 | Jill on Money.com that's the website or you can just send us an email ask Jill at better |
| 0:39.4 | off podcast dot com ask Jill at better off podcast. |
| 0:43.2 | com or go on to my website Jill on money.com. |
| 0:46.4 | Either way, you'll get on the air. |
| 0:48.7 | And that's what Monica did. |
| 0:50.2 | Monica is in Brooklyn. |
| 0:51.9 | Monica, listen, I live in New York, I don't go to Brooklyn a lot. did. weird statement for me to make and it was absolutely beautiful. It was like a |
| 1:04.8 | rainy night and the mist lifted and there was the Manhattan Bridge and it was |
| 1:09.5 | gorgeous. Do you live anywhere near Dunbo? Not near Dumbo, but I've been in Brooklyn for years and it is definitely the place that stole my heart from all sorts of angles. |
| 1:22.0 | That's so great. |
| 1:23.0 | Monica from Brooklyn, what is it that we can do to help you out today? |
| 1:27.0 | Well, I just wanted to say that I'm a huge fan, first of all and thanks for all these podcasts. |
| 1:32.0 | Last year I took on understanding of my current and future |
| 1:36.0 | financial situation to get more in charge of it and along the way I discover your |
| 1:41.0 | podcast I think it was in December. |
... |
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