BONUS call: Retirement Planning
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 30 January 2018
⏱️ 13 minutes
🧾️ Download transcript
Summary
You're maxing out your 401(k) plan. You own a rental property that generates more than 2k each month. You have 150k in cash that's just sitting in the bank. You're only 36 years old. What should you do next? How do you put that 150k to work and how should it be allocated? That's exactly why Monica from Brooklyn gave us a shout on the latest BONUS call. Great call! Have a finance related question? Go to jillonmoney.com for all the contact info 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 Apple Podcasts. 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/ 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. We're sponsored by Betterment, the largest independent online financial advisor. |
| 0:10.6 | This is when we talk to you and we get to vet your various financial issues. And I don't want you to be scared. |
| 0:18.1 | I don't want you to be embarrassed because you can do things like change your name, change your location. And unless you have an incredibly distinctive voice, |
| 0:25.3 | I promise you that no one's going to know that it's you. Okay. So if you want to get on the program, |
| 0:31.3 | all you have to do is you can hop onto the website at jillonmoney.com. That's the website. Or you can |
| 0:37.2 | just send us an email. Ask jill atillonmoney.com. That's the website. Or you can just send us an email. |
| 0:38.3 | Askjill at betteroffpodcast.com. Ask jill at betteroffpodcast.com or go on to my website, |
| 0:45.0 | jillonmoney. Either way, you'll get on the air. And that's what Monica did. Monica is in Brooklyn. |
| 0:51.9 | Monica, listen, I live in New York. I don't go to Brooklyn a lot, but I want to tell you one thing. |
| 0:56.3 | Last weekend, I was in Dumbo, which is a very weird statement for me to make. |
| 1:02.2 | And it was absolutely beautiful. |
| 1:04.3 | It was like a rainy night and the mist lifted. |
| 1:07.3 | And there was the Manhattan Bridge. |
| 1:09.0 | And it was gorgeous. |
| 1:10.2 | Do you live anywhere near Dumbo? |
| 1:12.3 | Not near Dumbo, but I've been in Brooklyn for years and it is definitely the place that |
| 1:18.9 | stole my heart from all sorts of angles. That's so great. Monica from Brooklyn, what is it that |
| 1:25.2 | we can do to help you out today? Well, I just wanted to say that I'm a huge fan, first of all, and thanks for all these |
| 1:32.0 | podcasts. Last year, I took on understanding of my current and future financial situation |
| 1:37.1 | to get more in charge of it. And along the way, I discover your podcast, I think it was in |
| 1:42.9 | December. So I've been on all your |
| 1:44.9 | episodes and there's an instrumental in getting a better hold of, you know, where I am. But what |
... |
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