BONUS call: Retirement Planning
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 18 July 2017
⏱️ 9 minutes
🧾️ Download transcript
Summary
This week on the BONUS call we chatted with John from Philadelphia. The call started with John wanting to know how he and his wife can find a financial advisor. By the time the call was over, let's just say the game plan changed for John. Remember folks, there are certain things that need to be happening before you're ready to take the next step. This call will help walk you through the process. 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 smarter way to invest your money. |
| 0:09.0 | Okay, this is the episode where we get to do a quick, great call with one of you. |
| 0:13.6 | If you would like to get on the program with us, here's how you do it. |
| 0:17.1 | You send us an email, ask Jill at betteroffpodcast.com, or tweet us a question at |
| 0:22.1 | Jill on money, hashtag Better Off. Remember, two chances to get on the air, once on Tuesdays, |
| 0:27.3 | this short episode, and then on our longer show on Thursdays. Today, we are talking to John from |
| 0:33.3 | Philadelphia. Hi, John. Welcome to Better Off. What can I do for you? Hi, Jill. Thank you very much, |
| 0:39.4 | first of all. I love the podcast. Thank you. Very, very helpful. Excellent. My wife and I, |
| 0:46.1 | we both came from families that aren't necessarily, what I would say is financially illiterate. |
| 0:53.3 | And we're trying to change that around. |
| 0:55.2 | So we've been listening to the podcast. |
| 0:56.9 | We understand the benefits of having a financial advisor. |
| 1:00.1 | We went to the NAFSA website. |
| 1:01.9 | We looked up fiduciaries to help us. |
| 1:05.5 | And when we started investigating, it looked like all of them charge anywhere between like |
| 1:10.3 | 1,000 and $2,000, |
| 1:11.8 | which isn't something that we necessarily have right now. |
| 1:16.2 | And my question overall is, when do you engage a financial advisor? |
| 1:22.0 | Like, when is the best time? |
| 1:23.8 | And we've done certain steps, like, we contribute the matching amount for our 401Ks, where we we're setting up an emergency fund we've paid down all of our debt aside from our house and our school loans so we're just trying to figure out when the right time is to engage that person and when that investment is going to be something that's actually smart to do. |
| 1:48.4 | Okay, this is a great question, and so often do we receive this one. So you're married, you've got no debt except the mortgage, right? |
| 1:53.2 | And school loans. |
... |
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