Bonus Mailbag #21: Planning Ahead: Family, Retirement & Real Estate

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.7 • 1.5K Ratings

🗓️ 30 July 2020

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, we dive into all your questions on investing in an IRA vs. a money market fund, what to do with your stocks during times of market volatility, and whether you can open a 529 for a child who hasn’t yet been born. We also tackle a question on planning for the financial needs of an autistic older brother, and a question on balancing retirement contributions amidst mortgage refinancing and HELOCs. Got a question for us? Email us at mailbag@hermoney.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You're listening to an airwave media podcast.
0:06.0	Her money is brought to you by Fidelity Investments.
0:09.0	Fidelity is committed to helping clients through any market conditions with financial planning and advice when you need
0:14.9	it most. Learn more at fidelity.com. Hey everybody I'm Jean Chatsky.
0:29.6	Thank you so much for being here with us today.
0:33.0	Over the last few months,
0:34.8	Catherine Tuggle, my partner in Crime at her Money.com
0:39.0	and I, we have heard from so many of you
0:42.1	who have questions about the future which is understandable because
0:45.3	the future seems so uncertain right now. Some of you are wondering about the impact of the
0:52.0	pandemic on your lives. Some are looking ahead
0:56.1	to plan for a day when this time in our history will hopefully be a distant memory.
1:02.8	We decided that we were going to dive into our mail
1:05.1	bag this week with a special episode
1:07.8	to tackle some of these questions
1:10.0	and to just try to get the answers you need.
1:13.6	Hey, Catherine.
1:14.7	Hey, Jean.
1:15.7	So you're in New York today?
1:17.6	I am here in New York City, holding down the fort.
1:20.4	And I'm in the burbs, holding down the fort here. How's it going with the sale of your home? Oh my God. Oh my God that is a subject for another episode.
1:31.0	All right. Suffice it to say, my renovation on the new place is stalled.
	...

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