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Welcome to the Jill on Money Show. It's Saturday, July 20th, and we are here trying to help you make better financial decisions.

If you've got something going on in your life that remotely touches your money, please get in touch with us.

All you need to do is go to our website, jillonmoney.com, click the contact us button, and let us know if you would like to join us on the air live we'd love

to have you check the box don't forget mark will do everything else while you're on the website

you can check out our other stuff we've got a blog we've got videos we've got resources and you

can also sign up for the free weekly newsletter which comes out every single Friday. Mark does a great

job with that. Okay, right now, let's talk to Mike, who's on the line from Michigan.

Hey, Jill, thanks for having me. Question, we're, my wife and I are in our, our low 50s and starting to

have conversations with, you know, friends and with ourselves about

what the next step might look like. And so we're talking about investments and retirement and so on.

And one of the questions that continues to come up, particularly as I talk with like friends and

colleagues, is, oh, I've got this financial planner

and they're really helping me think about tax strategies or income in retirement or whatever.

And I'm like, geez, I don't have a tax or a financial advisor. I wonder if that's something

I should really be thinking about. So I thought I'd connect with you and see if I could get your advice.

So tell us a little bit about you and your wife.

You said you're in your 50s.

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