How to Preserve Our Assets
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 16 April 2019
⏱️ 13 minutes
🧾️ Download transcript
Summary
You've done a great job of saving and are now retired. All is good, right? Except if you're worried about preserving your assets. That's the conversation with Leath from North Carolina.
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Call of the Week. If you would like to ask a financial |
| 0:08.6 | question or a career question or a retirement question or anything else on your mind, we'd love to hear from you. |
| 0:15.6 | All you have to do, send us an email. |
| 0:18.0 | Ask Jill at Jill on Money.com. |
| 0:20.6 | Ask Jill at Jill on Money.com, or you can always get to us from the website, Jill on Money.com, or you can always get to us from the website |
| 0:24.3 | Jill on Money.com and just click on the contact us button. Today we've got Leith |
| 0:29.9 | from North Carolina. What can I do for you? So listen, recently retired gave |
| 0:36.3 | us and gave my wife and I an opportunity to take a look at our savings and |
| 0:41.0 | our IRAs and our 401s and everything and combine them. our |
| 0:43.4 | savings and our Ira's and our 401's and everything and combine them and more or less have a better view |
| 0:48.0 | of what we have now in terms of our retirement savings. |
| 0:53.0 | Okay. |
| 0:54.0 | So my question to you is, our savings are made up of IRAs, 401s, some cash, some real estate and that |
| 1:01.4 | type of thing, but you know, I'm not an expert in finance so my |
| 1:05.6 | concern is how do I know or what are some flash points that I should be aware of to say |
| 1:11.6 | hey wait a minute are we in good shape in case we have another economic downturn? |
| 1:16.6 | I just want to be prepared and not caught off, you know, not knowing what to do when I start to see the warning signs. |
| 1:23.3 | You know, I think that's a great question. |
| 1:25.1 | Let me go back first and do the more mundane stuff, which is you and your life. |
| 1:30.2 | So you are retired. |
| 1:31.2 | How old are you? |
| 1:32.5 | I am 67. |
... |
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