Is My Portfolio Too Risky?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 28 March 2021
⏱️ 10 minutes
🧾️ Download transcript
Summary
When you're younger you don't spend too much time thinking about risk, but as you get older, it suddenly becomes more and more prevalent.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money Podcast. It's Sunday, March 28th. And we are here to try to |
| 0:10.8 | help you navigate all the financial issues that are arising in your lives. We got some |
| 0:17.0 | really fun response, by the way, to last weekend's interview with Cal Newport. Some of |
| 0:21.4 | my friends listened to me and they basically said, Oh my God, how do we get our employers |
| 0:27.2 | to just dump email because we're all drowning in it. If you missed that show, go check it |
| 0:31.8 | out. I thought it was particularly good one. I know Mark and I needed a little therapy. |
| 0:35.8 | So it worked for us. If you've got a financial question for yourself, we'll give you that |
| 0:41.1 | financial therapy. All you have to do is send us an email, ask Jill at JillonMoney.com. |
| 0:47.0 | If you're on our website because you've signed up for our free weekly newsletter, maybe |
| 0:51.2 | just hit the contact button. Don't forget to tell us if you'd like to join us on the |
| 0:55.8 | air live. Mark does all the work. That is what Ari did. Ari is on the line from New York. |
| 1:03.2 | Welcome Ari. What can we do for you? Hey Jill, it's wonderful to be here. I'm a big fan |
| 1:07.9 | of yours. I love your podcast. Never miss an episode. Oh, thank you so much. Tell me what's |
| 1:13.1 | going on and how we might be able to help you out today. Sure. Well, the reason I wrote |
| 1:18.3 | was I wanted to ask your opinion on how to deal with an issue that I'm encountering as |
| 1:22.5 | I'm getting a bit older. I'm 50 years old and I'm a single man, although I'm likely |
| 1:28.9 | going to get married sometime soon. I've been accumulating assets over the years. I'm |
| 1:35.2 | a physician in New York City. As I'm accumulating assets, what I'm learning is that I have more |
| 1:41.4 | and more money in stocks than I do in bonds and I'm turning 50 now. I'm thinking I need |
| 1:48.2 | to rebalance a little bit and I'm asking you for some advice regarding this. What kind |
| 1:53.2 | of doctor are you? Because maybe I'm going to trade this financial advice for a doctor's |
| 1:56.8 | visit. I'm not sure I'm going to be able to help you because I work in a pediatric subspecial |
... |
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