Is Our Portfolio Too Conservative?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 24 September 2021
⏱️ 15 minutes
🧾️ Download transcript
Summary
Even though we're retired, is our portfolio too conservative? Are we missing out on returns? Should we be taking more risk?
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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 is Friday, September 24th. I do love Fridays. |
| 0:10.3 | I really do. And, you know, as much as I am a hard worker, Mark knows I don't like working |
| 0:16.4 | very hard on Fridays. That is the one day that I like to have a little bit of Jill time. |
| 0:22.8 | I have a lot of Jill time, actually. I mean, I have enough Jill time to do 275 miles. I finished |
| 0:27.7 | my virtual ride, Mark, and I reached, so that means I did the ride. I reached the goal that |
| 0:33.5 | and I doubled my fundraising goal. So I feel pretty, pretty awesome about it. Oh, you know, |
| 0:40.3 | and by the way, we're going to interview this guy soon, this guy Brad, who's a friend of cows, |
| 0:45.8 | and we're going to have him on the program. So this is a guy he's an author, and he wrote this book |
| 0:51.9 | about groundedness, but sneak preview. One of the things that he says creates sort of a |
| 0:58.0 | groundedness like a good feeling about like who you are and where you are in the universe is being |
| 1:04.8 | really content with your life and having control. And I think that even though sometimes it feels |
| 1:10.1 | like we are out of control, Mark, IE last weekend when I realized I'd left my converter for my |
| 1:15.0 | microphone in the wrong location, and I had to do spots for you, even with that little snafu day |
| 1:21.2 | and day out, I feel like we have control. And it's huge, isn't it? That's it. There is no value |
| 1:26.8 | you can put on that. And so if you're seeking more control in your life, and maybe it's because you |
| 1:31.6 | just feel out of control with your money, maybe it's because you feel out of control with where |
| 1:36.4 | your work life has led you. Maybe you need a, as our caller Cindy said, you need a gap year to |
| 1:43.2 | figure out what, what makes you tick and what you want to do next. If anything like that is going |
| 1:48.3 | on, send us a note. Our email address is askjil at JillOnMoney.com. More importantly, our website is |
| 1:56.0 | called JillOnMoney.com. And there's a lot of stuff there. Great information. You can read all the |
| 2:02.2 | articles that we've written recently and see the recent TV segments. You want to see what I look |
| 2:07.3 | like versus what I sound like. You can do that. You can listen to old shows. You can subscribe to |
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