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Jill on Money with Jill Schlesinger

Managing Taxes in Retirement

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 23 May 2023

⏱️ 19 minutes

🧾️ Download transcript

Summary

With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

Click on a timestamp to play from that location

0:00.0

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0:10.4

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0:18.4

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0:22.3

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0:25.9

Look for on-pack, info and co-cap for how to enter and tease and seize.

0:28.6

Entrance must be 18 plus.

0:33.8

Welcome to the Jill on Money Show.

0:35.6

It's Tuesday, May 23rd.

0:38.0

And we are here trying to help you make sense of the financial choices that are within your grasp.

0:45.1

And why do I say it like that?

0:46.7

Because so often we hear from you and there are many things that you call about or talk to us about.

0:52.8

And it's very micro sometimes like I have a specific question about this investment.

0:57.7

And then it leads to a broader conversation about what's going on in your overall financial life.

1:03.8

And since Mark and I are both trained as not trained certified financial planners because

1:09.2

Mark, I don't feel like your training isn't sort of as a certified financial planner, but mine is.

1:13.7

And I did that for a long time.

1:15.7

I know that what's going on in your life and who you are as a human being is really the driver of

1:20.8

every single one of these conversations.

1:23.2

So if you would like to join us and talk about who you are, the things that you're contemplating

1:28.8

that might have a ramification around your finances, get in touch with us.

...

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