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Jill on Money with Jill Schlesinger

Moving Funds in Retirement

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 27 January 2024

⏱️ 17 minutes

🧾️ Download transcript

Summary

I'm recently retired and find myself moving some funds around. Am I moving them in the right places? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Are you making some New Year's resolutions,

0:03.1

perhaps some New Year's financial resolutions?

0:07.6

I bet that high on your list is,

0:10.1

I better complete my estate planning and life insurance analysis before I talk to Jill and Mark

0:16.2

because they're going to just bug me about it. And the reason that I am your perfect nudge about these issues is that these are solvable problems that you have control over.

0:29.4

And frankly, starting the new year, knowing that you have found the right life insurance to protect

0:34.6

your family is as easy as going to policy genius.

0:39.8

And by the way, you get your life insurance now, it means you've got peace of mind for 2024 and beyond.

0:46.7

So if something were to happen to you, your family can cover expenses.

0:51.4

With policy genius, you can find life insurance policies that start at just

0:55.3

$292 per year for a million dollars of coverage. Some options offer same day approval and

1:01.9

avoid unnecessary medical exams.

1:05.0

Save time and money and give your family a financial safety net with policy genius.

1:10.0

Head to policy genius.com to get your free life insurance Genius.

1:13.0

To get your free life insurance quotes and see how much you could save.

1:17.0

That's Policy Genius.

1:20.0

This episode is brought to you by Huell.

1:22.0

Whether you're diving into dry January. This episode is brought to you by Huyall.

1:23.0

Whether you're diving into dry January, embracing

1:25.8

veganary or chasing a fitness target,

1:28.4

a new year comes with new goals.

1:30.4

Support them all with Huyall.

...

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