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Jill on Money with Jill Schlesinger

Moving Parts in Retirement

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 13 January 2025

⏱️ 21 minutes

🧾️ Download transcript

Summary

My wife and I are retired and we're trying to decide if we should start collecting Social Security and let our investments grow or should we take money from our brokerage account and do Roth conversions? 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

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0:00.0

Real estate, it's been a cornerstone of wealth building for generations, but it's also often a

0:04.8

major headache for investors. 3 a.m. maintenance calls tenant disputes property taxes. Enter the

0:11.4

Fundrise flagship real estate fund, a $1.1 billion real estate portfolio built for you. We're talking

0:18.6

more than 4,000 single-family homes in thriving Sunbelt communities,

0:23.5

3.3 million square feet of in-demand industrial facilities, all professionally managed by an

0:30.3

experienced team. With the flagship fund, you're tapping into real estate's most attractive

0:35.5

qualities, long-term appreciation potential,

0:38.8

a hedge against inflation, diversification beyond the stock market.

0:43.0

Check, check, check.

0:44.8

All without complex paperwork, massive down payments, or sole-sucking landlord duties.

0:50.5

Visit funrise.com slash Jill on Money to explore the portfolio.

0:54.9

Check out historical returns and see just how easy it can be to add real estate to your investing strategy.

1:01.6

Carefully consider the investment objectives, risks, charges, and expenses of the Fundrise Flagship Fund before investing.

1:09.4

This and other information can be found in the fund's prospectus at fundrise.com slash

1:14.7

flagship.

1:15.7

This is a paid advertisement.

1:20.9

Welcome to the Jill on Money Show.

1:23.1

It's Monday, January 13th, and we are here trying to help you make better, less bad, more considered

1:29.4

financial decisions. Now, some of you are really smart. You really don't need our guidance,

1:35.1

but maybe you need a little cheerleading. Maybe you need a little coaching. Some others may feel like,

1:41.0

oh, you're embarrassed. Don't worry. It's just us and everybody listening.

1:45.4

And if you've got something going on, we really would be loving it.

...

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