Our Retirement Plan, Would You Change Anything?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 3 August 2022
⏱️ 16 minutes
🧾️ Download transcript
Summary
As we get closer and closer to retirement, we feel like our plan is solid, but we want to make sure there's nothing we're missing.
Have a money question? Email us, ask jill [at] jill on money dot com.
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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 Show. |
| 0:05.7 | It's Wednesday, August 3rd, and we are here trying to take the mystery out of your financial |
| 0:10.7 | life. |
| 0:11.7 | The way that we do that is we answer financial questions. |
| 0:15.1 | And it doesn't really matter what the question is about. |
| 0:17.8 | It matters that there is some sort of financial component to it. |
| 0:21.0 | It could be emotional also, but that there is some dollar amount that is involved. |
| 0:25.7 | So if you are thinking about whether to take one job offer versus another, whether or |
| 0:31.5 | not your retirement goals are reasonable ones. |
| 0:35.0 | Whether you should be looking at 529 plans or another way to finance your kids' education, |
| 0:40.7 | we'd love to hear from you. |
| 0:42.1 | Just go to JillOnMoney.com, click the contact us button, and let us know if you would |
| 0:46.6 | be willing to come on the air. |
| 0:48.1 | Now Mark, before we came on the air, I was walking the dogs. |
| 0:51.9 | And one of our friends from CBS News was on the line with me, and she had a very simple |
| 0:57.2 | question. |
| 0:58.2 | She said, you know, I listen to your podcast every day, and she said, you know, I'm paying |
| 1:01.4 | somebody 1% to essentially manage money, but also due to financial planning. |
| 1:09.0 | And I'm not sure whether I'm getting, like if it's worth it. |
| 1:12.6 | And it was very interesting because I kind of broke it down with her. |
| 1:15.1 | And so that seems to me like a very good question to be asking right now, you know, markets |
| 1:19.9 | are still down on the year. |
... |
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