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Jill on Money with Jill Schlesinger

Peace of Mind With Allocations Heading Into Retirement

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Education, Business, Investing

4.61.9K Ratings

🗓️ 25 September 2025

⏱️ 18 minutes

🧾️ Download transcript

Summary

I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Transcript

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0:00.0

Welcome to the Jill on Money Show.

0:05.4

It's Thursday, September 25th, and we are here trying to help you make more rational

0:12.3

financial decisions.

0:14.2

Now, the reason why I say that about rational is that so much about our financial lives

0:19.6

is influenced by our feelings, our emotions.

0:23.2

You think it's just a mathematical equation.

0:25.5

And lo and behold, nope, that's not how it rolls.

0:28.2

And so if you feel emotional about something, don't judge yourself for that.

0:33.1

That's totally normal.

0:34.7

But do get in touch with us because we may be able to help parse through

0:39.6

some of the emotions and get you to the other side to what is really a set of options that

0:47.0

you might consider.

0:48.3

So if that's you, if I'm talking your language, then just go to our website, jillonmoney.com, click the contact us button,

0:57.0

write us a note. If you would like to join us on the air live, just check the box. Mark will do

1:01.8

everything else. Don't forget to sign it for the free weekly newsletter while you're on the website.

1:06.8

Okay, let's get into it. We are talking to Mary, who joins us from Ohio.

1:11.5

Hi, Mary.

1:12.6

Hi, Jill and Mark.

1:13.9

Thanks for having me on the show.

1:15.3

I've been a listener for five years, and I love all the advice that you give.

1:20.3

Oh, thank you so much.

1:21.6

We really appreciate that.

...

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