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Jill on Money with Jill Schlesinger

Planning After a Loss

Jill on Money with Jill Schlesinger

Audacy

Investing, Education, Business, Self-improvement

4.61.9K Ratings

🗓️ 1 October 2022

⏱️ 13 minutes

🧾️ Download transcript

Summary

When you're trying to plan after the sudden loss of a spouse or partner, sometimes the best action is no action, at least until you're able to take a deep breath.


Have a money question? Email me here.


Please leave us a rating or review in Apple Podcasts.


"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

Welcome to the Jill on Money Show. It is Saturday, October 1st. It is the beginning of the

0:10.0

fourth quarter. And by my estimates, I would say that we have, let's see, one, two, three,

0:20.0

four, five. I'm saying we have maybe eight weeks to capture your attention to do things before

0:28.0

the end of the year. I know it's more than that, but you know, your brain really does want to shut down

0:34.0

around these holidays. I get it. So Thanksgiving, you're going to be, I don't want to do anything.

0:38.5

Maybe there's 10 weeks, but I just, I know that the best that we can do is really focus on you and

0:45.2

your money, especially, let's say, for until mid-November. And at that time, I fully expect you guys to

0:52.0

flake out on us. I know I get it. But if you really want to stick to your game plan and you need help,

1:00.4

we are here for you. JillonMoney.com is the website. Click the contact us button and we'll get your note.

1:06.8

Oh, and by the way, on the website, two new things. Yes, we finally took the cycle for the cause off.

1:14.0

Right underneath. So when you, when you pull up JillonMoney.com, as many of you know, there's usually the

1:19.5

most recent podcast right underneath that there are two things. Take our poll, pre-order the great

1:26.7

money reset, two buttons. The poll is exactly two questions. And I'm hopeful that you have enough

1:34.7

time to answer two questions. Okay. One is a yes or no. And one is, and one has three choices. That's it.

1:43.5

There's also a poll button right next to the contact us button. Oh, yes. In the upper right hand

1:49.3

corner where it says contact us, take poll right there. Oh my gosh. Karen is amazing. She did a great

1:56.1

job on this mark. So we're, we're going to be launching something really exciting. And if you take

2:02.4

the poll, you'll get a sense of what it's going to be. So do that. That would be fantastic. We would

2:08.7

really appreciate it. All right. Let's get to you. How about we get Steve from Cleveland. And we're

2:15.4

going to help him and his mother out. My mom and dad were getting very close to retirement.

2:21.4

Mom was 62. My dad was 60 when my dad unfortunately passed away very unexpectedly. Oh, I'm so sorry.

2:29.8

Thank you. So I'm trying to help my mother figure out a new

...

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