Planning After a Sudden Loss
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 18 September 2018
⏱️ 17 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
We can do all the planning we want in life, but sometimes things just happen, including the sudden loss of a loved one. That's the case with Steve from Cleveland who is trying to navigate things after the loss of his father. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50
Transcript
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| 0:00.0 | Welcome to the Better Off Bonus Call of the Week. |
| 0:06.2 | We're sponsored by Betterment, the largest independent online financial |
| 0:10.5 | advisor. |
| 0:11.5 | You've got a couple chances every week to get on the air. |
| 0:13.5 | Tuesdays we do this better off bonus call of the week and then after the longer show on |
| 0:17.9 | Thursdays it's the listener question of the week. The way to get in touch with us, it's extremely easy. Just send an email. |
| 0:25.5 | Ask Jill at better off podcast.com. Ask Jill at better off podcast.com. That is what Steve from Cleveland did. |
| 0:35.0 | Hello Steve, welcome to the show. |
| 0:37.1 | What can I do for you? |
| 0:38.4 | Good morning, Jill, thanks. |
| 0:40.6 | My mom and dad were getting very close to retirement. My dad was 60 when my dad unfortunately passed away very unexpectedly. |
| 0:50.0 | I'm so sorry. |
| 0:52.0 | Thank you. So I'm trying sorry. Well, thank you. |
| 0:54.0 | So I'm trying to help my mother figure out a new plan for retirement and for her finances going forward |
| 1:01.4 | since the old one isn't really going to work anymore. |
| 1:03.7 | Right. So tell me a little bit, so mom is 62. Tell me, is she working? |
| 1:08.5 | She is working. The original plan was she was going to work for one more year and then she was going to retire and start collecting her pension. |
| 1:17.6 | My dad was going to work for a couple more years as they tried to squeal away as much money as they could into their retirement accounts. |
| 1:26.0 | And also they were planning on figuring out where they actually want to live in retirement and |
| 1:35.0 | things like that. Okay, so right now in terms of where they where she is living. She's living in the home. |
| 1:41.0 | How much is the house worth right now? The house is probably worth |
| 1:45.5 | about 600. I think there's about a hundred thousand left on a mortgage. |
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