Prepping for Retirement
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 12 May 2021
⏱️ 18 minutes
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Summary
You've done a great job of saving for retirement, and I mean GREAT, but now you're wondering how you'll be impacted by taxes and RMDs.
Have a money question? Email me here.
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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 podcast. It is Wednesday, May 12th, and we are delighted that you are |
| 0:10.8 | joining us today. If you are on our website, maybe because you are reading my missives that are |
| 0:17.4 | out there, we would love to hear from you. All you need to do is hit the contact button. |
| 0:22.6 | And of course, if you would like to come on the air with us, we would love that so much because then we |
| 0:29.5 | get to ask some juicy questions. So today we have Marcy, who's on the line from Pennsylvania. |
| 0:36.4 | Hello, Marcy. How are you today? Good morning, Jill and Mark. |
| 0:40.8 | I'm so excited to be speaking to you guys today. So what brings you to our airwaves today? |
| 0:46.5 | Well, I'm kind of at a somewhat at a pivot point, I would say, in my career. I've spent about almost the last 35 years working very hard, saving a |
| 0:56.9 | time, maybe not thinking so much about then what. And now as I'm looking ahead, you know, |
| 1:01.9 | sort of thinking about semi-retiring. Of course, COVID's impacted about a bit. Now I'm, you know, |
| 1:08.6 | I feel like there's a number of decisions that we need to make |
| 1:11.6 | over the next couple of years. And I would love your input on some of those decisions. |
| 1:16.0 | Okay. So there's a we. So there's a partner. So you are married. And how old are you guys? |
| 1:21.5 | I am 63 and my husband is 69. And are you both in semi-retirement or contemplating that? Where do each of you stand in terms |
| 1:31.1 | of career? So I have my own consulting firm and I was, you know, starting to cut back and then COVID |
| 1:37.3 | came. So I said, well, I can't travel or do anything. So I really kept working through COVID, |
| 1:42.7 | although not taking on as many assignments as I had pre-COVID. So I really kept working through COVID, although not taking on as many assignments as I |
| 1:45.8 | had pre-COVID. So I am probably working 50% of what I used to work. My husband's cut back quite a bit, |
| 1:53.3 | but still he's in the arts. He has something he more is more of a hobby, passionate type of |
| 1:58.4 | career. So he's not making a ton of money at this point, but still loves what he does. |
| 2:03.3 | So, you know, it's more about keeping ourselves busy and all of that. |
| 2:07.4 | But certainly, you know, as we can start to travel again next year, you know, I could, |
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