Rebalancing Retirement Account

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.6 • 1.9K Ratings

🗓️ 23 January 2022

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is there an easy way to rebalance inside of retirement accounts when we're using target date funds?

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 is Sunday, January 23rd, and we are trying to give you some unconventional and hopefully
0:12.9	entertaining insights on your money and your life.
0:16.0	I am Jill Slesinger.
0:17.6	My day job is CBS News Business Analyst.
0:20.4	I'm joined by Mark Tulercio, who's the executive producer.
0:23.6	We're both certified financial planners.
0:25.4	What does that mean?
0:27.1	We both have gone through the training of how to think of your life holistically, your
0:31.9	financial life.
0:32.9	Now, I used to do it for a living a million years ago.
0:35.4	Yeah, I can't believe it, Mark.
0:36.5	I'm coming up on my work anniversary with CBS.
0:39.6	I joined CBS in the beginning of April of 2009.
0:45.1	That's a long time already.
0:47.8	Mark has the seven-year distance from CBS.
0:51.0	That's how we met.
0:52.0	We were both at CBS.
0:53.2	I was working, doing radio and TV and online stuff, and Mark was in the radio division and
1:00.9	then he went to the assignment desk.
1:02.3	He's had a lot of jobs.
1:04.0	We somehow or other figured out how to finally convince the people at the world of CBS that
	...

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