Retirement and Your Full Financial Picture
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 31 May 2024
⏱️ 19 minutes
🧾️ Download transcript
Summary
A holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancing long-term investment returns.
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Transcript
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| 0:00.0 | This episode is brought to you by Shopify. |
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| 0:27.0 | Welcome to the Jill on Money Show. It's Friday, May 31st, and we are here trying to help you make better financial decisions. |
| 0:38.0 | And the way that we do that is twofold. One is that best producer, best executive producer in the world, Mark |
| 0:45.8 | Delersio and I, we prep by just talking about what we think is important for |
| 0:51.2 | you guys, but what we really also have in our back |
| 0:54.4 | pockets is we're both certified financial planners so we kind of know this stuff |
| 0:58.9 | but we're not selling anything which kind of makes it fabulous so what we do is we ask for a second part of |
| 1:04.8 | this and that is that you go to our website Jill on money.com you click the contact |
| 1:11.6 | us button and you let us know if you would be willing to come on the air live with us |
| 1:16.0 | If not that's cool. We do read emails and we do that usually on Fridays because I think that's a good day to wrap up the week. |
| 1:23.6 | While you're on the website, you can also sign up for a free weekly newsletter. |
| 1:27.4 | It's very exciting. |
| 1:28.3 | Comes out every Friday and Mark does an excellent job of kind of compiling perhaps some of the stories you may have missed and maybe you are thinking that that's a good way to perhaps I don't know you loosen up for your weekend weekend and you got to see what I miss and move on from there, so that's good. |
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