Retirement Plan
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 20 November 2018
⏱️ 9 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
Who doesn't want to retire earlier than expected? Unfortunately, the reality is that most of us can't. Is our latest bonus caller Mark one of the lucky ones? Press play to find out! 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. |
| 0:06.0 | We're sponsored by Betterment, the largest independent online financial advisor. |
| 0:11.0 | You've got a couple chances every week to get on the air, but only if you |
| 0:14.6 | email us, email us those questions. Ask Jill at better off podcast.com. Ask Jill at better off |
| 0:21.6 | podcast.com. |
| 0:23.0 | Today we're talking to Mark from Buffalo. |
| 0:25.6 | Tell me what I can do for you. |
| 0:28.0 | I'm seeking a little advice here. |
| 0:32.0 | I am 58 years old and 13 months I will turn 60. |
| 0:35.2 | Lots of long hours in work and personal situations have made me reconsider a |
| 0:41.5 | 62 maybe down to 60 if I can do it and I'm seeking some |
| 0:45.2 | advice on that. Okay tell me what's going on besides your age tell me like |
| 0:49.6 | some specifics about your situation. Okay I lost my wife six years ago. |
| 0:54.0 | Oh, I'm sorry. |
| 0:55.0 | So I have worked with a planner and she gave me a very positive view on being able to do this. |
| 1:02.0 | Now, it's not that I'm going to stop completely working but I |
| 1:04.5 | want to go from long hours to shorter hours part-time. I have more flexibility |
| 1:09.7 | and some more time for me mainly because I do a lot of because I do all the tasks now where it used to be |
| 1:15.2 | split now I do everything yeah I get so right now as I'm a widower I make 132,000 a |
| 1:21.9 | year and in terms of my personal situation I will have no debt at |
| 1:27.3 | retirement I own my home presently it's about a $300,000 value I've done most of the remodeling around the house and |
| 1:34.8 | preparation things like bathrooms and kitchen and my car will be two years old |
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