Retirement Planning Checkup at 65
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 18 September 2025
⏱️ 20 minutes
🧾️ Download transcript
Summary
I'll soon be 65 and am looking for a retirement planning checkup as I contemplate a possible new job and/or career change for the next few years.
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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. |
| 0:05.4 | It's Thursday, September 18th, and we are here trying to talk you through whatever is going on in your life that impacts your financial life. |
| 0:16.6 | Now, please note that I start with your real life, not with your money. |
| 0:22.6 | This is a very important concept to me. |
| 0:25.6 | We are not in the business of trying to help you accumulate as much as you possibly can |
| 0:30.6 | for no particular reason. |
| 0:32.5 | We, Mark Talercia, the best executive producer in the world, and I are doing this program because we, |
| 0:38.8 | first of all, we're voyeurs and we love to hear your stories. But we also want to help you get where |
| 0:43.1 | you want to go, where you want to go, not where someone else thinks you should be, not because |
| 0:49.3 | your parents told you to do this or because you think about this in some way. What is it that you wish to accomplish? |
| 0:56.6 | And then when you tell us that, we're going to try to help you get there, maybe with a few |
| 1:01.3 | different options, maybe with a little bit of humor, but we are going to focus on you. And that |
| 1:07.7 | means you've got to do a little bit of work. I'm sorry. You've got to go to our website, |
| 1:11.5 | jillunmoney.com, click the contact us button, write us a note. And if you'd like to join us on the air, you check the box, Mark does everything else. While you're on the website, just bookmark it. And that way you can come back anytime. But at the very least, you should sign it for our free weekly newsletter comes out on Fridays. And by doing this, you'll also be getting blog posts that I put up there. And you can just stay in touch with us. Okay, so that's kind of a fun thing to do. Today, we are chatting with Bob, who joins us from Boston. Hello, Bob. How are you? Hello, Jill and Mark. |
| 1:44.8 | Great to talk with you. |
| 1:46.1 | What's going on? |
| 1:47.2 | How can we help you out? |
| 1:48.4 | I am approaching 65. |
| 1:51.1 | I'll turn on 65 next May. |
| 1:53.0 | And at a time when a lot of people are considering retirement or actively moving into retirement. |
| 2:01.9 | I am looking to work full time for another five years until I hit 70. |
| 2:08.4 | Looking for a checkup on my finances and see if I'm on the right path and see if there's any |
... |
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