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Jill on Money with Jill Schlesinger

Retirement vs Short-Term Needs

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 5 March 2024

⏱️ 25 minutes

🧾️ Download transcript

Summary

Are we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

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0:00.0

If you're looking to invest your money wisely, you'll need our investment wisdom.

0:05.5

Our experienced fund managers search the globe for companies that offer the potential for long-term growth.

0:11.0

Invest in our collective wisdom for your savings or retirement,

0:15.1

the Witton Investment Trust. Find out more at Witton.com issued and approved by

0:20.6

Witton Investment Services Limited,

0:22.6

FRN 46227, on 31st of January 2024.

0:27.2

An equity investment, your capital is at risk.

0:30.0

With Lloyds Bank ready-made investments,

0:32.4

you choose a risk level that feels right for you,

0:35.0

from cautious to progressive.

0:37.0

Then you leave it to experts to manage the funds,

0:40.0

so you can invest your money without investing your time. You can apply and manage

0:44.3

online with internet banking or by using the Lloyds Bank mobile app.

0:48.4

To get your money moving, search Lloyds Bank, ready-made investments.

0:54.7

Capital at risk internet banking customers only, account fees and charges apply. Welcome to the Jill on Money Show. It's Tuesday, March 5th, and we are here trying to help you navigate the choppy waters of your financial life.

1:12.0

All right, maybe they're not choppy, maybe they're tranquil,

1:14.8

maybe everything's great, maybe everything's lousy,

1:16.8

doesn't matter if you've got something going on in your financial life

1:20.3

and you'd need some assistance,

1:22.4

then Mark and I are here to help you out.

1:24.7

We are both certified financial planners.

1:26.7

No, we don't sell our services. A bunch of people have been asking me recently if we have clients, Mark.

...

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