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Jill on Money with Jill Schlesinger

Seeking Financial Flexibility

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 9 December 2025

⏱️ 13 minutes

🧾️ Download transcript

Summary

We're in our 50s and seeking greater financial flexibility as we start to plan for our retirement.

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Transcript

Click on a timestamp to play from that location

0:00.0

Why are businesses like HelloVet choosing Apple products and services?

0:04.8

So we started the business two years ago.

0:07.2

We had a few people who were used to PCs and this was their first foray into Macs.

0:12.5

But it's been super smooth getting everyone onto those devices and everyone seems really, really happy.

0:18.0

Find out how Mac can help you run and grow your business at apple.com forward slash

0:23.6

HelloVet.

0:29.5

Welcome to the Jill on Money Show.

0:31.4

It's Tuesday, December 9th.

0:33.3

And we are here listening to what is going on in your financial life and trying to help you get

0:39.8

wherever it is you want to go. See, it's all about you. It's not about us. You tell us what you

0:45.7

hope for, what you dream for. We'll see if it's possible. And if it's not, don't bum out. Maybe we'll

0:51.0

find other routes to get you where you want to go. May take a little longer, may not be ideal, but at least you'll know.

0:58.3

Just go to our website, jillunmoney.com, click the contact us button. Write us a note.

1:03.6

And if you want to join us live, check the box. Mark will do everything else.

1:07.9

While you're on the website, don't forget to sign up for the free weekly newsletter comes out every single Friday. Mark does a great job with that. Right now, let's talk to

1:16.2

Lynn from Alaska. I'm starting to have a little bit of a metamorphose when it comes to

1:21.4

planning for retirement. And retirement may not be, you know, full-blown leisurely time on the beach, but to allow us

1:29.8

some financial flexibility to make other decisions. A little next endeavor, a little look ahead.

1:38.5

So tell us how old you are, who's the we, what's going on in your financial life right now?

1:45.1

So it's myself and my spouse. We're both work full-time. Our kids are grown and out of the

1:50.2

house. He qualifies for what's kind of old termed the, the PERS system, which is a defined benefit program.

2:02.6

So we expect for him to have that and for that to be about just under 4,300 a month

...

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