Should I Be Tweaking My Investments?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 22 August 2024
⏱️ 20 minutes
🧾️ Download transcript
Summary
With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan?
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. It's Thursday, August 22nd, and we are here |
| 0:08.8 | trying to help you make better or maybe less bad financial decisions or life decisions that impact your money. |
| 0:15.6 | If something is going on, just go to our website, Jill on Money.com, click the contact |
| 0:20.2 | us button. |
| 0:21.3 | Let us know if you would be willing to come on the air by checking the |
| 0:23.9 | box and Mark will do everything else. Don't forget to check out all of the |
| 0:28.0 | content that lives on that website because it is updated frequently. |
| 0:33.7 | There are other shows, we've got a radio show, we've got another podcast, we've got resources, |
| 0:38.8 | we've got a blog, and you can always sign up for the free weekly newsletter. It comes out every Friday. |
| 0:44.7 | Mark does a great job with that. All right today let's talk to David who is on the |
| 0:49.6 | line from Kansas. Hello David, how are you? |
| 0:52.8 | I'm doing well. |
| 0:53.8 | I'm glad to be here. |
| 0:54.8 | I'm so happy to have you. |
| 0:56.1 | So tell us what is going on for you and how can we help you out? |
| 1:01.0 | Well, I am looking at changing jobs in a few years. |
| 1:04.1 | I've had a pretty steady path for my investments, but I'm curious to see what tweaks I should |
| 1:09.6 | make going forward. |
| 1:11.6 | All right, well, maybe no tweaks. |
| 1:13.5 | Maybe you don't need any tweaks at all. |
| 1:15.2 | I like a little second set of eyes and ears on the situation. |
| 1:18.3 | So David, how old are you? |
... |
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