Tax Loss Harvesting and Early Retirement
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 2 November 2023
⏱️ 22 minutes
🧾️ Download transcript
Summary
We have been careful savers and were told by different advisors that we could retire in July 2022, so we did. Did we make a mistake?
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Transcript
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| 0:00.0 | We've been receiving a bunch of emails about life insurance lately. I don't know what it is, |
| 0:05.2 | maybe it's that we've got some holidays coming up, you've got to look at your family members in the |
| 0:10.2 | eye and I know that you guys understand how important life insurance is because it can give you |
| 0:16.8 | and your family peace of mind. Life insurance provides a safety net so if something bad were to |
| 0:22.8 | happen to you, your family can cover expenses while they are getting back on their feet. |
| 0:28.8 | So maybe it's mortgage payments, maybe it's college costs, maybe it's providing a spouse extra |
| 0:33.5 | money for their retirement. Even if you have a life insurance policy through work, it may not |
| 0:38.7 | offer enough protection for your family's needs. And by the way, it may not follow you if you leave |
| 0:44.4 | your job. With policy genius, you can find life insurance policies that started just $292 per year |
| 0:51.6 | for one million dollars of coverage. Some options offer same-day approval and avoid unnecessary |
| 0:58.2 | medical exams. Your family deserves peace of mind. A life insurance policy through policy genius |
| 1:04.4 | can give it to them. Head to policygenius.com to get your free life insurance quotes |
| 1:10.0 | and see how much you could save. That's policygenius.com. |
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| 1:47.9 | Welcome to the Jill on Money Show. It's Thursday, November, 2nd and we are here trying to help |
| 1:53.3 | you make better financial decisions or maybe at least point you in the right direction. |
| 1:58.8 | There are so many paths in front of you. That's what I really want to remind everybody. |
| 2:04.2 | There's no one way to get to where you want to go. And if you would like to help yourself, |
| 2:11.3 | then let us help you. Tell us what's going on in your life by going to JillonMoney.com, |
| 2:16.8 | hit the contact us button. Just give us a little bit of a background. What's going on? |
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