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Jill on Money with Jill Schlesinger

Too Many Retirement Plans

Jill on Money with Jill Schlesinger

Audacy

Investing, Self-improvement, Education, Business

4.61.9K Ratings

🗓️ 30 September 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

I have Fidelity 401(a) and 403(b) plans, some smaller retirement savings in a TIAA account, and a small pension from a prior employer. What recommendations do you have to manage, or consolidate, these accounts?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey gang, I know that so many of you are worried about taking care of your families.

0:04.9

You're worried that if something bad were to happen to you, you want to make sure that you can do everything

0:09.4

from pay off that

0:15.0

mortgage to fund retirement and make sure the kids can go to college without your spouse sweating it.

0:16.0

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0:20.0

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0:25.0

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0:30.4

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0:36.0

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0:42.8

And Policy Genius's support team helps you get what you need fast

0:46.4

so you can get on with your life.

0:48.1

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0:50.2

and advocate for you throughout the process.

0:53.0

Save time and money on providing a financial safety net for your family.

0:57.0

Head to Policy Genius.com to get your free life insurance quotes

1:01.0

and see how much you could save.

1:03.4

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1:06.4

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1:09.0

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1:11.5

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1:15.0

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1:19.0

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...

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