Trying Not to Screw It Up
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 14 April 2026
⏱️ 15 minutes
🧾️ Download transcript
Summary
After being diligent savers for many years, we want to make sure we don't do anything to screw things up.
"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 | Welcome to the Jill on Money Show. It's Tuesday, April 14th, and we are here answering your |
| 0:08.9 | financial questions. If you've got one, just go to Jillonmoney.com and click the contact us |
| 0:14.4 | button. While you're on the website, don't forget to check out all of the content that lives |
| 0:19.3 | there. We've got another podcast. It's called |
| 0:21.5 | Money Watch. We drop that on the weekends. There's a blog. We've got a radio show. We've got videos |
| 0:26.7 | and we've got resources all there for you at jillonmoney.com. Right now, let's talk to Kay and |
| 0:33.7 | Eric there from the Mid-Atlantic. So a little bit of background. |
| 0:38.4 | Eric and I turned 54 this year. |
| 0:41.0 | We're both professionals, a high-stress job. |
| 0:45.9 | And I'm actually committed to the concept of fine. |
| 0:49.2 | There's some other things I'd like to do with my life experience and talent. |
| 0:53.3 | And as we start looking at that transition, |
| 0:56.0 | our final kid will be in college. We wanted to do a check because we don't want to do something |
| 1:02.4 | dumb. And we have been really boring, you know, you tell us to save, you know, 30% of our net |
| 1:09.7 | income and dollar cost average and put it in an |
| 1:11.9 | index fund, well, that's what we've done. And so now we want to kind of give you the snapshot |
| 1:17.3 | and what do we measure now going forward that we're transitioning? Okay. That's fantastic. So |
| 1:23.6 | tell us about your income level. So you said you're both in high stress jobs. So let's start with UK. How much do you earn? About 225. Wow. All right. And are you maxing out your retirement contribution? Yes. And are you doing the catch up also? So the extra money because you're over the age of 50. Yes. All right. |
| 1:44.7 | Fantastic. How much money is in your retirement account? So the 401k's total for Eric and myself, |
| 1:54.6 | about 2.5 million. Whoa. That's going far in the middle of the Atlantic coast. All right. And Eric is also maxing out |
| 2:04.4 | his retirement, presumably. How much does Eric make? $1.75. Is there other money besides the |
| 2:11.5 | retirement assets that you've sucked away? Yeah. So we have about $2.1 million in a brokerage account. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Audacy, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Audacy and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

