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Jill on Money with Jill Schlesinger

We Just Retired, Are We Okay?

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 15 June 2023

⏱️ 17 minutes

🧾️ Download transcript

Summary

My husband and I just retired, and even though we have saved and planned for early retirement, we need some advice on the best way to fund our lives with the money we have saved while trying to be tax efficient.

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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

Welcome to the Jill on Money Show.

0:05.7

It's Thursday, June 15th.

0:08.1

And we are here trying to help you navigate your lives and your finances and all the different

0:13.4

things that come up for you.

0:15.2

If you've got a big issue arising in your life and it has some sort of financial repercussions,

0:21.6

why don't you give us a hall or go to JillOnMoney.com, click the contact us button and do let

0:27.1

us know if you'd be willing to come on the air live with us.

0:30.4

While you're on our website, we've got all of this great content, we've got another podcast,

0:34.9

we've got a radio show, got a blog, we've got the video section, book, resources, soon

0:41.1

mark I'm going to make you put up the link so people can contribute to my 275 mile ride

0:48.5

for AIDS research and awareness, which will be occurring in September.

0:53.9

You know, I loved how many people actually contributed five bucks at a time for that last year,

0:59.4

it was great. So I'm going to encourage people to do that. I haven't put out my big

1:04.6

ask yet, but soon, because it is pride month, I might as well do it this month.

1:08.6

All right, today we are lucky enough to be joined by not one person, but two people. It's a couple.

1:15.8

And I suggested that they take pseudonyms of Lucy and Ricky and they are joining us from

1:21.4

Pennsylvania. Lucy and Ricky, welcome to the show. What can we do for you?

1:26.2

Well, thank you, Jill. I want to tell you, I just discovered you a few months ago,

1:31.0

because as we're going into this phase of our life, I wanted to know more about, you know,

1:35.0

the investment part. I wanted to be able to speak the language and take over, you know, for Ricky,

1:40.1

if I ever needed to jump in and do anything. But, you know, we were thinking today, maybe I should

1:45.8

have discovered you a little sooner before we decided to quit our jobs last week.

...

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