Which Accounts to Tap in Retirement
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 11 October 2021
⏱️ 17 minutes
🧾️ Download transcript
Summary
For years you've done a great job of saving for retirement and now it's time to start tapping your various accounts. Is there any rhyme or reason as to which should be accessed first?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. |
| 0:06.4 | It is Monday, October 11th. |
| 0:09.4 | And we are here to try to, I don't know, take the mystery out of your financial life or |
| 0:14.1 | maybe help you think about what your next phase is going to be. |
| 0:18.8 | Maybe we're trying to get you to find your financial independence, new endeavor or next |
| 0:25.5 | endeavor. |
| 0:26.5 | I can't remember which one we ended up on, Mark, was it newer next? |
| 0:29.1 | I have new written down, but you know what, did you ever figure out what Fiesta stood |
| 0:34.0 | for? |
| 0:35.0 | Okay. |
| 0:36.0 | I think I was financial independence early start take action. |
| 0:39.5 | I think that's what I said. |
| 0:41.2 | Anyway, fine, financial independence, new or next endeavor, whatever it is, or maybe |
| 0:46.6 | you're just like all in on the fire movement, financial independence or retire early. |
| 0:50.6 | Just do it. |
| 0:52.3 | Whatever it is, we'd love to help you out and all you need to do to put your question |
| 0:57.4 | in front of us is go to our website Jill on Money.com and click the contact button. |
| 1:04.1 | That is what Joyce did, Joyce is on the line from the Garden State, New Jersey, Hello |
| 1:10.1 | Joyce. |
| 1:11.1 | How can we help you out today? |
| 1:12.7 | Hi, Jill. |
| 1:13.7 | So nice to talk to you. |
... |
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