Whole Life Policy With Inheritance?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 10 October 2025
⏱️ 17 minutes
🧾️ Download transcript
Summary
My uncle overseas passed away and left me a sizable inheritance. The advisor I’ve been working with recommended a whole life insurance policy. What do you think?
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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. |
| 0:05.5 | It's Friday, October 10th, and we are here trying to help guide you along your financial |
| 0:11.4 | journey. |
| 0:12.4 | Now, it means something different to each of you. |
| 0:15.7 | Maybe you're young, you're starting out, and you don't know how to prioritize the money |
| 0:20.0 | that's coming in. Maybe you're mid-career, you're weighing, taking you don't have to prioritize the money that's coming in. |
| 0:21.1 | Maybe you're mid-career, you're weighing, taking a new job. |
| 0:24.7 | Maybe you're feeling bored at what you're doing. |
| 0:27.0 | You want to know whether you can quit sooner than you thought. |
| 0:29.7 | Maybe you're close to retirement or in retirement and just need to know that you are on the right |
| 0:34.8 | track. |
| 0:35.5 | Whatever is going on for you, Mark and I would like to help you out. |
| 0:39.8 | We are both certified financial planners, and so that means we like to take this holistic |
| 0:45.1 | look at who you are. |
| 0:46.9 | So if you've got a question, something going on, go to our website, jillunmoney.com, |
| 0:51.7 | click the contact us button. |
| 0:53.6 | Write us a note. If you would like to join us on |
| 0:55.8 | the air, you check the box and Mark will do everything else. Now, the thing about our website is |
| 1:01.8 | chalk filled with stuff. So there's another podcast. There's another audio show or radio show. |
| 1:08.1 | We have resources. And you also can check out my book called The Great |
| 1:11.9 | Money Reset. Hey, Mark, you know what? It still holds. People are still resetting their lives. |
| 1:16.9 | They want to know how to turn chaos into opportunity. That's what I did in The Great Money Reset. |
... |
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