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Jill on Money with Jill Schlesinger

Will My Mom Be Okay in Retirement?

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 20 May 2025

⏱️ 18 minutes

🧾️ Download transcript

Summary

My mom is somewhat late on saving for retirement and I want to understand the kind of shape she’s in as she prepares for the exit ramp. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

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0:00.0

Welcome to the Jill on Money Show. It's Tuesday, May 20th, and we're here answering your financial questions.

0:10.5

And sometimes they're not as simple as you frame them. Sometimes they actually cover up something much more complicated going on in your life.

0:19.6

And so I know sometimes you like, oh, I'm just going to send you an email.

0:22.9

But one of the reasons we love having you on the air live is that we can ask a lot of follow-up

0:28.4

questions.

0:29.4

And I was just recently with a wonderful group of female financial advisors.

0:33.7

And I said to them, there was sort of like, how could you possibly do a financial plan?

0:37.3

These are like super smart, crazy, brilliant people. of like, how could you possibly do a financial plan? These are like super smart, crazy, brilliant people.

0:40.3

And like, how could you do like financial planning in 15 or 20 minutes with somebody on the

0:44.7

air?

0:45.3

I said, well, the key is to listen to what is not said.

0:49.2

And sometimes you guys will come on the air and you'll say one thing.

0:53.4

And then we go a little bit deeper and there's another situation that is underneath it.

0:58.7

And so one of the reasons I think it's so great to come on the program with us and talk it through.

1:03.4

And one of the reasons I think financial advisors who are fiduciaries are so valuable is that they are really very well positioned, and hopefully I'm still well

1:13.2

positioned after doing this for a long time, to uncover the unsaid part of your question

1:19.8

and to try to help you figure out what is it that you're really trying to solve for.

1:25.5

So if that feels like something that you could get into, just go to our website,

1:30.4

jillonmoney.com, click the contact us button, write us the note.

1:34.5

And if you want to come on the air, check the box.

1:36.5

Mark will do everything else.

1:38.0

While you're on the website, you'll see we've got all sorts of content that lives there.

...

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