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I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next.
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There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.
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 -
I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
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"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
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This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.
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We're both already retired but looking for some advice as we prepare to navigate the next few years.
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Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?
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This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.
Have a money question? Email us here
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.
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
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Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash?
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With a huge chunk of pre-tax money in my 401(k), I am worried about what the future RMD will be. Should I start using the Roth option?
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How should we factor my pension into our overall retirement picture?
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After getting hit with some large tax bills from our managed account, is it time to manage it on my own?
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After retiring a tiny bit earlier than expected, am I okay as is?
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With retirement in the near future, have I accumulated enough to call it quits in a secure fashion?
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After changing jobs several times over the last decade, I find myself in need of some account consolidation.
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As I'm set to turn 62, I'm thinking about retiring. Can I do it?
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With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it?
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We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think?
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