I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen?
Have a money question? Email us here
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions?
Have a money question? Email us here
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted?
Have a money question? Email us here
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances?
Have a money question? Email us here
"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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I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of years?
Have a money question? Email us here
"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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I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids.
Have a money question? Email us here
"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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I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track?
Have a money question? Email us here
"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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After getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places.
Have a money question? Email us here
"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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Is it time for me to make the switch from a pre-tax 401(k) to a Roth 401(k)?
Have a money question? Email us here
"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