Jill on Money with Jill Schlesinger Back to the Office After 26 Years Remote
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Jun 16, 2025 A listener discusses her surprising transition back to an office after 26 years of remote work, highlighting her concerns about retirement and her husband's pension. The conversation dives into the challenges of navigating company policies on benefits and the financial implications of such a shift. With a focus on financial preparedness, they explore strategies for stability, including real estate investments and retirement planning. The importance of a solid financial plan and estate planning for unexpected changes is emphasized.
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Stress of Forced Return to Office
- Mary worked remotely for 26 years and faces a sudden mandatory return to the office 4 days a week.
- This abrupt change causes her significant stress and forces reconsideration of her retirement plans.
Financial Complexity Amid Change
- Mary's household income and assets provide a decent safety net but include complexities like pension limits and property shared with others.
- These factors complicate financial planning amid her work situation change.
Protect Income and Hire Planner
- Consider purchasing life insurance to protect income if a spouse passes away unexpectedly.
- Hiring a fiduciary financial planner is strongly advised to navigate the financial uncertainties and options.