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Jill on Money with Jill Schlesinger
Taking a Career Break at 47
Oct 7, 2024
Explore the financial implications of taking a career break at 47 and how to navigate investment decisions during this transformative phase. Learn about health insurance options for international travelers and the strategic management of inherited IRAs. Discover tips on renting versus buying a home and optimizing withdrawals for stability. Finally, get inspired by exciting travel plans to Australia, New Zealand, and Southeast Asia, along with personal reflections on resetting your life adventures.
20:50
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Quick takeaways
- The podcast highlights the importance of personalized wealth management services, focusing on taxes and risk management for long-term financial success.
- Sean’s journey emphasizes the necessity of strategic financial planning for major life transitions like taking a sabbatical or traveling.
Deep dives
Personalized Wealth Management Insights
The podcast emphasizes the value of personalized wealth management services provided by dedicated advisors at Fidelity Wealth Management. Advisors analyze clients' portfolios with a focus on not just growth, but also on taxes and risk management. This holistic approach allows clients to understand the impact of their financial decisions on their long-term wealth. By capturing individual goals and risk tolerance, these advisors aim to unlock the full potential of clients' financial resources.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode