AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Jill on Money with Jill Schlesinger
Am I Taking the Right Financial Steps?
Jul 10, 2024
The podcast discusses financial planning for retirement, college education costs, strategic allocation of resources, Social Security claiming decisions, supporting a child into adulthood, and encouragement for seeking financial management assistance.
23:55
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Strategic asset management includes balancing income sources for financial independence.
- Estate planning and considering potential life scenarios are crucial for long-term financial security.
Deep dives
Financial Transition for Liz and Son
Liz, a single mother at 50, discusses her financial situation amidst her son's transition to college. With $62,000 saved for his education, covering most of it, she balances a part-time consultant job with a $6,000 monthly income from a military pension and VA disability. Liz plans strategic management of her assets, considering resource allocation, financial independence, and potential Social Security claims.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode