Jill on Money with Jill Schlesinger

Considering Semi-Retirement

Oct 12, 2023
The podcast discusses topics such as planning for semi-retirement, financial decisions, past and future income and savings, personal life and estate planning, Roth conversions, and funding a 529 plan for a grandchild's tuition. The hosts aim to help listeners with financial questions and provide advice on various aspects of retirement planning.
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Episode notes
1
Introduction
00:00 • 3min
2
Planning for Semi-Retirement and Financial Decisions
02:46 • 5min
3
Past and Future Income and Savings
07:31 • 6min
4
Personal Life, Estate Planning, and Roth Conversions
13:28 • 2min
5
Discussion on Funding a 529 Plan and Grandchild's Tuition
15:25 • 2min