Jill on Money with Jill Schlesinger Can I Scale Back and Live a Bit More?
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Aug 22, 2025 This discussion dives into the challenges of achieving work-life balance while managing financial goals. It highlights strategies for funding children's education using 529 plans and Health Savings Accounts. The hosts also tackle the importance of financial transparency in relationships, especially for couples planning to marry. Listeners are encouraged to assess their spending habits as they pursue a fulfilling lifestyle. Additionally, the conversation touches on the significance of estate planning, ensuring that financial responsibilities align with personal happiness.
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Run The Numbers Before Scaling Back
- Do inventory all assets and incomes before cutting work hours or changing roles.
- Combine finances with your partner and model scenarios to see if lower pay still supports your lifestyle.
Savings And A Paid Home Create Flexibility
- Significant personal savings plus a mortgage-free home create optionality for career shifts.
- Large brokerage and retirement balances reduce reliance on current high earnings.
Partner Wealth Changes Your Options
- A partner's pension and savings dramatically change retirement flexibility.
- Treat joint future assets as part of your personal retirement calculus once married.