Jill on Money with Jill Schlesinger Should I Go for the Promotion?
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Oct 22, 2025 Feeling burnt out at work? A listener contemplates taking on more responsibilities for a promotion. Jill advises against it, stressing the importance of preserving options and evaluating personal capacity. Plus, she delves into investment strategies, suggesting the ideal placement of income-generating assets and when to consider Roth conversions. Tune in for insights on balancing ambition with well-being!
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Sequence Risk Is Often Emotional
- Sequence-of-return fears are often emotional, not financial, for many retirees.
- Modeling downside scenarios helps address feelings more than changing long-term strategy.
Hold Cash To Reduce Sequence Risk
- Keep one to two years of living expenses in cash when you retire to reduce sequence-of-return anxiety.
- Use that cash to avoid selling into market downturns early in retirement.
Jill's 275-Mile Bike Ride
- Jill completed a 275-mile bike ride over three days and found the experience amazing.
- She reported lingering toe tingling afterward and messaged her doctor about it.
