Jill on Money with Jill Schlesinger Can We Upgrade Our House?
Dec 11, 2024
Considering upgrading your home? They delve into the emotional and financial balances involved. Listen in as they provide guidance on navigating retirement and securing larger mortgages. Plus, there's a nudge to check out a wealth of online resources for enhancing your financial literacy. From personal to business finances, the focus is on making informed decisions with confidence and support.
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Retirement Plan Check-In
- Bernard, a retiree, asks if he needs to return to work given his financial situation.
- Jill advises him to consider working part-time and delaying Social Security.
Saving in 70s
- Daniel, still working in his 70s, asks about saving options given dropping CD rates.
- Jill suggests a Roth IRA if eligible or a brokerage account, and encourages spending.
Cabin Financing
- Sean asks about financing a cabin on land he owns, considering construction loans or HELOC.
- Jill suggests discussing finances with his fiancée before making solo decisions.