Jill on Money with Jill Schlesinger

High Mortgage Payoff

Jul 16, 2024
Financial planners discuss early retirement possibilities for a listener with $1.5 million savings. Personal finance dilemmas include investment shifts, Roth IRA contributions, Social Security decisions, converting 529 plans to Roth IRAs, and the considerations of mortgage payoff.
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1
Exploring Early Retirement Dreams and Financial Preparedness
00:00 • 4min
2
Personal Finance Dilemmas and Planning for the Future
04:13 • 12min