Jill on Money with Jill Schlesinger Hubby Hates Job, Can He Quit?
10 snips
Jun 26, 2025 Minnie Mouse from Pennsylvania shares her husband's struggles with job dissatisfaction. They delve into the possibility of him taking a lower-paying role while still aiming for a comfortable retirement by age 55. The conversation covers essential financial strategies, including investment options and the emotional impacts of career transitions. They also explore the pros and cons of lump sum pensions versus steady income, all while sprinkling in delightful Disney memories to lighten the discussion.
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Evaluate Income, Expenses, Retirement
- Analyze combined household income and expenses carefully when considering a major job pay cut.
- Prioritize retirement savings contributions and adjust lifestyle spending to stay on track.
Retire Later for Better Security
- Retiring at 55 might be financially tight unless you can extend working a few years.
- A later retirement boosts pension and investment growth, easing financial strain.
Diversify RSUs Into Brokerage Account
- Sell vested restricted stock units (RSUs) and diversify by reinvesting in a taxable brokerage account.
- This reduces risk of concentration and provides new growth channels for retirement funds.
