Jill on Money with Jill Schlesinger Convincing Hubby We're Okay
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Jun 25, 2025 The emotional journey of buying a home in California highlights the crucial role of realtors for first-time buyers. Dive into the couple's contrasting views on financial security as they navigate complex retirement plans. Explore the math behind savings and the importance of having a cash cushion. The discussion also covers sustainable income strategies, social security benefits, and how aligned financial goals can strengthen relationships. Tune in for valuable insights on achieving peace of mind in your financial future!
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Didi’s Financial Snapshot
- Didi shares her detailed financial snapshot, including savings, investments, and home value.
- She explains their monthly spending and social security plans, setting the scene for their retirement concerns.
After-Tax Retirement Value Calculated
- Jill calculates a worst-case after-tax retirement nest egg of about $1.715 million.
- This helps frame their savings in a realistic, conservative manner for retirement planning.
Invest Cash and Adjust Spending
- Jill suggests investing some cash to earn more and recommends a balanced portfolio.
- She advises experimenting with spending more monthly to find a comfortable retirement lifestyle.