Jill on Money with Jill Schlesinger

Good Shape to Retire in 6 Years?

Oct 15, 2024
As retirement approaches, listeners explore the challenges of exiting the workforce by 60 while balancing travel desires. The discussion delves into crucial financial planning strategies, including the evaluation of 401(k)s, Roth IRAs, and the impact of family on retirement decisions. Insights into optimizing savings and managing cash flow come to the forefront, alongside navigating investment strategies to strike the right equity-to-bond balance. Estate planning updates are also highlighted as essential for adapting to life changes.
Ask episode
Chapters
Transcript
Episode notes