Get the app
JJ (caller)
Caller and guest from North Carolina seeking retirement planning advice; self-employed, 52 years old, discussing family finances, SEP IRA and plans to retire in about five years.
Best podcasts with JJ (caller)
Ranked by the Snipd community
11 snips
Oct 30, 2025
• 22min
Can We Retire in Five Years?
chevron_right
JJ, a 52-year-old caller from North Carolina, explores the prospects of retiring in five years with Jill Schlesinger. They dive into family finances, discussing SEP IRA contributions and income from self-employment. Jill advises consolidating 401(k) accounts and outlines a strategic plan for selling their primary home. The conversation also touches on retirement spending needs, tax strategies involving Roth accounts, and the importance of flexibility in planning due to health concerns in the family.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app
