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May19

#324 Bored in Retirement + Target-date Funds

We’re keeping this blurb here for the next few weeks as a reminder that there’s a new place for Jill on Money content – YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don’t freak out.  Going forward, we’re going to put all our radio and podcast content on YouTube! It’ll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you’ll be able to listen to this week’s show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven’t been listening.

Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 20 Download Hour One Here

We started the show with Elaine in CT, who had a question about rolling over her ESOP plan…not a very common question on the show but a pretty straightforward answer.  Next up was Paul in Atlanta.  He’s already retired, finding it kind of boring, and looking to spice things up by buying a local franchise.  He thinks he has the money to do it but wanted to run it by us since it has the potential to be a very risky decision.  It was definitely a question worthy of two segments.

As you’ve heard me mention, I’m now the Senior Ambassador for the CFP Board.  With that honor comes the opportunity to meet amazing CFPs from around the country.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 20 Download Hour Two Here

And that’s how I met fellow CFP Board Ambassador Scott Ward, our guest this week in hour two and a senior associate with Johnson + Sterling in Birmingham, Alabama. Scott works with both individuals and plan sponsors, specializing in retirement transition services, investment advisory and portfolio management deliverables and fiduciary compliance services.
As you’ll hear, he’s also incredibly passionate when it comes to financial literacy, target-date funds and Crimson Tide football!
Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here’s how to contact us:
  • Call 855-411-JILL and we’ll schedule time to get you on the show LIVE 
  • Posted by Mark Talercio
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