#159 March Money Madness


In a sure sign of spring, bracketology is gripping the nation. In between basketball games, we're talking about retirement plans, investment allocation and marrying credit scores.

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Debi and her husband are retiring from the government in a couple of years and need some help with current allocation of their funds. On the other end of the spectrum, Meg and Justin are both starting out and need help with a target contribution level for their retirement accounts, while Tony has a question about his company's match.

Susan and Richard are weighing paying down their mortgages versus saving; Anna and Toni are trying to address retirement cash flow constraints; John and Bob have investment questions; and Christina and Marlene have credit questions on behalf of their relatives.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Let me know if you think we should provide Mark with a little space to vent his various grievances with you...we're considering calling it "Mark's Musings". If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE