I'm 50, How's My Retirement Plan + The Great-Grandson of President Taft

We started off the show this week with a great call from Lissette in New York. As she prepares to turn 50 in 2019, she wanted to run her retirement plan by us. Considering Lissette and her husband never made ridiculously large salaries, they're in pretty darn good shape. And turning 50 isn't all bad news...there's a great bonus that comes with it! If you don't know what it is, you're going to have to listen :)

plan orig.jpeg

In hour two we chatted with John Taft, the great-grandson of of President William Howard Taft. 

Taft is Vice Chairman of Baird, an international employee-owned wealth management, capital markets, asset management and private equity firm overseeing $188 billion in client assets.

Prior to joining Baird, John served as CEO of RBC Wealth Management–U.S., Senior Advisor to Deloitte & Touche LLP; a member of the Board of Directors of the Columbia Threadneedle Funds, Segall Bryant & Hamill and The Clifton Group; President and CEO of Voyageur Asset Management; president and CEO of Dougherty Summit Securities; and as managing director at Piper Jaffray & Hopwood. Earlier in his career, John was assistant to the mayor of the City of St. Paul, Minnesota, and has worked as a journalist.

John serves on the Board of Securities Industry and Financial Markets Association (SIFMA), the leading securities industry trade group. He served as Chairman in 2011. As a representative of SIFMA, John has advocated for financial reform and testified before Congress in support of a federal fiduciary standard of care for investment professionals who provide advice to individual clients.

In his book, “A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism” he has gathered more than 20 industry leaders to share their fresh perspectives on creating solutions for positive social outcomes and a sustainable financial future. John is also the author of "Stewardship: Lessons Learned from the Lost Culture of Wall Street," which explores the importance of stewardship as a core principle for financial services, as well as for society.

Have a money question? Email us here or call 855-411-JILL.

Connect with me at these places for all my content:







"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.