Radio Show #155: Retirement Expert Mark Miller


We were so fortunate to have retirement expert Mark Miller join the program to explain Social Security basics (which are always confusing!) and to provide an update about what the Affordable Care Act does for retirees who are pre-Medicare age.

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Mark is the editor and publisher of, but as if that were not enough, he is also a journalist and author who writes for Reuters, Morningstar and anywhere else that a retirement guru is needed -- that means a lot of places!

While he was with us, Mark was able to clarify a couple of Twitter questions that came up after last week's show and provided advice to Gloria, Nancy and Neal.

In addition to Mark's great segments (spoiler alert: they are the first two segments of the second hour), we talked to Mary, who just rolled over all of her retirement money to Vanguard and Kathy, who is ready to put $5,000 to work.

Charles was thinking about refinancing his mortgage, but wondered whether he should skip the fees and just accelerate his pay down of the existing note.

Should Veronica use her new 401K, even though the investment options are lousy? We help her figure it out and then move on to long term care with Hannah and REITS with Mike.

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