logo
episode-header-image
Jun 2023
22m 40s

Should We Downsize Now That We’re Retire...

Audacy
About this episode

Now that we're both retired from state service, is it the right time to sell our home and downsize?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

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

To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy

Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Up next
Today
Being Fair With Inheritance
My daughter is very upset with an early inheritance she received. How should I proceed? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠ ... Show More
17m 1s
Yesterday
Reset After Military Career
I am retiring in June of 2026 after 30 years in the Navy. There will be some kind of reset, but before I embark, are we on track for the next phase? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠ ... Show More
24m 58s
Jul 8
Vacillating About Retirement
Can I retire at age 59, which is the very last day of this year, or should I keep going for another year or so? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill ... Show More
23m 13s
Recommended Episodes
Jan 2025
Will Renting or Owning a Home Make You Wealthier?
Laura reviews the pros and cons of renting and owning a home and which option will likely build wealth for you and your family.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a money question? Send an email to money@quickanddirtytips.com or leave ... Show More
21m 20s
Jul 4
Should My First Home Be an Investment Property?
Laura answers a listener's question about the pros and cons of buying a rental property before a first home.Transcript: https://money-girl.simplecast.com/episodes/should-my-first-home-be-an-investment-property/transcriptHave a money question? Send an email to money@quickanddirtyt ... Show More
22m 38s
Jul 2024
Can I Retire in Three Years?
I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney To learn more about listener data and our privac ... Show More
19m 14s
Dec 2024
What Do I do With an HSA at an Old Employer?! (Plus How to Avoid RMD's) - Money Q&A
In this episode of the Personal Finance Podcast, we're going to talk about what to do with an old HSA at an old employer, plus how to avoid RMD’s. Today we are going to answer these questions! Question 1: Can I transfer investments from a brokerage account to a retirement account ... Show More
39m 7s
Jul 2024
Traditional or Roth?
I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @j ... Show More
17m 56s
Jan 2025
Ask HTM - Sahm Rule Recession Indicator, New App Gives Kids IRAs, & Paying for Big One-Time Expenses #931
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
51m 31s
Jul 2024
Can We Purchase a Vacation Home?
With a goal of buying a vacation home in the near future, are we saving too much for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney To learn more about listener data and our privacy p ... Show More
23m 55s
Mar 2025
222. Ask Tori: Investing and Retirement
FLASH SALE! FOR 24 HOURS ONLY, join us in Stock Market School FOR 50% OFF with code 'SECRETS': https://herfirst100k.com/invest You asked, and we answered! In this special replay episode, I answer voicemail questions from the podcast community and Stock Market School, including qu ... Show More
37m 8s
Jan 2025
Ask HTM - Supercharging Retirement as a Freelancer, HSA for Medical vs Retirement, & “Investing” in Your Primary Residence #934
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
52m 22s
Jan 2025
How Can I Invest Confidently With Little Money?
Laura answers a listener's question about building wealth when you have a fixed income or little money to invest.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail a ... Show More
14m 53s
Listen to millions of songs and podcasts on Anghami