Audit flags

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#161 Hitting it Big, Retirement Planning

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Is your team out of the Final Four? Don't fret - we have a great show, where we dreamed about winning lotteries and planning retirement.

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Although Patricia is 15 years from retirement, she is planning ahead. We help her consider factors about a home purchase. Also planning ahead is Kathlyn, who wants to make sure she knows what to do if she were to win the lottery!

Pete and Kristen were talking about education funding, while Sandy and Jon are just starting their retirement savings process.

We dug into retirement numbers with Joe and helped Louise determine whether she needs long term care or disability insurance...or both!

Thanks to everyone who participated and to Mark, the BEST producer in the world. 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 
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#160 Real Estate, Audit Red Flags, Retirement

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Spring is in the air...which means that the tax filing deadline is around the corner. In addition to fielding lots of retirement and ed funding questions, we discuss audit red flags.

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The college acceptance letters are rolling in...now the hard part: paying for that coveted degree. Roy, Tom and Matthew all have questions about footing the bill for education.

Dick, Brian and Jay are trying to ascertain whether they are on sound enough financial ground for retirement; while Rob and Bola are just starting their retirement planning and need advice on the best vehicles to use.

Chris is seeking guidance on his old 401 (k) plan and Liz wants to know which retirement funds to tap for home improvement.

Thanks to everyone who participated and to Mark, the BEST producer in the world. 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