Mark Miller

Retirement Plan Options + A Large Inheritance

Happy Fourth of July weekend! Or was it last weekend? Or is it this weekend? Whatever the case, the show goes on.

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This weekend we kick things off with young Nicole from Seattle who just started a job at a local university and has a decision to make when it comes to her retirement plan. A traditional 401(k) or a defined benefit pension plan which only kicks in after she's been there for ten years? It's a tough call to make. 

Next up was Sharon from Michigan. She and her husband just inherited $400,000. What should they do with it? Pay off some debt? Invest it? 

Hour two this week features an interview with my pal and retirement guru, Mark Miller. No stranger to writing books, Mark was on to chat about his latest project, Jolt: Stories of Trauma and Transformation. 

Having interviewed dozens of people over the years who are hell-bent on changing their lives and careers to focus on work with more purpose and meaning, Mark began to notice a pattern: many leap-of-faith transformations begin with unforeseen traumatic life events.

Mark decided to think of these high-voltage bolts out of the blue as jolts — painful events that stop people in their tracks and then thrust them toward positive change.

The death of a child. Life-threatening illness. Plane crashes. Terror attacks. Natural disasters. Some of us never fully recover from unimaginable traumas like these, but some not only survive—they bounce back to thrive and grow.

Jolt tells the stories of people transformed by trauma, and the new paths that they pursue.

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

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

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#278 Retirement, Fiduciary, Social Security Expansion with Mark Miller

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Mark Miller, the editor and publisher of RetirementRevised and nationally recognized expert on trends in retirement and aging, returns to the show to offer his unique perspective. Mark offers a holistic view of retirement security, including healthcare and Medicare, Social Security, retirement investing, midlife careers and housing.  He also writes frequently about retirement-related public policy issues, including Social Security, Medicare and workplace retirement plans.

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

We started the conversation discussing Mark's next book, “Jolt: From Trauma to Transformation,” which examines what makes some of us able to bounce back from trauma and others not so much.

Mark weighed in on the Department of Labor's Fiduciary rule and completely dismissed the industry's push back against the changes. (Check out his post: Is the fiduciary rule fight really about the little guy?) With trillions of dollars in assets set to leave big firms, it's no wonder they fought so hard against putting clients' interests first. We finished up with tips on Social Security and Mark's take on the possibility of Social Security expansion.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#199 Reverse Mortgages, Capital Gains, Financial Planners

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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.

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Mark is the editor and publisher of RetirementRevised.com, 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!

We also fielded questions on reverse mortgages, saving money to buy a house and what to do if you think that your advisor has a conflict.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. 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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Radio Show #155: Retirement Expert Mark Miller

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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.

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Mark is the editor and publisher of RetirementRevised.com, 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