targetdatefunds

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#326 Insight and Self-Awareness with Tasha Eurich

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We're keeping this blurb here for a while as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

June 3 Download Hour One Here

We started the show with Cindy in Delaware.  Let me just say that we've been doing this show for nearly seven years.  We've taken a lot of the calls over the years and these types of calls are among the most gratifying.  Cindy is a recent widow, and like so many others, her spouse handled the finances. When he passed away, Cindy was lost, overwhelmed and had no idea what to do.  When we talked to her, you could actually hear the fear and raw emotion in her voice.  By the time we finished the call, what you heard was a huge sigh of relief.  Helping Cindy completely made my day and reminded me that the best part of what I do is helping you guys realize that all is not lost.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

June 3 Download Hour Two Here

In hour two we dipped into the world of self-awareness with Tasha Eurich. Tasha's new book, Insight, aims to find the secret to happiness and success.  As it turns out, self-awareness may be the key ingredient.

As Tasha outlines in the book, self-awareness, knowing who we are and how others see us, is the foundation for high performance, smart choices, and lasting relationships. Without it, it’s impossible to master the skills needed to succeed in business and life.

Here's the thing...most of us know that there are plenty of people around us who are severely lacking in self-awareness.  The problem is we rarely consider whether we, too, could stand to improve on this critical skill. And making matters worse, it's extremely rare to get candid, honest feedback on how we come across, both at work and at home.

It doesn’t have to be that way.  Tasha spells out what it takes to see ourselves more clearly: how to better understand what makes us tick on the inside, how to get others to tell us the honest truth about how they see us, and how to use this insight for greater success, confidence and self-acceptance.

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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#325 Leadership with Ret Admiral William H. McRaven

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We're keeping this blurb here for the next few weeks as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 27 Download Hour One Here

We started the show with Adam in Pennsylvania who had some questions about withdrawal strategies in retirement.  With such a question you'd think Adam was in his 60s but he's not.  He's only 40 and wants to retire right now!  Needless to say the call became very complicated. While I'm not sure Adam liked what I had to say, it's my job to provide you the unvarnished advice that you deserve.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 27 Download Hour Two Here

Since it's Memorial Day weekend we thought we'd do something special.  A few weeks back on the Better Off podcast, I had the privilege of interviewing Retired Admiral William “Bill” McRaven. 

If Bill’s name sounds familiar, it is likely because he was the leader that presided over the 2011 Navy SEAL raid, which resulted in the killing of Osama bin Laden in Pakistan. Bill was the man who identified the body when it was flown back to Afghanistan and told President Obama that the U.S. finally had their guy.

A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin (Hook ‘em Horns!). Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with nearly 25 million views online.

In January, 2015 Bill became the Chancellor of the entire University of Texas system and was encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life...And Maybe the World.

We touch on other subjects during the interview...and for the upteenth time over the past eight years, I sometimes have to pinch myself -- I am so lucky to do what I do…#Gratitude.

One other note related to the holiday weekend...

A few weeks back I was part of a Department of Labor webcast that focused on employment, benefits and financial planning for transitioning service members.  If you, or someone you know may benefit from it, you can find it here.

 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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#324 Bored in Retirement + Target-date Funds

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JSminibrand1.png

We're keeping this blurb here for the next few weeks as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 20 Download Hour One Here

We started the show with Elaine in CT, who had a question about rolling over her ESOP plan...not a very common question on the show but a pretty straightforward answer.  Next up was Paul in Atlanta.  He's already retired, finding it kind of boring, and looking to spice things up by buying a local franchise.  He thinks he has the money to do it but wanted to run it by us since it has the potential to be a very risky decision.  It was definitely a question worthy of two segments.

As you've heard me mention, I'm now the Senior Ambassador for the CFP Board.  With that honor comes the opportunity to meet amazing CFPs from around the country.

CLICK HERE FOR LATEST SHOW ON YOUTUBE

May 20 Download Hour Two Here

And that's how I met fellow CFP Board Ambassador Scott Ward, our guest this week in hour two and a senior associate with Johnson + Sterling in Birmingham, Alabama. Scott works with both individuals and plan sponsors, specializing in retirement transition services, investment advisory and portfolio management deliverables and fiduciary compliance services.
As you'll hear, he's also incredibly passionate when it comes to financial literacy, target-date funds and Crimson Tide football!
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