The State of Retirement
Yesterday it was Charles Schwab, today it's his daughter Carrie Schwab-Pomerantz, who joined us to discuss a recent retirement survey conducted by Schwab.The online survey was conducted among 2,000 Americans aged 55 to 75 with at least $100,000 in investable assets. Among the findings: More than 80% of those who have retired and those soon-to-retire believe their lifestyle in retirement will be everything that they envision Aspiring retirees expect to retire six years later (at age 66) than accomplished retirees did 19% of survey respondents say they or their spouse were financially impacted by COVID-19 52% of respondents say they’re more focused on developing a retirement plan due to COVID-19 It's a true family affair this weekend on Jill on Money!Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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About The Show
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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