lifes-too-short-header
Life's Too Short... so make the most of it! Try something new, eat something healthy, grow something beautiful, hug someone you love, move around a lot, and be kind to yourself. Melanie Cole brings you the best tips from lifestyle and fitness experts, including guests from the American College of Sports Medicine.

Encore Episode: Financial Literacy & Retirement Planning

From the Show: Life's Too Short
Summary: No matter your age, it's time to start planning for retirement.
Air Date: 8/14/18
Duration: 10:36
Host: Melanie Cole, MS
Guest Bio: Julie Jason, JD, LLM
Julie Jason HeadshotJulie Jason, JD, LLM, started out on Wall Street as an attorney, developing her views on financial services in the trenches. Twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families.

Through her award-winning weekly investor education column (syndicated by King Features), Jason troubleshoots financial problems for a broad audience of readers of every financial means. Jason is the author of The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times & Bad (Sterling 2017, update to the 2009 AARP Retirement Survival Guide); Managing Retirement Wealth: an Expert Guide to Personal Portfolio Management in Good Times and Bad (Sterling 2016/2011); Julie Jason's Guide to Connecticut Probate (Law First, 2006); JK Lasser's Strategic Investing After 50 (Wiley, 2001); You and Your 401(k) (Fireside, 1996); and The 401(k) Plan Handbook (Prentice Hall, 1997). Julie Jason lives in Connecticut.
  • Guest Facebook Account: www.facebook.com/RetireSecureNow
  • Guest Twitter Account: @RetireSecureNow
Money management is a tough subject. It’s difficult enough for many to meet their monthly bills.

How much money do you need to save? You have to look at your lifestyle and see what it would take for you to save the equivalent of what you require for how you live.

To save for retirement, look at how much you’re spending and the source of your retirement funds. Where will the money come from that supports you? The older set wishes they had started saving earlier.

It’s a hard pill to swallow, but you can’t prioritize your children above yourself. They are equal. You have to take care of you so you can take care of your children. Don’t wipe out your life’s savings for your kid’s college degree. Newer resources may help you address college costs.

Listen as Julie Jason joins Melanie Cole, MS, to share how to get started saving for retirement, how to plan for your child’s college expenses, and where to get your financial advice.
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