J.R. Whalen

speaker

37,077 appearances 1,141 recordings 1 series first heard Sep 2017 last heard Jan 2025

J.R. Whalen’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Money Moves for the New Year: Gearing Up for Retirement · 27 Dec 2024 podcast

Whelan for The Wall Street Journal. voice-verified

Welcome to the final installment of our series, Money Moves for the New Year. voice-verified

This week, we've taken a look at your questions about meeting financial goals in 2025. voice-verified

We've looked at boosting your credit score and paying off debt, leveling up your career, and saving for a big purchase. voice-verified

But before we start the new year, today we're discussing getting your finances in order to retire. voice-verified

And retirement looks different for everyone. voice-verified

That's Daniel Paul. voice-verified

He's 60 years old and lives in Boulder, Colorado. voice-verified

Throughout his career, Daniel has worked in advertising and marketing for a few different companies. voice-verified

Now he's a vice president of marketing for a multi-state cannabis company. voice-verified

In the next phase of his life, he wants to slow things down. voice-verified

Daniel is looking to retire in the next few years. voice-verified

His wife plans to work a bit more, but his long-term idea of retirement includes the two of them seeing the world. voice-verified

But to get to Fiji or Japan, Daniel wants to make sure he's taking all the right steps in his last few working years to ensure smooth sailing into retirement. voice-verified

He also wants to know about pulling money out of his savings and the big T word, taxes. voice-verified

But we'll get to that later. voice-verified

Let's talk about taking those first steps toward retirement. voice-verified

Whether you're set to retire in 2025 or just began working, Daniel's question about making your money last holds up. voice-verified

And before you go spending away as a retiree, you want to build up your savings as much as possible. voice-verified

So I talked to my colleague, Ann Turgason. voice-verified

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