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.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

Appearances

newest first · ▶ plays the moment

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

She writes about retirement here at The Wall Street Journal. voice-verified

How could somebody gauge if they have enough money saved away? voice-verified

What are some questions they should ask themselves or their financial advisor? voice-verified

We've also heard stories of retirees who take on part time jobs to fill in the gaps. voice-verified

Heading into retirement, what changes should someone make to the way they budget their money? voice-verified

You mentioned health insurance a moment ago. voice-verified

Daniel, like a lot of people around retirement age, has spent decades with company-provided insurance coverage. voice-verified

What's available once they leave the workforce? voice-verified

Whether you're close to retirement or simply dreaming of it, the process can feel overwhelming. voice-verified

After the break, we'll hear more from Ann Tergesen about managing your finances in retirement and when to withdraw your funds. voice-verified

A 401k, IRA, a pension, maybe stock portfolios? voice-verified

They're all potential sources of income you've built up over the years for when the time comes to say bon voyage to working a full-time job and still maintain your standard of living. voice-verified

Your Money Briefing listener and Colorado resident Daniel Paul says he wants to know where he should start pulling from. voice-verified

Reporter Ann Tergesen is back with us. voice-verified

What should somebody consider before doing that process? voice-verified

And the idea of retirement can be intimidating for a lot of people. voice-verified

How does someone know when it's time? voice-verified

Over the course of this series, we've talked about ways to boost your credit score, pay off debt, land a new job, plan for a big purchase, and finally, retire. voice-verified

And all that starts with you. voice-verified

Some New Year's resolutions may be out of reach or quickly forgotten, but setting out to make smart moves with your money can pay off throughout the year and beyond. voice-verified

Showing 341–360 of 37,077 · page 18 of 1854