Jim (Caller)
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Podcast Appearances
That's what I'm living off of.
I don't really use this other money for anything other than just sitting there.
Even in the bank accounts, I just let it sit there.
It's just me right now, so it's, let's see, $30,000, $30,000, $60,000.
Probably around $90,000 to $100,000 a year.
Tomorrow, the wife starts on her Social Security, so we'll have her income coming in.
I could kick myself for letting it sit there, but if I'm ever going to retire and be comfortable...
I need some advice and some help to get some kind of investments in it.
Hope so, yes, sir.
You got kids?
That's what I'm looking for.
Yes, but they're all married and grown, and I've got three grandkids and one on the way.
Well, I do have, for the three that I already have, I do have my accounts for them set up at the credit union.
Yes, thank you.
How can I help today?
Jim, or George, I'm 63 years old.
I can see 64 in the very near horizon.