Jill on Money with Jill Schlesinger Am I on Track to Retire Comfortably at Age 67?
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Jan 27, 2026 Marie, a 61-year-old caller planning to retire at 67, seeks clarity on income, assets, and housing. Conversation covers her salary, retirement accounts and annuities. They discuss her California home and mortgage, projected income versus expenses, cash allocation and investment strategy. The segment ends with practical next steps like rollovers, consolidation and working with a CFP.
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Hold Two Years Cash, Invest The Rest
- Keep two years of expenses in cash to cover near-term retirement needs and big purchases.
- Invest excess high-yield savings rather than leaving all cash idle to help close your retirement income gap.
Caller Shares Retirement Timeline And Concerns
- Marie is 61, plans to retire at 67, and feels mixed about staying in a stressful job for six more years.
- She consults a financial planner once or twice a year but seeks more in-depth guidance.
Assets Put Her In Reasonable Position
- Marie holds roughly $500k in pre-tax retirement accounts plus $277k cash and a low-rate mortgage.
- The combination of pre-tax assets and cash positions her reasonably well for retiring at 67 if managed properly.