Jill on Money with Jill Schlesinger I Got a Late Start, Am I Okay for Retirement?
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Feb 11, 2026 Catherine, a 58-year-old renter who started saving later, shares her retirement savings, investments and plans for travel. She discusses balances across retirement accounts, a large brokerage position and an expected foreign property sale. The conversation covers spending goals, working a few more years, risk reduction and estate planning.
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Late Start, Big Progress
- Catherine started saving for retirement in her mid-40s after health and career disruptions.
- Despite a late start, she built significant retirement and non-retirement assets through focused saving.
Snapshot Of Assets
- Catherine reported $333,000 in her 401(k) and $32,000 in Roth within it, plus an IRA and sizable cash savings.
- She also holds about $1.1M in a brokerage account and owns foreign property she plans to sell.
Retirement Can Be Phased
- Catherine loves her work and plans to stay employed full time to 65, then part-time into her 70s if health allows.
- Retirement planning can be flexible and include phased reductions rather than abrupt stops.