How I Can Afford a Comfortable Retirement
Update: 2025-08-26
Description
In this episode of Your Money, Your Mission., host Kelly Mould interviews Jill Haupt, a retiree and former head of private banking at Johnson Financial Group. Jill shares her experiences and insights on planning for a comfortable retirement, including the importance of starting early, maximizing employer-offered retirement plans and considering healthcare costs. She also discusses the value of downsizing, tax-deferred investing and maintaining physical and mental health in retirement. By sharing her story, Jill provides practical strategies for achieving a secure and fulfilling retirement.
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