If your situation is fairly straightforward, is there anything wrong with using a robo-advisor? Or are you better off using an actual financial advisor?Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Aug 2021
What Are the Different Types of Financial Advisors?
Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Finder.com about who should work with an advisor, how to find someone trustworthy, what fees are charged, and the differences between r ... Show More
26m 29s
Here's a snippet from our recent Medicare webinar with Marcia Mantell. This is just a few minutes, but there's a full hour of Marcia behind the paywall. You can purchase the individual webinar here.Have a money question? Email us ... Show More
I am 58, looking to retire in two years, and trying to decide if doing Roth conversions is worth it or not.Have a money question? Email us ... Show More
If, or perhaps when, I get booted from my tech industry job, will I need to find another job or can I retire?Have a money question? Email us ... Show More
