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
May 2021
Ask HTM - Switching from a Robo Advisor, Saving or Investing Funds for a Baby, & Does Infinite Banking Actually Work? #358
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo!
1 - Target date funds in my brokerage account- is this allo ... Show More
37m 35s
Should you let artificial intelligence manage your money? While AI might be able to help you come up with a budget, experts say there are risks.Have a money question? Email us ... Show More
With an unexpected surgery on the horizon, how should I be preparing for the worst case scenario?Have a money question? Email us ... Show More
