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
With my first grandchild on the way, I'm trying to figure out the best way to move a bit closer to the family.Have a money question? Email us ... Show More
Working and retired Americans are much less confident in their financial ability to maintain a comfortable retirement compared to a year ago, according to a new survey from the Employee Benefit Research Institute. Have a money question? Email us ... Show More
