What exactly does a financial planner do?
This week I’m answering another listener question with CFP and host of the Jill on Money podcast, Jill Schlesinger. We get into the nitty-gritty of when you should turn to a financial planner and when you can just handle things on your own.
Other episodes featuring Jill - Ep.371, Ep.372, Ep.380, Ep.397!
Connect wit ... Show More
Nov 2021
352 | DIY Financial Planning: Create Your Own Financial Plan
You already know how to save, invest, and track your expenses — but when did you last map your entire financial ecosystem? Most DIY investors in the FI community can name their portfolio allocation, but ask them about beneficiary designations, tax-efficient asset location, or whe ... Show More
1h 8m
Oct 2021
This Is Not Financial Advice (ft. a Financial Advisor) - SimplyPodLogical #80
On this episode of SimplyPodLogical, Cristine and Ben are joined by a Certified Financial Planner to answer questions from the audience about debt, financial literacy, planning for retirement, taxes, and how tf to save money.
59m 46s
Oct 2023
Can I afford to totally change my life?
Longing to quit your job and follow your passion? Or perhaps take a break to travel? Or move to a new place? First, you'll need to look at your finances. In this episode, Jill Schlesinger, a certified financial planner and business analyst for CBS News, walks through her five ste ... Show More
19m 13s
Sep 2025
Can you afford to make a big life change?
Longing to quit your job and follow your passion? Or perhaps take a break to travel? Or move to a new place? First, you'll need to look at your finances. In this episode, Jill Schlesinger, a certified financial planner and business analyst for CBS News, walks through her five ste ... Show More
19m 18s