Help! I Can't Find a Good Advisor

We start things off this week with Nancy from Cape Cod. Nancy recently inherited a large chunk of money, and after striking out with a couple of financial planners, she gave us a call to see if we’d be able to help her finally find the right person to manage her newfound fortune. Such a fascinating conversation.

More emails in hour two. The good news is that we’re finally into the 2019 section of the inbox.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.