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When it comes to finding an advisor that could be around for the long haul, how much of a factor should the fees be when making a final decision?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Mike from Buffalo starts things off this week with a question about risk tolerance. After completing a couple questionnaires, Mike is wondering if his current asset allocation matches up with his risk tolerance.
Stay tuned in hour two for a very, very rare on-air appearance from Mark, my long-time producer! He accomplished something very big last week and I forced him to come on and discuss :)
"You don't have to turn into a corporate drone to kick ass in the working world," says our guest in hour two, Tania Katan, author of Creative Trespassing: How to Put the Spark and Joy Back into Your Work and Life.
After more than ten years of smuggling creativity into the business sector without getting busted, Katan is here to tell you that any task or pursuit can be a creative one. You just need to be willing to defy conformity and be ready to conjure imagination anywhere, at any time.
If you're feeling stuck in a dullsville job, a windowless cubicle, or an ill-fitting polyester work shirt, chin up! Katan has been there, too, and she's lived to tell the story. How? By choosing to stand out rather than fit in, to find her light, and to bask in it with all of her quirks and flaws.
Whether you're an entrepreneur seeking new ways to innovate, a newbie trying to spice up routine entry-level work, a free spirit with a rich creative life outside the office looking to bring more of that magic into your job, Katan will show you how to transform monotony into novelty and become more energized in your work and in the world.
Filled with stories of her own shenanigans, from organizing a wrestling match in the middle of an art museum to staging a corporate culture intervention via post-its, and lessons from the rule-breaking exploits of artists, change-makers, and totally legit business leaders alike, this book is an uninhibited guide to using creativity as fuel for a freer and more joyful life.
Have a money question? Email me here.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
We kicked things off this week with Brad from Missouri who's wondering if he needs to enlist the help of a CFP as he tries to get his financial life in order.
Next up was Risa from Scottsdale, AZ who wanted to know whether or not she and her husband should pay off the mortgage on a piece of rental property they have.
As we've been doing, hour two was devoted to the email inbox.
Have a money question? Email me here.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Have a money question? Go to jillonmoney.com for all the contact info. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2
Have a money question? Email me here.
Have a money question? Go to jillonmoney.com for all the contact info. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2
Have a money question? Email me here.
Are you celebrating the upcoming World Financial Planning Day by creating a financial plan? I’m guessing that the answer is no, because according to the 2018 Charles Schwab Modern Wealth Index, about a quarter of Americans have a written financial plan. That’s too bad because having one “can lead to better daily money behaviors.”
Have a money question? Go to jillonmoney.com for all the contact info. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2
Have a money question? Email me here.
Fall will officially start on September 22nd, which means that you may have already seen Halloween candy displayed along the aisles of your local grocery or drug store. It also means that the kids are back to school and you can now redirect your attention back to your money issues, before the onslaught of the holiday season sucks you in. To help, here are 5 Financial Pitfalls to avoid before the end of the year.
This week we kicked things off with Robert from the Bay Area who wanted to chat about his asset allocation. In his early 60s, with a couple homes and 800k in retirement savings, Robert is now wondering if he's invested too aggressively. At this point in his life is it time to scale things back a bit? Such a great call.
In hour two, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of.
As the founder of ObjectiveAdvice.com, Gary and his team share a simple, three-pronged professional philosophy approach:
Trust, competence, objectivity...that’s basically what this conversation was all about as we jumped into various topics including annuities and everything you need to know before purchasing one, FINRA, and the always popular topic of what it means to uphold the fiduciary standard.
Have a money question? Email me here.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
There's a variety of ways to save for retirement. You can do it at work via a workplace sponsored plan such as a 401(k), you can open a traditional IRA or a Roth IRA, or you can also open a brokerage account. The point is there's a variety of options. Which is best in your particular situation? That's what Katie from Omaha was asking on the latest BONUS call.
“Better Off” is sponsored by Betterment.
Have a money question? Email us here or call 855-411-JILL.
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