robo-advisor

Am I Okay Using a Robo-Advisor?

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.

Coronavirus: Robo-Advisor or Traditional?

Like we keep discussing, times of uncertainty cause us to re-evaluate the way we're doing things, and that includes whether or not it makes sense to stay the course with a robo-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.

Active vs. Passive Investing

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We start things off this week with Ben from Indiana who is trying to weigh the pros and cons of active investing versus passive investing. Always a fascinating topic to discuss.

Next was John from Houston who’s trying to determine what he should be doing with some extra cash. Pay down his current mortgage? Or help out his mother?

In hour two we had a quick chat with Cynthia Loh from Charles Schwab.

Cynthia leads the team responsible for defining the client experience for Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™, the firm's robo-advisory and hybrid advisory and planning services. Her team is also responsible for developing and executing a growth strategy for both services.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
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https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

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

Do I Need a Robo-Advisor?

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Great chat on the latest call with Rose from North Carolina who's wondering if she and her husband should be using a robo-advisor or are they okay managing their finances on their own?

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

Connect with me at these places for all my content:

https://www.jillonmoney.com/
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.youtube.com/c/JillSchlesinger
https://www.linkedin.com/in/jillonmoney/
https://www.stitcher.com/podcast/jill-on-money
https://apple.co/2pmVi50

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