Advisor Fees, Roth Taxes, Creating a Budget
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 14 July 2018
⏱️ 11 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
What kind of fees should I be paying my advisor? Will I have taxes and required minimum distributions with my Roth IRA? I'm 17, how can I create a budget? Those questions and more as we attempt to clear out the inbox! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. 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.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50
Transcript
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| 0:00.0 | Welcome to the Better Off Bonus Bonus |
| 0:06.0 | Listener Questions of the Week. |
| 0:08.0 | The inbox is going insane. |
| 0:10.0 | It's blowing up. |
| 0:11.0 | We are readily admitting that. Not all of you want to come on the air. |
| 0:14.4 | That's fine too. If you've sent an email to us asking about something going on in your |
| 0:19.9 | financial life, if you've sent that email to ask Jill at better off |
| 0:22.8 | podcast dot com and we have been somewhat remiss in getting back to you that is |
| 0:27.3 | because we just have too many so we are dropping some extra episodes throughout the summer. |
| 0:34.0 | The show is sponsored by Betterment, the largest independent online financial advisor. |
| 0:39.0 | So let's get to some of your questions. |
| 0:41.0 | Here's Gary, who wants to know know what is a fair fee as a |
| 0:44.8 | percentage of an account for advisory fees. I have multiple accounts, entities that |
| 0:50.6 | I oversee, range mostly from solid six figures to seven and eight |
| 0:54.4 | figures. Toldtling lower eight figures. Everyone do the math with me. Lower |
| 0:58.8 | eight figures? Ten eleven million bucks? sounds like that to me. |
| 1:03.6 | He currently pays 0.7%. |
| 1:07.9 | A slight reduction from the listed minimum of 0.75% |
| 1:11.2 | at a large international firm. |
| 1:13.6 | Should I be able to do better? |
| 1:15.2 | Hell yeah! |
| 1:17.7 | I think a lot of people would be very happy |
... |
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