Am I Okay Using a Robo-Advisor?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 21 May 2021
⏱️ 14 minutes
🧾️ Download transcript
Summary
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.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money Podcast. |
| 0:05.8 | It's Friday, yuhu, May 21st, and we are here to try to take the mystery out of your financial |
| 0:12.7 | life if you have a question about anything going on. |
| 0:17.1 | I mean, really anything associated with a dollar sign, send us an email. |
| 0:21.8 | Very easy. |
| 0:22.8 | Ask Jill at JillOnMoney.com if you're on our website. |
| 0:26.2 | If you're on the JillOnMoney.com website, hit the contact button. |
| 0:30.6 | And by the way, when you're on the website, why don't you sign up for the free weekly newsletter. |
| 0:34.9 | We'd love to send that out too, it goes out every Friday. |
| 0:38.4 | Mark does a fantastic job. |
| 0:39.9 | All right, let's get into your questions. |
| 0:42.3 | This is from Joseph, and he says, I always enjoy the information in the newsletter. |
| 0:47.7 | Hey, how about that? |
| 0:48.7 | The newsletter. |
| 0:49.7 | Newsletter guy. |
| 0:50.7 | I'm recently retired. |
| 0:51.7 | I'm trying to decide where to invest my 401k funds now. |
| 0:56.7 | Since I'm not too confident in knowing the right way to manage these funds, I'm considering |
| 1:02.3 | going with a Robo Advisor service or some hybrid of Robo and Personal Management with |
| 1:08.3 | a brokerage account, maybe at Fidelity or Schwab or Vanguard. |
| 1:13.7 | Obviously, one can decide to be conservative, moderate, et cetera. |
| 1:17.0 | Do you have opinions of these? |
... |
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