BONUS call: Do You Need a Financial Advisor
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 29 August 2017
⏱️ 9 minutes
🧾️ Download transcript
Summary
This week on the BONUS call we're going to the beautiful Pacific Northwest to chat with Diane from Portland, Oregon. Diane and her husband, in their early 40s, have some considerable assets and are now wondering if it's worth paying a fee to meet with a financial advisor. Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. 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/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Better Off Bonus Call of the Week. We're sponsored by Betterment, the largest independent online |
| 0:08.7 | financial advisor. I love this extra bonus session and I have to say it was the brainchild of producer Mark who said |
| 0:17.5 | we've got to get more people on the air we're getting flooded with folks who need advice. |
| 0:21.2 | If you need some financial advice, |
| 0:23.9 | there's a very easy way to get on the air with us. |
| 0:26.5 | Just send us an email. |
| 0:27.9 | Ask Jill at better off podcast.com. |
| 0:31.0 | Ask Jill at better Off Podcast.com. |
| 0:34.0 | Two Chances Every Week, right? |
| 0:35.4 | We do the longer show on Thursdays. |
| 0:37.7 | We do the listener question and then this show we drop on Tuesday. |
| 0:41.2 | So give us a holler, love to hear from you. Right now we would like to |
| 0:45.9 | speak with Diane who is on the line from Portland, Oregon. Hello Diane, welcome to |
| 0:52.0 | Betteroff. |
| 0:52.6 | What can I do for you? |
| 0:54.0 | Hi Jill, it's so nice to meet you. |
| 0:56.2 | I guess I reached out because we are wondering if it's time to seek the services of a financial advisor. |
| 1:05.0 | We've done a little bit of research, |
| 1:06.7 | seeing some of your guidance on it, |
| 1:08.7 | started looking around on the Napa website, |
| 1:11.2 | et cetera. And, you know we have some assets that we've updating that we have |
| 1:17.8 | some extra investments and just looking for advice but having a little bit of sticker shock in terms of most of the places we look at that the only charge the 1% and it's still, you know, a significant amount and we're just on the |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Audacy, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Audacy and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.