Brokerage Over 401(k)?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 10 September 2025
⏱️ 20 minutes
🧾️ Download transcript
Summary
I am in the Roth camp for sure, but is there ever a reason to choose a brokerage account over a pre-tax 401(k)?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Here's a stat that completely blew my mind. Nearly half of American adults say they would suffer |
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| 0:56.1 | Head to PolicyGenius.com to compare free life insurance quotes from top companies and see how much you could save. |
| 1:03.3 | That's PolicyGenius.com. |
| 1:09.2 | Welcome to the Jill on Money Show. It's Wednesday, September 10th, and we are here trying to help you navigate your financial journey. Now, whatever it is that's going on for you, it can be something small, it can be something big, it could be an opportunity, it could be a fear, it could be all those different emotions that bring something up to the four that you need |
| 1:30.1 | some help with. |
| 1:31.3 | Both Mark and I are CFP, certified financial planners. |
| 1:34.7 | Now, we don't do it for a living. |
| 1:36.1 | We do it because we love this show and we love talking to you. |
| 1:41.1 | And so, you know, we're not, we don't work for a financial firm. |
| 1:44.1 | We just work for us. So if you have a question, you know, we're not, we don't work for a financial firm. We just work for us. |
| 1:45.5 | So if you have a question, all you need to do is go to our website, jillonmoney.com. |
| 1:51.8 | Click the contact us button. Write us a note. And if you want to join us on the program, |
| 1:56.3 | just check the box. Mark, we'll do everything else. Now, while you're on the website, |
| 2:00.7 | focus on Jill on Money |
... |
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