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Jill on Money with Jill Schlesinger

Concerns About My Financial Advisor

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 18 April 2025

⏱️ 18 minutes

🧾️ Download transcript

Summary

Due to some concerns regarding my financial advisor, should I be looking for somebody new to manage my money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

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0:00.0

Welcome to the Jill on Money Show. It's Friday, April 18th. And by the way, gang, although this is the program that takes the mystery out of your financial life, we will not be having to worry about markets today. It is good Friday. U.S. financial markets are closed. Take a deep breath. It's okay. Now, since we last spoke,

0:24.8

you'll notice that my voice is back. So that's good. Almost I would say I'm 95% of the way there,

0:29.9

Mark, not 100%, but 95% of the way there. This is the program, however, that wants to help you

0:36.4

along your financial journey.

0:38.4

And these are very upsetting times.

0:41.1

There is so much information coming to us.

0:43.3

You know, I just keep thinking that as human beings, we are not, we're not like microprocessing chips.

0:50.0

We can't take this, this fire hose of information.

0:58.1

Take it in, process it, and make great decisions.

1:13.8

In fact, I would suggest that because there is so much information, this is even more of a reason that you should get in touch with us, that you should go to our website, jillonmoney.com. And you should click the contact us button and write us a note. And if you'd like to join us on the air live, all you need to do is

1:19.0

check the box. Producer Mark will do everything else. He is the very best executive producer in

1:24.0

the whole wide world. While you're on the website, don't forget to sign it for the free weekly newsletter and check out our subscription service. It's called Jill on Money

1:33.2

Live. That is where you have access to quarterly live webinars, four of them. Bonus audio and video

1:40.1

content, Mark is building out that library as we speak, as well as our entire back catalog of our

1:46.6

previous webinars. All of that is $45 for the next 12 months. Mark, have you reached out to our

1:54.1

potential guest for the next webinar? I have. The wheels are in motion. Oh, my God, I'm so excited

2:00.2

for this. This is one of my favorite guests. We do a little repeat. Oh, my God. I'm so excited for this.

2:05.4

This is one of my favorite guests. We do a little repeat on some of these guests because I love them so much. And, of course, conditions change. So we bring you the best of the best. And it's not just Ed Slot, gang. There's more where that came from.

2:13.7

All right, Mark, time to do some emails. Let's start with a message.

2:17.7

This is from Lisa, who writes, in the fall of 2024, I began using a financial advisor

2:25.0

that is a close friend of my daughter.

2:28.4

Uh-oh, already I'm worried.

...

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