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Jill on Money with Jill Schlesinger

Do I Need a Financial Advisor?

Jill on Money with Jill Schlesinger

Audacy

Investing, Education, Business, Self-improvement

4.61.9K Ratings

🗓️ 5 August 2025

⏱️ 22 minutes

🧾️ Download transcript

Summary

I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Transcript

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0:00.0

Welcome to the Jill on Money Show.

0:05.5

It's Tuesday, August 5th, and we are here listening to what's on your mind and trying to help you find a way forward that works for you.

0:15.4

And, you know, sometimes people will come on the program and they say, well, I don't have that much money or some people

0:21.0

have a lot of money. Doesn't really matter to us because we all have weird things about our

0:25.8

financial lives or maybe not even so weird. It's just that it's hard to manage everything on your

0:31.7

own. You know, if I think about all the different things that have been put in our laps, whether it's

0:36.5

our health care, our finances, all the things you have to absorb about the changes in the world.

0:43.3

It kind of falls on us.

0:45.1

And I just wish that we didn't have to do all those things on our own.

0:48.7

And for you, who are our loyal listeners, you don't have to do it on your own.

0:53.0

You can work with us, meaning work with us.

0:56.3

What I mean by that is get in touch with us and come on the air and tell us about what's going on.

1:01.8

And then maybe we can find something for you to look at and maybe reexamine or maybe there's

1:08.6

something different that could happen for you that's a little bit less

1:11.3

stressful. Whatever it is, give us a holler. Go to our website, jillonmoney.com. In the upper right

1:18.7

hand corner, there is a contact us button. When you press that button, a formal pop-up, that's the

1:24.7

email we receive. And you can give us a bunch of details, especially if you don't think that you're going

1:29.6

to be coming on the program with us live.

1:31.5

But if you would like to join us live, all you need to do is check the box.

1:35.6

Mark does everything else.

1:37.2

Hey, while you're on the website, don't forget to sign up for the free weekly newsletter

1:41.2

and check out all of our content that lives here.

...

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