Expanding What’s Possible With Money
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 3 October 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
- Delivering values-aligned financial advice to improve people’s lives
- Being thoughtful about the impact investments have on society and the environment
- Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base
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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 Show. |
| 0:05.7 | It's Friday, October 3rd, and we are here trying to raise your awareness of whatever is going on in your financial life and what's going on in the universe. |
| 0:16.8 | And I'm excited, we don't usually do this on this show, but I'm excited to present somebody who can help lift the veil on the financial advice industry. |
| 0:26.9 | We have a guest today. Her name is Jana Davis. I met her out in California when I was out at a conference of like these very impressive women advisors. |
| 0:37.3 | She wrote into me after one of our shows and said like she was, |
| 0:41.2 | she wanted to come on the air and she wanted to talk to me about some bit of advice |
| 0:44.5 | that I had given to somebody. |
| 0:45.8 | So it was a great opportunity to bring somebody who is just a great voice of the industry |
| 0:51.9 | to talk about financial advice, |
| 0:54.0 | to talk about what you should expect |
| 0:56.3 | when you work with somebody, when you, that person is trying to provide you with advice, |
| 1:01.8 | not sell you something. And I just think it's a really good time to do this. I know as we come |
| 1:07.6 | into the end of the year, the last quarter of the year, a lot of people will be looking at their statements and focusing on their investments and maybe saying to themselves, should I be doing something different? |
| 1:17.1 | Should I be working with somebody different? |
| 1:19.0 | This is a time to really consider that. |
| 1:21.3 | So without further ado, here is our guest, Jana Davis, a certified financial planner and a partner of Abacus Wealth. |
| 1:30.3 | Welcome to this program. How are you? Oh, man. I'm great. I'm great. I actually just get off a |
| 1:38.0 | women's only race on a sailboat, so I'm feeling good. A little sore. Wait, why are you sore? |
| 1:43.9 | Because you're pulling in jibs and jabs and cheats and things like that. Oh, for those sailors out there, they know exactly what I'm talking about. Yes, I'm bruised from head to toe and I love it. Oh, my God. All right. Well, okay, but everyone's got to have their thang and this is your thang. I was reading your bio, which I did not realize this, |
| 2:03.1 | advocacywealth.com is your thing. I was reading your bio, which I did not realize this, |
| 2:07.6 | abacuswealth.com is the website and you can check out, Jana. We'll put a link to it in the notes. |
| 2:14.1 | You started as an editor. Yeah, you know, I went to school to be the world's best news producer. |
... |
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