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Jill on Money with Jill Schlesinger

Feeling Pressure to Hire a Financial Advisor

Jill on Money with Jill Schlesinger

Audacy

Investing, Education, Business, Self-improvement

4.61.9K Ratings

🗓️ 28 February 2022

⏱️ 17 minutes

🧾️ Download transcript

Summary

Now that we're in our 50s, we're starting to feel some pressure to hire a financial advisor. Do we need one?

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

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0:00.0

Welcome aboard this Air France podcast message. Air France and its crew invite you to discover

0:09.4

its business class cabin, where you can enjoy a full flatbed. For even more comfort, an

0:16.0

ultra soft duvet and pillow are at your disposal. Air France wishes you a pleasant podcast.

0:24.4

Air France book your business class tickets now at Air France.co.uk

0:29.4

A brand new movie from the Paw Patrol is ready to launch. Did he say launch? No, I said launch.

0:37.4

This October we got super powers. Awesome. Prepare for a movie event so enormous. Go

0:43.4

ready with the big does now. You'll need to see it on the biggest screen possible.

0:49.4

We're going to need a new name for ourselves. How about the Paw Patrol? We're just a little bit extra.

0:55.4

Paw Patrol for my movie is the first this weekend only in September 13 book tickets now.

1:04.4

Welcome to the Jill on Money Show. It is Monday February 28th and we are here to try to help take the

1:11.4

mystery out of your financial life. I always feel like I know Sundays the first day of the

1:15.4

week, but Monday is really the first day of the week for me and for most of us. So let's get

1:20.4

ourselves together here. It's the last day of February. We are kind of plowing through.

1:27.4

You may have a question about your taxes because it's high tax season. So if that's the case,

1:33.4

go to our website JillonMoney.com. Click the contact us button. You also may have a question

1:38.4

about retirement or state planning or education funding or whether or not to get a new job.

1:43.4

Any of those kinds of financial matters that are on your mind, let us help you think about them

1:49.4

perhaps differently. So Mark and I are both certified financial planners. We went through all the tests.

1:55.4

Let us help you with nothing else to sell but us. Here's what I'm selling a free weekly newsletter.

2:01.4

Every single Friday Mark puts together a great bunch of different pieces of content that you should know about.

2:07.4

And he spends a ton of time doing it. So check it out. It's the free weekly newsletter.

2:11.4

You just go to JillonMoney.com and you can sign up for that. Today, we are talking to one of our

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