Finding the Right Advisor
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 14 June 2024
⏱️ 21 minutes
🧾️ Download transcript
Summary
As you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long-term goals like retirement and leaving a legacy?
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. It's Friday, June 14th. It's Flag Day. I have a flag, I like flying my flag and I like just the plain old flag. I don't need any extra messages. |
| 0:15.0 | So anyone else who has got a message flag, not interested. I like the regular old flag. |
| 0:20.0 | Anyway, happy flag day and happy everything else day. |
| 0:24.0 | It is our Friday focus today, and you guys, I have loved having this real interesting way of kind of grouping together questions and today's Friday focus |
| 0:36.1 | we're calling it finding the right advisor you know it's not like it's kind of like |
| 0:41.2 | maybe finding the right mate you know how do you know |
| 0:43.5 | that this is the one you know and you know when you know but also we are here to try to |
| 0:48.5 | help you out so if you want to know whether or not the person you're currently working with is the right person for you, |
| 0:55.3 | or maybe you're doing it yourself and you want to talk to somebody else, I recently got a call from a friend of mine |
| 1:00.8 | who, yeah, she got divorced and a friend of hers I think she dated him maybe I'm not sure was |
| 1:07.0 | taking care of some of her financial stuff and I said what does he do for you she's |
| 1:11.5 | I'm not like he just like holds stocks, buy some funds. |
| 1:15.4 | I said, but it sounds like you need financial planning. |
| 1:17.3 | She's, I know, I sort of feel like I do. |
| 1:19.8 | So then we went through the whole process. |
| 1:21.0 | I had to explain to her the difference between |
| 1:23.2 | someone who sells you stuff or execute stuff for you and somebody who actually |
| 1:27.1 | does full financial planning and there's a big difference between the two |
| 1:31.6 | so if you've got a question that falls into this |
| 1:33.9 | category or maybe there's something else going on in your financial life, go to our |
| 1:38.8 | website Jill on Money.com, click the contact us button, complete the form, and if you'd like to join us on the air live, then check |
| 1:48.0 | that box. |
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