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Jill on Money with Jill Schlesinger

Maximizing Your Advisor Relationship

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 12 July 2024

⏱️ 15 minutes

🧾️ Download transcript

Summary

A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind.

Have a money question? Email us here

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Twitter: @jillonmoney

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

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Jill on Money Show. It's Friday, July 12th and I apologize both yesterday and today.

0:10.0

The shows, I have a little frog in my throat, so I'm just going to bring Mark on to say hello

0:14.0

because I haven't spoken to you since the 4th of July holiday.

0:16.5

Did you have a good week?

0:17.5

Uh, good week, good week.

0:19.5

I can, I'm trying to remember, it's all a blur.

0:21.5

But yeah, I think it was good. You think did you do did you see the fireworks from your apartment?

0:26.1

Yeah you can when we went up to the rooftop you can see them in the distance over this year was on the west side of Manhattan if they they had been on the east side, as has been the case for many, many years,

0:36.0

it would have been a much better view.

0:38.0

Well, I had a nice time, but I got some sort of weird summer cold and whatever I'm here I'm banging it out but I do sound a little

0:46.7

do you notice it immediately when you heard my voice no honestly I I barely notice the thing right now

0:52.4

Oh good if not for you saying anything I wouldn't No, honestly, I barely noticed the thing right now.

0:52.8

Oh, good.

0:53.2

If not for you saying anything, I wouldn't have noticed the thing.

0:55.9

Because I heard just was listening back to something I just recorded for you

0:59.2

and I was like, that doesn't sound like me.

1:01.2

But I sound a little bit like Brenda Vakaro. I'm happy to do it.

1:04.4

Hey, gang, it is our Friday focus today.

1:06.7

I'm excited for that.

1:08.0

And I love these episodes where we kind of try to hone in

1:12.2

on some topic that we can group together a bunch of your emails

1:16.1

and today we're talking about maximizing your advisor relationship and boy I have been getting a ton of questions about Advisors, Mark. I have to say that not only from our listeners, but also from TV viewers. I was on a television shoot and two cameraman asked me for

...

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