Should I Fire My Financial Advisor?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 3 July 2018
⏱️ 9 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
I'm so glad when people call me before they make another mistake with their current financial advisor. That's the case on the latest BONUS call with Joe from California, who thankfully was sensing that something wasn't quite right. This is a great call to learn from. If your gut is telling you something, get in touch with me!! Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50
Transcript
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| 0:00.0 | Welcome to the Better Off Bonus Call the Week. We're sponsored by Betterment, the largest online |
| 0:08.7 | financial advisor. If you've got a financial question, a housing question, a tax question, a retirement question, |
| 0:16.0 | an investing question, we want to hear from you. |
| 0:19.0 | Just send us an email. Ask Jill at betteroff podcast.com. Ask Jill at Better Off Podcast.com. |
| 0:22.6 | Ask Jill at Better Off Podcast. |
| 0:24.6 | dot com. |
| 0:25.6 | Today we're talking to Joe who's on the line from LA. |
| 0:28.9 | Hello Joe. |
| 0:29.9 | Welcome to the show. |
| 0:30.8 | What can I do for you? |
| 0:32.3 | Hi Jill, thank you. |
| 0:33.0 | Such a pleasure to talk to you. |
| 0:35.0 | And you? |
| 0:36.0 | So here's my question. |
| 0:38.0 | I had my annual catch up with my financial advisor and all is going fine until we get to the end and |
| 0:47.0 | as sort of a, oh one more thing before you leave, he asked me if I want to think about taking out a whole life insurance policy for my nine-year-old son, which on the surface didn't initially sit with me right and I asked him why and he said you know to sort of |
| 1:04.8 | for some more savings and I said well then why not just put it into a brokerage account and |
| 1:10.5 | he started to play at the heartstrings and tell a tale of how I could leave money for my son and go on and on and on. |
| 1:18.4 | Anyway, I just I left there thinking... |
| 1:20.4 | He said to yourself, uh-oh, |
| 1:23.0 | wa, wa, uh, let's find out about you and then we'll trash your advisor, I mean talk about your |
| 1:28.6 | advisor. So, uh, how old are you, Joe? |
... |
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