Time for a Younger Advisor?

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.6 • 1.8K Ratings

🗓️ 25 November 2020

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

You've been with your advisor for many, many years, and you think he's great, yet you're a bit concerned about what the future holds since he just turned 70. Is it time to ditch him and look for somebody younger? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

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0:00.0	Are you ready for a Monzo Business Bank Account?
0:03.3	Heather from the Accountant's Growth Club was,
0:05.3	knowing what cash I have is really important and Monzo Business makes it easy.
0:09.8	It automatically puts 20% of my income into a tax pot.
0:14.0	When it's time to pay your VAT, I always know the money's there.
0:17.0	If you're ready for a Monzo business account, apply today.
0:20.0	Just search Monzo Business. Only sole traders or limited company directors in the UK can apply.
0:25.0	Get tax pots with Monzo Business Pro for £5 a month.
0:28.1	Te's and sees apply.
0:29.2	Welcome to the Jill on Money Podcast. It is Wednesday. Wednesday my friends,
0:39.5	Wednesday the 25th of November. It's the day before Thanksgiving. Okay, we got a new
0:45.7	milestone here for the Dow Jones Industrial Average yesterday. Yep, we hit 30,000
0:51.2	for the first time ever.
0:53.2	I think there was a book million years ago that was like Dow 30,000.
0:56.5	It only took like multiple years to get there.
0:59.7	I just want to be clear with like how remarkable this is in some respects that this all happens in a year
1:05.8	where we have a global pandemic.
1:08.9	So we were flirting with 30,000 back in February. We dropped below 19,000 in March.
1:17.2	19,000, a third of the value lopped off and now reversing course coming all the way back up to 30,000.
1:25.0	What is behind this?
1:27.0	I don't know, this could be a little bit of the Yellen trade
1:30.0	and this could be a little bit of the,
	...

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