Unraveling Financial Advisor Allocation
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 11 December 2023
⏱️ 17 minutes
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Summary
After inheriting a variety of stocks and ETFs, what's the best way to consolidate?
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Transcript
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| 0:00.0 | This episode is brought to you by Pepsi Max. Christmas is great, but there's loads of ways to make it better. |
| 0:08.0 | Like sneaking some chili into the gravy for some extra oint, or building a playlist that will even get your |
| 0:14.8 | none up on the table or just cracking open an ice cold Pepsi Max. |
| 0:20.1 | Christmas. Better with Pepsi Max. |
| 0:25.0 | The new Samsung Galaxy Z-Flipive and Chromebook are better together. |
| 0:33.6 | Take hands-free selfies which automatically sync to your Chromebook, |
| 0:37.0 | ready to edit, and access recent Chrome tabs across both devices. |
| 0:41.0 | The new Galaxy Z Flip-5 and Chromebook, better together. |
| 0:45.0 | Available on Sky Mobile. |
| 0:46.8 | Bluetooth and internet connection required. |
| 0:48.8 | You must be signed into the same Google account on both your phone and Chromebook. |
| 0:53.0 | Welcome to the Jill on Money Show. |
| 0:57.0 | It's Monday, December 11th, and we are here trying to help you make better financial decisions |
| 1:04.0 | help you do some year-end planning help you maybe even do a big great money reset |
| 1:10.3 | I've been talking to a few people who've been resetting a friend of the show I had dinner with him last week and you know I |
| 1:17.3 | I thought I was going to do this big he like basically he blows out of his old corporate job |
| 1:22.4 | very very successful dude and I think he's going to just |
| 1:25.2 | you know go find himself. Lo and behold he's going back to like another high-paying job |
| 1:30.5 | at a big company and I'm sort of disappointed he's like I don't know it |
| 1:34.4 | like seemed like a lot of work to reset so his reset is basically it's a |
| 1:39.6 | regression back to a previous job but okay he at least went through the process and thought about it |
| 1:45.3 | it's just that he decided they want to do it sometimes we have this fantasy I'm gonna |
... |
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