If you are a regular listener, you know how important I think the planning process needs to include both life insurance and estate planning.

I know it's not the sexy part, it's not the investments part it's not the investments it's not even

figuring out how you can buy your cool second home it's about protecting you and

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That's policy Genius.com.

Welcome to the Jill on Money Show. It is Sunday, September 8th, and we are continuing our two-day episodes with Blair

Duquesne. She is not just a CFP, she is also a CFA. I call her the Queen of

Riddholz Wealth Management. She's an investment advisor and she's a darn good one.

Yesterday we talked about what got Blair into the business and today we are going to actually follow up with the difference between what a CFP's training is like, what a CFA's

training is like, what you need to know about that if you have a financial advisor who has one of those designations.

If these two conversations conjure up questions about

...