EPISODE · Jun 14, 2024 · 20 MIN
Finding the Right Advisor
from Jill on Money with Jill Schlesinger · host Audacy
As you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long-term goals like retirement and leaving a legacy?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
What this episode covers
As you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long-term goals like retirement and leaving a legacy?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Finding the Right Advisor
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