Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Contact Us" button.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Contact Us" button.
You Might Also Like: What Should I Do With My Money? from Morgan Stanley
Jill on Money with Jill Schlesinger
29 minutes
3 weeks ago
You Might Also Like: What Should I Do With My Money? from Morgan Stanley
Kristin, a real estate agent, is totally stressed about money, especially when she thinks about her daughters' future. She does not like talking about money, but she really wants to set her kids up financially, just like her dad did for her. She's working with her financial advisor, Sarah, who's helping her navigate these worries, especially with perimenopause symptoms adding to her stress. They chat about retirement, what happens if she needs long-term care, and sorting out her will. Kristin learns that it's okay to spend a little on herself without feeling bad, and she rethinks her will to make sure her kids are really protected. Sarah's big message is that planning now will save a lot of headaches later and make everything financially clear.
https://www.morganstanley.com/ideas/what-should-I-do-with-my-money-podcast
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Jill on Money with Jill Schlesinger
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Contact Us" button.
