Jill on Money with Jill Schlesinger cover image

Recently Retired and Have Questions

Jill on Money with Jill Schlesinger

00:00

Are You a Feduciary?

You may want to see how you do managing that cash balance in the t i a craft in model, and look at your financial planner. The idea of feduciary means that they just have to make sure they're putting your interest before their interest. Or if you feel like this person does give you value, then great, that's fine. Some feduciary planters charge a flat fee. And others will just charge even an annual or an hourly rate.

Play episode from 08:51
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app