3min chapter

Jill on Money with Jill Schlesinger cover image

Do We Need an Advisor?

Jill on Money with Jill Schlesinger

CHAPTER

Financial Advice on Investing, Estate Planning, and Health Insurance

This chapter provides insights on transitioning from a traditional 401k to a Roth, diversifying investments, and the significance of estate planning. It also addresses the importance of planning for health insurance when moving away from a full-time job, while advising listeners to seek professional guidance for financial matters.

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