Jill on Money with Jill Schlesinger cover image

Where to Invest Additional Funds?

Jill on Money with Jill Schlesinger

00:00

How to Manage Your Retirement Assets

The couple owns a home that's worth about 400 and has a 20 year mortgage at 2.75%. They have additional funds with a financial advisor who's done really well for them, but he of course charges 1% of fees under management. "I don't know whether additional funds should go to him or whether I should put additional funds into my husband's 401k," the wife says.

Play episode from 03:41
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