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Jill on Money with Jill Schlesinger
Maximizing Your Advisor Relationship
Jul 12, 2024
Learn about maximizing your advisor relationship and navigating investment strategies in retirement planning. Explore alternative options for affluent individuals seeking financial planners at a reduced cost. Engage with the podcast through their website, newsletter, and YouTube show.
16:44
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Quick takeaways
- Financial planning is about pursuing goals while considering values, risk tolerance, and liquidity needs.
- Tailored investment strategies and diversification are key in managing retirement funds and reducing financial risks.
Deep dives
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Discover
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