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Jackie (caller)
Listener and caller from New York City seeking help finding a fiduciary financial advisor after accumulating substantial cash savings and retirement assets.
Best podcasts with Jackie (caller)
Ranked by the Snipd community
Nov 10, 2025
• 14min
Finding a Financial Advisor
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Jackie, a New York City listener, seeks help to find a fiduciary financial advisor after accumulating substantial cash savings and retirement assets. She feels overwhelmed and unsure where to start. Jill guides her through understanding the reasons for her large cash reserves and the importance of investment diversification. They discuss what Jackie wants in an advisor, emphasizing the need for transparency and trustworthy guidance. Jill also shares practical tips on finding the right advisor and the challenges faced by planners with mid-level assets.
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