#171 Father's Day, Hurricane Preparedness


This is my first Father's Day without Big Al. Last year, Dad joined the show to impart some of his unique wisdom. This year, I have just his memory and all of the great advice that he imparted. You can read Big Al's Financial Advice on this blog and also see a picture of my father in action on the floor of the American Stock Exchange.

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Hurricane season runs from June 1st through November 30th, so we thought it would be a good idea to invite Stephen Testa, President of Testa Brothers Insurance as our guest. Stephen provided great advice on how to prepare for any kind of disaster and what you need to know about your policy before and after the storm.

Listeners Dave and Kathleen needed help thinking about a traditional retirement vehicles vs. Roth IRAs; Vivek wants to save for college, but doesn't want to use a 529 plan; and John wants to know whether he is in a good position to retire.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE