#177 Mid-Summer Money


At mid-point in the summer, it's hard to concentrate on your financial life. On the other hand, you may be asking for trouble if you tune out until September. So sit back, turn up the volume and let us accompany you to the beach, the mountains, the lake or the country!

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Janet Stanzak, the president of the board of directors for the Financial Planning Association (FPA) is just the person to help you figure out how to find the right financial advisor for you. She says that while compensation is important, it is not the only thing people need to consider when selecting a financial pro. She also went through some of the 35 questions to ask tool the FPA recommends people ask prospective financial advisers. (You can also check out my shorter 10 Questions) If you are looking for an advisor, you can use the FPA Planner Search tool.

Steve brought up a classic dilemma: funding retirement versus saving for education. In his case, the question is not an either/or one! Meanwhile, Thomas and Arthur are both all about retirement. Thomas has already set aside a good chunk of dough and wants to know how to invest it, while Arthur is having a tough time creating enough money from his portfolio to meet his income needs.

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