A common question starts us off this week with Rob from Kentucky wondering if he should buy an annuity with some extra cash he has on hand. The pitch he received sounds good, but is it too good to be true?
Next up was a fascinating call from Kelly in Idaho. With substantial assets that need to be managed, Kelly has a feeling that her current advisor isn’t the right person for the job.
More emails in hour two. We’re making progress as it’s now only about a three week backlog. Will we get caught up by the beginning of June? That’s the current goal!
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.