Is Our Advisor Screwing Us?

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You're pretty certain your mom is getting screwed by her advisor, yet she doesn't want to hear your concerns. What do you do? How do you have the talk? Can she be convinced? That’s how we started the show with Diane from Indiana.

Next up was Melanie from New Jersey who was required to buy private mortgage insurance (PMI) but is now in a position to get rid of it. Should she and her husband ditch it by refinancing? And is it okay to deplete the brokerage account for a kitchen renovation?

In hour two we’re joined by Chieh Huang, the CEO of Boxed, an online and mobile membership-free wholesale retailer that offers direct delivery of bulk-sized packages.

Founded in 2013, there’s really one simple idea behind Boxed: make shopping for bulk easy, convenient and fun, so you can focus on the things that really matter.  

But there’s much more going on behind the scenes, especially in the HR department, and that’s really what got me interested in having this conversation.

As companies large and small define and redefine the American workplace, cultivating a mission-driven culture has taken hold among America’s most successful startups. This culture is not just about free snacks and nap rooms, it is about creating an environment where feedback is not just encouraged but actively sought by upper management.

How do companies make this happen? What can you do in yours to cultivate a mission-driven culture?

Chieh Huang has such a refreshing perspective when it comes to his employees that it’s hard not to be a fan. 

More companies need to follow his lead. 

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"Jill on Money" theme music is by Joel Goodman,