This week we start the show with Kimberly from Atlanta. She and her husband are doing a great job of saving but are having a difficult time taking the next step of actually investing a good chunk of their money. Do they need to see a planner? Or is this a situation where they can do it on their own? Or maybe a robo?
Next up was Mary from San Francisco who is in the running for daughter of the year. Being the good person she is, Mary is in the process of trying to help her parents get their finances in order. A problem that’s more common than you’d think.
No hour two guest this week as we try to yet again catch up on the emails. We’ll likely be doing this throughout the month of August, so if you’re a fan on the guest interviews, expect them to return in September.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.