We start things off this week with Ben from Indiana who is trying to weigh the pros and cons of active investing versus passive investing. Always a fascinating topic to discuss.
Next was John from Houston who’s trying to determine what he should be doing with some extra cash. Pay down his current mortgage? Or help out his mother?
In hour two we had a quick chat with Cynthia Loh from Charles Schwab.
Cynthia leads the team responsible for defining the client experience for Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™, the firm's robo-advisory and hybrid advisory and planning services. Her team is also responsible for developing and executing a growth strategy for both services.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.