Bruce kicked off the show with a discussion about how to manage his "fun money" account in conjunction with his advisor-directed funds. One idea is to let the pro do what he or she does best and then you can use the secondary account to fill in the asset allocation gaps.
Cheryl asked about whether her fee for investment advice was reasonable; Wayne is trying to manage his retirement assets after recently getting married and both Sandra and Mike are juggling competing financial goals after the birth of their children.
Thanks to everyone who participated and to Mark, the BEST producer in the world. 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
- Send an email: firstname.lastname@example.org