When you call and write, asking about various financial issues, you'll hear me ask a bunch of nosey questions. I am the first to admit that I am a financial voyeur, but the real reason that I need that information is to determine the best financial advice for you! So often, it really does depend on your specific situation, which is why we avoid dispensing cookie-cutter advice.
We started the show with a follow up response to last week's question: would you quit your job to take off a year from the grind? Allison did just that, but says, "Looking back I should never of done it."
Greg and Laura are considering the purchase of a vacation rental home and wanted to know the pitfalls of doing so.
We helped Steve and an anonymous e-mailer with allocation/share type questions; Chrissy with a query about her variable annuity; helped Maurie guide her 19 year old daughter, who needs financial guidance; and provided Anil with the upside and downside of carrying a "big, long mortgage."
Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how 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