#335 Real Planning for Real Life with Neal Van Zutphen


Yes, this is still here, and it will be for a while longer to serve as a reminder that there's a new place for Jill on Money content - YouTube!  Seems like a no-brainer, but sometimes it takes a little outside help (h/t to JOM friend, Joe A!) to recognize the obvious.  So don't freak out.  Going forward, we're going to put all our radio and podcast content on YouTube! It'll be easier for you to navigate and listen to past shows, because everything will be in one place.  Just click any of the links below and you'll be able to listen to this week's show as well as anything else you see that might interest you, including all the Better Off podcast content if you haven't been listening. Let us know what you think by emailing us at askjill@jillonmoney.com.


Aug 5 Download Hour One Here

Hour one was full of great calls and emails. We started the action with John from Houston, who wants to protect himself from taxes come retirement time. Next up was Barry from Pennsylvania, who is preparing for early retirement and wanted to run his numbers by us to see if it's doable. The final call of the hour was from Ashley, who is searching for the best way to attack 300k in student loans.  I can still see Mark shaking his head over this call...


Aug 5 Download Hour Two Here

Hour two was another assist to my gig as the Senior CFP Board Ambassador. One of the great things about my role with the board is that I get to interview these amazing CFPs from all over the country. Today it's Neal Van Zutphen, owner and President of Intrinsic Wealth Counsel in Tempe, Arizona.

Neal and his team have created an independent, fee-only life planning and wealth counsel firm, integrating your money and your life by providing personal life planning services with an attitude of gratitude.

When it comes to planning, Neal believes that intrinsic motivations are a far more powerful force for life goal achievement than extrinsic motivations. That's why the firm specifically chose "counsel" over "management," because they believe that there are few, if any, that enjoy being “managed". Instead believing that most recognize the need and benefits of seeking counsel from a trusted advisor or friend.

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator 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