Radio Show #119: Father's Day financial advice with "Big Al"


In honor of Father’s Day, I asked my Dad, “Big Al” to join us for a couple of segments. My father was a stock options trader and specialist on the floor of the American Stock Exchange, which was how I caught the bug of the business. For a guy who had a risk-taking career, its notable how conservative he is about the rest of his financial life…

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After Dad got us warmed up, we talked to Gloria from AZ about what to do with a variable annuity she purchased a couple of years ago. Here’s what not to do: buy any more insurance products from salespeople trolling for commissions!

Pete from CT and David from TX are planning to retire from municipal jobs are each of them is wondering how to plan for the future.

Paula from NY is weighing a move out of an expensive real estate market and wants to know what she should consider before making this big decision.

Barry and Jesse wrote in asking about estate issues, to which I provided my stock response: PLEASE see an estate attorney…not the guy or gal who closed your re-fi or your college buddy who is a divorce lawyer. This is important stuff, so it is imperative that you engage an expert!

Vincent is concerned about the bond portion of his portfolio. Are there ways to protect some of his money without attempting to time the market?

Should Carolyn refinance her home again, in order to shave time off the loan? The answer depends a lot on cash flow. If the refinance puts too much pressure on your bottom line, it may not make a lot of sense.

Thanks to everyone who participated and to Mark, the BEST producer in the world and Christina, who is vying for "Intern of the Year". 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