Jill on Money with Jill Schlesinger cover image

Are We on the Correct Path?

Jill on Money with Jill Schlesinger

00:00

Why the advisor's higher estimate puzzled us

Jill explains possible reasons the flat-fee advisor overstated needs and advises annual checkups instead.

Play episode from 13:34
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app