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Posts tagged robo advisor

Yay or Nay on Robo Advisors?

1/04/22: With just about every major brokerage firm now offering a robo advisor product, is it something we should be considering?

PodcastsMark TalercioJanuary 4, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, Roth IRA, robo, robo advisor, roboadvisor

How to Break Up With My Advisor?

Breaking up is hard to do, but is there an easy way to ditch my advisor?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

PodcastsMark TalercioJuly 2, 2021Jill Schlesinger, Jill on Money, retire, retirement planning, retirement, Roth IRA, robo advisor, robo-advisor, can I retire?