Radio Show #146: The Pre-Christmas Show

Hope we can keep you company as you race around the last days before Christmas! Remember, there's still time to do some last minute year-end planning, so check out the show!

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Mitch from MN and Mary from NC are finding that the much-lauded asset under management (AUM) model of advisory fees is not the best fit in every situation. If you are in the market for an advisor, here are some resources:

Francis from Boston asked about structured settlements, which led to the old saying that "If it's too good to be true..."

Ed and Ron weighed in with Social Security questions; Howard and Glen asked about estate planning; and Robert and Roy had retirement issues.

If you need year-end tips, check out these two posts:

Thanks to everyone who participated and to Mark, the BEST producer in the world. 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 
Radio ShowMark Talercioasset allocation, Asset Under Management, AUM, Charitable Giving, FPA, investing, NAPFA, Social Security, Year-end financial planning