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Okay, on to the show.  We started hour one with Ari from NYC, a physician who has done a great job of saving for retirement but is a little concerned about his asset allocation.  Next up was Dianne in Portland who was wondering if she and her husband need to consult with a financial advisor.  Two great calls to start the show.  

This week is another example of how the radio and podcasting world really is like a small fraternity/sorority where hosts often appear on each other’s shows.

Today it’s Felix Salmon, host of the Slate Money podcast, joining us. If you’re not familiar with Felix, I think the best way to describe him is as a contrarian and/or curmudgeon…something he happily admits!

I’m a big Felix fan and have been reading (he did stints at Reuters, Portfolio Magazine and Euromoney) and listening to him for quite some time so I had a list of topics to cover, including:

• Corporate responsibility
• Active versus passive investing
• His ongoing relationship with Anthony Scaramucci
• The student loan crisis
• What’s next for the US economy

In addition to hosting Slate Money, Felix is currently the editor of Cause and Effect. 

If you want some good laughs and top notch commentary, follow Felix on Twitter.

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It was fitting that we kicked off this weekend’s show with a call from Glen, who is transitioning from the army into civilian life. He has done a terrific job saving for retirement and I just added a few finishing touches on his allocation.

On the retirement front, we had a flurry of inquiries. Irvin from MD has plenty of retirement income, which is why it’s curious that an advisor is recommending a variable annuity (sigh). David from AZ is in terrific shape for retirement ($2.4 million squirreled away will do it every time!); Joe is ready to roll over his $650K employer plan into Vanguard; Tim is worried about the bond market collapsing, and James is trying to weigh whether he should pay down two different mortgages.

Louie and Amanda are starting their financial lives early – we try to make it as easy as possible for them to start saving efficiently and at a low cost. You really can’t go wrong with Vanguard, T. Rowe Price or Fidelity, as long as you choose index funds, so Jeff shouldn’t fret too much about it.

Eugene from Long Island needs to make sure he is comparing his Franklin Templeton fund to the correct index. This led to a friendly reminder that your banker may not have to put your interests first. It’s always best to ask any financial service professional whether he or she owes you a fiduciary duty.

Fred wrote in about his disappointing experience trying to get underwritten for long term care insurance, which can be frustrating.

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 

• Send an email: askjill@jillonmoney.com 

• Tweet me: @jillonmoney