Next-Generation Financial Services Part Two
This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth.Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security?The folks at Facet Wealth strive to provide the answers.Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Next-Generation Financial Services Part One
Pre-Tax or Roth in Retirement Plan?
About The Show
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.