October 10, 2019 Advanced Investing Personal Wealth The Rational Reminder Episode 67: The Pursuit of Finances and Fun with Jill Schlesinger. From a trader on Wall Street to a financial advisor with her own firm, our guest today, Jill Schlesinger, has accumulated a lifetime of knowledge in the investing and financial world. Today she is a household name and well-known media personality, appearing on a variety of CBS shows and hosting her own podcast called Jill on Money. But she is far more than an investment expert: she also has a ton of insight into people’s emotional and psychological responses to money, sharing with listeners those areas that people tend to struggle with most when it comes to their financial lives. Jill also weighs in on the current talk about the inverted yield curve and the coming recession and gives her educated opinion about money in marriage, DIY investing, robo-advisors, buying versus renting and the FIRE movement. Be sure to join in our conversation! Subscribe to the Rational Reminder podcast Key Points From This Episode: Common blind spots that cause smart people to make poor financial decisions. [0:03:33.1] Starting off as a trader and learning how different trading and investing are. [0:05:09.1] A balanced perspective on the inverted yield curve and the predicted recession. [0:08:11.1] Understanding that investing is half science, half art. [0:12:10.1] Couples who think differently about money and teaching the younger generation. [0:17:06:1] Weighing up DIY investing and acquiring the services of a financial advisor. [0:21:11.1] Robo-advisors and the mass democratization of financial management. [0:25:46.1] Thoughts on whether to buy or rent a home and the FIRE Movement. [0:28:26.1] Interviewing Julie Andrews and a perspective on what it means to be successful. [0:35:50.1] And much more! Tweetables: “There will be another recession, no one has repealed the business cycle, but people should just go on living their lives and being responsible to the things and the tasks in their financial lives that they can control.” — @jillonmoney [0:09:30] “I am an unapologetic cheerleader for renting and that was even before tax laws changed in the United States.” — @jillonmoney [0:28:26] Links From Today’s Episode: Rational Reminder Website — https://rationalreminder.ca/ Jill Schlesinger — https://www.jillonmoney.com/ Jill Schlesinger on Twitter — https://twitter.com/jillonmoney CFP Board — https://www.cfp.net/ Marriageology — https://www.amazon.com/Marriageology-Art-Science-Staying-Together/dp/0399592369 Download the transcript of this episode here: Rational Reminder Podcast – EP. 67 – Transcript Share: Facebook Twitter LinkedIn Email IIROC AdvisorReport
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