Best Robo Advisor Podcasts (2025)

1
Digital Wealth Platforms vs Robo-Advisors: What Investors Need to Know 51:42

Play Pause

22d ago51:42

51:42

Wealth management is no longer just champagne perks and 2% fees. The new generation of investors demands digital, transparent, and affordable solutions. In this episode of Couchonomics with Arjun, we’re joined by Dhruv Arora, Founder & CEO of Syfe, a digital wealth management platform managing over US$10B. We cover: - Why trust is the biggest compe…

1
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps 14:49

13m ago14:49

14:49

It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors’ portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and c…

1
Money for the Rest of Us Update 6:20

2d ago6:20

6:20

This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exclusive Plus member livestream on the forces shaping the next decade, explains why there won’t be a new episode next week, and highlights fresh content available on YouTube, Instagram, LinkedIn, and Su…

1
From Crowdfunded Startup to Europe’s Fastest-Growing Wealth Platform 57:10

1d ago57:10

57:10

Turning Savings into Wealth — Inside Chip’s Fintech Playbook UK fintech is entering a new chapter. While funding slows, savers poured £103bn into ISAs — proving that trust, not downloads, is the real currency. In this episode, Arjun speaks with Alex Latham, Co-Founder & CMO of Chip, one of Europe’s fastest-growing fintechs, on: - The future of UK f…

1
Financial Concerns Amid Layoff 19:09

3d ago19:09

19:09

I was recently informed that I will be without a job as of the beginning of the next federal fiscal year. I think that I'm fine financially, but my fiancé has expressed concerns about me being without a job. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ S…

1
Building a Financial Foundation 18:39

4d ago18:39

18:39

I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong foundation for long-term success. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠…

1
Should You Hold Cash Investments After the Fed Cuts Interest Rates? 18:26

5d ago18:26

18:26

There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final mo…

1
Resilient Wealth in an Era of Infinite Money 25:53

9d ago25:53

25:53

What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do today to protect ourselves in an age of infinite money. Topics covered include: How is the money supply measured, and why is it a subjective exercise Wha…

1
The Power of the Pivot Part Two 24:00

13d ago24:00

24:00

I recently joined ⁠Managing Your Practice⁠, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. In this episode, we talked about navigating major life and career transitions, both for yourself and your clients…

1
The Power of the Pivot Part One 26:43

14d ago26:43

26:43

I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. …

1
What You Need to Know Before Choosing a Stock ETF 13:55

12d ago13:55

13:55

Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the…

1
Forests, Fakes, and the Fight for the Real 22:30

16d ago22:30

22:30

From salmon leaping along the Vancouver Island coast to fake bands on Spotify, this episode explores the divide between the physical and digital economy, and what lumber markets, managed forests, and everyday life teach us about staying connected to the real. Topics covered include: How timber investing works and why it is reflective of how industr…

1
Build Cashflow, Not Hype: Abhi’s Liquidity Playbook 53:50

15d ago53:50

53:50

Most fintechs chased hype. Abhi chased cash flow. In this episode of Couchonomics with Arjun, we sit down with Omair Ansari, Co-Founder & CEO of Abhi, one of Pakistan’s fastest-growing fintechs. Abhi began with earned wage access, giving workers instant liquidity. Today, it has scaled into payroll financing, SME lending, and invoice factoring — and…

1
Too Aggressive With Retirement Savings? 17:42

17d ago17:42

17:42

With pensions part of the equation, am I taking on too much risk within my retirement account? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
What to Do if You Lose Your Job 19:09

19d ago19:09

19:09

As the economic uncertainty continues, I joined CBS Mornings with financial moves to make if you've recently lost your job. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠…

1
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors 18:00

19d ago18:00

18:00

Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think…

1
New Jobs in Our 20s, Are We on Track? 20:23

26d ago20:23

20:23

With two new jobs, and quite a few goals on the table, are we on track to make any of it happen? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ …

1
On Track or Should We Be Doing More? 19:59

27d ago19:59

19:59

We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney…

1
Do Dividend Stocks Benefit From Non-US Revenue? 21:44

26d ago21:44

21:44

The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Mornin…

1
Why Central Banking Is So Hard and Why Fed Independence Matters 24:36

1M ago24:36

24:36

Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: What Federal Reserve Chair Powell said…

1
Africa’s Fintech Boom: From Mobile Money to Purpose-Driven Lending 55:48

29d ago55:48

55:48

💡 Africa’s fintech story is no longer a local experiment — it’s a global test case for the future of inclusion, innovation, and capital flows. In this episode of Couchonomics with Arjun, we’re joined by Yustus Aribariho, Co-Founder of Furaha Financial (part of SC Ventures by Standard Chartered). Yustus is now on a mission to unlock education financ…

1
Help Me Help My Parents 20:15

1M ago20:15

20:15

An advisor is pushing my mom to sign up for a life insurance policy and I don’t think it's a good idea. Maybe I am wrong but I don't think so. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
The Wealth Ladder With Nick Maggiulli 30:23

1M ago30:23

30:23

Today we're joined by ⁠Nick Maggiulli⁠, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, ⁠The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking abo…

1
This Classic Investment Strategy Is Still Alive in 2025 14:48

1M ago14:48

14:48

Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, an all-stock portfolio would have held up better. However, a historical d…

1
How To Invest During a Bubble 21:25

1M ago21:25

21:25

From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype. Topics covered: How U.S. stock markets are the most concentrated and most expensive of all time What constitutes a bubble and what sus…

1
The New Rails of Money: Stablecoins, CBDCs & Tokenisation 57:11

1M ago57:11

57:11

Stablecoins are no longer on the sidelines — they’re stepping into the core of global finance. In this episode of Couchonomics with Arjun, we're joined by Dante Disparte, Chief Strategy Officer & Head of Global Policy at Circle, for his second appearance on the show. Speaking from Washington, DC, Dante brings a timely perspective on how digital fin…

1
Burned Out in Healthcare 22:47

1M ago22:47

22:47

I have been working in healthcare for 20 years, and while it’s a good job and pays well, I am totally burned out. I’ve thought of cutting back to part-time, but I am nervous about covering our monthly expenses if I do that. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ S…

1
New Retirement Plan Investments 17:07

1M ago17:07

17:07

A new executive order opens the door for companies to add cryptocurrencies to retirement plans. On this episode we're discussing the risks and potential rewards. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money News…

1
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio? 11:33

1M ago11:33

11:33

It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. A popular feature from Morningstar’s FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter edit…

1
Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite 25:15

1M ago25:15

25:15

A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future. Episode Sponsors LinkedIn Jobs – Use this link to post your job for free…

1
Fraud-as-a-Service, Stablecoins & the Future of Financial Crime 43:25

1M ago43:25

43:25

Fraud just had its AI upgrade. It’s faster than your payments and industrialised at a global scale. Welcome to the Scamdemic — a global wave of scams and financial crime growing faster than almost any asset class. We’re joined by Simon Taylor, Head of Strategy at Sardine and Co-Founder of 11:FS. Together, we unpack how fraud has evolved, why it’s s…

1
Doing My Best but Am I on the Right Path? 28:03

2M ago28:03

28:03

I feel I am not doing enough. What can I improve? I need either a pat on the back or a sit down lecture. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠…

1
The Fed’s Pause and Your Money 15:36

2M ago15:36

15:36

With interest rates holding steady for the fifth time, I joined CBS Mornings to explain how the decision affects credit cards, car loans, mortgages and savings. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Yo…

1
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working? 12:25

2M ago12:25

12:25

Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices for driving interest in these ETFs. The lure of investing in gold ETFs ca…

1
Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas 39:14

2M ago39:14

39:14

Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor. Episode Sponsor Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us e…

1
How Finternet Labs Is Building the Internet Layer for Finance 54:16

2M ago54:16

54:16

Is today’s financial system fit for a digital-first world? Not quite — and Siddharth Shetty is here to tell us why. In this episode of Couchonomics, Arjun speaks with Finternet Labs CEO Siddharth Shetty, one of the architects behind India’s UPI and Account Aggregator framework, to unpack the vision for Finternet — a universal financial infrastructu…

1
Managing My Financial Anxiety 30:05

2M ago30:05

30:05

I’m curious about how people quell their anxiety about whether they have enough for retirement. My anxiety about it returns every month or so. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmone…

1
Rethinking Retirement 18:12

2M ago18:12

18:12

When it comes to planning for retirement, it's all about having a plan. Without that key ingredient, it's impossible to move forward. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillo…

1
Why Bonds Belong in Your Diversified Portfolio (Even Now) 18:07

2M ago18:07

18:07

Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategi…

1
How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards 38:05

2M ago38:05

38:05

David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attention capital, distinguishing risk from uncertainty, and the importance of taking microactions. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter O…

1
Stablecoins, Wallets, and the Rise of Embedded Cross-Border Payments 43:44

2M ago43:44

43:44

The future of payments won’t be card-swiped or cash-counted — it’ll be fast, digital, and deeply integrated. In this episode of Couchonomics with Arjun, Floris de Kort, CEO of Thunes, joins to unpack what it really takes to build a global payments network across 130+ markets, from wallets to banks to mobile rails. What’s inside: - Why real-time pay…

1
Should We Pay Cash for New House? 16:45

2M ago16:45

16:45

Are we okay to buy a new house in cash? Doing so would free up additional cash flow and we would still have a sizable brokerage account. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ …

1
Invest or Pay Down Mortgage? 19:33

2M ago19:33

19:33

I joined CBS Mornings to answer viewer questions from life insurance and lowering bills to your mortgage and the impact of canceling credit cards. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillon…

1
Covered-Call ETFs Are Booming. But Not All Yield Is Good 13:44

2M ago13:44

13:44

Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards. On this episode: What are covered-call ETFs, and how do they work? Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year? Th…

1
Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans? 20:07

2M ago20:07

20:07

A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter. Insid…

1
Stablecoins, Tokenization & Regulation: Crypto’s Next Chapter 58:31

2M ago58:31

58:31

Crypto isn’t dead, it’s going institutional. In this episode of Couchonomics with Arjun, Rifad Mahasneh, CEO of OKX MENA, joins the show to unpack what real digital asset adoption looks like beyond the headlines. We explore how OKX is building for scale, trust, and regulation - especially in the UAE, where crypto is becoming infrastructure, not jus…

1
Advice on Retaining a CFP 24:04

2M ago24:04

24:04

I am wondering if it's worth it just to maintain the relationship with the advisor that my parent's worked with for years, or seek out a lower-cost alternative? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillon…

1
Social Security Funding Crisis 18:41

2M ago18:41

18:41

A new projection shows Social Security is on track to deplete its funds for full payments earlier than previously forecasted. Mark and I discuss how it could impact beneficiaries and how the problem can potentially be fixed. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to…

1
This Dividend Investing Strategy Deserves a Second Look 14:36

2M ago14:36

14:36

Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it. On this episode: Let’s focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends? When shouldn’t an investor reinvest their dividend…

1
Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble? 23:06

2M ago23:06

23:06

We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity? Sponsors Money for the Rest of Us Plus Asset Camp Show Notes Behind…