Financial Fitness: Money Management and Investment Strategies for a Secure Retirement with Danielle Town and Julie Jason

Original Air Date Wednesday, April 25, 2018

In this week's episode you will learn about: 

Financial Fitness through education and financial literacy

Taking the first step and moving past your resistance  

Avoiding financial scams and shams

Hiring a financial advisor 

 

Danielle Town is a corporate attorney with degrees in religion from Wellesley and Oxford, and law from NYU and the University of Colorado. After pushing her dad, Phil Town, to collaborate with her on their podcast, InvestED: The Rule #1 Podcast, so she could learn about investing in an interactive way alongside fans, she feels the fog has been cleared and she can make her own financial and investing decisions. Talking about investing with her dad empowered her to invest on her own, clearing the way for her to live a happier, richer life. More here.

JULIE JASON, JD, LLM, started out on Wall Street as an attorney, developing her views on financial services in the trenches. Twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. Through her award-winning weekly investor education column (syndicated by King Features), Jason troubleshoots financial problems for a broad audience of readers of every financial means. More here.

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