Julie Jason, one of our nation’s premier investment advisors, delivers steady advice for unsteady times
Julie Jason, one of our nation’s premier investment advisors, delivers steady advice for unsteady times
Appears in this episode
Julie Jason joins Economics Matters — the Podcast to convey her financial investment counsel in these very challenging investment times. Julie is an award-winning columnist and author, a money manager, an attorney (with a Masters of Law degree from Columbia University), and the Founder of Jackson, Grant Investment Advisers, Inc.
Julie writes for Forbes and other leading outlets. Her columns are syndicated by Andrews McMeel Syndication and Hearst. Julie just published her eighth book, entitled, The Discerning Investor. It, like her other books and her over 1200 columns, provides practical, legal, and actionable advice.
Jackson, Grant works with wealthy clients, but Julie's lessons on saving far more, aggressively investing only what you can afford to lose, tailoring your asset allocation to your cash flow needs, and taking a safety-first approach to asset accumulation and asset allocation pertain to us all.
Julie is also a tireless proponent of financial literacy. Indeed, she sponsors the 401(k) Champion Award given to individuals who promote knowledge about 401(k) plans and their ability to help secure our retirements.
Like Terry Savage and Kerry Hannon, who have recently appeared on Economics Matters — the Podcast, Julie is an inspiration to anyone interested in a career in finance — particularly young women for whom Terry, Kerry, and Julie are outstanding role models.
Economic Matters - The podcast is hosted by Laurence Kotlikoff and moderated by Alex Kotlikoff.
Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.
Julie Jason, one of our nation’s premier investment advisors, delivers steady advice for unsteady times
Just a few comments......
Larry, please have someone check your audio level on your podcasts. It's way too low, and then when the guest comes on it's very loud. Also, please allow the guest to have more air-time than yourself. The podcast with Julie didn't really allow for her to express her positions and her book. Most of the time was taken by you and your slow monotone observations of her responses. I had to stop listening due to extreme frustration. You were trying to get her to agree that her methods were similar yours and the concept behind the MaxiFi Planner, and they weren't. She takes a very different approach.
I will be getting her book so I can get a better understanding of her investing styles. I will not be listening to any future podcasts, as they're too painful. I apologize for the harshness, but it has to be said.
Investment advisors are sales people, right? Do they have a fiduciary responsibility to their customers? She does give good advice on customers that ask if she can "beat the market".. Of course that is the wrong question. Safety always matters.