Nov 9, 2022 • 59M

Julie Jason, one of our nation’s premier investment advisors, delivers steady advice for unsteady times

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Larry Kotlikoff
Economics can make a massive difference - collectively and personally. Listen in as we chat with some of the most influential leaders in economics across the globe.
Episode details

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, and Author of Money Magic.

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