Episode 314: Jackie Adler | Senior Financial Planner & Investment Advisor
Talking about money can be awkward, overwhelming, and honestly, kind of scary. That’s why having someone like Jackie Adler in your corner makes all the difference. She’s a Senior Financial Planner & Investment Advisor with heart—sharp, empathetic, and someone who just gets the emotional side of money, especially for women navigating big life shifts like divorce or loss. In this episode, we get into all of it: saving, mindset shifts, wills and trusts, paying yourself first, and why the old-school idea of retiring at 65 doesn’t really work anymore. If you’ve ever felt behind, confused, or just unsure about your financial future, this one’s for you.
“Marriage is a business… you’re never going to go into business with somebody and own a company with someone if you don’t have those really hard conversations before you do.”
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Instagram: @guidemyfinances
Facebook: guidemyfinances
Website: guidemyfinances.com
LinkedIn: jadler1
Email: adler@guidemyfinances.com
Created and hosted by Kara Duffy
Audio Engineering & Editing by Jordan Duffy
Production by Amanda Kass
Graphic design by Anna Olinova
Music by Joakim Karud
