What You Should Be Doing NOW to Prepare for Your Financial Future feat. Richard Jakotowicz Jr - Ep. 11 - a podcast by Paige Ruderman

Follow along Paige Ruderman as she discusses the inspiring highs and motivating lows of living in your 20's. Health, lifestyle, career and more are the topics covered here on SO RUDE. We post new episodes every Tuesday so make sure to subscribe.

This week the So Rude podcast welcomes Richard Jakotowicz Jr to discuss finances, student loans, investing, retirement and more. Richard has over 20 years of experience working in various financial planning roles at the JP Morgan Private Bank, TIAA-CREF, and at the University of Delaware.  He specializes in creating comprehensive financial projections and managing diversified investment portfolios for his clients. He is also the Director of the Financial Planning & Wealth Management program at the University of Delaware where he teaches courses on Investing, Valuation, Derivatives, and Financial Planning. He leaves us with great tips such as, "Time in the market, is better than trying to time the market."

Richard Socials:
Company Website - BenchmarkFG
University of Delaware Page - Richard Jakotowicz
Video - For Graduating Seniors

Show Notes

Intro/Outro Music by Token Genius

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