Who Needs a Financial Planner and How to Choose One

October 21, 2020
Hosted by J.R. Robinson with Co-Host Jessica Lani Rich

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Episode Description

In his usual no-nonsense style, host J.R. Robinson will offer his "Two-Cents" on who should enlist a financial advisor and how to separate the wheat from the proverbial chaff. This discussion will depart from the traditional guidance readers might find in personal finance magazines and self-help books and will dig deep into the services consumers should expect to receive, pricing models, how to conduct due diligence, and how to evaluate qualifications.

My Two Cents

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My Two Cents is a unique personal finance program that seeks to educate and engage consumers about trending topics in financial planning. Our host, J.R. Robinson, has a penchant for providing research-supported opinions that look beyond the media hype and advertising propaganda in an effort to inform listeners and clear up popular misperceptions.

Jessica Lani Rich adds her experience as a longtime media host and expert interviewer and will provide additional thought-provoking commentary. J.R.’s charismatic sometimes edgy commentary sprinkled with entertaining anecdotes from his professional experience paired with Jessica’s conversational skills makes for a lively and refreshing personal finance program.

J.R. Robinson with Co-Host Jessica Lani Rich

John (J.R.) Robinson is the founder of Honolulu-based Financial Planning Hawaii and a co-founder of software maker Nest Egg Guru. J.R. has published numerous peer-reviewed journal papers, including three award winning papers on retirement income sustainability. He has written dozens of articles and op-ed contributions on a wide range of financial planning topics, and his commentary is regularly featured in the national financial news media. He has twice been included on Investopedia’s list of the top 100 most influential financial advisors in the U.S.

Jessica Lani Rich is the President and CEO of Visitor Aloha Society of Hawaii (VASH) and Travelers Aid of Honolulu. She is the Producer and Host of a television program, “Inspire You and Me,” which is seen statewide. She was formerly a personality and News Director with KUMU and KPOI radio stations in Honolulu. She is also a published author with her book, "Gift of Hawaii, Island Inspirations."

Episode Directory

December 2020

November 2020

October 2020

  • 10/28/2020: Ready, F.I.R.E., Aim! - Critiquing the Financial Independence Retire Early Movement Listen Now
  • 10/21/2020: Who Needs a Financial Planner and How to Choose One Listen Now
  • 10/14/2020: How the Sausage is Made Listen Now
  • 10/7/2020: My Two Cents - Financial Planning with an Edge Listen Now


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