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368: Determining if a Financial Advisor is a Good Fit For You With Joe Saul-Sehy

368: Determining if a Financial Advisor is a Good Fit For You With Joe Saul-Sehy

FromBe Wealthy & Smart


368: Determining if a Financial Advisor is a Good Fit For You With Joe Saul-Sehy

FromBe Wealthy & Smart

ratings:
Length:
35 minutes
Released:
Jan 24, 2018
Format:
Podcast episode

Description

Learn  if a Financial Advisor is a good fit for you and what the signs are to look for with Joe Saul-Sehy of the Stacking Benjamins podcast. In this episode, I interview Joe Saul-Sehy. He's also my co-host (along with Miranda Marquit and Doug Goldstein) on the Money Tree Investing podcast.  Joe and I talk about what makes a good Financial Advisor and when to cut them loose. Did you know Betterment is the largest independent online financial advisor with more than $10 billion in assets under management with more than 300,000 customers? Their service helps to improve long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment’s tax coordinated portfolio can increase a portfolio’s value by an estimated 15% over 30 years. Their annual advisory fee is only .25%, with unlimited messaging access to their team of licensed financial experts through a mobile app. Of course, investing involves risk. For listeners of Be Wealthy & Smart, you can get up to 1 year managed free, visit: http://www.betterment.com/bewealthy I’ll also post these links on my website at http://lindapjones.com, podcast 368. Please subscribe to Be Wealthy & Smart so you're updated when new episodes are available and leave us a review - we love to hear from you!
Released:
Jan 24, 2018
Format:
Podcast episode

Titles in the series (100)

Money, personal finance and financial freedom - get your money to work harder for you so you don't have to work so hard. Linda made $2 million at age 39 and shares actionable knowledge to create wealth in the stock market, real estate, and business. Discover a wealth mentor who shows you a direct path to security, stability and financial freedom. This podcast has a balanced view of how to enjoy life, it is not about frugality. It won't show you how to save a few dollars, it will show you how to save tens of thousands of dollars. Short episodes get to the point without fluff and give you valuable advice you can put to work immediately. Learn the 6 Steps to Wealth by starting with creating a wealthy mindset. Listen to one podcast and you may find yourself binge-listening to the entire library of knowledge. Be sure to subscribe so you don't miss an episode.