31 min listen
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
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)
006: How to Get Rich - Step 3 of the 6 Steps to Wealth: Find a Mentor: Step 3 of the 6 Steps to Wealth by Be Wealthy & Smart