Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

When Should I Fire My Financial Advisor? (Your Letters)

When Should I Fire My Financial Advisor? (Your Letters)

FromThe Stacking Benjamins Show


When Should I Fire My Financial Advisor? (Your Letters)

FromThe Stacking Benjamins Show

ratings:
Length:
75 minutes
Released:
Feb 20, 2019
Format:
Podcast episode

Description

Today we'll throw out our regular playbook to focus on what's really important: your burning financial questions! From Ginny, who wants to become interested in finance (plus a husband who has a BIG man-crush on OG), to Craig and his wife who just inherited a big sum of money....and to Chris wants to know if he should use his savings to pay off his car note before his wedding, we made you and your questions our BIGGEST focus today.
BUT, that's not all... we still managed to tackle two big headlines. Making ripples across the financial sector, one ex financial adviser has been sent to prison for seven years after stealing $300,000 from a 97 year old. How do you avoid that mess? We'll show you where this situation went off the rails. Plus, in our second headline, a series of mistakes has the Omaha Public School' pension fund scrambling after a $771 million shortfall. Headlines like these don't exactly inspire trust in the financial industry, so we'll share our big ideas on saving for retirement without walking into a mess like this.
A letters episode doesn't mean we're skipping out on the Haven Life Line! Jared is at a critical point with his financial advisor, who hasn't had the best returns in the past couple of years. Is it time for Jared to give his advisor the boot? We can't make the decision for him... but we can tell him our thoughts.
As always, we'll still save some time for Doug's (completely epic) trivia.
Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/sb and get a $50 credit toward your first job post.
Thanks to Grammarly for supporting Stacking Benjamins. For 20% off a Grammarly premium account, go to Grammarly.com/sb.
Released:
Feb 20, 2019
Format:
Podcast episode

Titles in the series (100)

Live, from Joe's mom's half-finished basement....listen to a parade of financial headlines, personal finance experts, creatives, and people with stories that inspire us. Every Monday, Wednesday, and Friday, hosts Joe Saul-Sehy & OG meet at the card table and bring you guests, trivia, your letters about saving, investing, and risk management, and much more. Academy of Podcast winner for "best business podcast of the year," 2017 Plutus award winner for "best personal finance podcast," and Kiplinger magazine's only recommended personal finance podcast.