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How (and When) to Break Up With Your Financial Advisor (SB1476)

How (and When) to Break Up With Your Financial Advisor (SB1476)

FromThe Stacking Benjamins Show


How (and When) to Break Up With Your Financial Advisor (SB1476)

FromThe Stacking Benjamins Show

ratings:
Length:
75 minutes
Released:
Feb 12, 2024
Format:
Podcast episode

Description

Breaking up is hard to do...but what if your money is at stake? You don't want to be in a horrible relationship with a financial advisor that you can't trust, don't like, and who doesn't make your wallet go all a-flutter. That's why we called in Chris Mamula to kick off "relationship week" on the podcast. He's a guy who was anti-advisor for a long time and now IS an advisor. How would HE tell you to break up when you're in a bad relationship? He'll share great tips AND his personal experience from behind the advisory veil on today's show.
Plus, in our headline segment, millennials are struggling with credit card debt. How do they begin to dig out? We'll share both strategies and motivators for you, whether you're a millennial or not. Of course, we have a brilliant TikTok minute from a Stacker who's making the most of a Hallmark holiday by making money instead of spending it. If you're spending Valentine's Day working, you'll LOVE this edition...
Of course, we'll also share Doug's fantastic trivia question AND Joe's review of Poor Things on the back porch.
FULL SHOW NOTES: https://www.stackingbenjamins.com/find-a-financial-advisor-you-love-1476
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Released:
Feb 12, 2024
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.