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Learn if a Financial Advisor is a good fit for you and what the signs are to look for from Joe Saul-Sehy of the Stacking Benjamins podcast.
In this episode, I interview Joe Saul-Sehy who is 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.
Sponsor:
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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
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Action Steps:
Write about your thoughts in your wealth journal: Wealth Mini-Course & Journal by Linda P. Jones
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