34 min
Determining if a Financial Advisor is a Good Fit For You With Joe Saul-Sehy Be Wealthy & Smart
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- Investing
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!
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!
34 min