For the final season, I’m focused on delivering to you the best of the best. The best of what I’ve learned over the past 9 years of podcasting, the best guests, the best topics and so much more. This month I’m focusing on investing. I’m very excited for my listeners to be the first people to know that in just two months, my team at Financial Gym will finally be able to start investing our client’s money. For the past 10 years, we have coached clients to become first generational wealth holders and we want to continue on the journey with them and help them continue to grow and build that wealth. Joining me today is my good friend Joe Saul Sehy. Joe and I were both financial advisors before the work we do now and I always love his insights and behind the scenes observations of financial advisors. Joe joins me today to share when he thinks people should engage a financial advisor, and his answer may surprise you. 

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode503-joel-saul-sehy