The Stacking Benjamins Show

How To Fire Your Financial Advisor


Listen Later

Ever wonder about firing your advisor? One woman wrote to Joe about firing her advisor, and we realized that's a question that many people have. How does the process work? Do you tell them? How do you move your money somewhere else? In their haste to get rid of an advisor, some people make big mistakes that end up costing them lots of money.

Today we're letting you be a fly on the wall. In place of our regularly featured interview, we'll let you listen in on the recorded conversation Joe had with an anonymous listener who's gotten fed up with her financial advisor. They'll discuss whether to sell assets, what records to keep, how to talk to the advisor, and what to look for in new/better help and brokerages.

Plus, in our headlines segment (couldn't get rid of that, could we?), the nation's biggest bond investor has dismissed the possibility of a stock market downturn in the near future. BUT, many in the financial media think the signs all point to stock market doom and the downturn is at our doorstep. So, who should we believe? Should our financial plan change regardless of what happens?

And later in the show, we'll throw out the Haven Life Line to Danielle. Her son, who has special needs, is getting his job. They are working toward him living independently and want to open an account for him at a brick-and-mortar bank where he'll have assistance if needed and easy access to his cash. Thoughts?

Then, in our letters segment, we'll cover a (totally) hypothetical question from Matt. Would it make much sense to have his kid forgo the traditional college experience and instead put all the savings into an investment account? It's all about time in the market, right?

Don't you worry, we'll cover it all and more (including Doug's trivia), on today's content-packed episode of Stacking Benjamins.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

...more
View all episodesView all episodes
Download on the App Store

The Stacking Benjamins ShowBy Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

1,929 ratings


More shows like The Stacking Benjamins Show

View all
Afford Anything | Make Smart Money Choices by Paula Pant, Personal Finance Expert | Cumulus Podcast Network

Afford Anything | Make Smart Money Choices

3,563 Listeners

Mark Levin Podcast by Cumulus Podcast Network

Mark Levin Podcast

23,141 Listeners

Red Eye Radio by Cumulus Podcast Network

Red Eye Radio

1,260 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,241 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,947 Listeners

The BOB & TOM Show Free Podcast by The BOB & TOM Show | Cumulus Podcast Network

The BOB & TOM Show Free Podcast

1,173 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

808 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

791 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,335 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

455 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

538 Listeners

Jim Rome's Daily Jungle by Cumulus Podcast Network

Jim Rome's Daily Jungle

978 Listeners

The Chris Plante Show by WMAL | Cumulus Podcast Network | Cumulus Media Washington

The Chris Plante Show

1,786 Listeners

ChooseFI | Financial Independence Podcast by ChooseFI

ChooseFI | Financial Independence Podcast

5,145 Listeners

Inside of You with Michael Rosenbaum by Daylight Media

Inside of You with Michael Rosenbaum

10,185 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

The Jim Rome Podcast by Cumulus Podcast Network

The Jim Rome Podcast

2,964 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,068 Listeners

Mike Drop by Mike Ritland

Mike Drop

6,466 Listeners

The Jim Rome Show by Cumulus Podcast Network

The Jim Rome Show

730 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

449 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

825 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

202 Listeners

The Benny Show by Benny Johnson

The Benny Show

2,227 Listeners

Talk Ville by Tom Welling & Michael Rosenbaum

Talk Ville

2,945 Listeners

America At Night with McGraw Milhaven by Cumulus Podcast Network

America At Night with McGraw Milhaven

85 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

356 Listeners

America In The Morning by Cumulus Podcast Network

America In The Morning

18 Listeners

U.S. Soccer Podcast by US Soccer | Cumulus Podcast Network

U.S. Soccer Podcast

62 Listeners

The Musers The Podcast by Cumulus Podcast Network

The Musers The Podcast

793 Listeners

Topical Fruit by Topical Fruit | Cumulus Podcast Network

Topical Fruit

3 Listeners

Next Role with Vernon Davis by Vernon Davis

Next Role with Vernon Davis

2 Listeners

The CJ Pearson Show by CJ Pearson

The CJ Pearson Show

7 Listeners