
Sign up to save your podcasts
Or


Finding the right person to help you make your best financial moves is a giant exercise in trust. How do you know an advisor is perfect for you? On that note, how do you know the advisor is right for anyone? What questions can you ask to avoid the wrong relationship? There are a thousand questions you could ask... but the bottom line is this: How do you hire the right person to help you manage your financial decisions? Coming onto the show today is the man with many answers, the author of How to Find the Perfect Advisor, Nicholas Stuller. By the end of the conversation, you'll know what you should watch out for and have the confidence to make the right decision when it comes to hiring a great advisor.
Plus, in our headlines segment, we'll take a look at marijuana stocks. These types of stocks continue to see a huge inflow of cash, but could investing in a marijuana stock create some big unintended consequences? We'll cover one piece that details the repercussions you could face by throwing even a few dollars of fun money into the wrong investment.
Later on we'll throw out the Haven Life Line to JB, who's looking for the pros and cons of choosing one method of retirement investing over another. What should investors be looking at when deciding on how to invest their retirement funds? We'll also answer a letter from Mark, who's looking for advice on if he should convert his traditional IRA to a Roth IRA.
As always, we'll still save some time for Doug's (completely epic) trivia.
Thanks to Airbnb for supporting Stacking Benjamins. Go to Airbnb.com/SB and start hosting. You’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
By StackingBenjamins.com | Money Podcast | Cumulus Podcast Network4.4
19291,929 ratings
Finding the right person to help you make your best financial moves is a giant exercise in trust. How do you know an advisor is perfect for you? On that note, how do you know the advisor is right for anyone? What questions can you ask to avoid the wrong relationship? There are a thousand questions you could ask... but the bottom line is this: How do you hire the right person to help you manage your financial decisions? Coming onto the show today is the man with many answers, the author of How to Find the Perfect Advisor, Nicholas Stuller. By the end of the conversation, you'll know what you should watch out for and have the confidence to make the right decision when it comes to hiring a great advisor.
Plus, in our headlines segment, we'll take a look at marijuana stocks. These types of stocks continue to see a huge inflow of cash, but could investing in a marijuana stock create some big unintended consequences? We'll cover one piece that details the repercussions you could face by throwing even a few dollars of fun money into the wrong investment.
Later on we'll throw out the Haven Life Line to JB, who's looking for the pros and cons of choosing one method of retirement investing over another. What should investors be looking at when deciding on how to invest their retirement funds? We'll also answer a letter from Mark, who's looking for advice on if he should convert his traditional IRA to a Roth IRA.
As always, we'll still save some time for Doug's (completely epic) trivia.
Thanks to Airbnb for supporting Stacking Benjamins. Go to Airbnb.com/SB and start hosting. You’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.
Learn more about your ad choices. Visit podcastchoices.com/adchoices

3,565 Listeners

23,356 Listeners

1,254 Listeners

3,242 Listeners

1,956 Listeners

1,162 Listeners

816 Listeners

788 Listeners

1,312 Listeners

454 Listeners

543 Listeners

981 Listeners

1,802 Listeners

5,156 Listeners

10,182 Listeners

694 Listeners

2,979 Listeners

3,081 Listeners

6,467 Listeners

731 Listeners

451 Listeners

828 Listeners

205 Listeners

2,308 Listeners

2,943 Listeners

82 Listeners

357 Listeners

18 Listeners

60 Listeners

795 Listeners

3 Listeners

2 Listeners

8 Listeners