Think Enriched

Joe Saul-Sehy| How to find a good financial advisor

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Joe Saul-Sehy, from Stacking Benjamins, comes to Think Enriched! A former financial advisor, he knows how to help you find an advisor who is the best fit for your family.

Today we talk about:

  • How to find a quality financial advisor in a new location
  • How do you know when you are ready to have an investor
  • What kinds of questions to ask him/her.
  • What kinds of questions he should be asking you.
  • Why you are the rock star & he is the agent
  • Why you should be driving your own Money Bus
  • Why it can be dangerous to follow a money guru without seeing where you are in your financial journey.
  • Joe tells us how he has ran at least one mile for 1,000 days
  • How he won a Plutus Award and what that means for him in the financial community
  • Joe shares a special link just for you, the Think Enriched community:   StackingBenjamins.com/amy

    • Resources Mentioned:

    • The Truth About Money 4th Edition">The Truth About Money, Ric Edelman
    • The Wealthy Barber, Updated 3rd Edition: Everyone's Commonsense Guide to Becoming Financially Independent">The Wealthy Barber, David Chilton
    • The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich">The Automatic Millionaire, David Bach
    • Rich Dad's Guide to Investing">Guide to Investing, Robert Kiyosaki
    • Jim Cramer's Real Money: Sane Investing in an Insane World">Sane Investing in an Insane World, Jim Cramer
    • Stacking 101
    • Cash Car Convert, James Kinson
    • Steve Stewart
    • stackingbenjamins.com/amy

      • Questions?  Let's talk:  [email protected]

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        The episode "Joe Saul-Sehy| How to Find a Good Financial Advisor," first appeared on Think Enriched. 

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        Think EnrichedBy Amy Robles