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.