368: Determining if a Financial Advisor is a Good Fit For You With Joe Saul-Sehy
Be Wealthy & Smart
Linda P. Jones
4.8 • 883 Ratings
🗓️ 24 January 2018
⏱️ 35 minutes
🧾️ Download transcript
Summary
Learn if a Financial Advisor is a good fit for you and what the signs are to look for with Joe Saul-Sehy of the Stacking Benjamins podcast.
In this episode, I interview Joe Saul-Sehy. He's also my co-host (along with Miranda Marquit and Doug Goldstein) on the Money Tree Investing podcast.
Joe and I talk about what makes a good Financial Advisor and when to cut them loose.
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Of course, investing involves risk. For listeners of Be Wealthy & Smart, you can get up to 1 year managed free, visit:
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I'll also post these links on my website at http://lindapjones.com, podcast 368.
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Transcript
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| 0:00.0 | Be wealthy and smart, episode 368. |
| 0:02.6 | I'm gonna live on rich life. |
| 0:06.6 | Rich life. |
| 0:07.4 | If y'all know what I mean, put your hands up and declare with me |
| 0:13.4 | Yeah, I'm full of bed |
| 0:16.0 | ech time I'm gonna live the good life |
| 0:20.8 | a beautiful and glorious life Good Life. |
| 0:25.0 | Step into a world of wealth and financial freedom without budgets, boredom or bosses, on bey and Smart. |
| 0:33.7 | And now here's your host, Linda P. Jones. |
| 0:38.1 | Welcome to Be Wealthy and Smart. |
| 0:39.6 | I'm Linda P Jones, America's Wealth Mentor. |
| 0:42.0 | Empowering women and Men Worldwide to Financial Freedom. |
| 0:45.6 | On today's show, I interview a friend of mine and a fellow podcaster, Joe Salceihi. |
| 0:51.4 | And we talk about how to know if a financial advisor is right for you or not. |
| 0:56.2 | And this actually was a request from someone who wrote a review of Be Wealthy and Smart and |
| 1:00.8 | asked if I would interview Joe. So this is for you and I hope you enjoy the show. Here we go. |
| 1:07.0 | I am so excited to welcome to the podcast Joe Salcei Hi from Stacking Benjamin's. How are you Joe? I'm fantastic Linda. You and I don't get to talk enough so. |
| 1:16.3 | I know. Well you and I are co-host of the Money Tree Investing Podcast of course with two of our other co-host and we have |
| 1:24.4 | such a great time each week. I honestly have to say it's one of the highlights of just |
| 1:29.2 | hearing your voice and you make me laugh every Wednesday morning you help me to our show and it's such a joy and a pleasure |
| 1:36.0 | so I'm so excited to have you all to myself today. |
| 1:39.0 | Yay! |
... |
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