Ask Suze Anything: December 12, 2019
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.8 • 4.2K Ratings
🗓️ 12 December 2019
⏱️ 21 minutes
🧾️ Download transcript
Summary
In this edition of Ask Suze Anything, we’ll hear from Women and Money listeners Terry, who shares a story about trusting a shady financial advisor; Lauren who shares her experience with NFCC.org; and from Anonymous, who gets some very encouraging advice from Suze.
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Transcript
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| 0:00.0 | Hey, everybody. I want you all to take advantage of the incredible interest rates that a |
| 0:05.7 | Lyon Credit Union is currently offering 4.5% for a three-month certificate, 4.75% for a six-month |
| 0:15.2 | certificate. But best of all, in my opinion, is 5% for a one-year certificate of deposit. |
| 0:24.4 | You can also purchase these in a retirement account. So go to my alliance, |
| 0:30.7 | ALLIANT.com slash ultimate and check it out now. |
| 1:00.7 | On today's Asusie Anything, I want to do something just again a little bit different. |
| 1:22.0 | So many of you write in and you ask the question about how do you find a good financial advisor? |
| 1:27.9 | How many should you interview? What do you need to know about it? How do you check them out? |
| 1:32.3 | Everything like that. So recently, I just got an email from Terry who wants to share something |
| 1:41.9 | with all of you to help protect you. So I'm going to read you her email. She says, I listen to |
| 1:51.9 | your podcast regularly and thought I would share this recent experience in hopes it will help or |
| 1:58.6 | save someone else time. I have interviewed two financial advisors. One, I particularly liked. |
| 2:08.1 | I should have done a better check before I sat with each of them. When I arrived at the first |
| 2:13.7 | person's office, I found he had rented office space for the meeting. You had mentioned in one of |
| 2:22.8 | your podcasts, this was a no-no. I understand people work out of their home these days, |
| 2:28.9 | but I think I need a team of people with different skill sets. The second individual who I liked and |
| 2:35.0 | was referred to by a friend was a quote, investment specialist. This meeting went well and I had a good |
| 2:43.7 | feeling about him. Following the meetings, I did some additional research and found this site, |
| 2:51.5 | brokercheck.finra.org. So that's brokercheck.finrafinrafinrafinra.fa.org. The first person was not |
| 3:02.6 | a registered broker as he claimed to be. The second person who I liked had a bankruptcy in the |
| 3:10.7 | last five years. Also, none of the team in his office were certified financial planners. My thought is |
| 3:19.2 | he may not be the person I want handling my money, but maybe I am being too hard. Life happens and |
... |
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