Finding the Right Financial Advisor with Lorraine Ell

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 25 May 2018

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you.

Are there clear signs for when you need to seek the advice of a financial advisor?

You want to find an advisor that does comprehensive planning, not just one who looks at your retirement savings.

Does your financial advisor help you to understand the investing options and financial decisions placed in front of you? Lorainne Ell says an advisor should be one who explains and educates.

Lorraine released a book to show the common investing financial planning pitfalls, and how to avoid them in “Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It”.

For more information, visit the show notes at http://moneytreepodcast.com/192

Transcript

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0:00.0	Hey, welcome to this week's episode of the Money Tree Investing podcast. Today we have Lorraine L here to talk to us about finding the right financial advisor.
0:09.7	This is some great information and I'm very excited to start talking to her. But before we get into it, we do need to pause briefly for a word from our sponsors.
0:20.0	Thanks, Miranda.
0:24.9	Well, hey there, if you've ever wondered if there were a way to capitalize on all of that chatter of those millions of investors hanging out on social media, talking about investments,
0:30.3	guess what, your weight's over?
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0:36.3	of the world's most sophisticated hedge
0:37.8	funds.
0:38.5	And that's now at your fingertips and you can make their edge your edge.
0:42.1	The Buzz Index is licensed to an exchange traded fund.
0:45.0	It trades under ticker symbol BUZ and it gives you a portfolio securities that show the
0:49.8	highest degree of positive investor sentiment online.
0:53.2	How does it work?
0:55.9	Well, here's what you do. Head to moneytreepodcast.com forward slash BUZZ for a link to the buzz index and more information.
1:01.5	That's moneytreepodcast.com forward slash BUZ. Now back to Miranda.
1:07.8	Hi, Lorraine. Welcome to the Money Tree Investing podcast today. Hi, how are you? I'm happy to be here.
1:14.2	Thank you so much for coming to talk about finding a financial advisor. And I guess the first question
1:19.6	we have to ask is, when do you know that you should have a financial advisor? What are kind of the
1:24.9	signs that it's time for you to start looking for somebody
1:27.9	to help you out with your money? Well, I'll tell you, I, as a matter of fact, I've just written
1:33.6	an entire book on that. So this is a pretty long topic. My book that will be coming out in March
1:40.6	is called Bozos, Monsters, and Whizbangs, of course, all descriptive of the types of
	...

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