How (and When) to Break Up With Your Financial Advisor (SB1476)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Education, Business, Money, Investing, Financial Planning, Cfp, Personal Finance, Retirement

4.4 • 2K Ratings

🗓️ 12 February 2024

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Breaking up is hard to do...but what if your money is at stake? You don't want to be in a horrible relationship with a financial advisor that you can't trust, don't like, and who doesn't make your wallet go all a-flutter. That's why we called in Chris Mamula to kick off "relationship week" on the podcast. He's a guy who was anti-advisor for a long time and now IS an advisor. How would HE tell you to break up when you're in a bad relationship? He'll share great tips AND his personal experience from behind the advisory veil on today's show. Plus, in our headline segment, millennials are struggling with credit card debt. How do they begin to dig out? We'll share both strategies and motivators for you, whether you're a millennial or not. Of course, we have a brilliant TikTok minute from a Stacker who's making the most of a Hallmark holiday by making money instead of spending it. If you're spending Valentine's Day working, you'll LOVE this edition... Of course, we'll also share Doug's fantastic trivia question AND Joe's review of Poor Things on the back porch. FULL SHOW NOTES: https://www.stackingbenjamins.com/find-a-financial-advisor-you-love-1476 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode sponsored by State Farm.
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0:42.1	Like a good neighbor, State Farm is there. Talk to your local agent today.
0:47.0	Good morning, gentlemen.
0:48.1	Buenos Aires. Good morning. Joseph us. Hey, what's the difference between Las Vegas and Wuhan?
0:55.0	Yeah, Wuhan?
0:57.0	What happens in Vegas stays in Vegas?
1:00.0	But too soon? No, that wouldn't have been too soon in 2020. Let's just raise
1:09.4	our mugs and salute our troops gentlemen on behalf of the men and women at Navy Federal Credit Union and the men and women making and
1:13.3	Salute our troops gentlemen on behalf of the men and women making
1:14.9	podcast and mom's basement.
1:17.3	Here's to the men and women keeping us safe.
	...

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