How To Avoid the Wrong Financial Planner (with Stephanie McCullough)

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 13 June 2018

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The hardest part of hiring a financial planner? Making sure you pick the right one! That's why today we're welcoming the CEO of Sofia Financial, Stephanie McCullough. She's not only sharing her insider tips on what to look for with the right financial planner, but what to look out for from potentially the WRONG financial planner. In our headlines segment, one start-up blockchain CEO is claiming that Bitcoin isn't the holy grail that people may hope. BUT, he does think that bitcoin, along with their own digital currency, each have their own niche where they're needed. What should you do with your own crypto strategy? We'll tackle that today. Plus, we'll feature a new investment that promises a steady 7% annual distribution rate... what's the catch? We'll dive in during our headlines. We'll also throw out the Haven Life line to Lee who recently left his job to work for himself. How does that impact his retirement and investment plans? What should he be doing with his 401k now? Of course, we'll also have time for Doug's trivia and answer a listener letter. Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Looking for something deeper than what we talk about on the show? Subscribe to our weekly newsletter: The Stacker Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	In a world where overspending, debt and keeping up with the Joneses rules us all,
0:09.6	where the voices from the merchants, restaurants, and credit companies lured over the common man.
0:16.0	Out of the darkness, like a beacon of hope, comes a new voice, a voice that's rich and creamy, like your favorite butter and
0:25.6	delicious like cheeseburger pizza on your diet cheat day.
0:30.3	It's The Stacking Benjamin Show.
0:34.0	Live from Joe's Mom's Basement.
0:40.0	Live from Joe's Mom's Basement,
0:42.0	It's the Stacking Benjamin Show. I'm Joe's mom's neighbor dog and Joe's mom got a hold of my crazy holiday calendar
0:58.5	which means she's now reminding us that it's National Weed Pulling Day.
1:03.4	Well, Joe O.G. and I are about to get put to work, but before we do, we figured we'd
1:08.5	record this podcast.
1:09.9	On today's show, we welcome from Sophia Financial, Stephanie McCullough.
1:15.0	Also, in our headline segment,
1:18.0	How about a new exchange-traded fund that's offering a steady 7% income stream.
1:24.0	Sound good, we'll share how it works.
1:26.2	Plus, throw out the Haven Lifeline
1:28.2	to a lucky listener and more.
1:30.6	And now, two guys who never pull their fair share of weeds, Joe and O, J-J-J-J-J-J-G. I'm great at delegation.
1:45.0	Don't they have that little machine that you just spray the juice on all the weeds and it just kills them?
1:52.0	Round up.
1:53.0	Yeah, like 30 seconds.
1:55.0	And then, and then it becomes the food additive that you never thought you had in all of your food.
	...

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