How to Break Up With Advisors (plus an intro to Grove)

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

🗓️ 30 March 2018

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

How do you say goodbye to a long term advisor? Whether it's a financial advisor, CPA, financial coach, or someone in another field, we'll talk about the common practice of "ghosting" advisors. Is it okay to just leave your advisors and not tell them that you're going? If you decide to tell them that you're leaving, what should you say? We'll ask our crack team, including not only OG and Len Penzo, but special guest Mrs. Groovy from FreedomIsGroovy.com. Plus, we'll also talk about taking time off from your job to begin constructing your ultimate life. How do you begin taking time away? We'll not only review a piece on this topic but also ask our panel for tips on today's podcast. We also answer a three-oh call for help to the Blooom hotline. What should our listener expect from tax preparation help? How do the fees work? We'll ask our team that question, and also answer a letter from another listener, share Doug's trivia, and more. Thanks to Lexington Law for supporting Stacking Benjamins. For a free credit report summary and credit repair consultation go to lexingtonlaw.com/sb Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	You know in today's world seems like the best treatments reserved only for a few. Well,
0:04.4	Discover wants to change that by making everyone feel special. That's why with your Discover card
0:09.8	you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never
0:16.5	held responsible for unauthorized purchases. Finally, no matter who you are or where you are in life,
0:22.4	you'll feel special with Discover. Learn more. No matter who you are or where you are in life,
0:22.6	you'll feel special with Discover.
0:24.6	Learn more at Discover.com slash credit card.
0:27.4	Limitations apply.
0:29.4	Hey Nick Loper here from the Side Hustle Show
0:31.5	when I'm not helping people earn money outside of
0:33.3	their day job I'm stacking Benjamin's.
0:40.5	Live from Joe's mom's basement, it's the best day ever.
0:55.0	Know why?
0:59.0	First, we welcome to the show from the Freedom is Groovy blog Mrs Groovy but also it's Friday
1:06.7	and that means Joe's mom's making a homemade ice cream and like the sprinkles on this
1:11.7	show we welcome back from Lendpenzo.com, Mark Zuckerberg.
1:17.0	I'm just kidding, he's busy giving away all your data.
1:21.0	It's just a little old Lend Pen Penzo and from this podcast, oh, j j j j j j j j j j j jg.
1:28.7	On today's show, we'll talk about breaking up. How do you break up with your financial help?
1:34.8	We'll also answer a call to the Bloom hotline about tax help.
1:39.2	Answer a listener letter and also, like the Cherry on top, feature a Friday FinTech segment where we introduce
1:45.8	you to a financial planning company called Grove. From Grove we welcome Chris
	...

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