How to Find a Financial Advisor That's Right for You with Joe Saul Sehy
The His and Her Money Show
Talaat and Tai McNeely
4.9 • 1.2K Ratings
🗓️ 16 August 2015
⏱️ 27 minutes
🧾️ Download transcript
Summary
Financial advisors are available to assist you in mastering your money. However, all financial advisors are not equal, and you have to be careful as to which one to hire.
To help you in your decision-making process, we decided to interview Joe Saul Sehy from StackingBenjamins.com. Joe is a former Financial Advisor turned Personal Finance blogger and he has a wealth of knowledge in this area.
Joe really takes his time in breaking down everything that you need to know to find the financial advisor that is right for you.
Transcript
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| 0:00.0 | Hey is Tylen and this is Ty. This is the his and her money show episode 72. |
| 0:06.0 | This is the his and her money show |
| 0:10.0 | where we talk about managing money, marriage, and everything in between. |
| 0:14.4 | Now here are your hosts, Talent and Ty McNeely. Welcome back to another edition of the His and Her Money show brought to you by His |
| 0:31.0 | and Her Money.com. We're glad you're with us. We love it love love love as my |
| 0:36.4 | wife says three times bringing you guys this awesome content to make sure that you guys are equipped, educated, empowered to handle this |
| 0:46.0 | finance stuff, this marriage stuff. We want you guys to win in both areas. |
| 0:52.0 | That's right. Hey if you guys are benefiting from this show at all, |
| 0:55.0 | can you do us a small favor and take 30 seconds |
| 0:57.6 | at the end of this show and head over to iTunes |
| 0:59.7 | and leave us an honest review of this show? |
| 1:02.4 | That's the only way that more people will be able to access |
| 1:05.3 | this content and that they will be able to be helped as well. You're going to love today's show because I think it's a topic that is not enough discussion on and that's how to find a |
| 1:16.8 | financial advisor or if you even need a financial advisor I think that a lot of people are either hot or cold on this |
| 1:24.4 | subject because of a lack of information and so we wanted to give you the |
| 1:27.8 | information that you needed to help you make the right decision when it comes to |
| 1:32.3 | figuring out if you need a financial advisor and if you |
| 1:35.0 | need one how to find one and to help us with that we brought on Joe Saul Chihi from Stacking |
| 1:41.0 | Benjamin's.com. |
| 1:42.6 | That's right. |
| 1:43.2 | And you know what? |
| 1:44.0 | Everyone should be taking notes. |
... |
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