How to Hire The Perfect Advisor (for you), with Nicholas Stuller
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 18 March 2019
⏱️ 77 minutes
🧾️ Download transcript
Summary
Finding the right person to help you make your best financial moves is a giant exercise in trust. How do you know an advisor is perfect for you? On that note, how do you know the advisor is right for anyone? What questions can you ask to avoid the wrong relationship? There are a thousand questions you could ask... but the bottom line is this: How do you hire the right person to help you manage your financial decisions? Coming onto the show today is the man with many answers, the author of How to Find the Perfect Advisor, Nicholas Stuller. By the end of the conversation, you'll know what you should watch out for and have the confidence to make the right decision when it comes to hiring a great advisor.
Plus, in our headlines segment, we'll take a look at marijuana stocks. These types of stocks continue to see a huge inflow of cash, but could investing in a marijuana stock create some big unintended consequences? We'll cover one piece that details the repercussions you could face by throwing even a few dollars of fun money into the wrong investment.
Later on we'll throw out the Haven Life Line to JB, who's looking for the pros and cons of choosing one method of retirement investing over another. What should investors be looking at when deciding on how to invest their retirement funds? We'll also answer a letter from Mark, who's looking for advice on if he should convert his traditional IRA to a Roth IRA.
As always, we'll still save some time for Doug's (completely epic) trivia.
Thanks to Airbnb for supporting Stacking Benjamins. Go to Airbnb.com/SB and start hosting. You’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey, this is John in Seattle. |
| 0:02.0 | And when I'm not telling terrible jad jokes to anyone who will listen, I'm stacking |
| 0:06.0 | Benjamins. |
| 0:12.2 | Live from Joe's mom's basement, it's the Stacking Benjamin show. |
| 0:16.9 | Oh! show. |
| 0:30.8 | I'm Joe's mom's neighbor, Doug, and my weird holiday calendar says it's both National Sloppy Joe Day and National Awkward Moments Day. |
| 0:35.1 | And yes, because we have the sloppy Joe already on the podcast, that means |
| 0:40.1 | today I'm going to call out an awkward moment. That time you fire your financial advisor, |
| 0:46.0 | how do you thread that needle to hire the right person? Do you need an advisor at all? Lucky for you, |
| 0:52.4 | today we welcome the author of How to Find the Perfect |
| 0:55.7 | Advisor, Nicholas Stuller. Plus, in our headline segment, listener Jane sent us a note |
| 1:01.6 | about marijuana socks. Jane, marijuana? Okay, dude, that's awesome. What if owning a stock |
| 1:10.0 | came with unintended consequences? |
| 1:12.8 | Plus, we'll throw out the Haven Lifeline to J.B., field a question from Mark, and as if this weren't enough of a sacrifice, I'm going to show up again later in the show to perform my amazing trivia. |
| 1:27.3 | And now, two guys who are the sloppy Joe and awkward moments on this podcast, it's Joe and O |
| 1:35.1 | Jha, Jha, Jha, Jee. |
| 1:43.4 | I love sloppy Joe's. |
| 1:46.5 | Pass. |
| 1:47.4 | And you love awkward moments. |
| 1:49.4 | Hey there. |
| 1:50.2 | Welcome to the podcast. |
| 1:51.9 | I'm Joe Salcy. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

