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The Stacking Benjamins Show

How to Hire The Perfect Advisor (for you), with Nicholas Stuller

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 18 March 2019

⏱️ 78 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

Transcript

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0:00.0

This episode is brought to you by Meta for Work.

0:02.6

It's not just sci-fi anymore.

0:04.4

Virtual and mixed reality are transforming how business works.

0:07.6

Architects can use mixed reality to walk through buildings that aren't even built yet.

0:11.4

People from around the world can meet up in more immersive ways,

0:14.1

working shoulder to shoulder in virtual spaces

0:16.2

to get real work done.

0:17.6

And all sorts of professionals are getting hands-on training

0:20.1

and safer, more cost-effective virtual environments.

0:23.0

Meta for work.

0:24.0

Work smarter, closer, safer, together.

0:27.0

Visit for work.

0:28.0

Meta.com to learn more.

0:30.0

Hey, this is John in Seattle, and when I'm not telling terrible jad jokes to anyone who will listen,

0:35.6

I'm Stacking Benjamin's.

0:36.9

Live from Joe's mom's basement. It my weird holiday calendar says it's both

1:00.1

National Sloppy Joe Day and National Awkward Moments Day. both National

1:03.0

Awkward Moments Day.

1:05.0

And yes, because we have the Sloppy Joe already on the podcast.

1:10.0

That means today I'm going to call out an awkward moment. That time you fire your financial advisor. How do you thread that needle to hire the

1:18.6

right person? Do you need an advisor at all? Lucky for you today we welcome the author of how to find

1:25.2

the perfect advisor Nicholas Stuller. Plus in our headline segment listener

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