My Investments Suck...Is It My Financial Advisor’s Fault?

The Ramsey Show Highlights

Ramsey Network

Self-improvement, Education, Investing, Business

4.6 • 682 Ratings

🗓️ 18 February 2022

⏱️ 7 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Ramsey Call of the Day is a quick, daily dose of advice on life and money in under ten minutes. Hear from experts like Dave Ramsey, Ken Coleman, Rachel Cruze, Dr. John Delony, and George Kamel. Part of the Ramsey Network. Delivered to you five days a week. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is the Ramsey Call of the Day, part of the Ramsey Network.
0:10.8	Deborah's in Erie, Pennsylvania.
0:12.6	Hi, Deborah.
0:13.2	Welcome to the Ramsey Show.
0:15.5	Hello.
0:16.6	Hi.
0:17.0	How are you today?
0:17.9	Better than I deserve.
0:18.9	What's up?
0:20.9	I was wondering if you could give me some ideas and how to interview for a financial advisor.
0:29.8	I've had a couple of bad experiences, and I just don't know where to progress from here.
0:37.6	If there's certain talk points that I should be looking for or asking about.
0:43.0	What was the bad experience?
0:44.6	What happened?
0:46.6	Well, I had a financial price where I had my ROTF 401 with,
0:52.5	and they've been good for like 12 years. Well, they just switched brokers,
0:58.8	like six months ago. And since they switched brokers, I'm losing like $1,000 a month. So I need to
1:08.2	move that somewhere because I no longer... Why were you losing $1,000 a month?
1:13.6	Good question.
1:14.8	I called and left several messages.
1:16.7	They'll get back to me.
1:17.9	No phone call.
	...

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