The Duties Of A Financial Advisor
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.8 • 4.2K Ratings
🗓️ 28 July 2019
⏱️ 23 minutes
🧾️ Download transcript
Summary
In this episode of the Women & Money podcast, we go to a mini Suze School on the best type of of financial advisors to look for and what you should stay away from. Remember, to trust your gut! If something feels off to you, don’t take their advice.
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Transcript
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| 0:00.0 | Hey, everybody. I want you all to take advantage of the incredible interest rates that a |
| 0:05.7 | Lyon Credit Union is currently offering 4.5% for a three-month certificate, 4.75% for a six-month |
| 0:15.2 | certificate. But best of all, in my opinion, is 5% for a one-year certificate of deposit. |
| 0:24.4 | You can also purchase these in a retirement account. So go to myeliantaliant.com slash |
| 0:35.2 | ultimate and check it out now. |
| 0:40.4 | Suzy Orman here and you are listening to the Women in Money Podcast. Now this is not your |
| 0:55.9 | ordinary money podcast for there is nothing that I do that is ordinary. So if you want to be the |
| 1:01.5 | powerful woman that you were born to be in every aspect of your life, then you have come to the right |
| 1:09.4 | place. |
| 1:18.7 | We're together, we will rise. We're the open of faith and everything it takes. We are strong. We are wise. |
| 1:28.7 | Together we will rise. |
| 1:36.7 | Hello there. So today here's what I want to do. I want to do a little bit different podcast today |
| 1:43.7 | than I normally do on a Sunday. Because Sundays I just kind of think are let's give you something motivational, inspirational. |
| 1:52.7 | And then on Thursdays that's deal with straight finance. But I'm kind of in the mood to do a financial podcast for a Sunday. |
| 2:01.7 | And the reason is this. You are writing me and you are really, really getting into this thing about index funds |
| 2:11.7 | and I keep telling you all about do a standard and pours 500 index fund and you'll be fine. But here's the problem. |
| 2:18.7 | I'm not talking about that being the solution for everything for all of your money. I even had a football player |
| 2:29.7 | who I will let go unnamed who wrote me and said, Susie, I'm putting $50 million that I have into an index fund. |
| 2:37.7 | I'm like, no, no, that's not what I meant. The goal of investing is for you to be able to be diversified when you have small amounts of money. |
| 2:52.7 | And when your money starts to grow and grow and now maybe you have enough money to buy a portfolio of individual stocks, |
| 3:02.7 | there's nothing wrong with that as well. So so many of you are taking me so literally, you're going to take all your money and you're going to put it into what? |
| 3:13.7 | You're going to put it into an index fund. Now I love index funds. I love them. What is an index fund? |
... |
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