This Is How You Pick the Right Financial Advisor

Ramsey Everyday Millionaires

Ramsey Network

Investing, Careers, Business

4.6 • 3.6K Ratings

🗓️ 16 February 2022

⏱️ 7 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Christy Wright, Rachel Cruze, John Delony, and George Kamel.

Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to Ramsay every day millionaires, where we talk retirement, building wealth,
0:10.5	and outrageous generosity.
0:14.0	Debra's an Erie Pennsylvania high-debra.
0:16.0	Welcome to the Ramsay Show.
0:18.0	Hello.
0:19.0	Hi.
0:20.0	How are you today?
0:21.0	Better than I deserve.
0:22.0	What's up?
0:24.0	I was wondering if you could give me some ideas and how to interview for a financial advisor.
0:33.0	I've had a couple of bad experiences, and I just don't know where to progress from here.
0:40.0	If there's certain talk points that I should be looking for or asking about.
0:46.0	What was the bad experience?
0:48.0	What happened?
0:50.0	I had a financial advisor, where I had my 401, my Roth 401, and they've been good for like 12 years.
0:59.0	Well, they just switched brokers like six months ago, and since they switched brokers, I'm losing like a thousand dollars a month.
1:10.0	So I need to move that somewhere because I know a lot of...
1:13.0	Why are you losing a thousand dollars a month?
1:16.0	Good question. I called and left several messages. They'll get back to me. No phone call.
1:22.0	Okay. I think I found the problem.
1:25.0	Yeah.
1:27.0	Problems not damage.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ramsey Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ramsey Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.