When Should I Fire My Financial Advisor? (Your Letters)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 20 February 2019
⏱️ 76 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | You know in today's world seems like the best treatments reserved only for a few. Well, |
| 0:04.4 | Discover wants to change that by making everyone feel special. That's why with your Discover card |
| 0:09.7 | you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never |
| 0:16.5 | held responsible for unauthorized purchases. Finally, no matter who you are or where you |
| 0:21.6 | are in life, |
| 0:22.6 | you'll feel special with Discover. |
| 0:24.5 | Learn more at Discover.com slash credit card. |
| 0:27.3 | Limitations apply. |
| 0:29.0 | Hey, this is Andy Hill from the Marriage Kids and Money |
| 0:31.0 | podcast. |
| 0:31.7 | And when I'm not seeing singing Disney karaoke songs |
| 0:35.0 | with my kids at home, I'm stacking Benjaments. |
| 0:37.8 | Live from Joe's mom's basement, it and today we're tossing everything else aside so we can focus on what's important, you. |
| 1:04.0 | That's right, we're answering your letters today. |
| 1:06.0 | We'll tackle a note from Jarrett who finds himself at a crossroads with his financial |
| 1:11.0 | advisor. |
| 1:12.0 | With less than stellar results, is it time to give his advisor the |
| 1:15.7 | boot will also say hello to Andrew who's wondering about small company stocks |
| 1:20.9 | he's heard that these investments have outperformed other |
| 1:24.0 | types of investments. We'll answer tons more, throw out the Haven Lifeline, endure a rant |
| 1:29.8 | from Joe, what else is new, and still leave some time for the trivia master himself. |
| 1:36.3 | That's right, me! |
... |
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