The hardest part of hiring a financial planner? Making sure you pick the right one! That’s why today we’re welcoming the CEO of Sofia Financial, Stephanie McCullough. She’s not only sharing her insider tips on what to look for with the right financial planner, but what to look out for from potentially the WRONG financial planner.
In our headlines segment, one start-up blockchain CEO is claiming that Bitcoin isn’t the holy grail that people may hope. BUT, he does think that bitcoin, along with their own blockchain, each have their own niche where they’re needed. What should you do with your own crypto strategy? We’ll tackle that today. Plus, we’ll feature a new investment that promises a steady 7% annual distribution rate… what’s the catch? We’ll dive in during our headlines.
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- Bitcoin is not the ‘panacea’ people thought it would be, Ripple CEO says (CNBC)
- New ETF Aims To Provide A Steady 7% Annual Distribution Rate (Investors)
Check out Stephanie’s site: SofiaFinancial.com
Looking for Stephanie’s Facebook page? Click Here
Follow Stephanie on Twitter: @sofiafinancial
<41:36> Doug’s Trivia
- Which age group is the most rapidly growing consumers of weed?
<48:24> Haven Life Line
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- Lee just left his job, and now plans to work for himself. What options does he have for his retirement plans?
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
- Blair will be changing jobs at the end of the month. They’ll be rolling their simple IRA into a 401k. Should Blair keep putting money in the simple IRA, or focus on their investment account?
<> Join us Friday
Do you have a bad habit of keeping up with the Jonses? You better hope that your neighbor doesn’t win the lottery… turns out that it’ll increase the chances that YOU go broke. On top of that we’ll be joined by our good friend Shannon from Financially-Blonde.