Finding the right person to help you make your best financial moves is a giant exercise in trust. How do you know an advisor is perfect for you? On that note, how do you know the advisor is right for anyone? What questions can you ask to avoid the wrong relationship? There are a thousand questions you could ask… but the bottom line is this: How do you hire the right person to help you manage your financial decisions? Coming onto the show today is the man with many answers, the author of How to Find the Perfect Advisor, Nicholas Stuller. By the end of the conversation, you’ll know what you should watch out for and have the confidence to make the right decision when it comes to hiring a great advisor.
Plus, in our headlines segment, we’ll take a look at marijuana stocks. These types of stocks continue to see a huge inflow of cash, but could investing in a marijuana stock create some big unintended consequences? We’ll cover one piece that details the repercussions you could face by throwing even a few dollars of fun money into the wrong investment.
As always, we’ll still save some time for Doug’s (completely epic) trivia.
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- Owning marijuana stocks may skunk your security clearance or chances of getting one (Federal News Network)
- Quadriga Crypto Mystery Deepens With ‘Cold Wallets’ Found Empty (Bloomberg)
<19:18> Nicholas Stuller
Looking for YOUR perfect financial advisor? Check out more from Nick at: MyPerfectFinancialAdvisor.com
Looking for a copy of Nick’s book? Click below:
<48:30> Doug’s Trivia
- John DeNicola was best known for writing songs for what Patrick Swayze starring film, including the song, “I’ve had the time of my life?
<56:23> Haven Life Line
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- JB wants to know what are the advantages of choosing one retirement “vehicle” over another.
- Mark wants some advice on if he should convert his traditional IRA to a Roth IRA.