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.

Later on we’ll throw out the Haven Life Line to JB, who’s looking for the pros and cons of choosing one method of retirement investing over another. What should investors be looking at when deciding on how to invest their retirement funds? We’ll also answer a letter from Mark, who’s looking for advice on if he should convert his traditional IRA to a Roth IRA.

As always, we’ll still save some time for Doug’s (completely epic) trivia.

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Show Notes:

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Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Airbnb

Go to Airbnb.com/SB and start hosting. You’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.

Check out Airbnb

<6:25> Headlines

• 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

<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

Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.

• JB wants to know what are the advantages of choosing one retirement “vehicle” over another.

<1:02:39> Letter

• Mark wants some advice on if he should convert his traditional IRA to a Roth IRA.

Join us Wednesday!