Happy New Year, Stackers! Let’s make 2026 our best year ever! We kick off the new year with a throwback to a classic episode from 2023: all about how to spot a subpar advisor. This episode originally aired on August 2, 2023. Please disregard any mention of current events. The original show notes can be found here.
Advisors aren’t all the same. Besides charging different fees and performing vastly different services, some just aren’t very good at their job. So today we give you our top five clues that your advisor might not be right for you. By the end of the episode, you’ll have a much better idea whether the team you’ve hired or are looking to hire is up to the task of helping you make better decisions.
Before that, we dive into a headline about investors who are too bullish. How do good advisors help you rein it in? We’ll share some of the best practices one piece has to share and add in our own. Plus, we’ll dish out some of Doug’s delectable trivia.
FULL SHOW NOTES: https://stackingbenjamins.com/how-to-spot-a-subpar-advisor-greatest-hits-week-1783
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Join Us Friday!
Tune in tomorrow as we wrap up Greatest Hits Week with a special double feature from last year!
Written by: Kevin Bailey
Miss our last show? Listen here: GREATEST HITS WEEK: Tiffany Aliche Shares a BIG Money Hack and a Sad Money Truth (SB1782)
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