How to Find a Financial Advisor That’s Right for You with Joe Saul Sehy

Personal finance can feel overwhelming and daunting sometimes. Unfortunately, many people take that overwhelming feeling and allow it to discourage them from making progress with their money.

Although the task of getting on firm financial fitting can be tough, there are people that can help you navigate the journey. Those people are called financial advisors.

Financial advisors are available to assist you in mastering your money. However, all financial advisors are not equal, and you have to be careful as to which one to hire.

To help you in your decision-making process, we decided to interview Joe Saul Sehy from StackingBenjamins.com. Joe is a former Financial Advisor turned Personal Finance blogger and he has a wealth of knowledge in this area.

Joe really takes his time in breaking down everything that you need to know to find the financial advisor that is right for you.

Prior to launching Stacking Benjamins, Joe was a financial advisor for 16 years and spokesperson in the media for Ameriprise Financial. He’s been quoted in publications ranging from the Los Angeles Times, Baltimore Sun, Chicago Sun-Times, and magazines like Bride, Best Life, and Child.

 

What You Will Learn

  • What exactly a financial advisor is.
  • How to know if you need a financial advisor.
  • Where to look if you want to hire a financial advisor.
  • How to find an advisor that fits your specific needs.
  • The questions that you need to ask a potential financial advisor upfront.

Resources Mentioned

Thanks For Listening!

Thanks for tuning in to us on The His & Her Money Show. If you have any comments or questions about today’s episode, please let us know in the comment section.

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How To Find A Financial Advisor Thats Right For You

 




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