36. Find the Right Financial Advisor for You

Find the Right Financial Advisor for You

Find the Right Financial Advisor for You

Finding a good financial advisor is important.  Finding the right one for you can be extremely beneficial.  Consider:

  • Who your friends’ financial advisor is (similar life experience gives you knowledge.)
  • Find out if the advisor if fee-based (paid for the advice they give) or commission based (paid for the products they sell.)
  • Which compliance standards they follow Fiduciary Standards or Suitability Standards.
  • Follow your gut instinct if this should be the advisor that is right for you.

Also, let’s talk!  I want to connect with you personally!

  • Wednesday, Sept 9th, 6pm, Pacific (9pm, Eastern)
  • Go to Blab.im look for Amy Robles, Money Management

Questions?  Let’s talk:  amy@thinkenriched.com

Ready to get your finances in order?

  • Subscribe via iTunesStitcher, or RSS
  • Leave ThinkEnriched an iTunes rating and review

The episode “How to Find the Right Financial Advisor for You,” first appeared on Think Enriched.

35

Joe Saul-Sehy

Joe Saul-Sehy| How to find a good financial advisor.

Joe Saul-Sehy, from Stacking Benjamins, comes to Think Enriched! A former financial advisor, he knows how to help you find an advisor who is the best fit for your family.

Today we talk about:

  • How to find a quality financial advisor in a new location
  • How do you know when you are ready to have an investor
  • What kinds of questions to ask him/her.
  • What kinds of questions he should be asking you.
  • Why you are the rock star & he is the agent
  • Why you should be driving your own Money Bus
  • Why it can be dangerous to follow a money guru without seeing where you are in your financial journey.
  • Joe tells us how he has ran at least one mile for 1,000 days
  • How he won a Plutus Award and what that means for him in the financial community
  • Joe shares a special link just for you, the Think Enriched community:   StackingBenjamins.com/amy

Resources Mentioned:

Questions?  Let’s talk:  amy@thinkenriched.com

Ready to get your finances in order?

  • Subscribe via iTunesStitcher, or RSS
  • Leave ThinkEnriched an iTunes rating and review

The episode “Joe Saul-Sehy| How to Find a Good Financial Advisor,” first appeared on Think Enriched.

Ep. 5 Gina Horkey: From Financial Advisor to Freelance Writer

Gina Horkey on Think Enriched

Gina Horkey: From Financial Advisor to Freelance Writer
ThinkEnriched.com

Gina Horkey Quit her job as a Financial Advisor to be a Freelance Writer.

  • Former financial advisor gone pro freelance writer…AND her husband is able to be home with their children
  • Starts the CFP program and made a big change
  • How she defines a Webpreneur
  • How she found her writing style
  • How she found a spot writing regularly on the Huffington Post
  • How it’s been helpful to her to NOT have a degree in journalism
  • Blogging for pay, and for companies is a very realistic way to earn
  • What does a writer do during a day’s work: it’s not all coffee shops & day dreams
  • The Pomodoro Technique
  • How she and her husband set their plan to have the family first and parent their own children
  • Why they stopped paying into retirement now
  • Self-doubt still comes up, having a contingency plan makes all the difference
  • Her organization system: Google’s framework works for her
  • The course on how to become a freelance writer
  • How you can determine the best way to get started on your freelance journey
  • Where to display your portfolio of writing
  • How much she spent to start her business.
  • Connect with Gina here: