Taking advantage of the stock market is an incredible way to build wealth for your family. By investing in the market, you are forcing your money to work for you. Your money starts to make you more money!
But … Where do we start?
Can we do this ourselves?
Should we turn to a financial advisor?
How do I know a good advisor from one that’s just trying to sell me financial products that only benefit them?
Our guest today, Joe Saul-Sehy is going to help us with this exact conundrum.
Joe is a former financial advisor from Ameriprise. He spent 16 years in the industry so it’s fair to say that he has some expert knowledge when it comes to the financial advising world.
What are we covering today?
Joe and I review:
- Why there is currently so much mistrust in the financial advising industry
- The main benefits and pitfalls of working with an advisor
- Why it's so important to ask the right questions before you start a relationship with an advisor
If we're going to be entrusting someone with our life savings, we better make sure we've done our homework. Join me today to learn more about this important relationship and how it should work for you.
CLICK THE PLAY BUTTON ABOVE OR LISTEN ON:
About Our Guest: Joe Saul-Sehy
Joe is a former financial advisor (16 years) and represented American Express and Ameriprise in the media. He was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. He’s appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. Joe has also appeared online in more than 200 different places, including CNBC.com and WSJ.com.
Money Master of the Week
Nick from St. Louis recently had a charitable giving moment with his 6-year old daughter, Zoey. They both decided to give their hard-earned money to the organization charity: water and help people without clean water.
I absolutely love that Nick is working with his daughter Zoey to build up his family’s practice of giving. He’s taking time to have special moments with his family where they can experience the true joy of giving together.
Here is the video that inspired Nick and Zoey to give:
The video that inspired Nora to give:
And finally, here is the interview from Afford Anything that inspired me to give!
Nick and Zoey from St. Louis are our Money Masters of the Week!
If you have a financial victory you want to share on this show, please leave me a voicemail (or email) and include the following: name, location, your big win, how you did it and your plans for the future.
Your story will inspire others to save more, make more and plan for their family’s future.
Show Resources
SHOW SPONSOR: TOMORROW
SHOW SPONSOR: HEALTH IQ
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joe saul-sehy's RESOURCES
Website: StackingBenjamins.com
Recommended Book: The Truth About Money by Rick Edelman
Recommended Book: Set for Life by Scott Trench
Recommended Book: Broke Millennial by Erin Lowry
MKM RESOURCES
Thriving Families Facebook Group: Join in on the conversation!
Young Family Wealth Playbook (FREE): 7-Steps to Solidifying Your Family’s Future Wealth
Support this Show
If you enjoyed this podcast episode, here are some excellent ways to support the show:
- Leave a review for the show on Apple Podcasts or Stitcher
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I truly appreciate the support everyone!
Questions?
I’d love to hear from you!
If you’d like your question featured on the show, reach out and let me know. It would be my honor to support you in your journey toward financial freedom.
Leave me a voicemail or connect with me on Twitter, Facebook or shoot me an email.
2 Comments
I’m having a hard time getting my budget together properly. It makes sense that I would want to get a professional to help! It’s nice that they can do so much with this.
Getting professional help is a smart way to go. Not everyone has the time or the interest in diving into the personal finance details.
I have no interest in fixing my own car therefore I’m happy to spend money for someone to fix it for me!