The Importance of Finding the Right Financial Advisor

In Episode 246, Sean, Andy and guest co-host Kate Foretek talk with financial advisor Bailie Slevin to get the lowdown on making your money work for you as a freelancer to plan for both the future you expect, and the one you don’t! This episode is sponsored by Allen & Heath and RCF.

A combination of finance ninja and theatre nerd, Bailie is a business management and financial consultant focused specifically on working with creatives of all types. With 10 years of experience as a financial adviser and a hefty résumé in theater, she is re-defining planning for artists and entrepreneurs.

Bailie has worked with Certified Financial Services and Forest Hills Financial Group in finance, and teaches financial literacy and wellbeing workshops, and speaks throughout the NY region on the specifics of financial management for artists.

As a stage manager, general manager, and producer on Broadway, Off Broadway and Off-Off-Broadway, Tony, Drama Desk, OBIE, and IT Awards pepper Slevin’s résumé. Some of her favorite projects include “The Norman Conquests,” “Altar Boyz,” “Naked Boys Singing!,” “Pursuit of Persephone,” “A Very Merry Unauthorized Children’s Scientology Pageant,” and “Popesical,” in Concert at Joe’s Pub. She currently serves as a board member for The Tank NYC, a non-profit arts presenter for emerging artists engaged in the pursuit of new forms of expression, and Theater Resources Unlimited (TRU), a training ground for tomorrows theatrical producers.

Savings versus debt, retirement accounts, the different types of life insurance, and more are all laid out on the table in this discussion. If you ever thought that liquid assets are something you buy at the corner liquor store, this is definitely the episode for you!

Note: The things discussed in this episode are for informational purposes only, and may not necessarily be the right choices for you. Be sure to talk to a financial advisor who knows your situation before making any investment, savings, or other financial decisions! If you’d like to talk to Bailie about your specific needs, reach out to her via her website, and mention that you heard this episode to get a totally free, no commitment 30-minute consultation.

Episode Links:
Bailie Slevin Website
Pound Foolish, by Helaine Olen
Episode 246 Transcript

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