Season 5 is here and Don’t Retire… Graduate! is back to share more actionable strategies for reaching financial independence and talk to more money nerds about what they want to be when they grow up.
And your eyes are not deceiving you—this season we’re recording in VIDEO! If you’re on an audio-only player, thank you so much for listening. If you’re watching our first time doing this on camera, thank you and welcome!
Starting a new season is exciting enough, but we wanted to really kick it off, so we brought back one of our favorite guests and all-time favorite Stacker, Joe Saul-Sehy, host of the Stacking Benjamin’s podcast and co-author of the book STACKED: Your Super Serious Guide to Modern Money Management.
Joe is back to share some of his experiences from his past life as a financial advisor, including the best and worst advice he’s ever heard and the red flags he’s seen from other advisors that should have you running for the office exit.
In this episode we’ll talk about:
• Social media and the harmful financial advice that can be found on it
• What compliance means and how it keeps financial advisors from sharing bad information
• Identifying the filters, credentials, and backgrounds of the people you get advice from online
• Bernie Madoff, undisclosed insiders, and schemers to look out for
• Red flags of financial advisors you can see just walking into the office—from what’s on the television to the layout of the furniture
• Asking who, not how when you need to do learn something new—like writing a great book with Emily Guy Birken
Visit dontretiregraduate.com for a full transcript of this episode.
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