I interviewed three different agents and I figured out by the third one, you could feel the difference in exactly what they would do for me. This extra legwork that you're going to spend at the beginning of a relationship is going to pay dividends later on. The first agent we interviewed was incredible but the third one was definitely a better fit.
#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?
Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment
MM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing.
Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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