Holy big topics, Batman! We’ve got a great show for you today.
First – Joe & OG talk Hiring an Advisor. Should you hire one? If so, what should you look for? What questions should you ask?
Then – Len, Carrie, Dom and of course Dr. Dean discuss tax refunds. Should you avoid one?
Finally – Our top 5 reasons we love the Roth IRA.
Subscribe to the show (or just listen) on iTunes here.
Download the show directly by right-clicking here.
Hiring an Advisor
CFP – Questions to Ask When Hiring a Financial Planner
5 Jaw-Dropping Financial Advisor Interview Questions
Ric Edelman: The Truth About Money (Amazon page)
Our Roundtable Members Sites:
Carrie Smith = CarefulCents.com
Dominique Brown = YourFinancesSimplified
Dr. Dean = The Millionaire Nurse Blog
Len Penzo = Len Penzo (dot) Com
The Squirrelers.com article we’re discussing: Tax Refunds Are Not Taboo
Joe is a former financial advisor and media representative for American Express and Ameriprise. He was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. He’s also appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers and numerous other media outlets. Joe holds B.A Degrees from The Citadel and Michigan State University.
Great show guys! Listened to it yesterday. I think you have me hooked. Great laughs all around.
Great podcast guys! I especially love the round table. You’re all hilarious. I am subscribed and anxiously awaiting new episodes each week. I will also help promote this as best as I can… but not until I get the $10! Haha.
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Thank you very much