Finding the Right Financial Advisor with Lorraine Ell

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Finding the Right Financial Advisor with Lorraine Ell

Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you.

Are there clear signs for when you need to seek the advice of a financial advisor?

You want to find an advisor that does comprehensive planning, not just one who looks at your retirement savings.

Does your financial advisor help you to understand the investing options and financial decisions placed in front of you? Lorainne Ell says an advisor should be one who explains and educates.

Lorraine released a book to show the common investing financial planning pitfalls, and how to avoid them in “Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It”.

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Lorraine Ell:

Lorraine Ell is CEO and Senior Financial Advisor at Better Money Decisions. She helps clients get through the six levels of the Investment Pyramid.

She recently authored a book, Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid Itwhich you can find at Amazon.com.

Company: https://bettermoneydecisions.com
Book website: https://bozosmonsterswhizbangs.com

 

Today’s Panelists

Miranda Marquit | Planting Money Seeds
Doug Goldstein | Goldstein on Gelt
Linda P. Jones | Be Wealthy and Smart
Joe Saul-Sehy | Stacking Benjamins

 

For a quick bio of each of our show participants, head on over to our panelists’ page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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Here’s how it works: First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

 

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