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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
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 It – which you can find at Amazon.com.
Book website: https://bozosmonsterswhizbangs.com
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
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