How To Avoid the Wrong Financial Planner (with Stephanie McCullough)

Published: June 13, 2018, 7 a.m.

b"The hardest part of hiring a financial planner? Making sure you pick the right one! That's why today we're welcoming the CEO of Sofia Financial,\\xa0Stephanie McCullough. She's not only sharing her insider tips on what to look for with the right financial planner, but what to look out for from potentially the WRONG financial planner.\\nIn our headlines segment, one start-up blockchain CEO is claiming that Bitcoin isn't the holy grail that people may hope. BUT, he does think that bitcoin, along with their own digital currency, each have their own niche where they're needed. What should you do with your own crypto strategy? We'll tackle that today. Plus, we'll feature a new investment that promises a steady 7% annual distribution rate... what's the catch? We'll dive in during our headlines.\\nWe'll also throw out the Haven Life line to Lee who recently left his job to work for himself. How does that impact his retirement and investment plans? What should he be doing with his 401k now? Of course, we'll also have time for Doug's trivia and answer a listener letter.\\nThanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.\\nLooking for something deeper than what we talk about on the show? Subscribe to our weekly newsletter: The\\xa0Stacker\\nLearn more about your ad choices. Visit podcastchoices.com/adchoices"