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Published Dec 31, 2022

370 | Timeline Your Goals | Stacked with Joe Saul-Sehy

Explore cutting-edge financial goal-setting with Joe Saul-Sehy on aligning goals with personal values and utilizing strategic budgeting for long-term success. Dive into the essentials of tracking expenses and choosing the right financial advisor to enhance personal financial growth.
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  • Choosing Advisors

    Choosing the right financial advisor is crucial for aligning with personal financial goals. emphasizes the importance of being actively involved in the process, rather than passively relying on advisors. He suggests surrounding oneself with smart people who know you personally, as they can provide valuable insights and accountability 1. adds that finding an advisor is not just about cost, but about building a long-term relationship with someone who will hold you accountable 2.

    You need to fire those people. Those people do not make you better.

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    Joe advises starting with a smart person who has walked the path before you, rather than focusing solely on fees and certifications 2.

       

    Advisor Value

    The value of financial advisors is a topic of debate, with arguing that the key is finding advisors who make you smarter. He believes that if an advisor isn't contributing to your knowledge, it's time to part ways 3. acknowledges that many people overspend on advisors without understanding the services they provide, echoing Warren Buffett's sentiment about being helped out of returns 3.

    If they're not making you smarter, they're not truly somebody you need on your team.

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    Joe shares that having advisors who challenge your perspective, like his coach, can lead to personal growth and better decision-making 4.

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