Shannon McLay – Joe Saul-Sehy

Every time you meet with a client and they ask you a question, you have no idea what direction they’re leaning and all you can do is give the best advice from your personal experience, from a financially sound decision, and also from an understanding of your client. I was recently asked by a listener to do a show about

On Wednesday we talked about what goes into picking the right financial advisor. You'd want to be sure of the person your entrusting with your financials, after all. But would you trust a financial advisor who's a couple of decades younger than you? We're asking that same question to our wonderful panel of contributors

Every time you meet with a client and they ask you a question, you have no idea what direction they’re leaning and all you can do is give the best advice from your personal experience, from a financially sound decision, and also from an understanding of your client. I was recently asked by a listener to do a show about

There really is such a thing as a millionaire mindset or a way of thinking that leads to wealth building. Host of the Stacking Benjamins Podcast, Joe Saul-Sehy, joins me to talk about the millionaire mindset and how he’s helping people cultivate it better. My biggest takeaway is to remember that at the end of the day,

In this episode, Shannon talks to Joe Saul-Sehy from Stacking Benjamins about tax loss harvesting and tax efficient investing.