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cover of episode Stop Stepping Over Dollars To Pick Up Nickels

Stop Stepping Over Dollars To Pick Up Nickels

2023/12/6
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The Ramsey Show
AI Deep Dive AI Chapters Transcript
People
A
Alex
通过在《Mac Geek Gab》播客中分享有用的技术提示，特别是关于Apple产品的版本控制。
A
Ashley
C
Cameron
C
Cassandra
C
Cooper
E
Elena
F
Fran
G
George Kamel
从负净值到百万富翁的个人财务专家，通过播客和书籍帮助人们管理财务。
I
Iris
J
John Deloney
以真实和同情心著称的播客主持人和心理咨询师，专注于关系和心理健康挑战。
L
Landon
L
Lila
R
Rachel
S
Shekinah
T
Tina
Topics
Fran：丈夫去世后，她对投资一无所知，寻求帮助以避免被骗。她希望找到一位值得信赖的理财顾问，帮助她管理遗产，并为未来做好财务规划。她拥有大约200万美元的资产，包括各种类型的退休金账户和投资账户，希望能够整合这些资产，并根据自己的风险承受能力进行调整。 George Kamel：建议Fran寻求专业理财顾问的帮助，就像家务活一样，避免自己动手出错。他强调选择理财顾问时，应优先选择那些具有教学能力，能够清晰解释投资策略的人，而不是单纯依赖对方建议的人。他推荐SmartVestor Pro，因为他们首先是老师，会帮助客户理解投资过程，而不是简单地代为操作。 George Kamel：建议Fran寻求专业理财顾问的帮助，就像家务活一样，避免自己动手出错。他强调选择理财顾问时，应优先选择那些具有教学能力，能够清晰解释投资策略的人，而不是单纯依赖对方建议的人。他推荐SmartVestor Pro，因为他们首先是老师，会帮助客户理解投资过程，而不是简单地代为操作。

Deep Dive

Chapters
Fran seeks guidance on managing investments after her husband's passing. The hosts advise her to consolidate her investments and find a trustworthy financial advisor through the SmartVestor Pro program.

Shownotes Transcript

George Kamel & Dr. John Delony answer your questions and discuss:

  • How to start managing investments after a loved one passes,

  • read more: Questions to Ask a Financial Advisor at Your First Meeting)

  • What to do when a job requires you to have a credit score,

  • George's book: Breaking Free From Broke)

  • How to get started flipping houses,

  •  read more: How to Flip a House)

  • "Should I buy a Tesla for the tax credits?"

  • read more: What are Tax Credits?)

  • How to know if you should sell your house to get out of debt,

  • How to go back school without debt when living paycheck to paycheck,

  • A caller financed 3 vehicles to start a rental car business and ruined their finances,

  • The biggest excuses George hears about cars,

  • read now: How to Buy a Used Car Right Now)

  • "How do I stay within my budget?"

  • "I'm underwater on my car and can't get a loan,"

  • "How can I help my daughter deal with collectors?"

  • "Should I buy a house while still in debt?"

  • "Pull from my 401(k) to pay off the IRS?"

  • "Is now a good time to buy a house?"

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