Is it Time to Change Your Advisor?
Being financially well is challenging, but don’t be confused and overwhelmed by the big, impersonal, commission-driven Wall Street machine. In this book, Lorraine Ell shows you the common investing and financial planning pitfalls, and how to avoid them. She doesn’t mince words, and is very direct about the ways the financial-services industry might not be working for you!
Life is increasingly complex.
Discover what you should do if your advisor is:
Confusing You with Jargon
Panicking About The Market
Selling Expensive Pre-Designed Products
Listening To TV Gurus
Recommending Annuities Inappropriately
Giving You Bad Real Estate Advice
Not Actively Listening
Giving Questionable Tax Advice
Frightening You About Social Security
Encouraging You To Spend More
Praise for Bozos, Monsters and Whiz-bangs: Bad Advice from Financial Advisors and How to Avoid It!
"Lorraine Ell has taken a novel approach to financial education, using examples of 'folks next door' to illustrate some of the most important and overlooked contributors to financial security. The result is accessible, informative and poignant. A must read!"
"Lorraine Ell’s book is brimming with anecdotes and insights from a career rich in experience and service. Designed to empower a layperson, the book is written in easy to understand language and removes the complexity from a topic that is often purposely opaque and driven by a bluster-filled industry. If you want to pick up some nuanced tips that can make a big difference for you and your retirement this is the book for you."
"This book does a tremendous service for investors by helping them recognize the less-than-qualified advisors and the red flags to be aware of when you trust someone to manage your nest egg. A must-read for every investor!"
My name is Lorraine Ell
I’m the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I’m excited to continue my long career as an investment professional which started when I worked in the 1980s as an advisor with Drexel, Burnham and Lambert and J.W. Charles and as co-owner of a Registered Investment Advisory firm.
Find out if it’s time for you to switch to a fee-only fiduciary