S12 E5: Financial Wellness for Wastewater Pros Series- Part I: Selecting the Right Financial Advisor

The DooDoo Diva's Smells Like Money Podcast

In this insightful episode of The DooDoo Diva's Smells Like Money Podcast, host Suzan Chin-Taylor kicks off a three-part series on Financial Wellness and Retirement Planning for professionals and entrepreneurs in the wastewater industry. Joined by seasoned investment expert and author Steve Selengut, this episode focuses on the critical steps to choosing the right financial advisor for your financial future. 🗝 Key Topics Covered: - The importance of financial literacy for industry veterans. - What to consider before hiring a financial advisor. - Steve's philosophy on income-focused investment strategies for retirement. - Pitfalls of market-focused portfolios and how to avoid them. - Understanding fee structures: fiduciary advisors vs. commission-based brokers. - Ensuring your financial advisor aligns with your long-term goals. 📖 About the Guest: Steve Selengut, author of Retirement Money Secrets, is a trusted investment coach with decades of experience in financial planning and wealth management. 📌 Takeaways from this Episode: ✔️ Define your financial goals and understand your income replacement needs. ✔️ Maximize employer-sponsored retirement matching programs. ✔️ Focus on income generation over market value. ✔️ Avoid one-size-fits-all model portfolios. 🎯 Whether you're planning for retirement, crafting an exit strategy, or safeguarding your income, this episode offers actionable advice to make sound financial decisions. 📨 Connect with Steve Selengut: 🌐 Website: https://theincomecoach.net/ 🔗 LinkedIn: linkedin.com/in/privateinvestmentmanagement ✉️ Email: [e-mail] 🎧 Subscribe to the Smells Like Money Podcast: Don’t forget to subscribe to the Smells Like Money Podcast for more insights and innovations in the wastewater industry. Follow us on creativeraven.com/smells-like-money-podcast for updates and more episodes. I hope you find this episode as informative and as exciting as we have. Please let us know your thoughts about the episode! Connect with Suzan Chin-Taylor, host of The DooDoo Diva's Smells Like Money Podcast: Website: www.creativeraven.com | https://thetuitgroup.com/ LinkedIn: https://www.linkedin.com/in/creativeraven/ Email: [e-mail] Telephone: [phone] Listen and subscribe here to your favorite platform: Apple Podcast - Google Podcast - Cast Box - Overcast - Pocket Casts - YouTube - Spotify https://creativeraven.com/smells-like-money-podcast/ Subscribe to the Podcast: https://creativeraven.com/smells-like-money-podcast/ Be a guest on our show: https://calendly.com/thetuitgroup/be-a-podcast-guest Check Out my NEW Digital Marketing E-Course & Coaching Program just for Wastewater Pros: https://store.thetuitgroup.com/diy-digital-marketing-playbook-for-wastewater-pros #FinancialWellness #RetirementPlanning #IncomeInvesting #FinancialAdvisorTips #WastewaterIndustry #EntrepreneurFinance #RetirementGoals #FinancialFreedom #LegacyPlanning #DooDooDiva #SmellsLikeMoneyPodcast #IndustryInsights