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Lise Howe, Assoc. Broker in DC, MD, VA and attorney in DC (Keller Williams Capital Properties)

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Rainmaker
1,771,867
Noah Seidenberg
Coldwell Banker - Evanston, IL
Chicagoland and Suburbs (800) 858-7917

Lise, my father taught me how to invest and then for the last 30 years I have done my own stock, drips, mutual funds etc. He liked Warren Buffett.

Nov 03, 2015 10:29 AM
Rainer
171,073
Richard L. Sanderson
Richard L. Sanderson Consulting - Kalama, WA
helping improve local property tax systems

Lise Howe - My wife and I have a financial adviser that we consult with on picture things (retirement plans and long term investments) and bring her up to date every few years on our present status (like whether returns as forecast are becoming reality).  But being an accounting and economics major at university I follow some of the financial advisers. Charles R. Schwab and John C. Bogle are my favorites. 

Nov 03, 2015 05:28 PM
Rainmaker
2,759,812
TeamCHI - Complete Home Inspections, Inc.
Complete Home Inspections, Inc. - Brentwood, TN
Home Inspectons - Nashville, TN area - 615.661.029

 Good Wednesday morning Lise. Dave is based out of Brentwood, Tennessee and one I had an office in the cool Springs area I used to walk around Financial Peace every morning. He does have a house just outside of the Cool Springs area that overlooks Franklin, Brentwood and Nashville. I used to listen to him, it just got to be a rehash of the same old stuff. His principles are solid and I do it here to them.

Nov 03, 2015 05:24 PM
Rainmaker
1,242,104
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Lisa,

If you listen to any one of these advisers you will still be selling homes at advanced age to regroup loss. You want to lead not to trail losers. When Obama is pushing his care, one should determine which insurance companies are leaders. When specific drugs are pricey you need to figure out generic pill companies.  Right now is probably the right time to explore oil stocks and dump Z.

Nov 03, 2015 11:41 AM
Ambassador
3,168,114
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Nope, I learned financial strategies and planning from my parents.

Nov 03, 2015 11:27 AM
Ambassador
3,743,307
Patricia Kennedy
RLAH@properties - Washington, DC
Home in the Capital

Lise, whenever I've read what any of the popular financial writers have said about something I am very familiar with (air travel and real estate) they've gotten it wrong.  So I wonder about the rest of what they have to say.

And I do like Warren Buffet.

Nov 03, 2015 11:08 AM
Ambassador
1,457,769
Susan Emo
Sotheby's International Realty Canada - Brokerage - Kingston, ON
Kingston and the 1000 Islands Area

Their true advice should be to make money, sell books, go on tv or radio and play on people's fear!

I'll not take advice from any of these people but only from those who truly have my own best interest at heart.

 

Nov 03, 2015 11:10 PM
Rainmaker
5,243,218
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

I have an adviser and do not listen to the rest of the supposed gurus!

Nov 03, 2015 07:55 PM
Rainmaker
846,475
Marco Giancola
Beachfront Realty - Miami Beach, FL
Realtor (305)608-1922, Miami Beach Florida

I am basically my own adviser but I do have one for my 401K and IRA. For some reason I am very entertained by what Suzie has to say and her words have indeed guided me on several occasions.

Nov 03, 2015 07:31 PM
Rainmaker
5,115,152
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

I don't follow any of these "guru's." I make my own decisions. How do these people who make millions from peddling books and seminars know what my sitaution is all about?

Nov 03, 2015 07:21 PM
Rainmaker
2,538,633
Joe Petrowsky
Mortgage Consultant, Right Trac Financial Group, Inc. NMLS # 2709 - Manchester, CT
Your Mortgage Consultant for Life

Good morning Lise. Have always been a fan of Dave Ramsey. They refer us as well, so it is mutual.

Nov 03, 2015 04:37 PM
Rainmaker
354,242
Christina Sanchez Hood
Palo Alto, CA
#SiliconValleyHOODS | Inspired Living

Love Dave Ramsey.  Tony for mental strength and Oprah for inspiration.

Nov 03, 2015 03:13 PM
Rainmaker
3,988,013
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

I believe in the Dave Ramsey philosophy but have a financial planner and adviser, too.

Nov 03, 2015 12:08 PM
Ambassador
6,422,088
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Those first two on your list seem to be a little too much into the selling of endorsements, I dont really trust their recommendations.

Jan 17, 2019 05:06 PM
Rainmaker
1,731,203
Rob Thomas
Prestige Homes of The Tri Cities, Inc. CALL....423-341-6954 - Bristol, TN
Bristol TN-VA & Tri Cities Agent, ABR, GRI, e-Pro

We do not follow any of them ...we have a personal one that we really like ....

Have a great day!

Nov 09, 2015 11:14 PM
Rainmaker
1,664,536
John McCormack, CRS
Albuquerque Homes Realty - Albuquerque, NM
Honesty, Integrity, Results, Experienced. HIRE Me!

Debbie and I have a financial adviser. 

Nov 03, 2015 09:27 PM
Rainmaker
1,712,876
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Persoanl advisor with a lot of personal research. 

Nov 03, 2015 09:16 PM
Rainmaker
1,157,791
FN LN
Toronto, ON

I advise myself.

Nov 03, 2015 08:56 PM
Rainmaker
7,869,077
Roy Kelley
Retired - Gaithersburg, MD

We use professional management for our retirement accounts....Wetherby Asset Management in San Francisco.

Nov 03, 2015 08:49 PM