1666: Keys to Getting Your Money's Worth with a Financial Advisor

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 6 May 2024

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

We’re dedicating this entire episode to probably the biggest question I get from listeners: Should I work with a financial planner? We’re addressing your top concerns and questions about working with a financial advisor with guest Pam Krueger, a seasoned financial journalist and the creator and co-host of MoneyTrack, which ran on PBS stations nationwide.

Pam is also the founder of Wealthramp, a platform that has matched over 20,000 individuals with fiduciary advisors and financial planners since 2019 and boasts client retention rates exceeding 98%. Wealthramp's vetted advisor network spans the country and offers diversity in geography, specialization, gender, and fee structure.

No matter your income or asset level, Wealthramp is flexible, and can accommodate your needs with various project scopes and fee options.

I'm excited to announce my collaboration with Pam and Wealthramp to connect So Money audience members with top-notch, fee-only financial advisors. Visit wealthramp.com/farnoosh to start the easy process of finding an advisor or planner aligned with your needs, goals, and budget. The initial meeting with any advisor is free. One thing I especially like about Wealthramp is the advisors they recommend can’t contact you unless you ask them to - your information is protected, and you’re in control. Again, the website is wealthramp.com/Farnoosh.

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Transcript

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0:00.0	So Money Episode 1666, how to get your money's worth with a financial advisor.
0:06.0	You're listening to So Money, with award-winning Money Guru Farnush Karabi.
0:11.0	Each day, get a 30 minute dose of financial inspiration from the world's top business
0:15.8	minds, authors, influencers, and from Farnuus herself.
0:20.8	Looking for ways to save on gas or double your double coupons?
0:24.0	Sorry, you're in the wrong place.
0:26.0	Seeking profound ways to live a richer, happier life.
0:29.0	Welcome to So Money.
0:32.0	Keep your expectations really happy. Welcome to So Money.
0:33.2	Keep your expectations really high.
0:36.1	Don't lower your expectations.
0:38.3	And that's part of the whole reason why I created Well Fram.
0:41.0	It's not about just curating a list of highly qualified advisors who I vet and I make
0:50.0	sure the communication style is going to jive with the people that I would want to introduce
0:55.6	them to and it goes way beyond that. It's about really understanding what do I envision that
1:02.4	I'm going to accomplish with this person?
1:05.6	And how can I truly get the value out of this?
1:11.7	Like, how am I going to get my money's worth?
1:13.4	Welcome to So Money everybody I'm Pharnouche Terapi.
1:17.4	We are dedicating this entire episode to probably the biggest question I get from listeners, from people in the community, and it's usually
1:26.8	from folks who feel like, you know, they've got a little bit of a handle on their finances,
1:31.6	they want to up-level their money game, and they want to work with an expert.
	...

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