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HerMoney with Jean Chatzky

Bonus Mailbag #32: Financial Advisor 101

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.71.5K Ratings

🗓️ 25 October 2021

⏱️ 28 minutes

🧾️ Download transcript

Summary

We answer all your questions about how to find an advisor, minimums required to work with an advisor, how often you should meet with your advisor, how to "break up" with an advisor, and so much more. We do it all with the help of Pam Krueger, Founder and CEO of Wealthramp. If you have questions for us for an upcoming episode, write to us at mailbag@hermoney.com! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

heard about Magpie, the vegan pie truck that needed a bit of help from GoDaddy.

0:03.3

One day the owners are like,

0:04.8

this business hasn't reached this potential,

0:07.1

and the other one goes,

0:08.1

we need a bigger piece of the pie,

0:09.8

and then it hits her.

0:11.1

We need GoDaddy.

0:12.0

Look, we can get a domain name and create an online store

0:14.8

so we can sell to more customers.

0:16.8

Now they've gone from serving a couple of pies

0:19.1

to a vlogging nationwide.

0:20.9

And now everyone's like,

0:22.3

vegan pies are the new thing around here.

0:25.0

Wait, no me!

0:26.3

Take the next step on your business journey with GoDaddy.

0:56.4

You.

1:04.0

Hey everybody, I'm Jean Chatsky.

1:05.6

Thank you so much for joining me today on her money.

1:10.4

Lately, we have heard from so many of you

1:13.7

who had really detailed questions about financial advisors,

1:17.7

finding advisors what to ask an advisor,

1:20.9

how to break up with an advisor if they're not the right fit,

...

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