Ep 253: How To Find And Choose A Financial Planner

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.7 • 1.5K Ratings

🗓️ 17 February 2021

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we answer the two questions that Jean gets asked most often: When do I need a financial advisor, and how do I find one? Pam Krueger, founder and CEO of Wealthramp and host of Money Track, breaks it all down for us. We talk types of advisors, what a “fiduciary” does, and the steps to take if you’re ready to work with someone. In Mailbag, advice for a listener who came into a sizable inheritance but has no other savings, and questions on whole life insurance, retirement catch-up contributions and rolling over an IRA vs. starting a new one. In Thrive, how to stop money fights in their tracks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You're listening to an AirWave Media Podcast.
0:04.0	Relax.
0:07.0	Concentrate on your breathing,
0:11.0	hanging in the cold air,
0:13.0	because your boiler's broken,
0:16.0	but no need to worry.
0:18.0	With British gas, homecare cover,
0:21.0	you can get your boiler repaired again and again.
0:25.0	Repeat our mantra.
0:27.0	Homecare.
0:30.0	Search British gas homecare cover.
0:32.0	See website for turns.
0:57.0	Click the link in the description.
1:00.0	Click the link in the description.
1:03.0	Click the link in the description.
1:06.0	Click the link in the description.
1:09.0	Hey everyone, I'm Jean Chatsky.
1:11.0	Thank you so much for joining me today on her money.
1:15.0	I'm excited about today's episode.
1:18.0	I have been for a while because we are going to answer the two questions
1:23.0	and get asked most often whenever I go out to give a speech
1:27.0	or whenever we are checking our mailbag.
	...

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