HerMoney Classic Mailbag: Financial Advisors 101

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Entrepreneurship, Business

4.8 • 1.3K Ratings

🗓️ 3 January 2025

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is one of your New Year's resolutions to finally hire a financial advisor this year but unsure of where to start? We hear you. That’s why we’re bringing back this special mailbag episode with Pam Krueger, founder and CEO of WealthRamp, to tackle all your burning questions about financial advisors. From finding a fiduciary you can trust to navigating minimum asset requirements, we’ve got you covered. CHAPTERS: 02:00 Key questions to ask a financial advisor 07:00 Advisors and tax professionals: building a team 14:00 How often should you meet with your financial advisor? 22:00 Advisors who specialize in FIRE Additional Resources: Check out WealthRamp to get matched with a vetted fiduciary advisor. Explore the XY Planning Network for advisors who work with younger clients. Learn about the Association of African American Financial Advisors here. Learn more about our Finance Fixx program here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Have a question for us? Write to us at [email protected]. While you’re at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe! The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact [email protected] if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. 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.
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0:37.4	Hey everybody, I'm Gene Chatsky. Thanks so much for joining me today on her money. We get a lot of questions here, as many of you know, and I love answering them. I think you know that as well. But the topic that continues to come up time and time and time again is financial advisors. You ask about finding advisors, what to ask
0:58.2	an advisor, how to break up with an advisor if they're not the right fit, and so much more. That's
1:03.8	why I wanted to bring this episode with Pam Kruger back to the top of your listening
1:10.2	lists. Pam is the founder and the top of your listening lists.
1:14.9	Pam is the founder and CEO of Wealthramp,
1:20.1	an SEC registered referral service that connects consumers with vetted, qualified, fee-only financial advisors.
1:25.2	In addition to her work at Wealthramp, Pam is the host of the
1:30.1	Investor Education TV series Money Track. You may have seen her there. She's also the author of
1:36.0	the Money Track Method, a real person's guide to successful investing. She is also a friend of
1:42.9	mine, and I am so happy to have her with us again today. Pam,
1:47.0	nice to see you. Great to be here. Hi, Jean. Hey, so we've got a ton of questions and I think
	...

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