HerMoney with Jean Chatzky

Ep 469: Financial Advisors Unfiltered: What They Do, What They Don’t, and What to Ask


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Finding a trustworthy financial advisor can feel overwhelming, but it doesn’t have to be. 

Today, we’re joined by Pam Krueger, an investor advocate and the founder of Wealthramp, a referral service that connects consumers with vetted, fee-only fiduciary advisors, to break down how to find the right advisor for your financial goals. We dive into the biggest red flags to watch for, the difference between fee-only and commission-based advisors, and how to take control of your money with confidence.


Resources & Links Mentioned:

  • Connected with a vetted, fee-only financial advisor here.
  • Learn more about Pam and Wealthramp.

  • Looking for more financial confidence?

    • 🚀 FinanceFixx – Our 4 or 8-week coaching program to get your finances on track! Our next 4-week session starts April 2nd, use code WHM for a $100 discount.
    • 📈 InvestingFixx – A club for women ready to grow their wealth. Your first month is completely free.
    • 

      Have a question for us? Write to us (or send us a voice note!) 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!

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      HerMoney with Jean ChatzkyBy Jean Chatzky Her Money

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