HerMoney with Jean Chatzky

“Can a financial advisor help me stress-test my retirement savings?”


Listen Later

Are financial advisors worth the cost? How do you know when it's time to switch from DIY investing? What exactly should an advisor be doing for you? 


In this special Mailbag episode, Pam Krueger, CEO of WealthRamp, answers all your biggest questions about working with a financial advisor. Plus, we tackle the #1 retirement fear—running out of money—and explain how to stress-test your finances to stay on track.


Mailbag Questions:

[02:00] “When is it time to move from a robo-advisor to a real human?”


[07:00] “Can someone call themselves a fiduciary but still earn commissions?”


[9:30] “I only have $100k saved. Will a financial advisor work with me?”


[12:00] “Should my advisor help with budgeting, insurance, and college planning—or just investments?”


[15:00] “How can I make sure my retirement savings last a lifetime?”


Looking for more financial confidence?

  • 🚀 FinanceFixx – Our 4-week or 8-week coaching program to get your finances on track!
  • 📈 InvestingFixx – A club for women ready to grow their wealth

    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!

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    HerMoney with Jean ChatzkyBy Jean Chatzky Her Money

    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    1,348 ratings


    More shows like HerMoney with Jean Chatzky

    View all
    Money Girl by QuickAndDirtyTips.com

    Money Girl

    1,840 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    749 Listeners

    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,924 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,944 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,293 Listeners

    So Money with Farnoosh Torabi by Farnoosh Torabi

    So Money with Farnoosh Torabi

    1,944 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    495 Listeners

    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,498 Listeners

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

    4,475 Listeners

    Earn & Invest by Jordan Grumet (Doc G)

    Earn & Invest

    421 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    764 Listeners

    MoneyWatch with Jill Schlesinger by CBS News

    MoneyWatch with Jill Schlesinger

    395 Listeners

    Money For Couples with Ramit Sethi by Ramit Sethi

    Money For Couples with Ramit Sethi

    3,299 Listeners

    The Money with Katie Show by Morning Brew

    The Money with Katie Show

    1,390 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    310 Listeners