Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

DIY or Delegate: the Financial Advisor Conundrum w/ Pam Krueger #1055

1:01:49
 
Share
 

Manage episode 516273675 series 2462033
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

A financial advisor WON’T magically fix your money problems, but many folks assume that by hiring a professional, they’re well on their way to financial success. Maybe, but maybe not, because a bunch of different factors come into play. And who better to have this discussion with other than award-winning investor advocate and financial educator Pam Krueger. She began her career as a stockbroker before moving into financial media, where she created and co-hosted the PBS series MoneyTrack where her work emphasizes transparency, investor protection, and understanding how advisors are compensated. Pam is also the founder and CEO of Wealthramp, a platform that connects consumers with vetted fiduciary financial advisors and today we discuss:

  • Determining if you should DIY or delegate
  • The one silver bullet in everyone’s financial journey
  • Conflicts of interest and the fiduciary standard
  • Fee-only advisors, unbiased advice without commissions
  • Expecting transparency in advisor fees
  • Paying for “meh” financial advice
  • Breaking up with an advisor if you’re unhappy
  • How Wealthramp advisors are vetted and finding the right advisor for you!

Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:

  • Head to HowToMoney.com/advisor if you’re interested in a SOLID financial advisor who will be a great fit for you.
  • Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here.
  • Sign up for the weekly HTM newsletter. It’s fun, free, & practical.
  • Find a thriving community of fellow money nerds by joining the HTM Facebook group!
  • Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.

And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

Best friends out!

See omnystudio.com/listener for privacy information.

  continue reading

1064 episodes

Artwork
iconShare
 
Manage episode 516273675 series 2462033
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

A financial advisor WON’T magically fix your money problems, but many folks assume that by hiring a professional, they’re well on their way to financial success. Maybe, but maybe not, because a bunch of different factors come into play. And who better to have this discussion with other than award-winning investor advocate and financial educator Pam Krueger. She began her career as a stockbroker before moving into financial media, where she created and co-hosted the PBS series MoneyTrack where her work emphasizes transparency, investor protection, and understanding how advisors are compensated. Pam is also the founder and CEO of Wealthramp, a platform that connects consumers with vetted fiduciary financial advisors and today we discuss:

  • Determining if you should DIY or delegate
  • The one silver bullet in everyone’s financial journey
  • Conflicts of interest and the fiduciary standard
  • Fee-only advisors, unbiased advice without commissions
  • Expecting transparency in advisor fees
  • Paying for “meh” financial advice
  • Breaking up with an advisor if you’re unhappy
  • How Wealthramp advisors are vetted and finding the right advisor for you!

Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:

  • Head to HowToMoney.com/advisor if you’re interested in a SOLID financial advisor who will be a great fit for you.
  • Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here.
  • Sign up for the weekly HTM newsletter. It’s fun, free, & practical.
  • Find a thriving community of fellow money nerds by joining the HTM Facebook group!
  • Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.

And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

Best friends out!

See omnystudio.com/listener for privacy information.

  continue reading

1064 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play