152: Should you hire a financial advisor? With Pam Krueger, Founder of Wealthramp
06/11/24 • 66 min
How do you know if it's time to hire a financial advisor? Do you even need to work with a financial advisor? How do you know how to find one that actually has your best interest at heart? If these are questions you've ever had then look no further than this week's episode of the podcast. We're breaking down all the important things you need to know about finding and working with a financial advisor.
In this week's episode of The Money Love Podcast I'm talking with Pam Krueger, the founder of Wealthramp, a fee-only advisor matching platform that connects people with the right advisor. In our discussion Pam is shedding light into the illusive and confusing world of financial advisors. We talk about what to look for in a financial advisor (so you find the best match), when you know it's time to hire one, how financial advisors are paid and how to make sure you're getting your moneys worth from your advisor. If you've been considering hiring an advisor (or you're looking to make a switch) then this is an episode that will equip you to start the process. All of Pam's information can be found below.
Find and Work with Pam and Wealthramp:
Pam's LinkedIn Pam's IG Pam's Facebook Wealthramp Website Wealthramp LinkedIn Wealthramp FacebookSTART HERE:
FREE MASTERCLASS: Why You Impulse Shop & How To Stop
Get Paige’s Money Recommendations
Work with Paige:
Join the Overcoming Overspending Membership HERE
Use code “MLP30” at checkout to save $30 on your first month inside the membership
Where you can find Paige online:
Website: https://www.overcomingoverspending.com
Instagram: @overcoming_overspending
TikTok: @overcoming_overspending
How do you know if it's time to hire a financial advisor? Do you even need to work with a financial advisor? How do you know how to find one that actually has your best interest at heart? If these are questions you've ever had then look no further than this week's episode of the podcast. We're breaking down all the important things you need to know about finding and working with a financial advisor.
In this week's episode of The Money Love Podcast I'm talking with Pam Krueger, the founder of Wealthramp, a fee-only advisor matching platform that connects people with the right advisor. In our discussion Pam is shedding light into the illusive and confusing world of financial advisors. We talk about what to look for in a financial advisor (so you find the best match), when you know it's time to hire one, how financial advisors are paid and how to make sure you're getting your moneys worth from your advisor. If you've been considering hiring an advisor (or you're looking to make a switch) then this is an episode that will equip you to start the process. All of Pam's information can be found below.
Find and Work with Pam and Wealthramp:
Pam's LinkedIn Pam's IG Pam's Facebook Wealthramp Website Wealthramp LinkedIn Wealthramp FacebookSTART HERE:
FREE MASTERCLASS: Why You Impulse Shop & How To Stop
Get Paige’s Money Recommendations
Work with Paige:
Join the Overcoming Overspending Membership HERE
Use code “MLP30” at checkout to save $30 on your first month inside the membership
Where you can find Paige online:
Website: https://www.overcomingoverspending.com
Instagram: @overcoming_overspending
TikTok: @overcoming_overspending
Previous Episode
LAST CALL: Join me for Unburdened, My 4-day Live Debt Workshop. Details Inside.
Tomorrow is the day! At noon CST we kick off my 4-day live debt workshop, UNBURDENED. SAVE YOUR SPOT HERE (you can join us through Sunday, June 16th at midnight PST) Each day this week (Tuesday June 11th - Friday June 14th) we will come together and I will give you the tools and coaching to become mentally, emotionally, and financially unburdened from your debt. You will walk away feeling calmer, lighter, and more confident to pay off your debt with clarity and control. Here are the details for the event: 👇🏻
- Day 1: Tuesday, June 11th at 12PM CST - Your debt mindset & outlook
- Day 2: Wednesday, June 12th at 12PM CST - Dropping the stress, guilt, and shame of your debt
- Day 3: Thursday June 13th at 12PM CST - Your Debt Action Plan
- Day 4: Friday June 14th at 12PM CST - Crossing the Debt Free Finish Line
Next Episode
153: How To Set Your Kids Up For Financial Success with Andy Hill from Marriage, Kids, and Money
A wish of every parent is to make sure that their kid is set up for financial success. But with money still being an akward and taboo topic for many, it can be difficult to approach this subject with young children to make sure they have the knowledge and tools that they need to be financially successful later on in life. If you're confused about when you should start talking to your kid about money, how to teach them how to be a responsible saver and spender, and you're curious on how to get them to undstand the concept of investing then this week's episode will provide you with the answers to these questions.
If you're a parent or a soon to be parent, then this week's episode of the podcast is for you. My guest in this week's episode, Andy Hill, is the founder of Marriage, Kids, and Money which is a financial platform that is dedicated to helping young families build wealth and thrive. Andy is a dad of two and a Accredited Financial Counselor who helps families create generational wealth through his podcast, blog, and YouTube channel. We're answering all your questions on how to set your kids up for financial success. Enjoy!
Find and Work with Andy:
Get his free 60/40 Generational Wealth Plan
START HERE:
FREE MASTERCLASS: Why You Impulse Shop & How To Stop
Get Paige’s Money Recommendations
Work with Paige:
Join the Overcoming Overspending Membership HERE
Use code “MLP30” at checkout to save $30 on your first month inside the membership
Where you can find Paige online:
Website: https://www.overcomingoverspending.com
Instagram: @overcoming_overspending
TikTok: @overcoming_overspending
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