HerMoney Classic Mailbag: Financial Advisors 101

HerMoney with Jean Chatzky

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 Jean Chatzky's multiweek Money Makeover program FinanceFixx 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. 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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