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.
Chapters:
1:30 – Why so many people struggle to find the right financial advisor
6:45 – Understanding fiduciary vs. commission-based advisors
12:10 – The biggest red flags when working with an advisor
18:20 – How Wealthramp works and what makes it different
24:50 – The top questions to ask before hiring an advisor
32:15 – When you might NOT need a financial advisor (and how to DIY your investments)
Connect with a vetted, fee-only financial advisor here: https://hermoney.com/findanadvisor/
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Listen to the podcast episode “How to Find a Trustworthy Financial Advisor (And Avoid Scams!) | Pam Krueger, Wealthramp" - [https://youtu.be/_TB1WAHRh0k]
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