Ep 253: How To Find And Choose A Financial Planner
How to know when it’s time, and how to find the right advisor.
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Show Notes
Today we answer the two questions that Jean gets asked most often: When do I need a financial advisor, and how do I find one? Pam Krueger, founder and CEO of Wealthramp and host of Money Track, breaks it all down for us. We talk types of advisors, what a “fiduciary” does, and the steps to take if you’re ready to work with someone. In Mailbag, advice for a listener who came into a sizable inheritance but has no other savings, and questions on whole life insurance, retirement catch-up contributions and rolling over an IRA vs. starting a new one. In Thrive, how to stop money fights in their tracks.
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