1666: Keys to Getting Your Money's Worth with a Financial Advisor

<p>We’re dedicating this entire episode to probably the biggest question I get from listeners: Should I work with a financial planner?&nbsp;We’re addressing your top concerns and questions about working with a financial advisor with guest Pam Krueger, a&nbsp;seasoned financial journalist and the creator and co-host of MoneyTrack, which ran on PBS stations nationwide.</p><br><p>Pam is also the founder of <a href="http://www.wealthramp.com/farnoosh" rel="noopener noreferrer" target="_blank">Wealthramp</a>, a platform that has matched over 20,000 individuals with fiduciary advisors and financial planners since 2019 and boasts client retention rates exceeding 98%.&nbsp;Wealthramp's vetted advisor network spans the country and offers diversity in geography, specialization, gender, and fee structure.&nbsp;</p><br><p>No matter your income or asset level, Wealthramp is flexible, and can accommodate your needs with various project scopes and fee options.</p><p>I'm excited to announce my collaboration with Pam and <a href="http://www.wealthramp.com/farnoosh" rel="noopener noreferrer" target="_blank">Wealthramp</a> to connect So Money audience members with top-notch, fee-only financial advisors. Visit <a href="http://www.wealthramp.com/farnoosh" rel="noopener noreferrer" target="_blank">wealthramp.com/farnoosh</a> to start the easy process of finding an advisor or planner aligned with your needs, goals, and budget. The initial meeting with any advisor is free. One thing I especially like about Wealthramp is the advisors they recommend can’t contact you unless you ask them to - your information is protected, and you’re in control. Again, the website is <a href="http://wealthramp.com/Farnoosh" rel="noopener noreferrer" target="_blank">wealthramp.com/Farnoosh</a>.</p> <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>