Back in the ’80s and early ’90s, I was an investment adviser, and later supervised other advisers, for three major Wall Street firms. When I worked in that business, there were advisers you’d love to have in your corner and others who would ruin your financial life without giving it a second thought.
While that was a long time ago, I doubt much has changed.
Finding the right financial adviser can be the difference between retiring rich and never retiring. So, how do you find the right expert? That’s the topic of this week’s “Money” podcast.
As usual, I share the broadcast booth with longtime financial journalist and fellow podcaster Miranda Marquit. And this week, we also have a special guest: Pam Krueger, CEO of Wealthramp, a financial adviser matching service. If her name sounds familiar, that may be because she also hosted the popular PBS series MoneyTrack.
I’ve known Pam for 30 years. Trust me, you’re going to learn something valuable. So, sit back, relax and listen to this week’s “Money” podcast!
Want more information? Check out these resources:
- Wealthramp (Pam’s company)
- How to Find Your Perfect Financial Adviser (Money Talks News Solutions Center)
- “Is Your Financial Adviser a Crook? Here’s How to Find Out“
- “Do I Need a Financial Adviser, or Can I Manage My Money Myself?“
Not familiar with podcasts?
A podcast is basically a radio show you can listen to anytime, either by downloading it to your smartphone or other device, or by listening online.
They’re totally free. They can be any length (ours are typically just under a half-hour), feature any number of people and cover any topic you can possibly think of. You can listen at home, in the car, while jogging or, if you’re like me, when riding your bike.
If you haven’t listened to a podcast yet, give it a try, then subscribe to ours. You’ll be glad you did!
I founded Money Talks News in 1991. I’m a CPA, and I have also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate.