How to Pick the Perfect Financial Adviser

Money with Stacy Johnson
Aaron Freeman / Money Talks News

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!

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About me

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.

Disclosure: The information you read here is always objective. However, we sometimes receive compensation when you click links within our stories.