How & Why of Working with a Financial Advisor with Pam Krueger episode artwork

EPISODE · Feb 9, 2024 · 32 MIN

How & Why of Working with a Financial Advisor with Pam Krueger

from Venture F: The Podcast · host Nix|Gerson Media LLC

Pam Krueger is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. It is the only advisor referral service that gives people full control over when and how they talk to their referred advisors.Pam is also the creator & co-host of MoneyTrack and Friends Talk Money podcast, now in its 10th season. MoneyTrack aired on 250+ public stations on PBS from 2005-2019 and was funded by the Investor Protection Trust.With more than 25 years in investor advocacy, Pam is a leading voice on financial literacy and financial empowerment. She’s been the recipient of two Gracie Awards for educating the public about personal investing and received the 2021 Special Achievement Award from the National Association of Personal Financial Planners (NAPFA) for her work educating individuals about the value of fee-only financial advice. Her perspectives on personal finance regularly appear in Marketwatch, Kiplinger, PBS Next Avenue, and she is a frequent speaker on fiduciary financial advice. In addition, Pam is an active volunteer member of the Retirement Income Committee at the Defined Contribution Institutional Investment Association (DCIIA), a non-profit dedicated to enhancing the retirement security of America’s workers. She has also served on the board of California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and teens, where she created one of their most successful curricula available for K-12 teachers called, Investing Pays Off For Kids. SIGN UP FOR OUR NEWSLETTER  Get curated news and information about growing your wealth and investing in women delivered to your in-box every week. www.venturef.com/newsletter FOLLOW US:LinkedIn @Venture:FSubstack @VentureFInsta  @VentureFPodcastX @VentureFPodcastYou Tube @VentureFPodcast DISCLAIMER: The information on this podcast is made available solely for general information purposes, is not tailored to the individual needs of a specific person or group, contains only disinterested commentary and analysis, and is not promotional material or an offer or solicitation to buy or sell securities. Venture:F does not warrant the accuracy, completeness, or usefulness the information in this podcast. Any reliance you place on such information is strictly at your own risk. Venture:F does not offer any investment advice, we are not a broker-dealer or financial advisor, and this podcast does not constitute any form of legal, tax, or securities advice and may not be relied upon when making any investment decision. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

On this episode of Venture:F we delve into the how and why of working with a financial advisor, what it means to be a fiduciary, and setting a solid foundation for beginning your investing journey.

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How & Why of Working with a Financial Advisor with Pam Krueger

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This episode was published on February 9, 2024.

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Pam Krueger is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. It is the only advisor referral service that gives people full control over when...

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