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cover of episode Ep 469: Financial Advisors Unfiltered: What They Do, What They Don’t, and What to Ask

Ep 469: Financial Advisors Unfiltered: What They Do, What They Don’t, and What to Ask

2025/4/2
logo of podcast HerMoney with Jean Chatzky

HerMoney with Jean Chatzky
AI Chapters Transcript
Chapters
This chapter explores the core responsibilities of a financial advisor, dispelling common misconceptions. It emphasizes the holistic nature of financial advice, encompassing all aspects of an individual's financial life, and highlights the importance of collaboration between advisor and client.
  • Financial advice should be holistic, considering all assets and debts.
  • Advisors should listen to clients' goals and create plans accordingly.
  • Advisors act as navigators, helping clients achieve their financial goals.

Shownotes Transcript

Finding a trustworthy financial advisor can feel overwhelming, but it doesn’t have to be. 

Today, we’re joined by Pam Krueger, an investor advocate and the founder of Wealthramp), a referral service that connects consumers with vetted, fee-only fiduciary advisors, to break down how to find the right advisor for your financial goals. We dive into the biggest red flags to watch for, the difference between fee-only and commission-based advisors, and how to take control of your money with confidence.

Resources & Links Mentioned:

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