DIY or Delegate: the Financial Advisor Conundrum w/ Pam Krueger #1055

DIY or Delegate: the Financial Advisor Conundrum w/ Pam Krueger #1055

Author: iHeartPodcasts October 29, 2025 Duration: 1:01:49

A financial advisor WON’T magically fix your money problems, but many folks assume that by hiring a professional, they’re well on their way to financial success. Maybe, but maybe not, because a bunch of different factors come into play. And who better to have this discussion with other than award-winning investor advocate and financial educator Pam Krueger. She began her career as a stockbroker before moving into financial media, where she created and co-hosted the PBS series MoneyTrack where her work emphasizes transparency, investor protection, and understanding how advisors are compensated. Pam is also the founder and CEO of Wealthramp, a platform that connects consumers with vetted fiduciary financial advisors and today we discuss: 

  • Determining if you should DIY or delegate
  • The one silver bullet in everyone’s financial journey
  • Conflicts of interest and the fiduciary standard
  • Fee-only advisors, unbiased advice without commissions
  • Expecting transparency in advisor fees
  • Paying for “meh” financial advice
  • Breaking up with an advisor if you’re unhappy
  • How Wealthramp advisors are vetted and finding the right advisor for you!

 

Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:

  • Head to HowToMoney.com/advisor if you’re interested in a SOLID financial advisor who will be a great fit for you.
  • Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here. 
  • Sign up for the weekly HTM newsletter. It’s fun, free, & practical.
  • Find a thriving community of fellow money nerds by joining the HTM Facebook group!
  • Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.

 

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Joel and Matt, two best friends who happen to be your guides through the world of personal finance, host this practical and approachable How to Money podcast. They cut through the noise and intimidation that often surrounds money topics, focusing instead on actionable strategies for everyday life. You'll hear straightforward conversations about getting out of debt, building an investment portfolio on your own terms, and mastering those small financial habits that add up to significant change over time. The core idea is that managing your finances shouldn't require a special degree or a wall of confusing terminology. This show from iHeartPodcasts is built on the belief that clear, unbiased guidance is a powerful tool for anyone. Each episode serves as a resource, offering knowledge you can apply immediately, whether you're just starting to budget or looking to optimize your long-term plans. Tune in for a down-to-earth discussion that makes business, education, and investing feel not only accessible but genuinely relevant to your journey toward financial confidence.
Author: Language: en-us Episodes: 100

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