Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Pam Krueger. Pam is the founder and CEO of Wealthramp, which seeks to match consumers with financial advisors who fit their needs. Pam is also the creator and co-host of MoneyTrack, seen on PBS and many other public media stations around the country. And she co-hosts the Friends Talk Money podcast with Terry Savage and Richard Eisenberg. In 2021, she received the Special Achievement Award from the National Association of Personal Financial Advisors, or NAPFA, for her work educating the public about the value of fee-only financial advice. Pam, welcome to The Long View.

Background

Search for an Advisor

“The Best Financial Advisor for you Might not Be Local,” by Pam Krueger, wealthramp.com, March 19, 2024.

“Which Financial Advisor Credentials Matter Most?” by Pam Krueger, wealthramp.com, Feb. 26, 2024.

“Financial Advisor vs. Financial Coach: Which Is Best?” by Pam Krueger, wealthramp.com, July 31, 2023.

“How a Fiduciary Advisor Can Add Value to Your Portfolio,” by Pam Krueger, wealthramp.com, June 22, 2023.

“What’s in It for Me? Five Things You’ll Need to Know When Choosing a Financial Advisor,” wealthramp.com, Feb. 16, 2023.

“Protecting Your Interests: Why Fiduciary Matters,” wealthramp.com, March 6, 2023.

“Better Financial Advice Starts With Better Advisor Conversations,” by Pam Krueger, wealthramp.com, Oct. 29, 2024.

Other

“Tiffany Aliche ‘The Budgetnista’ Presents Money Match in Partnership With Wealthramp to Improve the Financial Advisor Search,” wealthramp.com, Oct. 19, 2023.

“Tiffany Aliche: Helping People ‘Move Past the Shame,’” The Long View podcast, Morningstar.com, Nov. 20, 2023.

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Pam Krueger: How to Find a Financial Advisor

The Long View

Pam Krueger: How to Find a Financial Advisor