“Can a financial advisor help me stress-test my retirement savings?”

Are financial advisors worth the cost? How do you know when it's time to switch from DIY investing? What exactly should an advisor be doing for you? 

In this special Mailbag episode, Pam Krueger, CEO of WealthRamp, answers all your biggest questions about working with a financial advisor. Plus, we tackle the #1 retirement fear—running out of money—and explain how to stress-test your finances to stay on track.

Mailbag Questions:

[02:00] “When is it time to move from a robo-advisor to a real human?”

[07:00] “Can someone call themselves a fiduciary but still earn commissions?”

[9:30] “I only have $100k saved. Will a financial advisor work with me?”

[12:00] “Should my advisor help with budgeting, insurance, and college planning—or just investments?”

[15:00] “How can I make sure my retirement savings last a lifetime?”

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Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com.  While you’re at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe!

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