Pam Krueger
Founder and CEO of Wealthramp, a firm that matches consumers with financial advisors. Creator and co-host of MoneyTrack and co-host of Friends Talk Money podcast.
Top 5 podcasts with Pam Krueger
Ranked by the Snipd community
13 snips
Oct 29, 2025 • 1h 2min
DIY or Delegate: the Financial Advisor Conundrum w/ Pam Krueger #1055
Pam Krueger, an award-winning investor advocate and the CEO of WealthRamp, discusses the crucial decision of whether to DIY your finances or hire a professional. She emphasizes that individuals drive their financial outcomes, debunking the myth that simply hiring an advisor guarantees success. Pam highlights the importance of transparency in advisor fees and the value of vetting fiduciary advisors. She also shares tips on finding quality advice, navigating industry pitfalls, and knowing when it's time to part ways with an unsatisfactory advisor.
13 snips
Feb 11, 2025 • 52min
Pam Krueger: How to Find a Financial Advisor
Pam Krueger, founder and CEO of Wealthramp, is a seasoned expert in financial advising. In this engaging discussion, she breaks down the often confusing process of selecting the right financial advisor. Pam emphasizes the importance of fiduciary standards and the benefits of virtual consultations. She offers insights into differentiating between fiduciary and sales-oriented advisors, and stresses the significance of understanding advisor fees and credentials. Listeners gain valuable tools to enhance their financial planning journey while ensuring their interests are protected.
Jul 12, 2024 • 50min
1695: Ask Farnoosh: Managing Financial Windfalls: Inheritances, Severances and More
Pam Krueger, founder of Wealthramp, and Marienela Collado discuss managing financial windfalls like inheritances and severances. Topics include teaching kids about money, strategies for handling lump sums, tax implications, and setting up special needs trusts. Also, advice on A3B election for tax planning.
Jul 5, 2024 • 46min
1692: Ask Farnoosh: Is it OK to Invest Solely in the SP500? How Much Life Insurance Do I Need? (Encore)
Pam Krueger, founder of Wealthramp, discusses life insurance, investing in the US stock market, and credit card debt relief. She emphasizes the importance of working with fiduciary advisors and financial planners. The podcast also covers topics like building an investment portfolio, managing debt wisely, seeking unbiased financial advice for life insurance, and promoting financial literacy for kids.
May 31, 2024 • 46min
1677: Ask Farnoosh: How to Buy Life Insurance, Reduce Investment Risk, and Get Out of Debt
Pam Krueger, founder of Wealthramp, shares insights on finding a great financial advisor through personalized matches based on goals and financial capacity. The importance of working with fiduciary advisors is emphasized, along with the benefits of investing in S&P 500 index funds for diversification. Additionally, advice on seeking unbiased insurance advice from fee-only advisors is highlighted.
