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.

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.

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.