Pam Krueger: Hi everybody, I’m Pam Krueger. I’m the founder of Wealthramp, and I’m joined today by Matt Roberts who’s […]
When it comes to money and relationships, it’s important to be on the same page. But what if you’re not?
Investor advocate and Wealthramp founder Pam Krueger, joined by Wealthramp network advisor, Bob Carroll, CPA, CFP®, CDFA™, went on the air in Cleveland to talk to viewers about the importance of working together with your partner to navigate your finances. If you’re struggling to align your ideas with your significant other or just need help with deciding which strategies make the most sense for your family, it can be helpful to work with a fiduciary, fee-only financial advisor like Bob to provide you that peace of mind.
If you’re thinking about working with a financial advisor, Wealthramp is here to help you find a truly qualified advisor with deep expertise in comprehensive Retirement Planning.