Money and Relationships: How to Crack the Code

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.

Get matched and schedule your free meeting today!

Related Posts

Sep 14, 2023
Real Estate 101 – What to Know Before You Buy

Pam Krueger: Hi everybody, I’m Pam Krueger. I’m the founder of Wealthramp, and I’m joined today by Matt Roberts who’s […]

Planning For College With Wealthramp Network Advisor Paul Sydlansky

Pam Krueger: All right. Hi everybody. I’m Pam Krueger, founder of Wealthramp, and I wanted to interview Paul Sydlansky because […]

Aug 17, 2023
What You Must Know About Annuities

There’s an inside joke within the financial services industry where advisors quip, “Annuities are never bought, they’re sold.” It’s another […]

1 2 3 25

Sign up for our newsletter

We’ll share news and tips on the topics you care about and deliver them straight to your inbox.

Stay Connected

TermsADV Part 2Privacy PolicyClient Relationship SummaryAdvisor Login
©2022, Wealthramp Inc. All Rights Reserved.

©2023, Wealthramp Inc. All Rights Reserved.