Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!
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Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!
The Scripts You Need When Talking To A Financial Advisor
HerMoney with Jean Chatzky
37 minutes
3 weeks ago
The Scripts You Need When Talking To A Financial Advisor
If you’ve ever felt intimidated walking into a meeting with a financial advisor or unsure if you’re even asking the right questions, this episode is for you. Jean sits down with Pam Krueger, investor advocate and founder of Wealthramp, to walk through actual word-for-word scripts that you can use when meeting with an advisor for the first time, reassessing a current relationship, or navigating retirement planning.
Together, Jean and Pam role-play a variety of real-life money conversations: from figuring out if an advisor is a good fit, to asking about fees, to deciding whether you’re better off managing your own money. You’ll learn how to confidently evaluate the value your advisor brings, how to compare professionals during the interview process, and how to stress-test your financial plan for retirement.
You’ll Learn:
What to say (and ask!) in your very first advisor meeting
How to know if it’s time to break up with your advisor
The real value a good advisor should bring to your life
The crucial questions to ask if retirement is on the horizon
How to compare multiple advisors — without the overwhelm
👉 Visit HerMoney.com/FindAnAdvisor to connect with a vetted, fee-only fiduciary advisor through Wealthramp.
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HerMoney with Jean Chatzky
Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!
