The Money, Balance, Joy Podcast
Our podcast was created because most non-financial and financial people don't have the fulfilling lives that they want and deserve. We have great guests thanks to the professional praise for my book on Amazon, "Money, Balance, Joy - Improving Your Life Story". Our guests can help you with one of three categories: 1. Money and Work; 2. Work/Life Balance; and 3. Joy and Happiness.
The Money, Balance, Joy Podcast
Free help finding the right financial advisor for you
Our guest, Pam Kreuger, is an expert at evaluating financial advisors and recommending the right one for each individual or couple. She is the founder and CEO of Wealthramp. For years she had her own financial news show, and currently hosts a critically acclaimed total wealth podcast for women.
+ It is difficult for individuals to evaluate financial advisors
+ It is important to know the value elite advisors add for their clients
+ Advisor relationships are way different from that with other professionals
+ Avoid being inundated with advisors selling their services
+Take the next steps to seek the right advisor
https://wealthramp.com/ (For considering the next step to finding an advisor, including asking questions)
https://moneybalancejoy.com/ (For seeing a review of Money, Balance, Joy and a link to order it on Amazon)
Ask Ategenos for advisor or advisor search help
moneybalancejoy.com
mike.s@fanresources.com
Order Money, Balance, Joy - Improving Your Life Story