Category: Investing 101

Investing 101, News
How is Social Security’s mistake my fault?

If you haven’t already heard, Social Security is in the process of “clawing back” more than $21 billion of benefits it mistakenly sent out to retirees and disabled people over the last 40 years because of its own inaccurate calculations.  Continue reading on Wealthramp - If you’re interested in learning more about what’s happening and […]

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Investing 101
Financial Advisor vs. Financial Coach: Which is Best?

Managing finances is more than just crunching numbers – it’s about crafting a stable future that can support your dreams and ambitions. Imagine living stress-free, knowing your parents are well-cared for in their twilight years, your kids have a solid footing for their higher education, and your smart investments are creating a legacy. Continue reading on […]

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Investing 101
It’s time to stop calling brokers ‘financial advisors’

Recently, Beverley Schottenstein won a $19 million fraud ruling against JP Morgan, a rarity in the industry as many people don't have the resources to take brokerage firms to task. That's because the system is designed this way – and years of half-hearted reforms have done little to protect consumers from harm. Unfortunately, the Schottenstein […]

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Investing 101
Downsizing is WAY Overrated… Why Rightsizing is a Better Way to Go

Do you ever feel like the downsizing movement has gotten a bit out of control. Are you a little tired of hearing about people in their

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Investing 101
Pam Krueger, Terry Savage and PBS’s Rich Eisenberg launch new “Friends Talk Money” podcast and talk about financial advisors

Pam Krueger / October 2019 I’m one of the “Friends.” My two other Friends: syndicated personal finance columnist Terry Savage (author of The Savage Truth

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Investing 101
Does the CFP® guarantee my financial advisor is a qualified fiduciary?

Pam Krueger / September 2019 No. By no means does any advisor designation guarantee competency. Nor does it ensure the firm at which the advisor

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Investing 101
Five Steps Toward a Financially Secure Retirement

Pam Krueger / July 2019 We all want to be financially secure during retirement. But doing something about it can seem impossible. When we’re struggling to keep up with skyrocketing healthcare

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Investing 101, News
What the New ‘Best Interest’ Rule to Protect Investors Will Do

Pam Krueger / June, 2019 Last week, the Securities and Exchange Commission (SEC) adopted a rule to protect investors from bad brokers. The “Regulation Best

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Investing 101
Hello from Pam

Pam Krueger / March, 2019 Thanks for watching our show! It’s been about ten months since the Dept. of Labor’s Fiduciary Rule was killed. That’s

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