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Here we go again: The New Year is just around the corner. And even if you’re not in the 68% of people who make New Year’s financial resolutions, you should still look ahead and plan money movements for the new year.
At least, if one of your goals is to get richer — that’s what we’ll be talking about in this week’s episode.
As usual, host Stacy Johnson was accompanied by financial journalist Miranda Marquit. This week, two of our favorite financial advisors are back to talking about how you can make the most of your new year: Pam Krueger of Wealthramp and Erik Olson of Arete Wealth Advisors.
Remember, even though we sometimes talk about money and specific investments on this show, don’t take it as a recommendation. Before investing in anything or making any other money, do your own research and make up your own mind.
You can watch this episode below, or if you prefer to listen, you can do so with the player at the top of this article or download the episode wherever you get the podcast:
Don’t forget to check out our podcast page for more episodes designed to help you maximize your money and our YouTube page for more videos.
Money moves for a richer new year
No matter the time of year, you can improve your personal finances. We have more than 15 ideas for you for the coming year. This is a good time to reflect on how far you’ve come and make adjustments for the next step. Check out our resources, articles and more on how to set yourself up for a prosperous year:
Meet this week’s guest, Pam Krueger
Pam Krueger is a recognized investor advocate and award-winning personal finance journalist and author.
He is the founder and CEO of Wealthramp, an advisor-matching platform that connects consumers with highly vetted and qualified specialized fee-only financial advisors. It is the only advisor referral service that gives people complete control over when and how they talk to the referred advisor.
Pam is also the creator and co-host of MoneyTrack and the Friends Talk Money podcast, now in its seventh season. MoneyTrack aired on more than 250 public stations on PBS from 2005 to 2019 and is funded by the Investor Protection Trust.
With over 25 years in investor advocacy, Pam is one of the leading voices on financial literacy and financial empowerment. He has received two Gracie Awards for educating the public about personal investing and received the 2021 NAPFA Special Achievement Award for his work educating individuals about the value of paid financial advice alone.
In addition, Pam is an active volunteer member of the Retirement Income Committee at the Defined Contribution Institutional Investment Association (DCIIA), a non-profit organization dedicated to improving the retirement security of American workers. He has also served in the California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and youth, where he created one of their most successful curricula available to K-12 teachers called Investing Pays Off For Kids.
Each year, he spends part of the time in San Francisco and resides in Cape Cod, Massachusetts.
Meet this week’s guest, Erik Olson
Erik Olson is a certified financial planner and former director of research and international field studies at the University of Michigan’s Ross School of Business Global Leadership Program. He also serves as a Chicago-based consultant to senior executives of global companies.
Erik shifts from the research side to the client side, applying his analytical leanings to individual client needs for well-integrated and comprehensive financial planning and wealth management as an adviser at Arete Wealth Advisors. Erik can also be found on Wealthramp’s network of fiduciary advisors.
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About the host
Stacy Johnson founded Money Talks News in 1991. She is a CPA, and she is also licensed in stocks, commodities, underlying options, mutual funds, life insurance, securities supervisors, and real estate.
Miranda Marquit, MBA, is a financial expert, author and speaker. He has been covering personal finance and investment topics for nearly 20 years. When not writing and podcasting, she enjoys traveling, reading and the outdoors.
