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Participant: Terry Savage

Season 10
The Truth About Financial Advisors: Friends Talk Money Co-Hosts Interview Pam Krueger

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Is your financial advisor truly working in your best interest — or theirs? In this eye-opening episode, the Friends Talk Money team turns the mic toward their own co-host, Pam Krueger, as she reveals the personal story behind Wealthramp, the platform she created to connect investors with trustworthy, vetted financial advisors.

Pam shares the shocking truths she uncovered about conflicts of interest in the financial industry and why too many investors unknowingly work with advisors who don’t prioritize their clients' financial well-being. Learn how Wealthramp is disrupting the traditional advisor model by putting integrity, transparency, and fiduciary responsibility front and center.

If you’ve ever wondered how to find a financial advisor you can actually trust — this conversation is a must-watch.

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Season 10
Social Security: True or False

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In this episode of Friends Talk Money, we're joined by Phil Moeller, renowned journalist and co-author of Get What’s Yours: The Secrets to Maxing Out Your Social Security. Phil dives into all things Social Security—unpacking the latest changes, what they mean for you, and how to make smart decisions that can boost your retirement benefits.

Topics we cover:

  • Key Social Security changes for 2025 and beyond
  • How these updates may affect your benefits
  • Strategies to optimize your Social Security claiming decisions
  • Common mistakes to avoid when planning for retirement
Whether you're nearing retirement, already collecting benefits, or helping a loved one make financial decisions, this episode is packed with practical advice and essential information you won't want to miss.

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Season 10
Solo Travel on a Budget: Tips from Expert Barbara Talisman

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Ready to explore the world without breaking the bank? The Friends Talk Money crew sat down with Barbara Talisman from Talisman Travel Tribe, who shares her top tips for traveling the world on a shoestring budget! From finding cheap flights to scoring affordable accommodations, Barbara's got you covered. What's your go-to tip for saving money while traveling?

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Season 10
The Taxman Answers Your Questions

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Looking for help this tax season? The Friends Talk Money team welcomes IRS spokesperson Eric Smith to discuss important tax changes and tax planning strategies. As a trusted tax accountant for the IRS, Eric breaks down the difference between tax credits and deductions, and shares valuable insights into new tools ‘direct file’ and ‘free file’ and other crucial matters that could affect your finances. Listen for more informative tips on how you should navigate the complex world of taxes!

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Season 10
How to Rebuild Your Finances After a Disaster: Insights from Mitchell Freedman

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Rebuilding your finances after a disaster can feel overwhelming, but you're not alone. The Friends Talk Money crew sits down to learn more from Wealthramp-network advisor Mitchell Freedman, CPA/PFS, who’s lived through this before himself. His personal and practical tips on preparing for and recovering from financial crises are invaluable. Mitch highlights how working with a fee-only fiduciary financial advisor can help those affected by a disaster recover financially. Listen to learn more!

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