Investment Checkup Agenda for Midyear 2022

Episode 034 | Adviser Checkup Podcast

Now is the time to meet with your financial adviser, financial planner, or investment professional to check up on your portfolio. I will share exactly why now is a good time and offer an agenda to guide your meeting. We will discuss how to approach conversations around the bear markets, rising interest rates, tax opportunities, and inflation.

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Be Financially Well,

Kelly