Bear Markets, Multiple Advisers, and ETFs - Top Lessons Learned in 2022

Episode 045 | Adviser Checkup Podcast

Today I share the highlights of our top 5 episodes from 2022. You will hear important lessons from each episode and what I have planned for 2023 and beyond. You won't want to miss this easy summary. I will cover summaries of the episodes titled Why Do I Need a Financial Adviser?, A Bear Market Survival Guide, Is Working With 2 Advisers Better than 1?, ETF Mutual Fund Direct Indexing Oh My, and How To Meet With Your Financial Adviser.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Be Financially Well,

Kelly