Financial Wellness and Your Cash EmergencY FUnd

Episode 050 | Adviser Checkup Podcast

This episode is the fifth step in a 10-week series called a DOSE of Financial Wellness. Today we begin reviewing the "S" in DOSE which represents the "stabilize" phase of our journey. I will discuss how  much to save in your cash emergency fund, where and where not to save it, and when to use it.  Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the 10 weeks, we will continue a guided financial wellness journey together and I will share how your financial adviser, financial planner, or wealth manager can best help and support you each step of the way.  

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