Financial Wellness and Your Team of Advisers

Episode 053 | Adviser Checkup Podcast

This episode is the eighth step in a 10-week series called a DOSE of Financial Wellness.  Today we continue to cover the "E" in DOSE which represents the "execute" phase of our journey. I will discuss the three important professionals you need to consider hiring to succeed on this journey. 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