Financial Wellness and Investing

Episode 054 | Adviser Checkup Podcast

This episode is the ninth 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 important step of investing to achieve your financial goals including guidelines and warnings. 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.

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Be Financially Well,

Kelly