Introducing the Adviser Checkup Podcast

Introduction | Adviser Checkup Podcast

Welcome to the Adviser Checkup Podcast! This is a weekly podcast that explores the highs (and lows) of working with your financial adviser. Think of me as your own personal advocate and coach here to help you confidently work with your investment adviser. We will discuss topics like…what your adviser should be doing for you and your accountant at tax time, how to approach your adviser about helping with your estate plan, understanding what securities you are actually invested in, what to do and look out for when your adviser sends you a new private equity offering, how to read the mysterious “form adv” your adviser sends you each year, and so much more…

Don’t forget to tune in and hit subscribe wherever you listen to podcasts!

Be Financially Well,

Kelly