• 054: Financial Wellness and Investing

  • Feb 28 2023
  • Duración: 20 m
  • Podcast

054: Financial Wellness and Investing Por arte de portada

054: Financial Wellness and Investing

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  • Resumen

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

    Subscribe to my newsletter: advisercheckup.substack.com/welcome/

    Check out my website: https://www.advisercheckup.com

    Connect on Instagram: https://www.instagram.com/advisercheckup/

    Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

     
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