• 053: Financial Wellness and Your Team of Advisers

  • Feb 21 2023
  • Length: 15 mins
  • Podcast
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053: Financial Wellness and Your Team of Advisers

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  • Summary

  • 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!

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    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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