060: The End of The Adviser Checkup Podcast
The Adviser Checkup Podcast
Thank you so much for listening! It's because of your support this podcast was a wonderful success. Keep an eye out this Summer for a big announcement regarding my next adventure. 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: Check out my website: Connect on Instagram: 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...
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059: Top 5 Rules for Hiring a Financial Adviser
The Adviser Checkup Podcast
Are you considering hiring a financial adviser, wealth manager, financial planner, or other financial professional? You need to listen to this episode today. We cover my top 5 rules to consider when hiring this important professional. 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: Check out my website: Connect on Instagram: 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...
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058: All About Advice-only Advisers
The Adviser Checkup Podcast
Have you heard of an advice-only adviser? Today we discuss a few reasons to consider this type of financial adviser and also some reasons you might want to avoid them. Consider AdviceOnlyNetwork.com if you are interested in finding an advice-only financial adviser, financial planner, or wealth manager. 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: Check out my website: Connect on Instagram: Important Disclosures: I am not a financial adviser. Information presented is for educational...
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057: Fee-only vs. Fee-based Advisers
The Adviser Checkup Podcast
Is your financial adviser, financial planner, or investment professional fee-only or fee-based? Today we talk about what each of those might mean and the different types of fee structures a fee-only adviser might have. Learn about why advisers charge on a percentage of assets, a flat fee, a subscription based fee, or on a percentage of net worth. 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: Check out my website: Connect on Instagram: Important Disclosures: I am not a financial adviser....
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056: A Brief Break - See You In April!
The Adviser Checkup Podcast
*The Adviser Checkup Podcast will be on vacation until April as I work on a new, special project. Stay tuned here for more updates!* Subscribe to my newsletter: Check out my website: Connect on Instagram: 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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055: Financial Wellness and Repeating the Process
The Adviser Checkup Podcast
This episode is the final step in a 10-week series called a DOSE of Financial Wellness. Today we finish covering the "E" in DOSE which represents the "execute" phase of our journey. I will share how often you need to repeat each step in the journey and share my master schedule to help you succeed. Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the past 10 weeks, we completed a guided financial wellness journey together and I shared how your financial adviser, financial planner, or wealth manager could best help and support you...
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054: Financial Wellness and Investing
The 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...
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053: Financial Wellness and Your Team of Advisers
The 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...
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052: Financial Wellness and Financial Goals
The Adviser Checkup Podcast
This episode is the seventh step in a 10-week series called a DOSE of Financial Wellness. Today we begin to cover the "E" in DOSE which represents the "execute" phase of our journey. I will discuss how to set your financial goals including some considerations around a goal we all might have, retirement. 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...
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051: Financial Wellness and Debt Management
The Adviser Checkup Podcast
This episode is the sixth step in a 10-week series called a DOSE of Financial Wellness. Today we continue reviewing the "S" in DOSE which represents the "stabilize" phase of our journey. I will discuss healthy and unhealthy debt and how best to handle each kind. 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...
info_outlineIt's that time of the year when many of your minds will turn toward charitable giving. Are you feeling philanthropic? Whether you are inspired by recent events or a regular giver to important causes it's important to maximize your gifts. Learn how to engage with your adviser and gift even more effectively. Listen today to learn all about Donor Advised Funds and Private Foundations. 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.