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The Adviser Checkup Podcast

Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this first step towards financial wellness. Thank you for listening and be financially well!

info_outline 060: The End of The Adviser Checkup Podcast 05/09/2023
info_outline 059: Top 5 Rules for Hiring a Financial Adviser 05/09/2023
info_outline 058: All About Advice-only Advisers 05/02/2023
info_outline 057: Fee-only vs. Fee-based Advisers 04/26/2023
info_outline 056: A Brief Break - See You In April! 03/14/2023
info_outline 055: Financial Wellness and Repeating the Process 03/07/2023
info_outline 054: Financial Wellness and Investing 02/28/2023
info_outline 053: Financial Wellness and Your Team of Advisers 02/21/2023
info_outline 052: Financial Wellness and Financial Goals 02/14/2023
info_outline 051: Financial Wellness and Debt Management 02/07/2023
info_outline 050: Financial Wellness and Your Cash Emergency Fund 01/31/2023
info_outline 049: Financial Wellness and Communication 01/24/2023
info_outline 048: Financial Wellness and Cash Flow 01/17/2023
info_outline 047: Financial Wellness and Organizing Your Financial Life 01/10/2023
info_outline 046: Financial Wellness and How to Begin the Journey 01/03/2023
info_outline 045: Bear Markets, Multiple Advisers, and ETFs - Top Lessons Learned in 2022 12/20/2022
info_outline 044: A Warning on Wash Sales and Capital Gains Distributions 12/13/2022
info_outline 043: Holiday Financial Gift Guide for Kids and Grandkids 12/06/2022
info_outline 042: Six Common Retirement Mistakes 11/29/2022
info_outline 041: How To Start Discussing Wealth With Family 11/22/2022
info_outline 040: Charitable Giving and Your Adviser 11/15/2022
info_outline 039: Keeping Up With the SEC and Kim Kardashian 11/08/2022
info_outline 038: Birth Is Easier Than Financial Planning 11/01/2022
info_outline 037: Maternity Leave - See You In November! 09/01/2022
info_outline 036: Newborn Baby Wealth Management Guide 08/30/2022
info_outline 035: Direct Indexing Benefits and Risks 08/23/2022
info_outline 034: Investment Checkup Agenda for Midyear 2022 08/16/2022
info_outline 033: ESG Investing Issues and Solutions 08/09/2022
info_outline 032: A Bear Market Survival Guide 08/02/2022
info_outline 031: Is Working With 2 Advisers Better Than 1? 07/26/2022
 
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