The Adviser Checkup Podcast

This episode is the fifth step in a 10-week series called a DOSE of Financial Wellness. Today we begin reviewing the "S" in DOSE which represents the "stabilize" phase of our journey. I will discuss how much to save in your cash emergency fund, where and where not to save it, and when to use it. 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.

This episode is the fourth step in a 10-week series called a DOSE of Financial Wellness. Today we finish reviewing the "O" in DOSE which represents the "organization" phase of our journey. I will discuss how to communicate with your partner regularly and the best way to involve your financial adviser. 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.

This episode is the third step in a 10-week series called a DOSE of Financial Wellness. Today we continue to review the "O" in DOSE which represents the "organization" phase of our 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!

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.

This episode is the second step in a 10-week series called a DOSE of Financial Wellness. Today we begin to review the "O" in DOSE which represents the "organization" phase of our 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!

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.

I am declaring 2023 the year of Financial Wellness. Let's begin this year together on a financial wellness journey. This episode begins a 10-week series called a DOSE of Financial Wellness. Today we review the "D" in DOSE which represents the "dreaming" phase of our journey. Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the next 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.

Today I share the highlights of our top 5 episodes from 2022. You will hear important lessons from each episode and what I have planned for 2023 and beyond. You won't want to miss this easy summary. I will cover summaries of the episodes titled Why Do I Need a Financial Adviser?, A Bear Market Survival Guide, Is Working With 2 Advisers Better than 1?, ETF Mutual Fund Direct Indexing Oh My, and How To Meet With Your Financial Adviser.

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.

It was a tough year to be an investor. The silver lining of a down market is you might be able to take advantage of tax savings. On the other hand, you could be in for a tax surprise if your mutual fund investments distribute capital gains or you end up executing a wash sale. Learn all about these important topics in this episode. As always, be sure to check with your financial adviser on the best way to set your account up for tax success this year. 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.

It's the most wonderful time of the year! Whether you celebrate Christmas, Hanukah, or Festivus you might find yourself looking for that perfect holiday gift. If you want to give a financial gift of value but are tired of the same gift card and cash gift listen to today's episode. I will share my 5 ideas for financial gifts in this year's 2022 Adviser Checkup Holiday Gift Guide. 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.

Are you making these 6 common retirement mistakes? Curious how an investment adviser can help you avoid these retirement pitfalls? Listen today so you don't make a small mistake that can have a big impact on your retirement savings. If you have a goal to retire, invest in a 401(k), are curious about IRAs, or just want to know more about your retirement savings options this episode is for you. 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.

It's almost Thanksgiving and that usually means spending some time with family. If you are looking for some tips to start a healthy family discussion around money listen today. I will also share how to best engage your adviser as part of the process. 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.