048: Financial Wellness and Cash Flow
Manage episode 352726294 series 3294668
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!
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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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