Player FM - Internet Radio Done Right
Checked 11M ago
Προστέθηκε πριν από three χρόνια
Το περιεχόμενο παρέχεται από το Kelly Palmer, Kelly L. Palmer, and CFA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kelly Palmer, Kelly L. Palmer, and CFA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Player FM - Εφαρμογή podcast
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The Adviser Checkup Podcast
Σήμανση όλων ότι έχουν ή δεν έχουν αναπαραχθεί ...
Manage series 3294668
Το περιεχόμενο παρέχεται από το Kelly Palmer, Kelly L. Palmer, and CFA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kelly Palmer, Kelly L. Palmer, and CFA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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!
…
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61 επεισόδια
Σήμανση όλων ότι έχουν ή δεν έχουν αναπαραχθεί ...
Manage series 3294668
Το περιεχόμενο παρέχεται από το Kelly Palmer, Kelly L. Palmer, and CFA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kelly Palmer, Kelly L. Palmer, and CFA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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!
…
continue reading
61 επεισόδια
Alle Folgen
×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: 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 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: 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.…
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: 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.…
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: 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.…
*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: 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 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 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 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 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 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! 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 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 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 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 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 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.…
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