1 rich Libsyn https://www.libsyn.com 90 600 This episode is the third step in a 10-week series called a DOSE of Financial Wellness. Today we continue to review the &quot;O&quot; in DOSE which represents the &quot;organization&quot; 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.&amp;nbsp; 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 https://www.advisercheckup.com <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/25607790/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/25607790