1 rich Libsyn https://www.libsyn.com 90 600 This episode is the final step in a 10-week series called a DOSE of Financial Wellness. &amp;nbsp;Today we finish covering the &quot;E&quot; in DOSE which represents the &quot;execute&quot; 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. &amp;nbsp;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. &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/26143419/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/26143419