In this audio masterclass, Dennis McCurdy, Certified Financial Planner at McCurdy Investments, takes us through the important steps to get started with a solid financial plan, such as:
- Why a CFP is like your financial quarterback
- The difference between the BULLS and the BEARS
- Foundational definitions for investments
- When to build your personal Board of Directors
- How to retire TO something rather than FROM something
- Why a return on life is better than a return on investment
- How to get started with just a few dollars per week
- Why emotions and fear can be your investment’s worst enemy
- Learn the importance of disability insurance & an emergency fund
- How to know if you’re financially fragile
- The simple secret to life
- And so much more!
Contact Dennis at:
Disclaimer: Investment Advisory Services are offered through McCurdy Investments, LLC
McCurdy Investments is not affiliated with 3PHASE RADIO
Amazon affiliate Links mentioned:
As an Amazon Affiliate, I earn from qualifying purchases.
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OTHER LINKS MENTIONED:
- CFP BOARD: Find Your CFP Professional
- FINRA
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