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WHO'S YOUR FINANCIAL QUARTERBACK? with special guest Dennis McCurdy CFP

WHO'S YOUR FINANCIAL QUARTERBACK? with special guest Dennis McCurdy CFP

Released Tuesday, 4th February 2020
Good episode? Give it some love!
WHO'S YOUR FINANCIAL QUARTERBACK? with special guest Dennis McCurdy CFP

WHO'S YOUR FINANCIAL QUARTERBACK? with special guest Dennis McCurdy CFP

WHO'S YOUR FINANCIAL QUARTERBACK? with special guest Dennis McCurdy CFP

WHO'S YOUR FINANCIAL QUARTERBACK? with special guest Dennis McCurdy CFP

Tuesday, 4th February 2020
Good episode? Give it some love!
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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: 

McCurdy Investments LLC | Retirement Action Plans | IRAs | Life Insurance | College Plans | Sturbridge MA


Disclaimer: Investment Advisory Services are offered through McCurdy Investments, LLC

McCurdy Investments is not affiliated with 3PHASE RADIO


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From The Podcast

Breaking Boundaries for Entrepreneurs

Welcome to Breaking Boundaries, the groundbreaking podcast for Entrepreneurs that can transform your mind, body, and business with the power of integrative health. Jeffrey Mort, Integrative Health Practitioner, Consulting Hypnotist and widely considered a leader for coaching entrepreneurs to optimum wellness and performance, hosts this podcast that is specifically designed for Entrepreneurs who are looking for that unfair advantage.  By uncovering  underlying root causes and limitations, you'll discover how to break through your boundaries in health, mind and business. Whether you're struggling with stress, chronic health issues, lack of energy, low confidence and self worth or simply looking to take your personal performance and business to the next level, Breaking Boundaries will provide you with the tools, knowledge, and inspiration you need to begin your sustainable transformation.Drawing upon the best of modern science and ancient wisdom, each episode of Breaking Boundaries will delve deep into the world of integrative health and brain science, exploring the latest research, proven practices, products and techniques for achieving optimal health and new ways of being. From wellness and longevity,  to unlocking the power of the subconscious mind, this podcast will offer actionable steps to keep you healthy, focused and performing at your best.Now that you're ready to break through your limitations and become your future self in life and business, join us on Breaking Boundaries. Together, we'll transform your mind, body, and business with the power of integrative health.

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