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

Released Tuesday, 4th February 2020
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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 …

Disclaimer: Investment Advisory Services are offered through McCurdy Investments, LLC
McCurdy Investments is not affiliated with 3PHASE RADIO

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Episode Details

Length
1h 7m 33s
Explicit
No

Episode Tags