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

Breaking Boundaries for Entrepreneurs

English - February 04, 2020 10:00 - 1 hour - 31 MB - ★★★★★ - 5 ratings
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Previous Episode: ONLY IN CALIFORNIA?

Next Episode: EMOTIONAL INTELLIGENCE

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 quarterbackThe difference between the BULLS and the BEARSFoundational definitions for investmentsWhen to build your personal Board of DirectorsHow to retire TO something rather than FROM somethingWhy a return on life is better than a return on investmentHow to get started with just a few dollars per weekWhy emotions and fear can be your investment’s worst enemyLearn the importance of disability insurance & an emergency fundHow to know if you’re financially fragileThe simple secret to lifeAnd so much more!

Contact Dennis at:

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

McCurdy Investments is not affiliated with 3PHASE RADIO

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