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

Amazon affiliate Links mentioned: 

• Thinking Fast and Slow
• As A Man Thinketh
• Mindset
• Rich Dad Poor Dad
• Jim Rohn

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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