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FINANCE – Choosing a Financial Advisor and How to be an Advisor with Dan Cuprill

Posted on by roedergr12
My guest is Dan Cuprill, CFP.  He is a Certified Financial Planner, author, and podcaster.  We talk about what to look for when choosing a financial advisor as well as whether or not a person actually needs an advisor.  For those that are already advisors or thinking about becoming one, Dan talks about some of the pitfalls that can harm an advisor business - taking on the wrong cl...
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Ep 028 – Coronavirus and Investing During a Bear Market

Posted on by roedergr12
JC Corrigan, CFP, is our guest to talk about keeping our heads in the face of a bear market.  While the quickness of this downturn and the causes are unique, there are still investing principles to abide by.  We talk about what is happening in the bond market, ways to take advantage of the interest rates, and putting into perspective the historical bull market in order to think more rationally ab...
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