Guided Path 3-7 How To Start Building Your Investment Portfolio With Rich Gurr, CFP®

Feb 6, 2023

Now that you have learned about the different types of investments, it’s time to put your knowledge to the test and start building your portfolio.

In this episode, Zacc Call and Laura Hadley talk with Rich Gurr, CFP®, on the show to discuss not just how to set up your investment portfolio, but how to avoid the common mistakes beginner investors tend to make.

Rich discusses:

• Why risk capacity should be the deciding factor on how you invest your money
• The first steps you should take when creating an investment portfolio
• The risks of becoming emotionally tied to a certain type of investment
• The 70/30 rule and how to use it in your portfolio
• And more

Resources:

• Guided Path 3-6 Navigating the World of Alternative Investments with Tyson Long, CFP®, CPWA®

Connect With Capita Financial Network:

• [e-mail]
• [e-mail]
• [phone]
• Capita Financial Network
• LinkedIn: Zaccary Call 
• LinkedIn: Laura Hadley
• LinkedIn: Capita Financial Network
• Facebook: Capita Financial Network

Connect With Rich Gurr, CFP®:

• LinkedIn: Rich Gurr, CFP®

About Our Guest:

Rich Gurr, CFP®, is a fellow Wealth Advisor at Capita Financial Network. He is on the show to share his expertise around organizing investments, wealth planning, estate planning, tax strategies, and managing people with high net worths.