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.
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Connect With 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.