Investing Basics | Episode Twenty

In this episode, hosts Jeremy Scott and Roy Hucke dive into the basics of investing with special guest Julian Heron, a principal at Credential Wealth Advisors. Whether you're just starting out or looking to deepen your financial knowledge, this episode is packed with valuable insights into financial planning, investing strategies, and understanding your financial options.

🔑 Key Topics Discussed:
~ The journey of becoming a financial advisor and earning key credentials.
~ Simplifying the world of investing, from ETFs to mutual funds.
~ Understanding interest rates, inflation, and the power of compound interest.
~ Practical tips for managing debt and leveraging savings.

Julian and Roy share actionable advice for balancing long-term goals with short-term flexibility and offer insights to help you feel more empowered in your financial journey.

📚 Related Episodes: Check out our earlier Episode 4, "Financial Planning," for more foundational advice.
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© 2021-2024 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.