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.
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