Ep 60: We Secretly Cringe When Clients Say These Things About Investing with Derek Prusa, CFA, CFP®

Feb 2

We're excited to be joined by Derek Prusa, CFA, CFP®, in this week's episode. Derek is on our investment committee at Brindle and Bay, owns a private practice in Grand Rapids, Michigan, and is the face behind our monthly market videos. Listen in as we chat with Derek about some common investing misconceptions, the importance of a diversified portfolio, and even touch on the psychological side of investing.

If you have questions, you can always reach out at hello@brindleandbay.com.

For more information visit us at www.brindleandbay.com

Have a question? Text us! (214) 988-9178

Check out our YouTube channel here!

In this episode:

[8:03] Not having a plan laid out

[11:15] Misunderstanding “flexibility”

[16:35] Value vs Growth

[18:33] Should people have stocks throughout retirement?

[26:35] Other cringe points

Nicolas Davis