How I Invest: A look inside a CFP's portfolio episode artwork

EPISODE · Aug 21, 2024 · 10 MIN

How I Invest: A look inside a CFP's portfolio

from Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. · host Bonfire Financial | Brian Colvert CFP®

Have you ever wondered what is inside your CFP's portfolio?  Today we are pulling the curtain back into the personal investment strategies of our founder and CEO, Brian Colvert, CFP®  Join us as he shares his insights on balancing risk, asset allocation, and the importance of having a diversified portfolio, while also exploring innovative investment opportunities and the principles guiding his financial decisions.  Detailed notes:https://www.bonfirefinancial.com/cfp-portfolioTo learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure/

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How I Invest: A look inside a CFP's portfolio

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