In episode 148 of the Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Bryan Kuderna, founder of the Kuderna Financial Team, discussing financial planning and investment. With years of experience in the field, Bryan is passionate about helping individuals and businesses achieve their financial goals. He is a renowned speaker, author, and advisor known for his personalized financial planning strategies expertise. Bryan's insights and real-life experiences make him a sought-after guest on various podcasts and speaking engagements.
Bryan shares his journey and emphasizes the importance of passion in financial planning. The conversation covers making wise investment decisions, selecting the right financial advisor, and the significance of personalized long-term financial planning.
Key Takeaways:
☑ Importance of Informed Investment Decisions
Bryan shares real-life experiences, such as his investment in 6 Flags, highlighting the importance of making informed investment decisions.
Trusting the process, working hard, and self-belief are crucial in achieving financial success.
☑ Choosing the Right Financial Advisor
Bryan and Gary discuss the significance of researching a potential broker's background and aligning investment philosophies with the chosen financial advisor.
A trustworthy and knowledgeable financial advisor is essential for making informed investment choices.
☑ Personalized Long-Term Financial Planning
Bryan emphasizes the value of having a personalized long-term financial plan that aligns with individual goals, circumstances, and risk tolerance.
A tailored financial plan ensures a clear path toward financial success.
Contact Bryan Kuderna:
Website: kudernafinancial.com
Book: "What Should I Do With My Money?" (available in paperback, audiobook, and Kindle formats)
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