Ep 77: Fortifying Your Financial Future: Interest and Credit Secrets Round Table


Uncover the secrets to safeguarding your assets and steering through the world of interest rates and credit in a riveting discussion that promises to arm you with the knowledge to fortify your financial future. Joined by Garret Gunderson and key members of the team, Alexis, Shane and Ashley. Whether you’re a retiree navigating the complexities of a fixed-income portfolio or an investor seeking stability amidst economic uncertainties, our deep-dive with wealth advisors Alexis and Ashley will equip you with the strategies for intelligent asset allocation and capital preservation.
Expect to learn a ton from today’s show, including:

  • Challenging common conceptions about debt, equity, and the efficiency of interest rates.
  • The paths to leveraging loans judiciously and prioritizing quality of life over stringent financial doctrines.
  • The psychological underpinnings of fiscal decisions, reminding you that ultimately, you are your most valuable asset.
  • The critical role of credit scores in shaping your financial well-being.
  • Practical tips on rectifying credit report inaccuracies and the profound impact these scores have on insurance costs.
  • The sophisticated use of cash value insurance in wealth-building — a move that could redefine your approach to financial freedom.

Tune in for a session brimming with actionable insights that could redefine the way you manage your wealth.

Hear Past episodes of the Way2Wealth Podcast!

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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