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EP 14: David Leidel: Investing Myths vs. Facts.

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Manage episode 221411189 series 2301688
Content provided by Jason Portnoy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Portnoy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode, we talk investment strategies and ways that the new generation should be investing. We also address some of the top myths (including should you max out your 401k).-----David Leidel is an advisor in the firm Swaine & Leidel Wealth Services located in the middle of the Florida peninsula.Swaine & Leidel is a Registered Investment Advisory firm founded at a time when individual investors needed fiduciary services the most. In 2009 the partners of the firm started their practice with the purpose of putting the client’s interest first. Now, with over 40 years of combined experience, that culture continues by leveraging technology to serve a broader base of individuals with a goal of delivering tax efficient investments, holistic financial advice, and coaching to help you achieve your financial goals.davidleidel.com
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314 episodes

Artwork
iconShare
 
Manage episode 221411189 series 2301688
Content provided by Jason Portnoy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Portnoy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode, we talk investment strategies and ways that the new generation should be investing. We also address some of the top myths (including should you max out your 401k).-----David Leidel is an advisor in the firm Swaine & Leidel Wealth Services located in the middle of the Florida peninsula.Swaine & Leidel is a Registered Investment Advisory firm founded at a time when individual investors needed fiduciary services the most. In 2009 the partners of the firm started their practice with the purpose of putting the client’s interest first. Now, with over 40 years of combined experience, that culture continues by leveraging technology to serve a broader base of individuals with a goal of delivering tax efficient investments, holistic financial advice, and coaching to help you achieve your financial goals.davidleidel.com
  continue reading

314 episodes

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