34 min
Put Your Money to Work for You, Investing for All Budgets with Scott Covey and Cynthia Frederick, Del Norte Investment Services Financial Tea in the Morning
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- Superación personal
What is it about investing that holds folks back from growing their money? Fear.
The market’s rollercoaster-like peaks and drops keep folks from realizing financial goals like saving for a stress-free retirement or funding higher education. But investing doesn’t have to feel like a crazy carnival ride.
As hosts Andrea Klunder and Josh Stringer discover, there’s a strategy for every investment personality, from risk-averse to more tolerant. A trusted financial adviser can help you pick the right financial product and keep you on track through the fluctuations––with Scott Covey, Financial Advisor, Del Norte Investment Services, and Cynthia Frederick, Service Coordinator, Del Norte Credit Union.
Many folks shy away from investing because they think the cost of entry is too prohibitive and the toll on their sanity too great. Not so! DNCU members can opt for guaranteed no-risk accounts and start with as little as $1000.
As for less queasy investors, Scott cautions against them going it alone via highly volatile trading platforms. “That should not and just can't be the long-term overall strategy for investments,” he says, especially if your goal is retirement. “You have to have a better long-term outlook.” Clients can count on Del Norte Investment Services to connect them to age-appropriate advice and steady, rather than flashy, opportunities for financial growth.
Financial Tea Hot Sip: Don’t trust your financial future to friendly suggestions! Consult with the pros (Scott and Cynthia) at Del Norte Investment Services or contact your local credit union to find out what programs and services they can offer. Your team of financial professionals can provide you with reliable strategies to help you reach your goals without worry.
FEATURED GUESTS Scott Covey
Financial Advisor
Del Norte Investment Services
Cynthia Frederick
Service Coordinator
Del Norte Credit Union
Learn more and send your feedback and questions at: http://www.financialteainthemorning.com
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Financial Tea in the Morning is brought to you by Del Norte Credit Union.
Produced and Edited by Andrea Klunder at The Creative Impostor Studios
Technical Director: Edwin R. Ruiz
Recording Engineer: Kabby at Kabby Sound Studios in Santa Fe
Hosted by Josh Stringer & Andrea Klunder
Theme music by Ricardo Lambert
Logo design by Charlie Gonzalez at Axess Multimedia
Disclosures
Del Norte Credit Union is Federally insured by NCUA and is an Equal Housing Opportunity Lender, NMLS ID 500583. Content in this episode is for entertainment purposes only and not financial advice.
What is it about investing that holds folks back from growing their money? Fear.
The market’s rollercoaster-like peaks and drops keep folks from realizing financial goals like saving for a stress-free retirement or funding higher education. But investing doesn’t have to feel like a crazy carnival ride.
As hosts Andrea Klunder and Josh Stringer discover, there’s a strategy for every investment personality, from risk-averse to more tolerant. A trusted financial adviser can help you pick the right financial product and keep you on track through the fluctuations––with Scott Covey, Financial Advisor, Del Norte Investment Services, and Cynthia Frederick, Service Coordinator, Del Norte Credit Union.
Many folks shy away from investing because they think the cost of entry is too prohibitive and the toll on their sanity too great. Not so! DNCU members can opt for guaranteed no-risk accounts and start with as little as $1000.
As for less queasy investors, Scott cautions against them going it alone via highly volatile trading platforms. “That should not and just can't be the long-term overall strategy for investments,” he says, especially if your goal is retirement. “You have to have a better long-term outlook.” Clients can count on Del Norte Investment Services to connect them to age-appropriate advice and steady, rather than flashy, opportunities for financial growth.
Financial Tea Hot Sip: Don’t trust your financial future to friendly suggestions! Consult with the pros (Scott and Cynthia) at Del Norte Investment Services or contact your local credit union to find out what programs and services they can offer. Your team of financial professionals can provide you with reliable strategies to help you reach your goals without worry.
FEATURED GUESTS Scott Covey
Financial Advisor
Del Norte Investment Services
Cynthia Frederick
Service Coordinator
Del Norte Credit Union
Learn more and send your feedback and questions at: http://www.financialteainthemorning.com
***
Financial Tea in the Morning is brought to you by Del Norte Credit Union.
Produced and Edited by Andrea Klunder at The Creative Impostor Studios
Technical Director: Edwin R. Ruiz
Recording Engineer: Kabby at Kabby Sound Studios in Santa Fe
Hosted by Josh Stringer & Andrea Klunder
Theme music by Ricardo Lambert
Logo design by Charlie Gonzalez at Axess Multimedia
Disclosures
Del Norte Credit Union is Federally insured by NCUA and is an Equal Housing Opportunity Lender, NMLS ID 500583. Content in this episode is for entertainment purposes only and not financial advice.
34 min