S6 E5 Investing 101: Part 3

For our last long form episode of the season, we are rounding out our Investment 101 exploration with friend of the podcast, Brian McKinney! Brian is a Founding Partner and Senior Wealth Advisor at Collective Wealth Partners. He is a CFP, RICP, holds an MBA, and has worked in the field for over 15 years. 

Following our investment chats with Gerri Walsh, Jess and Brian will help you better understand the difference between stocks and funds, the differences between various funds, bonds, habit building around your investment portfolio, and market patterns, among – as always – a plethora of other things! Give us a listen as we complete our Investment 101 series, and help your money make more sense! 

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