Goals | Your Path to Real Wealth

Choosing an advisor for your financial journey should mean partnering with someone who makes you feel comfortable.

In this episode, Jeff, Benjamin, and Hyrum discuss some of their investing strategies that can help you achieve your long-term financial goals, such as enjoying a comfortable retirement.

Jeff, Benjamin, and Hyrum discuss:

Why the average investor over the last few decades made a much lower return than what the markets would’ve allowed them to achieve
The first steps they take when working with new investors
Why you should diversify your investments, especially when pursuing long-term goals
The dangers of being an overconfident and undereducated investor
And more

Resources:

The Blue Barn Wealth Way: Key Offerings and Expertise (Ep.6)

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Introducing Your Path to Real Wealth!

In this inaugural episode, Jeff Brimhall, PhD, CFP®, CFA, a managing partner at Blue Barn Wealth, shares insight into his life personally and professionally.

Jeff discusses:

His journey to becoming a financial advisor
How he can help you reach your long term financial goals
What he does outside of work
How his business philosophy applies to the lives of his clients
And more

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Your Path to Real Wealth

Tag Archives: Goals

Investment Strategies at Blue Barn Wealth (Ep.7)

Meet Jeff Brimhall, PhD, CFP®, CFA (Ep.1)