178 Michael Prendergast - Building A Quality Investment Portfolio

People set new year resolutions around health and finances, listen to this episode with Michael Prendergast and you will be well-positioned to establish your financial foundation for the year. 

Michael shared the genesis for him becoming a wealth management expert. It was a generational path for him, in that his grandfather and father were also in the investment industry.

Michael is a director at Altfest Personal Wealth Management he shared their mission and how they serve their clients.

Host Paul Vann stated we are in the infancy of the new year, he asked Michael what is the best approach for prospective and seasoned investors to take to establish wealth creation investments this year in 2022.

Michael stated some of the common mistakes people make when investing and how they can avoid them today and in the future.

The listening audience was taken down main street, Michael shared the essence of how one builds a quality investment portfolio that will last?

Michael is a certified financial planner (CFP) he states why people should hire a CFP to work for them, rather than go it alone.

What are a few of the key things one should look for when choosing a financial advisory firm to represent them?

Michael was asked what is Altfest's outlook on the markets and the economy as we start the new year.

Michael our time is coming to an end, is there anything else you would like to share at this time, contact information, upcoming programs, and anything else people may be interested in.

Tune in to listen to this episode with Michael Prendergast and over 178 episodes at this link  https://bit.ly/3n84XSF