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