187. For the Investment Curious

On this episode of CFO at Home, Vince’s guest is Kurt Altrichter, the founder of Ivory Hill, a fee-only fiduciary financial advisory firm. Kurt and Vince discuss the importance of managing cash flow, understanding risk tolerance, and the often-overlooked "do nothing risk" of not investing. Kurt also provides insights into the challenges faced by individuals who are hesitant to invest and the value of having a financial advisor to navigate market volatility. You can learn more about Kurt and Ivory Hill by going to IvoryHill.com.

Key Topics:

• Challenges Faced by Non-Investors

• The Importance of Cash Flow and Risk Tolerance

• Understanding "Do Nothing Risk" and Inflation

• The Role of a Financial Advisor

• Selecting the Right Financial Advisor

• Managing Emotions in Investing

Key Links:

• Ivory Hill

• Instagram - Kurt S. Altrichter (@kurtsaltrichter) • Instagram photos and videos

• Facebook - https://www.facebook.com/kurt.altrichter

• Follow Kurt on Twitter Kurt S. Altrichter, CRPS® (@kurtsaltrichter) / X

• Explore Kurt's insights on Substack https://substack.com/@kurtsaltrichter

Contact the Host - vince@thecfoathome.com