History Lessons for the Modern Investor
History Lessons for the Modern Investor Podcast
🌓 Data Eclipses, Scottish Lessons & The Magic Number 🪄
0:00
-25:21

🌓 Data Eclipses, Scottish Lessons & The Magic Number 🪄

April 15th, 2024

🗓 4 15 2024

🎙️In this episode, we don special glasses, but not dark ones, for the eclipse; rather, I prefer rose-colored glasses when viewing economic data. 

 🕓Then it is back to a time for a bloody good Scottish play. 

📫 Finally, we discuss the recent survey revealing that the average American thinks they now need $1.46 million to retire. What will that get you? Tune in and find out. 

🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.

👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq 

History Lessons for the Modern Investor
History Lessons for the Modern Investor Podcast
Take a rollicking romp through the past and make an investment in your financial future with History Lessons for the Modern Investor.
Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors.