Jan. 22, 2025

187. For the Investment Curious

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...

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:

Contact the Host - vince@thecfoathome.com