EP 042 Randy Kurtz CFP, RIA with Upper Left Wealth

Randy Kurtz, CFP, RIA is a nationally recognized expert on risk. He went from being a great stock picker at Bear Stearns to starting his own company and picking stocks for wealthy clients.  Randy felt he was doing a disservice for his clients by not looking at their long-term financial goals. There was a need to help them create diversified financial plans. Using his stock picking knowledge and love for Excel sheets, Randy developed his Data Driven Advisor program to transform an advisors’ business with super diversified portfolios. The Data Driven Process aims to lower volatility and reduce a portfolio’s range of outcomes. Lower risk does not mean lower returns, but it means less fluctuation, meaning the advisor can better address the client’s concerns. In our conversation, Randy explains his Data Driven Advisor program and other topics including:  ·        The fears of clients-building assets for retirement and then questioning, “Is it enough?” ·        Randy’s game of risk and how to control it. ·        The three buckets of investments. ·        The advice of a professional for understanding outcomes of financial plans. ·        Retirement-financial and life plans. ·        Roth conversions. Enjoy the show! Connect with Randy: Website: www.upperleftwealth.com LinkedIn:  https://www.linkedin.com/in/mrdiversification Twitter: @MrUpperLeft Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices