EP 065 Curtis Bailey, CFP©, CRPC©, EA, CFA, Founder & Financial Advisor - Quiet Wealth Management

Curtis Bailey is a Financial Advisor at Quiet Wealth Management. His calm and diligent approach to financial planning allows clients to feel comfortable and confident in their financial life. He has been quoted on wealth management topics in national media outlets including The Washington Post, U.S. News & World Report, and Business Insider.   Curtis is the debuting author of Quality Time Left, a book on the personal side of retirement. Outside finance, he is an avid reader, a home chef, and a weekend-warrior endurance athlete.  Curtis’ insights include:   Curtis’ wave ride to financial services Financial Advice being much more about life and money Questions that he wishes his clients are asking him What are the biggest mistakes that clients are doing? How can professionals help clients in challenging situations compared to solving them on their own? The concept of what is the purpose of investing A book called “Quality Time Left” Enjoy the show! Connect with Curtis: Website: https://quietwealth.net/ LinkedIn: https://www.linkedin.com/in/curtis-bailey-cfp-crpc-ea-cfa/ Twitter: @quiet_wealth Facebook: https://www.facebook.com/curtis.bailey.969   Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices