402 Main Street Longmont, CO 80501 (303)-600-3757 daniel.yerger@mywealthplanners.com

 Longmont’s Only CFP® Professionals Offering a Fee-Only Structure

My Wealth Planners
Navigation
  • Home
  • Your Financial Wellbeing
    • How We are Different
    • Wealth Planning Process
    • Gathering Your Financial Data
  • News for You
    • Blog
    • Podcast
    • Videos
  • Services
    • Wealth Planning
    • Investment Management
    • Business Benefits Consulting
    • Divorce Financial Analysis
  • Meet Our Team
    • Our Values
    • Our Investment Philosophy
    • Professional Credentials
    • Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
    • Samantha N. Rauch
    • Contact Us
  • Client Login
  • Home
  • Your Financial Wellbeing
    • How We are Different
    • Wealth Planning Process
    • Gathering Your Financial Data
  • News for You
    • Blog
    • Podcast
    • Videos
  • Services
    • Wealth Planning
    • Investment Management
    • Business Benefits Consulting
    • Divorce Financial Analysis
  • Meet Our Team
    • Our Values
    • Our Investment Philosophy
    • Professional Credentials
    • Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
    • Samantha N. Rauch
    • Contact Us
  • Client Login

Tag Archive

Below you'll find a list of all posts that have been tagged as “2008”

A Smart Financial Plan – Ep. 5 – Dr. Martin Seay

Daniel Yerger March 3, 2021 Leave a Comment

This week we interviewed Dr. Martin Seay, program director of the Personal Financial Planning program at Kansas State University, on a recent journal article from his dissertation research, covering the investing behaviors and psychology of investors in pre-recession real estate.

2008financial planningreal estate

Recent Posts

  • Bootstrapping a Business
  • Banks are not your Friend
  • The Home Equity Credit Desert
  • Preserving Wealth for the Benefit of Others
  • What We’ve Been Up To

Categories

  • About the Firm
  • Financial Planning
  • Uncategorized
  • Video

Recent Comments

  • Louis Toenjes on The Home Equity Credit Desert
  • Louis Toenjes on What We’ve Been Up To
  • Victoria Pohl on What We’ve Been Up To
  • Amy H on What We’ve Been Up To
  • Kris Momme on What We’ve Been Up To

Archives

  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020

Daniel Yerger

Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®

Wealth Planner in Longmont

402 Main Street Longmont, CO 80501

(303)-600-3757

daniel.yerger@mywealthplanners.com

Contact Us Meet the Team Schedule a Complimentary Appointment

The Content is developed from sources believed to be providing accurate information. The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your situation. The opinions expressed and material provided are for general information.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MY Wealth Planners LLC is a Registered Investment Adviser registered in the State of Colorado.