9. Money Matters ft. Jeffery Holmes
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9. Money Matters ft. Jeffery Holmes
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Let's talk about money. On this episode, BD is joined by Certified Financial Planner Jeffery Holmes. Jeffery is the founder of Investstream Advisory, where he focuses on financial planning, real estate, and insurance. He received his MBA from the Graves School of Business & Management at Morgan State University and has hosted numerous wealth-centered events around the Baltimore area, notably at Stem & Vine.
Topics discussed include:
- Jeffery's journey so far from corporate America to doing finance on his own terms
- What is financial literacy?
- Common money mistakes
- Saving vs. Investing vs. Trading
- Practical money advice
Also, we got Hold Ya Head, Support the Homies, and much more.
R.I.P. Harambe, gone but not forgotten.
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The Big Dreams show is a creation of Big Dreams Media. It is hosted, produced, and engineered by Jordan "BDJ" Taylor