“It’s one of the best (interviews) I’ve ever done”– Gary Vaynerchuk

“It’s one of the best (interviews) I’ve ever done” – Gary Vaynerchuk

Perfectly Mentored with Jason Portnoy

Hosted ByJason Portnoy

EP 14: David Leidel: Investing Myths vs. Facts.

On this episode, we talk investment strategies and ways that the new generation should be investing. We also address some of the top myths (including should you max out your 401k).


David Leidel is an advisor in the firm Swaine & Leidel Wealth Services located in the middle of the Florida peninsula.

Swaine & Leidel is a Registered Investment Advisory firm founded at a time when individual investors needed fiduciary services the most. In 2009 the partners of the firm started their practice with the purpose of putting the client’s interest first. Now, with over 40 years of combined experience, that culture continues by leveraging technology to serve a broader base of individuals with a goal of delivering tax efficient investments, holistic financial advice, and coaching to help you achieve your financial goals.


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