Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don’ts to ensure your money works for you, not against you.
Many of these mistakes we share today are easily repeatable if you’re not working with someone that does this everyday. By having a financial advisor in your corner, you’ll have a much better chance of avoiding the common financial mistakes that people make but you’ll also do a better job correcting any missteps you might have already made. You’re going to appreciate it much more down the line by doing the pre-planning today.
Here are the mistakes we’re going to talk through:
- I regret taking premature IRA withdrawals.
- I spent way too much in my peak earning years.
- I paid so much in tuition for the kids.
- I retired a bit too early and now it’s costing me.
- Maybe I should have investigated opportunities for Roth IRAs.
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
