Here’s some of what we discuss in this episode:
🚫 Bad Investor Traits & Mistakes: chasing fads, ignoring fundamentals, and short-term thinking
🧩 Cohesive Strategy & Long-Term Planning: why consistency beats chasing trends
💸 Tax Efficiency & Market Volatility: controlling what you can and minimizing tax drag
⚖️ Assets & Risk Management: keeping income safe while markets move
🤝 The Importance of Professional Advice: staying objective when emotions run high
Equipping Points:
Instilling strong habits creates a foundation for you to build on, and investing is no different. Today, Eric breaks down the habits that can turn good intentions into bad investing outcomes. He explains how emotional reactions, trend-chasing, and lack of a clear plan often derail even disciplined savers. Learn how to focus on what you can control, avoid common pitfalls, and build a more confident, goal-driven approach to retirement investing.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
Related Episodes:
Too Much Financial Info? How to Filter the Good from the Bad
Debunking Retirement Myths: Smarter Strategies for Your Future
How to Stay Calm When the Market Isn’t
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