Equipping Points:

Sometimes we learn from our mistakes, and unfortunately, sometimes we make the same mistake over and over. Having a financial advisor can help you navigate through your financial decisions so you don’t get stuck in the same rut of financial mistakes on repeat. In today’s episode, Eric will share some of the mistakes that he sees people make frequently.

Instead of basing your financial decisions on emotions, base them on logic and financial wisdom. There are a lot of mistakes that can be made in retirement, but with the right guidance, you can avoid them.

Here’s what we discuss in today’s show:

• What mistakes does Eric see repeatedly?
• How do people improve their financial habits after they gain experience?
• When has a financial change turned out to be a good thing?
• What financial mistakes has Eric helped people avoid?
• Do some people resist retirement because they don’t trust the numbers?

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: