Good Intentions and Financial Advice

Equipping Points:

Sometimes even the best of intentions can lead you astray. When you get financial advice, it’s good to be a little cautious and consider where you are getting your information from. Everyone’s situation is a little bit different, so you need to focus on what the right thing is for you and your unique situation.

Look out when you hear financial information from these sources:

  • Family may try to help. ([1:15])
  • Friends don’t know the whole story. ([4:29])
  • A CPA should work on your taxes, not make your financial plan. ([5:35])
  • Financial “experts” in the media are really entertainers. ([9:40])

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. 

 

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