Ep 74: Hindsight Is 20/20 in Financial Planning
How Money Works
English - April 06, 2023 09:00 - 10 minutes - 14.2 MBInvesting Business News Business News cfp northcarolina retire winstonsalem finance financial financialplan greensboro maestrowealthadvisors money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 73: Spring Cleaning Your Finances
Next Episode: Ep 75: Don’t Get Lost in Retirement Planning
It’s easy to look back in hindsight and say “Knowing what we know now…” but unfortunately, we can’t predict the future. And since we can’t, the next best thing is to learn from others’ experiences. Today we’ll share some situations where folks probably wish they’d made different decisions in their finances and how we can learn from it.
In this episode, we’ll share:
The guy who got too scared after 2008 and invested way too conservatively for the next decade, missing out on a great bull run in the market. (0:52) The couple nearing retirement that didn’t realize how much risk they had in their investments until 2022 happened. (4:09) The couple that wishes they’d put a lot more money into Roth IRAs instead of building such a big tax time bomb for themselves. (6:37)
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