Ep 3: 5 Critical Estate Planning Mistakes

Wealthy Habits Podcast

English - June 18, 2020 09:30 - 23 minutes - 32 MB
Investing Business News Business News 401k finance ira iowa retire advisor daveelizondo druekampmann financial money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep 2: Finding Hidden Gems in Your Financial Portfolio

Next Episode: Ep 4: Traditional vs. Roth IRAs

No matter how well you’ve built your financial plan, a critical mistake along the way can ruin everything you’ve worked for. On this episode, we’ll give you five errors investors will make on their way to retirement that can cause significant damage to their portfolio.

Get additional financial resources here: https://www.truefinancialpartners.com/

Today's show schedule:

1:04 – Will virtual meetings become a bigger part of the business?

3:31 – What we’re discussing today and why.

4:01 – Believing that bonds will always be a safe investment.

7:30 – Not planning for long-term care needs.

10:40 – Failing to protect your portfolio against market decline.

14:20 – Assuming one financial product will always be good or always be bad.

16:32 – Failing to have a plan at all.

19:27 – How many people don’t have a plan for after retirement?