Combatting Popular Excuses For Poor Financial Decision-Making
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.
Whether it’s procrastination, fear of market crashes, or misunderstanding Social Security, these common excuses can have long-term impacts on your financial health. Instead of letting these excuses hold you back from achieving financial success, schedule your complimentary consultation with Bowman Financial Strategies today! In that meeting, our team can help determine if we can assist you and guide you on your next steps.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:49 – Social Security at 62
5:34 – Taking too much risk
7:57 – Having too much in cash
10:17 – Financial planning disinterest
12:38 – Staying with the wrong broker or advisor
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Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19770 - 2020/2/10
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