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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Apr 22, 2022

When it comes to managing your money, it’s important to take a level-headed approach and avoid emotional outcomes, but that’s always easier said than done. Let’s look at the mindsets you need to avoid when it comes to financial planning because these can derail your future if you let them.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:19 – Mailbag question on rollovers

3:33 – Dangerous mindsets – Complacency

4:39 – Overconfidence

5:58 – Fear

7:01 – Cynicism

8:25 – How to get help