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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.

Jun 21, 2024

Financial planning is intricate and filled with potential pitfalls and mistakes that can have long-lasting impacts on your future. In the latest episode of the Money Wisdom podcast, Matt Pastor, RICP® breaks down the most common ways people make financial mistakes and provides valuable insights on how to avoid them.

 

Here’s some of what we discuss in this episode:

  • People who don’t seek out help when they should have, especially for big financial decisions like pensions and Social Security.
  • Examples of how listening to the wrong people can lead you astray.
  • Don’t make decisions too quickly without thinking through the options and consequences.
  • Procrastination and dragging your feet on decisions can be costly as well.

 

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