#52 The Worst Decision a Client Has Ever Made

22/12/2025 10 min Temporada 1 Episodio 52
#52 The Worst Decision a Client Has Ever Made

Listen "#52 The Worst Decision a Client Has Ever Made"

Episode Synopsis

In this episode, Joe walks through one of the biggest financial mistakes he’s ever seen a client make, a decision that looked harmless in the moment but carried massive long-term consequences. He breaks down what went wrong, why smart people make avoidable money mistakes, and how you can sidestep the same trap in your own planning.It’s a direct, practical conversation about risk, human behavior, and the subtle ways people sabotage their financial futures without realizing it. Joe also shares the framework he uses with clients to pressure-test decisions before they become permanent mistakes.A must-listen for anyone who wants to avoid “learning the hard way.”For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com