The 4 most Common Mistakes With A Financial Plan

14/11/2024 10 min
The 4 most Common Mistakes With A Financial Plan

Listen "The 4 most Common Mistakes With A Financial Plan"

Episode Synopsis

In this episode, Ed Bao discusses the four most common mistakes in financial planning, emphasizing the importance of understanding savings rates, protecting assets and income, wisely allocating funds, and avoiding a 'set it and forget it' mentality. He provides insights into how these mistakes can derail financial plans and offers guidance on how to create a more effective financial strategy.Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!