In this episode of the Retirement Optimism Podcast, David explores one simple but powerful question: What do you think your future self would be most grateful you did today?

It’s easy to get caught up in headlines, market noise, and emotional reactions—especially when things feel uncertain. But real retirement success isn’t about timing the market or predicting the next big trend. It’s about your behavior, your discipline, and the steady decisions you make along the way.

David breaks down three common behavioral traps that often derail investors—loss aversion, recency bias, and herd mentality—and shares practical ways to navigate them. You’ll also hear a real-world client story that brings these principles to life, along with three timeless takeaways to keep your financial plan on track.

If you’re looking for a dose of clarity and calm in your financial journey, this episode is for you.

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