Pensioner read countless papers and is very focused

Episode 48: Biggest Personal Finance Mistakes – Part 2

Mar 18, 2021

There are common personal finance mistakes that often occur over and over again. You can get out of, or avoid, these mistakes.  Listen to this two-part series and find out if you are making any of these mistakes and how you can correct them.

Here are just a handful of the things that we'll discuss:

  • What if the primary earner dies or suffers a disability?
  • How well have you trained your children to be financially responsible?
  • Are you taking advantage of all the benefits your employer offers?
  • What’s your plan for major purchases?
  • Are your investments diversified and age appropriate?

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