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Ep 74: Hindsight Is 20/20 in Financial Planning
Manage episode 359987840 series 2643505
Walter Storholt and Craig Moser에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Walter Storholt and Craig Moser 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
It’s easy to look back in hindsight and say “Knowing what we know now…” but unfortunately, we can’t predict the future. And since we can’t, the next best thing is to learn from others’ experiences. Today we’ll share some situations where folks probably wish they’d made different decisions in their finances and how we can learn from it.
In this episode, we’ll share:
- The guy who got too scared after 2008 and invested way too conservatively for the next decade, missing out on a great bull run in the market. (0:52)
- The couple nearing retirement that didn’t realize how much risk they had in their investments until 2022 happened. (4:09)
- The couple that wishes they’d put a lot more money into Roth IRAs instead of building such a big tax time bomb for themselves. (6:37)
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin
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