The 5 Most Common Financial Mistakes We See

Описание: Sometimes as financial planners, it’s not just about helping our clients make the right decisions, it’s also helping them avoid costly mistakes. These are the five most common financial mistakes we see often and want you to avoid.

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Here’s where to find the SPIVA report (S&P Indices Versus Active) that tracks active fund performances against market indices: https://www.spglobal.com/spdji/en/res...

Chapters
00:00 - Intro
00:25 - #1 Paying Too Much for Life Insurance
01:26 - #2 Not Investing Cash Inside Accounts
02:05 - #3 Keeping Cash in Low Interest Savings Accounts
02:43 - #4 Overpaying for Mutual Funds
03:27 - #5 Not Knowing Where Your Money is Going


** This is for educational purposes only and not intended as personalized financial, investment or legal advice. **