Ep 21: 5 Areas of Overconfidence in Financial Planning

Retirement Plain & Simple

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2+ y ago 22:46

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Sometimes we can get overconfident in our financial planning. This type of overconfidence can create blind spots in our financial plan. On today’s episode, we are going to cover 5 areas people tend to become overconfident in when it comes to the financial world, so you can stay level-headed.

We’ll talk about the stock market, dollar figure goals, rules of thumb, financial understanding, and decision-making. So, what can you do to mitigate the negative impacts of overconfidence? Meeting with an advisor can certainly help give you a fresh view of your financial choices.

What we discuss:

1:08 – Pride

2:18 – Stock market

6:34 – Dollar figure

9:20 – Rules of thumb

13:57 – Understanding

16:30 – Decision Making

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

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