Her Wealth Matters

Ep 11: If Only You Had Hindsight

“Knowing what we know now…” is a phrase you hear a lot, especially lately. If you knew ahead of time, what would you do differently? What can we learn from these financial mistakes? We reflect and talk about the lessons learned on today's episode.

 

Read more and get additional financial resources here: https://theuswealthadvisors.com/2020/06/ep-11-if-only-you-had-hindsight/ 

 

Today's show schedule: 

1:46 - Being too scared meant too conservative with investments.

2:50 - Too much risk you didn’t realize until the market crash.

4:04 - Misunderstanding Social Security can cause panic later on.

5:23 - Wishing you put more money in Roth IRAs.

7:01 - Retiring too early and needing to go back to work.

 

 

Ep 10: Financial Planning - When The Customer Isn’t Always Right

When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?   

 

Read more and get additional resources here: https://theuswealthadvisors.com/2020/06/ep-10-financial-planning-when-the-customer-isnt-always-right/ 

 

Today's show schedule: 

1:42 - “I think I can time the market.” 

3:19 - “I know what I want to invest in, just pick the funds for me.”

5:04 - “I don’t need to spend the money on life insurance or long-term care.”

6:35 - “The fees are too high!”

8:23 - “My accounts are down right now, this isn’t working.”

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