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Episode Show Notes:
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.
We’ll share a few financial cautionary tales with you today. Through these stories, we’ll explore the importance of making informed financial decisions and being aware of the risks and opportunities that lie ahead. Join us as we dive into these teachable moments and gain valuable insights into making smarter financial decisions.
On 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)
Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
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