June 11, 2024

Seven Serious "Sins"

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When it comes to money, we make a lot of investing mistakes. Today, we talk about:


3:30 The Seven Deadly Sins of Wealth Management


14:59 Seeking a Second Opinion


21:05 Not Making Cash the King & Letting Dollars Be Lazy


22:50 The Purpose of Risk in Investing


32:42 Investing as a Means, Not an End


37:24 Importance of Guidance in the Decumulation Phase


38:43 Stop Dreaming, Start Doing


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