At the end of every conversation, we ask financial planners, “What’s the biggest mistake people are making with their money?” This week’s episode is a special compilation of their best insights. And if you recognize yourself in these examples, give yourself some grace. We’re all human, and the first step to fixing a problem is identifying it.


We’ll be back next week with a new financial planner conversation. Subscribe so you don’t miss it.

Information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only.