2750: The Four Pitfalls of Financial Planning by Lisa Whitley with Women Who Money on Personal Finance

Optimal Finance Daily - Financial Independence & Money Advice - Un pódcast de Optimal Living Daily | Diania Merriam

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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2750: In "The Four Pitfalls of Financial Planning," Lisa Whitley illustrates crucial missteps in effective financial planning, from ignoring underlying issues to overlooking personal habits that derail financial goals. She urges a holistic, well-rounded approach to planning that accounts for personal risks and life’s unpredictabilities to safeguard future financial security. Read along with the original article(s) here: https://womenwhomoney.com/financial-planning-pitfalls/ Quotes to ponder: "If you don’t know where you are going, you’ll end up someplace else." "It is disturbingly common in personal finance to conflate a specific tactic with an actual, enduring answer to a financial problem." "A plan is rarely, if ever, perfect. Still, the wrong strategy can leave you someplace you don’t want to be." Episode references: Social Security Administration: https://www.ssa.gov/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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