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