Our 2 Cents

Episode 153: Money Mistakes to Learn From


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Do you ever wish you could foresee financial missteps before they happen? On today's episode of Our 2 Cents, Steve and Gabriel are exploring some real-life stories of regrets to help you learn from the mistakes of others. Then they're answering a couple client questions they received this week.

  1. Money Mistakes to Learn From:
    • Maybe I should have investigated opportunities for Roth IRAs
    • I spent way too much money in my peak earning years
    • I refinanced my mortgage too many times
    • I retired too early and now it's costing me
    • I should have been safer with my investments
    • I kept my kids on the payroll for too long
  2. Questions from Clients:
    • "I have the option to renew my CD for one year for 5.25%. Should I do that? - James
    • "How does all the economic and political stuff going on in the world affect me?" - Mary
...more
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