CAPitalize Your Finances

My 5 Biggest Financial Pet Peeves


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Today I'm going to dive into my top five financial pet peeves – these are things that truly get under my skin. From the misguided use of risk tolerance questionnaires to the lack of critical thinking in finances, I cover it all.  

 

I'll break down why financial advisors sometimes miss the mark and why "get rich quick" schemes, which are especially popular with Millennials and Gen Z, are a dangerous game. I'll also touch on the misleading practices of “financial influencers” who prey on emotional decision-making. Plus, I'll give you my thoughts on a proper work-life balance and why falling in love with the process of achieving success is key.  

 

It's a jam-packed episode of CAPitalize Your Finances, so tune in and find out more!

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CAPitalize Your FinancesBy Christopher A. Panagiotu, CFP®, CRPS®

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