We Make Money Fun

Top 7 Financial Planning Mistakes


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Today, Shanna Tingom of Heritage Financial Strategies joins Jon Gay to talk about her "Top 7 Financial Planning Mistakes" - they are very common, but very easy to rectify.  We break them all down:

  1. Not Automating Savings and Bill Pay
  2. Not Saving for Retirement
  3. Not Taking Advantage of Employer Sponsored Retirement Plans
  4. Not Bringing Your Coffee and/or Lunch From Home
  5. Paying for Adult Children or Grandchildren
  6. Not Planning Your Estate
  7. Not Having Enough (or any) Life Insurance and Long-Term Care Insurance

Resources:

Heritage Financial Blog: https://www.heritagefinancialaz.com/blog

Don't Eat Out as Often (The Simple Dollar): https://www.thesimpledollar.com/save-money/dont-eat-out-as-often/

Boundaries Audio Book: https://www.amazon.com/Boundaries-When-Take-Control-Your/dp/1480554979

For help with your retirement future, reach Shanna at Heritage Financial:

https://www.heritagefinancialaz.com/

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We Make Money FunBy Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay

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