Episode #42: Saying One Thing But Doing Another With Your Investments

Do you follow through on your investment plans and goals? Maybe you think and say one thing, but then never get around to making it happen. Does your retirement plan reflect you and your values? Let’s make sure your goals and actions are aligned in this episode.

Check out the full show notes by clicking here.

Today's rundown:

0:48 - When the meticulous saver and coupon cutter doesn’t pay any attention to investment fees.

2:15 - When someone has a low risk tolerance but they have no idea that their portfolio is full of risk.

4:15 - When someone loves their spouse but doesn’t make sure their spouse is taken care of after they pass away.

5:36 - When someone wants to retire as soon as possible but hasn’t made a plan.

6:58 - It’s foolish to retire without knowing about your retirement income.