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Best Financial Strategies

Best Financial Strategies

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This conversation delves into the intricacies of behavioral finance and its significant impact on retirement planning. Deb and Laurie discuss how emotional decision-making can derail even the best financial strategies, emphasizing the importance of mindset, structured planning, and the role of advisors. They explore various biases that affect financial decisions, the necessity of automation in managing investments, and the importance of legacy planning to ensure wealth is passed down effectively. The discussion also highlights the need for a written plan and the benefits of having a financial advisor to guide individuals through their retirement journey.

Reach out to Deb and Laurie at 800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

See omnystudio.com/listener for privacy information.
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