Retirement Elevated Podcast with Sean Lee

Don’t Screw It Up

September 8, 2022

When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them.

 

Timestamps:

0:51 - Don’t make any sudden decisions.

5:02 - Don’t jump into investments you don’t understand.

8:07 - Work with a professional.

9:36 - The plan is more than the investment.

11:22 - Do you want to DIY?

 

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