Are You Making These Rookie Mistakes When It Comes to Investing?

Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time, join Mark as he discusses some common things that can trip people up.

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Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time. Join Mark as he discusses some common things that can trip people up.

Mark runs through and highlights some key skills that can help you avoid making mistakes that can become potential financial pitfalls. Mark shares real-life examples, including one where a client who was an excellent saver, still needed some help to best optimize those savings and avoid a heavier tax bill, showing that even the best savers can still use financial guidance from time to time.

Here’s some of what we discuss in this episode:

  • Making sure that your investments have a defined purpose.
  • Understanding risk and the role it plays in diversifying your portfolio.
  • Avoiding making emotional decisions.
  • Why you don’t need to act on tips your friends and family give you.
  • Most investors severely underestimate how much they’re paying in fees.

 

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