fbpx
U

The Best and Worst Financial Decisions That You Can Make!

July 3, 2020

The best way to create wisdom is through experience. Over two decades of wealth management experience has taught us a lot and, thankfully, we’re self-deprecating enough to share all of it – the good and the bad! This episode unpacks our top 3 successes and failures in the world of finance, so you can avoid the pitfalls from our early years and capitalize off of our current wins!

Here are the best and worst financial decisions we have ever made!

In this episode, you’ll learn:

  • The dangers of faking success
  • Which investments to avoid at all costs and which to take advantage of today
  • How to get ahead by making yourself stand out
  • How the power of deferred gratification has paid off in our personal lives
  • What true success looks like

Enjoy the Show?

If you have any questions (or just want to say hi!), join the conversation on FacebookTwitter, or Instagram!

Connect

Subscribe

Most Recent Episodes

Financial Advisors React to Money Advice from ChatGPT

Will ChatGPT be your new financial advisor? In this react episode, we’ll break down some money advice from ChatGPT and compare it to our own thoughts and opinions. Enjoy the Show? Sign up for the Financial Order of Operation (FOO) Online Course! Sign up for our Know...

Financial Planning 101 (By Age) 2023 Edition

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this episode, we'll discuss what you need to focus on by age, pitfalls to watch out for, and how to know you're doing it right. In this episode, you'll learn:...

Should You Be Worried About Banks Collapsing? (Here’s the Truth)

We just experienced the largest bank collapse since the Great Recession. Here’s what you need to know, how this could affect you, and what moves you need to be making with your money (if any).   For more information on how to make the most out of your financial...

Is the 2023 Housing Crash Around the Corner?

Housing prices skyrocketed after the pandemic to all-time highs, and mortgage rates have more than doubled since 2020. Homes are harder to purchase for more Americans, which means it’s more important than ever to make sure you are ready to buy before purchasing. In...

Watch This Before Rebalancing Your Investment Portfolio!

85% of Americans don’t rebalance their 401(k). Are they making a huge mistake? In this episode, we’ll discuss the “why” behind rebalancing, how to do it, and the data on whether or not rebalancing can increase your return. In this episode, you’ll learn: What...

Don’t Make This HUGE 401(k) Mistake!

Americans are making a HUGE mistake in their 401(k) that could cost them thousands by retirement. We’ll talk about why this is happening and how you can avoid making the same mistake in this Q&A episode! For more information on how to make the most out of every...

Alex Hormozi’s Top Money Advice! (Financial Advisors React)

In this episode, we react to Alex Hormozi's financial advice. Enjoy the Show? Sign up for the Financial Order of Operation (FOO) Online Course! Sign up for our Know Your Number Course! Check out our Net Worth Tool! Get FREE downloads full of financial advice from...

Everything You Need to Know About Finances in Your 20s

In this episode, we discuss everything you need to know about finances in your twenties. In this episode, you’ll learn: The top financial advice for your twenties How to start building wealth and the steps you should take Enjoy the Show? Sign up for the Financial...

The Most Valuable Asset in Building Wealth!

This episode will show you how to maximize the most valuable resource you have - starting right at this moment. What is it, you may ask? It’s TIME. If you give your money time to grow, you’ll be amazed at how much your dollars can become - it’s incredible! How wild is...