Scary Financial Mistakes to Avoid

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Recorded31 Oct 2024

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481612

Show notes

Do these financial mistakes have you spooked? They don't have to. Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, share four scenarios that often scare people and strategies to overcome that fear. From investing to required minimum distributions, we simplify these common scary financial situations. They also share three things you may want to avoid.

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