2750: The Four Pitfalls of Financial Planning by Lisa Whitley with Women Who Money on Personal Finance

Published: June 5, 2024, 7 a.m.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.\nEpisode 2750:\nIn "The Four Pitfalls of Financial Planning," Lisa Whitley illustrates crucial missteps in effective financial planning, from ignoring underlying issues to overlooking personal habits that derail financial goals. She urges a holistic, well-rounded approach to planning that accounts for personal risks and life\u2019s unpredictabilities to safeguard future financial security.\nRead along with the original article(s) here: https://womenwhomoney.com/financial-planning-pitfalls/\nQuotes to ponder:\n"If you don\u2019t know where you are going, you\u2019ll end up someplace else."\n"It is disturbingly common in personal finance to conflate a specific tactic with an actual, enduring answer to a financial problem."\n"A plan is rarely, if ever, perfect. Still, the wrong strategy can leave you someplace you don\u2019t want to be."\nEpisode references:\nSocial Security Administration: https://www.ssa.gov/\nLearn more about your ad choices. Visit megaphone.fm/adchoices