8 Unintended Financial Mistakes To Avoid

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Show Notes:

In Episode #1, Hari and Phil reveal the top eight unintended financial mistakes Phil sees clients making when they first meet with him. They take a deep dive into all eight, discussing psychological reasons as to why people do it, and how they can all be prevented.

After sitting with thousands of clients over three decades. The average person is making five to six of these eight mistakes. How many are you making? Tune in today!

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This material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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Disclosure

For illustrative use only. The material presented in this podcast is meant for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any insurance product or security. Verdeo Financial & Insurance Services nor Sowell Management make no representation as to the completeness or accuracy of the information provided in the podcast. Verdeo Financial & Insurance Services nor Sowell Management assume no liability for any inaccuracies, errors, or omissions in or from any data or other information provided in the podcast, or for any actions taken in reliance on any such data or information.