EPISODE · Nov 2, 2023 · 45 MIN
Debunking 5 Financial Planning Misconceptions
from FIN-LYT by EWA® · host EWA LLC
In this episode of FIN-LYT by EWA, hosts Matt Blocki and Jamison Smith tackle five common misconceptions in financial planning that they’ve encountered in their careers. They breakdown the idea that "buying is better than renting.", the myth that it's better to have multiple financial advisors and spread your money out, the idea that "more money equals more happiness." and more. They also discuss how individual values, circumstances, and psychological factors all play a role in biases, decision making processes and, ultimately, in determining happiness. This episode will challenge these financial planning misconceptions and provide valuable insights to help you make informed financial decisions for your future. Connect with EWA https://ewa-llc.com/Follow Us on Social Media https://www.instagram.com/ewa.llc/ https://www.linkedin.com/company/equilibrium-wealth-advisors/ https://www.facebook.com/EquilibriumWealthAdvisors/ View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
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Debunking 5 Financial Planning Misconceptions
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