EPISODE · Sep 12, 2019 · 21 MIN
Decision-Making Roadblocks in Financial Planning
from The Financial Answer with Nathan O’Bryant · host Nathan O’ Bryant
No matter how hard we try to stay on top of our finances, we’re sure to come across roadblocks that interfere with our decision-making process. Does this sound familiar? Let’s talk about the common scenarios we see in retirement planning and how you can deal with them. Today's rundown: 0:58 – In the news: What’s going on with small cap stocks? 2:50 – How to check your mutual fund to see what investment style it uses. 3:55 – Should you be making changes to your portfolio? 5:10 – Confidence Corner: Decision-making roadblocks. 6:00 – Roadblock: too many decisions to make. 8:31 – Roadblock: Doing research yourself can overwhelm you in a hurry. 10:14 – You need someone that can hold your feet to the fire. 12:19 – Experience is the main educator that we have. 14:22 – Roadblock: You just don’t like talking about money. 16:58 – Roadblock: Traumatic life events. 20:18 – Fun fact of the week. Get the full show notes and additional resources by clicking here.
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Decision-Making Roadblocks in Financial Planning
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