Ep. 4: 5 Common Money Mishaps and How to Overcome Them

In her work with over 2,500 individuals from all walks of life as a money coach, Kelley C. Long, CPA/PFS, CFP® has pretty much seen it all. But if there is one thing she could tell EVERYONE, it's that there are very few money mistakes that you can't overcome. In this episode, you'll hear 5 common mishaps she's encountered in her work as an unbiased financial wellness coach along with practical financial planning tips to make the most of your finances. There's something for everyone in this one, even if you're lucky enough to feel like you've done pretty great with money so far! Resources to support the topics presented: 3 common HSA mistakes to avoid Why you should max out your HSA before your 401(k) 3 strategic uses for Roth IRA besides retirement How to do a backdoor Roth IRA Avoid these 5 mistakes when paying off debt