Top 7 Financial Planning Mistakes
from We Make Money Fun Hosted by Shanna Tingom, Jon Gay
Today, Shanna Tingom of Heritage Financial Strategies joins Jon Gay to talk about her "Top 7 Financial Planning Mistakes" - they are very common, but very easy to rectify. We break them all down: Not Automating Savings and Bill Pay Not Saving for Retirement Not Taking Advantage of Employer Sponsored Retirement Plans Not Bringing Your Coffee and/or Lunch From Home Paying for Adult Children or Grandchildren Not Planning Your Estate Not Having Enough (or any) Life Insurance and Long-Term Care Insurance Resources: Heritage Financial Blog: https://www.heritagefinancialaz.com/blog Don't Eat Out as Often (The Simple Dollar): https://www.thesimpledollar.com/save-money/dont-eat-out-as-often/ Boundaries Audio Book: https://www.amazon.com/Boundaries-When-Take-Control-Your/dp/1480554979 For help with your retirement future, reach Shanna at Heritage Financial: https://www.heritagefinancialaz.com/
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