Top Money Mistakes Advisors See Clients Make

from New Money New Problems Podcast · host NewMoneyNewProblems.com | New Money Solutions for New Money Problems

Join me and my friend/fellow advisor, Erik Garcia,CFP®, as we talk about the top mistakes we see clients make when it comes to their money!EPISODE RESOURCESCheck out Erik's podcast!Stuff About Money They Didn't Teach You In SchoolMy 5 Biggest Money Mistakes Support the show

What this episode covers

Join me and my friend/fellow advisor, Erik Garcia,CFP®, as we talk about the top mistakes we see clients make when it comes to their money! EPISODE RESOURCES Check out Erik's podcast! Stuff About Money They Didn't Teach You In School My 5 Biggest Money Mistakes Support the show

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Top Money Mistakes Advisors See Clients Make

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This episode is 29 minutes long.

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This episode was published on December 13, 2024.

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