EPISODE · Jul 15, 2025 · 27 MIN
Try To Avoid These Financial Planning Mistakes
from The Investor Coaching Show with Paul Winkler · host The Investor Coaching Show
Today, Evan, Jonathan, and James talk about some of the most common financial missteps that keep people from being able to retire when they want to or have the kind of income they need later in life. Listen along as these advisors cover topics like taking advantage of your company match, medical expenses, saving for your kids' college, and insurance. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
What this episode covers
Today, Evan, Jonathan, and James talk about some of the most common financial missteps that keep people from being able to retire when they want to or have the kind of income they need later in life. Listen along as these advisors cover topics like taking advantage of your company match, medical expenses, saving for your kids' college, and insurance. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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Try To Avoid These Financial Planning Mistakes
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