Why Do Some Financial Plans Fail?

A common talking point when we're having our internal team meetings at Keen Wealth is that we want our clients to be confidently living their best lives. I believe that if you don't have that confidence at every stage of your life, particularly in retirement, then there's something off about your financial plan.

Often, folks who go it alone overlook some key technical factors that a professional advisor would have been able to help them address. But there's also an emotional side to financial planning that can be much more important than any number in your portfolio. Folks who don't work to understand their feelings about money might not necessarily be setting themselves up to fail. But they could be missing out on ways to optimize their plans, their money, and their lives.

On today's episode, we discuss why some financial plans fail and how working with an advisor who cares about more than just your money can help.