Try To Avoid These Financial Planning Mistakes

Episode 1483 of the The Investor Coaching Show with Paul Winkler podcast, hosted by The Investor Coaching Show, titled "Try To Avoid These Financial Planning Mistakes" was published on July 15, 2025 and runs 27 minutes.

July 15, 2025 ·27m · The Investor Coaching Show with Paul Winkler

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Summary

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.

Episode Description

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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