Show notes
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:

