Decision-Making Roadblocks in Financial Planning from The Financial Answer

Decision-Making Roadblocks in Financial Planning

21 minutes Posted Sep 12, 2019 at 9:00 am.

– In the news: What’s going on with small cap stocks?

– How to check your mutual fund to see what investment style it uses.

– Should you be making changes to your portfolio?

– Confidence Corner: Decision-making roadblocks.

– Roadblock: too many decisions to make.

– Roadblock: Doing research yourself can overwhelm you in a hurry.

– You need someone that can hold your feet to the fire.

– Experience is the main educator that we have.

– Roadblock: You just don’t like talking about money.

– Roadblock: Traumatic life events.

– Fun fact of the week.

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Show notes

No matter how hard we try to stay on top of our finances, we’re sure to come across roadblocks that interfere with our decision-making process. Does this sound familiar? Let’s talk about the common scenarios we see in retirement planning and how you can deal with them.

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