Wealth of Insight

Wealth of Insight


7 Common Mistakes to Avoid While Financial Planning (Ep.34)

June 27, 2023

Mistakes are inevitable. Some can be overlooked but in financial planning, one mistake can have a big impact on your financial future.


In this episode, Austyn Whittenburg shares seven of the most common mistakes he sees people making in their financial planning. He explains each mistake and what you can do to avoid making them.


Austyn discusses:


  • How the retirement stage in our life cycle has evolved as life expectancy climbs
  • The ways fraud and scams have changed since the emergence of AI
  •  Why portfolio diversification can have a massive impact on your results
  • The importance of starting your financial plan as soon as possible
  • And more

 


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