Fique off-line com o app Player FM !
Scary Financial Mistakes to Avoid
Manage episode 447802568 series 2284404
Do these financial mistakes have you spooked? They don't have to. Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, share four scenarios that often scare people and strategies to overcome that fear. From investing to required minimum distributions, we simplify these common scary financial situations. They also share three things you may want to avoid.
157 episódios
Manage episode 447802568 series 2284404
Do these financial mistakes have you spooked? They don't have to. Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, share four scenarios that often scare people and strategies to overcome that fear. From investing to required minimum distributions, we simplify these common scary financial situations. They also share three things you may want to avoid.
157 episódios
Semua episod
×



1 Behind the Scenes With a Chief Investment Strategist 33:19





1 Why the SECURE 2.0 Act Matters More Than Ever 15:46

1 Set Your Family Up for a Successful Family Meeting 16:11




1 In 2024, Should You Rent or Buy Your Home? 23:50

Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.