Ep 74: Hindsight Is 20/20 in Financial Planning

How Money Works

Content provided by Walter Storholt and Craig Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Craig Moser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

2y ago 10:22

MP3•Episode home

It’s easy to look back in hindsight and say “Knowing what we know now…” but unfortunately, we can’t predict the future. And since we can’t, the next best thing is to learn from others’ experiences. Today we’ll share some situations where folks probably wish they’d made different decisions in their finances and how we can learn from it.

In this episode, we’ll share:

The guy who got too scared after 2008 and invested way too conservatively for the next decade, missing out on a great bull run in the market. (0:52)
The couple nearing retirement that didn’t realize how much risk they had in their investments until 2022 happened. (4:09)
The couple that wishes they’d put a lot more money into Roth IRAs instead of building such a big tax time bomb for themselves. (6:37)

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

125 episodes

#Trading #Business #Walter Storholt #Craig Moser #Finance #Financial #Greensboro #Maestrowealthadvisors #Money #Moser #Northcarolina #Triad #Winstonsalem #Retirement #CFP® #Financialplanning