I’m sure you have heard of the seven deadly sins, but have you considered how they affect your financial life? In this episode, we will touch base on each “deadly sin” and see how they hold some people back on their financial journey.
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Check out what you’ll learn in this episode: Can optimism hurt you financially? (1:02) Has The Law of Triviality got you down? What trivial matters are distracting you? (5:17) Is the “Ikea Effect” causing you to place a higher value on a failed financial strategy? (11:14)
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If you haven’t hired a financial advisor yet, you may be wondering what it would cost you. There are different ways advisors charge their clients, but there can also be a cost to your portfolio by not hiring an advisor.
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Most people don’t realize how many types of risks they need to guard themselves against when it comes to financial planning. Some aren’t even fully aware of the current risks they are taking!
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Curious about what a typical meeting looks like for clients at Green Bee? Today we’ll walk you through what that looks like depending on the type of person we’re working with.
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