Ep. 108 - Concrete Examples Of Non-Investment Decisions Around Wealth & Financial Literacy

Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments

Are you making wealth decisions based solely on investments without considering the bigger picture? Many people focus only on investing when it comes to managing their wealth, overlooking other critical factors like taxes, estate planning, and insurance. In this episode, we explore how these overlooked areas can have a bigger impact on your long-term financial success than picking the right stocks or mutual funds. In this episode, you will: 1) Learn why asset location might not matter as much for taxes in 2024, but how to optimize for the future. 2) Discover the benefits of using private life insurance instead of mortgage insurance from your bank. 3) Understand key strategies for protecting your wealth and business with proper insurance and tax planning. Tune in now to uncover smarter strategies for managing your wealth beyond just investments!