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Welcome back and thank you for listening to another episode of Financial Clarity for Doctors! Today we want to talk about the mistakes you shouldn’t make in financial planning.

People probably overestimate how badly they can mess up their financial planning.  If you are paying attention and putting resources toward your goals, then you are likely making some good progress.  The fact that you are even listening to this podcast is a very good sign.

That being said, there are some common mistakes that we see clients make, so we wanted to talk through a few pitfalls to avoid.

In this episode Corey & Rachelle discuss:

  • Debt Avoidance At All Cost
  • Buying Too Much House
  • Prioritizing Retirement
  • Insurance Coverage
  • College Savings
  • Timing The Market

For more financial planning tips from Corey and Rachelle, find them on social media!
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

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Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.