Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Retirement Planning Happy Hour
Money Mistakes: The Hidden Traps in Financial Planning
In this episode, we uncover some of the most common—and costly—mistakes people make in financial planning. From choosing the wrong advisor, letting pride or ignorance guide decisions, to confusing accountants with financial planners, these errors can derail your path to financial security.
We’ll explore why patience in the market is crucial, why “doing nothing” is sometimes the smartest move, and why delegating to professionals can save you from costly ripple effects.
Whether you’re just starting your financial journey or fine-tuning your long-term plan, this episode will help you spot red flags and avoid mistakes that smart people make all the time. Remember—building wealth isn’t only about making the right moves, it’s also about avoiding the wrong ones.
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