“Knowing what we know now…” is a phrase you hear a lot, especially lately. If you knew ahead of time, what would you do differently? What can we learn from these financial mistakes? We reflect and talk about the lessons learned on today's episode.

Read more and get additional financial resources here: https://theuswealthadvisors.com/2020/06/ep-11-if-only-you-had-hindsight/ 

Today's show schedule: 

1:46 - Being too scared meant too conservative with investments.

2:50 - Too much risk you didn’t realize until the market crash.

4:04 - Misunderstanding Social Security can cause panic later on.

5:23 - Wishing you put more money in Roth IRAs.

7:01 - Retiring too early and needing to go back to work.

When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?   

Read more and get additional resources here: https://theuswealthadvisors.com/2020/06/ep-10-financial-planning-when-the-customer-isnt-always-right/ 

Today's show schedule: 

1:42 - “I think I can time the market.” 

3:19 - “I know what I want to invest in, just pick the funds for me.”

5:04 - “I don’t need to spend the money on life insurance or long-term care.”

6:35 - “The fees are too high!”

8:23 - “My accounts are down right now, this isn’t working.”

You can’t believe everything you hear, right? What statements and concepts in the financial world should you take with a grain of salt? Can you tell what’s marketing and what’s real?  

Read more and get additional resources here: https://theuswealthadvisors.com/2020/05/ep-9-avoiding-financial-lies-and-mistruths/ 

Today's show schedule: 

1:29 - “We can beat the market.”

2:57 - “There are no fees!”

4:07 - “There’s no risk!”

5:34 - “Taxes will be lower in retirement.”

7:02 - “Never pay off your house early when interest rates are low.”

10:53 - “It’s just a paper loss.”