Why Most Financial Plans Fail

Unconventional Wisdom

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Many people who work with us to figure out their retirement plan, have created a financial plan before.

You can get a financial plan from a bank, online methods, financial advisor or fee-only financial planner, but often these financial plans fail. They do not give you the life you want.

In my latest podcast episode, I outline what is wrong with most financial plans, how we create retirement plans with our clients, and exactly what you need to be confident in your future.

Listen to find out:

How do we know most financial plans fail?
What exactly is a retirement plan?
Common bad assumptions.
Why bad assumptions are used.
Why you need a growth mindset.
Risk of a Fear-Based Mindset.
Generic plan vs. custom plan.
Importance of confidence in your plan.
“One option plan” problem.
How an “interactive financial plan” gives you confidence.
“Interactive Financial Plan” Process.
Why you need a higher risk tolerance.

100 episodes

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