Tape Talk | Investing, Business, Wealth, And Your Money

On this week's episode of Tape Talk, Quint and Daniel look at the ways clients might become their own worst enemy when it comes to their financial plan. Here are four ways we see people sabotaging their plans. Undisciplined Spending Coming off some of the highest earning years of your life and likely with the least amount of dependents left in your household, you may have gotten used to spending what you want when you want to. One of the things you'll face in retirement is the paycheck stopping and your spending now relying on a fixed pool of assets. This means that your plan requires some discipline to create a budget, monitor your spending, and stick with the plan. Unspoken Goals If you have goals in mind for life and retirement that you're not talking about with your financial planner, that's simply not good! Your financial plan attempts to incorporate the many knowns and unknowns about your current and future financial life. If you have any ambitious goals which require financial resources it is better