Decision-Making Roadblocks in Financial Planning

No matter how hard we try to stay on top of our finances, we’re sure to come across roadblocks that interfere with our decision-making process. Does this sound familiar? Let’s talk about the common scenarios we see in retirement planning and how you can deal with them. 

Today's rundown:

0:58 – In the news: What’s going on with small cap stocks?

2:50 – How to check your mutual fund to see what investment style it uses.

3:55 – Should you be making changes to your portfolio?

5:10 – Confidence Corner: Decision-making roadblocks.

6:00 – Roadblock: too many decisions to make.

8:31 – Roadblock: Doing research yourself can overwhelm you in a hurry.

10:14 – You need someone that can hold your feet to the fire.

12:19 – Experience is the main educator that we have.

14:22 – Roadblock: You just don’t like talking about money.  

16:58 – Roadblock: Traumatic life events.

20:18 – Fun fact of the week.

Get the full show notes and additional resources by clicking here.