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Podcast - Ep 21: 5 Areas of Overconfidence in Financial Planning

| October 21, 2021
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On This Episode:

Sometimes we can get overconfident in our financial planning. This type of overconfidence can create blind spots in our financial plan. On today’s episode, we are going to cover 5 areas that people tend to become overconfident in when it comes to the financial world, so you can stay level-headed.

We’ll talk about the stock market, dollar figure goals, rules of thumb, financial understanding, and decision-making. So, what can you do to mitigate the negative impacts of overconfidence? Meeting with an advisor can certainly help give you a fresh view into your financial choices.


Key Points:

1:08 – Pride

2:18 – Stock market

6:34 – Dollar figure

9:20 – Rules of thumb

13:57 – Understanding

16:30 – Decision Making

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