Avoiding Big Mistakes

Avoiding Big Mistakes

Today, we will unpack high-level mistakes in concentration, panic, big losses, and what I like to call Tax Magic.

Show notes

This week's blogpost - https://bahnsen.co/4bTgiTx

One of the secrets to long-term financial success is avoiding big mistakes. 

Big mistakes come in all different shapes and sizes, which is exactly what we will unpack today. 

We will cover the consequences of concentration, panic, big losses, and what I like to call tax magic. 

This should be a fun one, and I hope you won’t miss it. 

Links mentioned in this episode:

Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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Guests

Blaine Carver

Blaine Carver

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