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4 Reasons the Best Investment Strategy May Fail – Ep119

4 Reasons the Best Investment Strategy May Fail

by: Annette Bau, CFP®

Investors choose and follow what they believe is the best strategy for them, but these sometimes fail to get the desired results.

Today, we will discuss why their efforts were unsuccessful and what factors influence your chances of success. If you want to create a better investment strategy, you’ll love today’s episode.

This information is intended for general educational purposes only and not for investment or financial planning advice.

Wealth Inside and Out® Podcast: “4 Reasons The Best Investment Strategy May Fail”

In this episode, you will learn:Residual Income Guide
>> (6:45) The impact of tariffs and the cost of goods
>> (10:23) What you should know before creating an investment plan and why it is so important
>> (11:53) One of the most common and problematic investor traits
>> (14:35) What to do if you worry or lack patience so you can enjoy your life.
>> (15:11) How to stay focused on your goal
>> (15:56) How to enjoy your retirement and worry less

Conclusion – “4 Reasons the Best Investment Strategy May Fail”

One of the most critical factors in securing a retirement you love is a successful investment strategy. And while most people don’t plan to fail, many fail to plan. As a result, their retirement may be delayed or spent worrying about running out of money. Neither is ideal.

Today, you will learn some key insights to help you create a solid plan and investment strategy so that you can worry less and enjoy life more.

Enjoy the episode.

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This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure life,

Annette

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Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business where properly licensed.  Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

ERS provides comprehensive financial planning, insurance, and investment management services. Investing involves risk and is not guaranteed. Before investing, you should consult a qualified financial advisor. ERS is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics, including information from third-party sources. Information provided is for educational purposes only and is not an offer or solicitation for the sale or purchase of any security or investment advisory services.

 

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