Today I’m going to dive into my top five financial pet peeves – these are things that truly get under my skin. From the misguided use of risk tolerance questionnaires to the lack of critical thinking in finances, I cover it all.
I’ll break down why financial advisors sometimes miss the mark and why “get rich quick” schemes, which are especially popular with Millennials and Gen Z, are a dangerous game. I’ll also touch on the misleading practices of “financial influencers” who prey on emotional decision-making. Plus, I’ll give you my thoughts on a proper work-life balance and why falling in love with the process of achieving success is key.
It’s a jam-packed episode of CAPitalize Your Finances, so tune in and find out more!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (09/24)