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Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand.

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

Oct 21, 2021

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 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 of your financial choices.

 

What we discuss: 

1:08 – Pride

2:18 – Stock market

6:34 – Dollar figure

9:20 – Rules of thumb

13:57 – Understanding

16:30 – Decision Making

 

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/