Feeling a little queasy about your financial plans for 2025? Fear not! Today, Joe steps out of the cozy basement and straight into the bustling chaos of Manhattan to bring you top-tier advice from some of the brightest financial minds. Joined by Paula Pant from Afford Anything, Nick Magiulli, author of the Of Dollars and Data blog, and Doc G from the Earn & Invest Podcast, this powerhouse panel digs into the money missteps you’ll want to dodge in the year ahead.
From tackling FOMO in investments to learning why small, consistent changes are your financial BFFs, this episode is packed with practical tips to help you make 2025 a year of smart money moves (and fewer facepalms).
What’s Inside:
- Meet our stellar guests and hear how New York City inspired their financial insights.
- Discover why chasing the next big investment trend could leave you behind.
- Learn how an investment policy statement can keep your goals on track.
- Avoid analysis paralysis when market uncertainty strikes.
- Uncover strategies to navigate political uncertainty without losing sleep (or cash).
- Dive into real estate trends, historical data, and staying focused on what you can control.
- Understand the power of spending on what truly matters to you.
- Find out why gradual changes beat impulsive overhauls every time.
- Learn how doubling down on bad decisions is like hitting a pothole and accelerating instead of swerving.
Episode Highlights:
- Meet the Guests: Get to know Paula Pant, Nick Magiulli, and Doc G as they join Joe in the Big Apple for some big-time financial lessons.
- NYC Moments: Joe shares a peek into his adventures in Manhattan—yes, it’s a jungle out there.
- Investment FOMO: Why chasing trends could cost you (and how to avoid it).
- Building an Investment Policy Statement: Your GPS for financial decision-making.
- Analysis Paralysis: How to keep market fears from freezing your progress.
- Navigating Political Uncertainty: Keep your portfolio calm, even when headlines aren’t.
- Spending Smarter: Align your money with what you value most.
- Gradual Wins: Why slow and steady wins the financial race every time.
- Bad Decisions: How to recognize when you’re doubling down and when to hit the brakes.
🎧 Ready to make 2025 your best financial year yet? Tune in now to stack smarter, avoid the pitfalls, and get inspired to crush your goals!
FULL SHOW NOTES: https://stackingbenjamins.com/stacker-money-mistakes-nyc-1629
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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