The Perils of Tax-Driven Investing

Have you ever made an investment you regret? In this conversation, the financial coaches share personal stories about why certain investments didn’t make the cut and why they’ll never make the same mistake again. They dive deep into the risks of stepping outside your comfort zone, the dangers of falling into the FOMO trap, and how smart investors stick to their strategy—no matter the temptation. You’ll hear insights on how to move from good to great deals and why having a clear investor buy box is crucial for long-term success. 

If you're ready to avoid costly mistakes and refine your investment approach, this episode is packed with valuable lessons you can apply right now. Tune in and learn how to stick to smart deals and avoid investment pitfalls!

Top three things you will learn:

-Understanding the pitfalls of venturing beyond your expertise

-Recognizing the dangers of impulsive decisions driven by hype

-Elevating your investment strategy from good to great

Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.

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Know Your Investor DNA:

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The Infinite Banking Concept Explained by a CFP:

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Becoming Your Own Banker by Nelson Nash:

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