))
Money Moves That Sound Smart…But Aren’t (Part 2) | E173
Manage episode 492074554 series 3460108
Content provided by Justin Peters. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Peters or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Some money moves sound smart…until you actually try them.
This is Part 2 of our special series where six personal finance experts share strategies that sound smart but rarely are. In this episode, you’ll hear from:
- Larry McMahon (Uncontrollable Me) on why doing everything yourself can be a costly mistake
- Sean Mullaney (FI Tax Guy) on when Traditional 401(k) contributions might not be the best choice
- Jeremy Schneider (Personal Finance Club) on why whole life insurance is rarely the financial win it's pitched to be
Missed Part 1? No problem - each episode stands alone, but you’ll want to go back and queue it up next.
Key Takeaways:
- DIY-ing everything can limit your growth and lead to costly errors
- Traditional 401(k) contributions aren’t always the most tax-efficient route
- Whole life insurance rarely lives up to the hype
- Even experienced money nerds make mistakes—and learn from them
More of Our Guests:
Check out Larry’s coaching practice at https://www.uncontrollable.me/.
Watch Sean’s YouTube channel at https://www.youtube.com/@SeanMullaneyVideos.
Follow Jeremy’s Instagram account at
More of FI Minded:
Email Justin at [email protected]
Connect with Justin on LinkedIn: https://www.linkedin.com/in/justinleepeters/
Disclaimer
The content shared by Sean Mullaney in this episode is for informational purposes only and should not be considered tax advice for any specific individual. Neither this podcast nor its host endorses Sean Mullaney, Mullaney Financial & Tax, Inc., or any of the services they offer.
174 episodes
Share
