Special Podcast Part 3: Common Financial Planning Mistakes Sabotaging Your Retirement

Ok so you have a plan- you have created your Investment Policy Statement, you are on track to retiring on your schedule.

But are you sure you aren’t sabotaging yourself with these common financial mistakes?

Join me as I go over the most common mistakes that can jeopardize your Financial future:

- Incorrect protection for yourself & your assets
- Dead money
- Incorrect asset allocation
- Under or over re-balancing
- Tax inefficiencies

& other blunders in your financial plan that are super easy to fix

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://www.generationalwealthmd.com/syndication

🏘️ Invest in GW Capital’s newest offering, Park 33: a class A 188-unit property asset located in South Bend, Indiana, and #1 property in the nation for year-over-year rent growth. Learn more here: https://www.generationalwealthmd.com/indiana

💯 Are you ready to go from overworked physician to financially free 10X faster? Join Generational WealthMD’s FREE 10X Your Financial Freedom Event, September 7th, 12th, and 14th, to get the proven framework to generate 6 figures in cash flow and the freedom you’ve been looking for:
https://www.generationalwealthmd.com/event

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/CreatingGenerationalFreedom

🌎 Reach out to Param Website https://www.generationalwealthmd.com/

LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232
IG https://www.instagram.com/generationalwealthmd/?hl=en
YouTube https://www.youtube.com/@GenerationalWealthMD

Check out our latest deal, Villas at Sundance 252-unit, 2012 built Class A Core Plus asset 5.7% Fixed Rate | 18-22% ARR in the Austin- San Antonio hyper growth corridor and the best part is Every GW investor gets Reserve Class Preferred returns! https://www.generationalwealthmd.com/austin

So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire. 🙏

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://www.generationalwealthmd.com/syndication

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/CreatingGenerationalFreedom

🌎 Reach out to Param

• Website https://www.generationalwealthmd.com/

• LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232

• IG https://www.instagram.com/generationalwealthmd/?hl=en

• YouTube https://www.youtube.com/@GenerationalWealthMD

...