Generational Wealth MD

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

September 01, 2023 Param Baladandapani MD
Generational Wealth MD
Special Podcast Part 3: Common Financial Planning Mistakes Sabotaging Your Retirement
Show Notes

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