Description

In this episode we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors.

• Myth #1: Investing - I don't want to take any risk. We will address with our 3 Bucket Theory.
• Myth #2: Cash is King. Inflation is a problem for longevity if you are too conservative.
• Myth #3: The "I Love You Will". Poses unintended consequences of not having a deeper plan.

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.