A Thousand Miles from Wall Street

Episode 10 – Recency Bias

Episode Summary

Peter Mallouk interviews Brett Broyles, Creative Planning Wealth Manager about behavioral mistakes investors make that sometimes derail their financial plan. We all have tendencies to remember more recent events better than what we have learned in the past. Join in as we explore how to avoid making mistakes due to recent market conditions skewing your judgement on our latest episode. More about guest Wealth Manager, Brett Broyles: http://bit.ly/2VWRbYT Important legal disclosure: http://bit.ly/2DC250b

Episode Notes

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

Important legal disclosure: http://bit.ly/2DC250b