Are you guilty of practicing financial habits that could negatively impact your financial health?
In this episode of Planning for Life Podcast, Carl Coolidge uncovers common financial habits that can be detrimental to people’s finances. While exploring the roots of these habits, Carl also shares how he helps clients shift to positive practices.
In this episode, you’ll learn:
-How Carl and Russell help clients to balance wants versus needs
-How to tackle good and bad debt
-Why life changes — and so should your financial plan
-A common mistake around investing the stock market
-And more!
Tune in now to learn about common financial bad habits and how to avoid them!
Resources
Jacobs Coolidge and Company: (912) 265-2876
CRN202110-254707
Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301