One Client Almost Lost Everything by Following This Trend скачать в хорошем качестве

One Client Almost Lost Everything by Following This Trend

Thinking about turning on Social Security early because a friend did? Paying off your mortgage because a coworker swears it’s smart? Cashing out a 401(k) because someone else is doing it? STOP. Every financial decision comes with tax implications, long-term consequences, and retirement trade-offs that most people never consider. In this video, I explain why copying someone else’s financial move can be dangerous—and how a simple conversation saved one client from a costly mistake. Your situation deserves strategy, not imitation. Want confidence in your decisions? ➡️ Schedule a 1-on-1 retirement planning session and get advice built on your numbers, not someone else’s. https://calendly.com/jason-bowers-zio... 🌐 Learn more: www.convergentfp.com ⚠️ Disclaimer: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 5100 Buckeystown Pike, Suite 250 Frederick, MD 21704 Hit Subscribe and turn on notifications so you don’t miss new videos every week that help you take control of your money and your future!