On this episode of The Capitalist Investor, Tony and Derek break down the 5 most common financial mistakes they see from DIY investors—and why avoiding professional guidance can cost you big time in the long run. From waiting too long to save, to misusing your 401(k), to failing to plan for taxes and estate issues, they walk through how each mistake impacts retirement.
They also share real-world case studies, client stories, and practical strategies to help you avoid these traps. Whether you’re just starting out or closing in on retirement, this episode will help you rethink your financial strategy with clarity and confidence.
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