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1: The 3 Biggest Mistakes That May Delay Your Retirement with Nick O'Kelly

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Content provided by Money Pickle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Pickle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Many people hesitate to work with a financial advisor, thinking they need to be wealthier first. In this episode of "Retirement Decoded by Money Pickle," host Steve Coughran and guest Nick O'Kelly, Lead Advisor at Cadence Wealth Partners, discuss why that’s a costly mistake. They explore the top three financial mistakes people make that delay their financial freedom and how working with an advisor can help avoid them. From waiting too long to seek advice to not aligning your investment strategy and neglecting tax optimization, they cover it all.
Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes!
The views expressed here are those of the individual Money Pickle™ is an SEC-registered Internet-Only RIA and referral service for third-party investment advisors ("professionals") operated by The Pickle Pros LLC (“Money Pickle”). "Money Pickle" personnel quoted and are not the views of Money Pickle or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Money Pickle has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice.

  continue reading

15 episoade

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iconDistribuie
 
Manage episode 433160045 series 3591996
Content provided by Money Pickle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Pickle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Many people hesitate to work with a financial advisor, thinking they need to be wealthier first. In this episode of "Retirement Decoded by Money Pickle," host Steve Coughran and guest Nick O'Kelly, Lead Advisor at Cadence Wealth Partners, discuss why that’s a costly mistake. They explore the top three financial mistakes people make that delay their financial freedom and how working with an advisor can help avoid them. From waiting too long to seek advice to not aligning your investment strategy and neglecting tax optimization, they cover it all.
Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes!
The views expressed here are those of the individual Money Pickle™ is an SEC-registered Internet-Only RIA and referral service for third-party investment advisors ("professionals") operated by The Pickle Pros LLC (“Money Pickle”). "Money Pickle" personnel quoted and are not the views of Money Pickle or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Money Pickle has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice.

  continue reading

15 episoade

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How do busy professionals and families balance life, work, and the daunting task of financial planning? In this episode of Retirement Decoded by Money Pickle, Steve dives deep into strategies to simplify your finances, maximize wealth, and build a life that aligns with your values with guests Kyle Kuyat and Jake Gardner. Discover why defining your "why" is the key to financial success, how to tackle common planning mistakes, and why a one-page plan could change your future. Intrigued? Tune in and take the first step toward living a richer, more intentional life—one bite-sized strategy at a time. Don't miss it—subscribe now! Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes! The views expressed here are those of the individual Money Pickle™ is an SEC-registered Internet-Only RIA and referral service for third-party investment advisors ("professionals") operated by The Pickle Pros LLC (“Money Pickle”). "Money Pickle" personnel quoted and are not the views of Money Pickle or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Money Pickle has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Speak about your situation and hear from a matched advisor about how they can provide value. No pressure. No obligation. No cost. Speak about your situation and hear from a matched advisor about how they can provide value. No pressure. No obligation. No cost. Schedule a complementary call now >…
 
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Many people hesitate to work with a financial advisor, thinking they need to be wealthier first. In this episode of "Retirement Decoded by Money Pickle," host Steve Coughran and guest Nick O'Kelly , Lead Advisor at Cadence Wealth Partners , discuss why that’s a costly mistake. They explore the top three financial mistakes people make that delay their financial freedom and how working with an advisor can help avoid them. From waiting too long to seek advice to not aligning your investment strategy and neglecting tax optimization, they cover it all. Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes! The views expressed here are those of the individual Money Pickle™ is an SEC-registered Internet-Only RIA and referral service for third-party investment advisors ("professionals") operated by The Pickle Pros LLC (“Money Pickle”). "Money Pickle" personnel quoted and are not the views of Money Pickle or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Money Pickle has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice.…
 
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