Invested Poorly: Sad Tales of FInancial Fails

S2 E9: This episode highlights the shortcomings of one of the most popular benefits touted by the financial services industry: financial planning software. Jeff Harrell shares his experience with how advisors use this tool in practice, as well as how DIY investors can gain access to similar features at a fraction of the cost.

Jeff will arm you with the knowledge of just how useful—or not—these applications could be in your situation. Understanding the sensitivity of the variables and wide range of outcomes they can project will allow you to be better informed when evaluating the output.

The episode concludes with a balanced look at the real value of financial planning software and unbiased recommendations for a couple DIY solutions.

(Season 2 Episode 9)

Resources Mentioned in Episode: 
  • OnTrajectory – retirement planning software for regular people 
  • Projection Lab – modern financial & retirement planning tools 

Other Episode Mentioned: 
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

What is Invested Poorly: Sad Tales of FInancial Fails?

When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted.

On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap everyday investors. You’ll hear real-life investing stories sure to make you laugh, cry, think, and learn. These “don’t let this happen to you” lessons teach you to recognize, and eliminate, the bad behavioral tendencies most investors have—so you can become the hero of your own investment story.

You might be surprised (or you might not!) when you realize just how attainable financial independence (FI) can be if you invest simply and “ignore the noise.”

Start with the show "Introduction" episode and join Jeff on the investing adventure today!

ABOUT YOUR HOST:  Jeff Harrell spent over two decades as a financial advisor, portfolio manager, and public speaker. He left his financial services career for a more flexible, less stressful, location independent (LI) lifestyle, and now enjoys educating family, friends—and everyday investors—on how to invest their money wisely.