The Small Money Mistakes That Cost You Big
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Watch on YouTube: https://youtu.be/Qqd8i2zItBU
CFP professional Archie Hoxton and Financial Advisor Jimmy Sutch unpack the small financial habits that can quietly derail long-term progress. They explore how everyday oversights, like disorganized accounts, unused subscriptions, and missed contribution opportunities, can add up over time.
The conversation highlights common blind spots, including neglected retirement accounts, underutilized benefits like HSAs, and the importance of maintaining an emergency fund. Archie and Jimmy also discuss why keeping estate plans and beneficiary designations up to date is essential for protecting your financial future. With practical insights and real-world examples, this episode offers a clear look at how small adjustments can lead to stronger financial outcomes.
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
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Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/
Visit: http://www.thelastpaycheck.com
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.