Today, we're spilling the tea on four horrible client mistakes.

I am so excited about this show because you and I have been doing this for a long time.

And one of the privileges of what we get to do in our day job is help people make sound and solid

financial decisions. But in the vein of making really good sound financial decisions,

we do come across some big mistakes. And oftentimes, there are things we can help our clients with.

And sometimes, there are behavioral things that maybe we can't even help them with. But if we can

let you, the audience know about them, maybe we could share some insight that will be valuable so

that you don't fall into these same mistakes. Yeah, these are these are common mistakes that I think

you see out there in the world, financial world. And what I love about today is we get to share the

story of the background, but then tell you how to make sure you don't fall in these traps and how to

even come out on the other side better. Now, these are all real people. So this is not like

hypothetical stuff we're talking about. These are actual people that Brian and I have interacted with.

So we thought it'd be helpful to kind of give you a little bit of the context, the background,

who the person was, not specifically, but kind of generally who they were, what their issue was.

And then we want to walk you through, okay, how could you do it better? How can you navigate this

better so that you don't fall in? Yeah, things have been changed. Some of the details have obviously

been changed. We respect the privacy of all of our clients. But it is important. Let's first talk

about client A. Client Nave has been changed. With reckless abandoned. I mean, this one, by the

way, this is totally legit. And the fact that look, I think one of the, a lot of people, if you ask us

what our job is, a lot of people think it's that we say no to everything. And we do. We try to risk

a SaaS. We stress tests. But no, with some clients, it doesn't matter how much we tell them,

no, you're doing things wrong or you're in trouble. At the end of the day, it's still ultimately

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