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Strategies to Avoid Financial Regrets, with Sten Morgan

Strategies to Avoid Financial Regrets, with Sten Morgan

09/07/2021 Posted by Martin Bamford Interview, Podcast

Anyone who has learned a financial lesson the hard way has probably thought, “I wish I knew that sooner”.

We’ve all got financial regrets, some big and some small.

My guest on the podcast today wants people to have access to the right financial information at the right time, before they do the wrong thing.

Sten Morgan is a Certified Financial Planner and founded Legacy Investment Planning as an alternative to traditional financial advisers.

He’s on a mission to bring creativity back to the financial industry and to help as many people as possible avoid the financial regrets that come from wishing they would have known sooner.

In our conversation today, we discuss the importance of focusing on the big financial decisions, why the cash emergency fund needs an urgent rethink, and how the pandemic has influenced our financial decision making.

Here’s my conversation with Sten Morgan, author of Wish I Knew That Sooner, in episode 557 of Informed Choice Radio.

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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