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In this episode, we break down some of the most common mistakes people make when trying to “DIY” their financial planning. While the idea of saving money on advisor fees sounds appealing, the reality is that DIY missteps often cost far more in the long run. From being reactive instead of proactive, trusting the wrong “advisor,” or assuming debt-free means financially secure, these mistakes can derail your future.

We’ll explore why proactive planning matters, the hidden risks behind annuities, the dangers of not involving family in financial conversations, and why no one is “too small” to seek professional help. Even the smartest people can fall victim to scams—and DIY planning can leave you vulnerable.

If you’ve ever thought, “I don’t have enough to see a planner,” this episode is for you. True financial security isn’t about doing it all yourself—it’s about having the right guidance, strategy, and protection.

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