The Biggest Financial Planning Mistakes High Earners Make #202

In this episode of The Wiser Financial Advisor, Keystone Senior Advisor Jeremy Bush and Associate Wealth Advisor Jen Walenter discuss some of the biggest financial planning mistakes high earners can make. From lifestyle creep and tax inefficiencies to overconcentration in company stock, estate planning oversights, and retirement income strategies, they explore why a high income doesn't automatically translate into financial independence. They also discuss the importance of planning ahead for Roth conversions, Social Security, Medicare, and required minimum distributions (RMDs). Whether you're building wealth or approaching retirement, discover why a comprehensive financial plan can make a difference at every stage of your financial journey. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com