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Avoiding Behavioral Mistakes That Trip Up Financial Planning

Brian Portnoy explores some of the common pitfalls investors face when setting goals and creating a financial plan.

Christine Benz: Hi, I'm Christine Benz for How can investors protect themselves against some common mental mistakes? Joining me to discuss that topic and to discuss his latest book is Brian Portnoy. He is the author of The Geometry of Wealth.

Brian, thank you so much for being here.