Most people don’t realize they’re following bad financial advice until it’s already impacted their results.
In this episode of Cowboys & Cufflinks, we break down the biggest financial advice mistakes, how to identify red flags in financial planning, and why taking advice from the wrong sources can cost you over time, especially when it comes to investing and retirement planning.
If you’ve ever questioned whether your strategy is actually working, this episode will help you evaluate what to look for.
In this episode, you’ll learn:
• How to identify bad financial advice
• Common financial red flags investors overlook
• The difference between guidance and speculation
• Hidden fees and confusing investment structures
• What to look for in a strong financial plan
This episode focuses on helping you make more informed decisions and avoid costly mistakes.
Jeff Mathies is a retirement strategist, entrepreneur, and host of Cowboys & Cufflinks. After getting his start in the insurance industry in 2003, Jeff founded Mathies Financial Partners in 2008 and has spent years helping families navigate retirement through education, planning, and real-world experience. As a Certified Financial Educator (CFEd®), he is passionate about simplifying financial concepts and helping people make confident decisions for the future.
Based in Pueblo, Colorado, Jeff enjoys ranch life with his wife and their five children. Outside the office and podcast studio, you’ll usually find him mountain biking, hiking, golfing, or spending time with his kids and grandkids.
