Think you've got your investments under control? You might be surprised. Two SLP Wealth partners — Travis Hornsby, CFA®, CFP®, and Conor Mahlmann, CFP®,CSLP® — break down seven costly mistakes even the most hands-on investors make, from subtle market timing to tax traps that quietly eat away at returns.

Discover what most people miss when managing their own portfolios and learn how to spot (and fix) the issues before they snowball.

Key moments:

(04:38) Sneaky ways you might "time the market" without realizing it

(12:26) What tax-loss harvesting really involves (and why most people don't do it right)

(15:58) Why your brokerage's default settings could cost you thousands in taxes

(20:02) The purpose and power of rebalancing your portfolio

There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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• Leave an honest review on Apple Podcasts

We're sharing our real-life financial horror stories, from haunted tax bills and ghostly subscriptions to lifestyle creep and the curse of bad investments. You'll hear about surprise tax collections, credit card vampires, and toddler fraud (yep, it's a thing).

We talk about how to escape debt traps, protect yourself from money monsters, and keep lifestyle creep from haunting your future.

Key moments:

(08:34) Identity theft, IP PINs, and freezing your credit for protection

(17:32) The curse of the curious toddler and surprise subscriptions

(20:37) Debunking haunted money myths and why buying a house isn't always a good investment

(39:24) How to keep the ghost of lifestyle creep from sneaking up on you

Resources mentioned:
IRS identity protection PIN

There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

Like the show? There are several ways you can help!

• Follow on Apple Podcasts, Spotify or Amazon Music
• Leave an honest review on Apple Podcasts

We all lie to ourselves with numbers — even when we don't mean to. Our brains (and marketing messages) bend math in ways that can make questionable money choices feel justified. From how we frame percentages and comparisons to the mental gymnastics we do to justify spending, we explore why our perception of "good" or "bad" financial decisions can be so skewed. When we start to recognize how we "lie" with numbers, we can make clearer, more honest progress toward our goals.

Key moments:

(03:38) The PSLF "99% denial" panic — how framing changed everything

(11:44) How magnitude blindness affects our spending habits

(18:06) The car payment blind spot — why big costs feel smaller than they are

(22:10) How marketing and "discount logic" trick us into overspending

(34:33) Reframing money decisions to align with what actually matters

Resources mentioned:
How to Lie with Statistics by Darrell Huff

There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

Like the show? There are several ways you can help!

• Follow on Apple Podcasts, Spotify or Amazon Music
• Leave an honest review on Apple Podcasts