Top 5 Mistakes Wealthy Investors Must Avoid in 2026
Start 2026 with the end in mind. If you earn $200k plus or you have a seven figure portfolio, a few avoidable mistakes can cost six or seven figures over a lifetime. In this episode Andrew Nida from Asset Management Group, Inc. breaks down the five mistakes wealthy investors must avoid in 2026 and how to align investments, taxes, and cash flow with the outcomes you actually want.
Even high-income earners and retirees often make significant financial errors. This video addresses common mistakes that can cost hundreds of thousands of dollars, emphasizing the importance of effective financial planning. We discuss how coordinating cash flow, taxes, and risk is crucial for sound financial management, especially as tax planning strategies evolve. 💸
What you will learn
• How to define the future you want and the outcomes you want to avoid
• How to align 2026 portfolio risk with withdrawal needs in a falling rate environment
• How to coordinate the three tax buckets
• High value employer and qualified plan moves
• How to stay opportunistic when markets surprise
• How to build a per pay period funding and quarterly review rhythm with your advisory team
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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.