234. Why Most Financial Plans Fail Within 12 Months — And How to Avoid It

Welcome back to another episode of the 360 Money Matters Podcast! In this episode, Billy and Andrew tackle the real reason most financial plans fall apart — and it's not the strategy. It's everything that happens after. Drawing on real client stories, including a $15,000 mistake made by going it alone, they break down the six most common reasons people abandon their financial plan within the first 12 months and, more importantly, what to do about it. If you've ever started strong and quietly let a financial plan fade out, this episode will show you exactly where it went wrong. Connect with Billy and Andrew! 360 Financial Strategists Check out our latest episode here: Apple Podcast Spotify Google Podcast