So often when people think about financial goals, they believe money deserves the most attention, but in reality, it’s the end result that’s the center of your goal. Whether that result is a special experience, like traveling to a bucket list destination or visiting family every year, or perhaps something you’ve wanted forever like your dream home or car, your financial goals are entirely up to you.
It’s important to get clear on what you want, how you want to feel, and what steps you will follow to make your goals happen.
Discover the three step process to setting, prioritizing, and achieving your goals so you can have what you want and do what you want now and when you retire.
Step 1: 4 Brainstorming Topics for Setting Your Goals
Step 2: 5 Things to Consider When Prioritizing Goals
Step 3: Achieving Your Goals
I hope these simple steps inspire you to create your own Wealth Vision Board!
In this episode, you’ll also hear:
Must-listen moments:
[00:11:22] Now people are easily, easily retired 30 years, 35 years and 40 years. We do have to account for the longevity, and it's something to think about as we're setting goals.
[00:19:06] Think about that level of savings over time…and if you have a partner, it's important that you both talk about it…to think about these goals separately and then come together because your answers might be very different.
[00:32:59] Take a look at the things that you have wanted to have for a long time and give them a lot of points when it comes to prioritizing. There's no reason in life that we have to put off doing the things that we really love or that we really want to do.
Be sure to check out Episode 12 - How to Create a Wealth Vision Board
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Connect with Danette:
E-mail: Danette@TruNorthWealth.com
Phone: 775.364.0010
Follow Danette Lowe on LinkedIn:
https://www.linkedin.com/in/danette-lowe-cfp%C2%AE-9b7bb716/
Visit www.trunorthwealth.com to Download your free workbook - Three Steps to Planning an Epic Retirement
This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.