Ep. 1 - Setting financial goals that stick
24m
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WealthBeing
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We all have big dreams and good intentions when it comes toour financial plans. But setting a course and staying on track can be a challenge. On this episode of WealthBeing, we make it simple to progress toward your goals.
:30 –Travis and Derrick share their first financial goal-setting experience.
3:56 – Money Problem. Travis shares the story of clients who struggled to set and achieve financial goals, and advice that works when you find yourself lost in financial decision-making. Learn about:
- three types of financial goals to serve short, medium, and long-term needs;
- goal-setting language that reinforces your intentions;
- four factors every successful financial goal has;
- prioritizing multiple financial goals;
- the financial goal-setting process;
- coping with unexpected financial changes;
- setting financial goals for retirement;
- financial goal planning tools;
- coordinating family financial goals.
22:20 – Weekly Financial Fix. Travis leaves you with a simple activity to further your financial goal-setting.
Being in good financial health makes you feel at ease every day. You are free to pursue your goalsand prepared to manage your future needs. Could your pocketbook be in better shape?
If life has thrown you a financial curveball, or if you just want to be more in control of your money, tune-in to WealthBeing. Every week, we diagnose a spending, saving, borrowing, investing, or other financial problem to provide simple advice that can help you thrive.
You’ll hear about real-life financial challenges that our Island Savings hosts, guests and members have encountered. We’ll share the time-tested financial solutions we recommend to members. And every week you’ll receive a simple strategy that you can use right away to improve your financial health.
Listen to WealthBeing live on Saturday mornings at 8:00 a.m. on CFAX 1070, or stream our episodes to your podcatcher.
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OUR WEALTHBEING HOSTS
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