Reflect, Adjust, Push Forward: Crafting Your Financial Legacy and Achieving SMARTER Goals

Wealth For Generations

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4M ago 22:08

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This episode explores how to make the most of the new year by reflecting on past achievements, aligning financial strategies with long-term goals, and implementing bite-sized plans for growth. Through a structured approach, listeners are encouraged to set meaningful resolutions and take actionable steps toward financial success.
• Discussing the importance of being proactive in financial planning
• Reflection on the past year’s achievements and challenges
• Evaluating financial decisions and unexpected wins
• Creating a plan to adjust current financial strategies to meet goals
• Implementing SMARTER goals for clearer objectives and accountability
• Emphasizing bite-sized quarterly focus for achieving long-term success
• Encouraging listeners to take actionable steps towards their goals

Chapters

1. Reflect, Adjust, Push Forward: Crafting Your Financial Legacy and Achieving SMARTER Goals (00:00:00)

2. Reflecting on the Past Year (00:00:03)

3. Setting and Achieving Financial Goals (00:06:03)

4. Setting Achievable Financial Goals (00:14:02)

5. Building Your Wealth Legacy (00:21:21)

19 episodes

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