• Ep 28 - DIY Financial planning - Next steps with defined goals

  • 2022/05/27
  • 再生時間: 8 分
  • ポッドキャスト

Ep 28 - DIY Financial planning - Next steps with defined goals

  • サマリー

  • Now that you know what you want to accomplish, what do you do with them?
    .
    I want you to put your goals in priority order and number them.  The reason you want to do this is to help you prioritize where your dollars go.
    .
    Also if something out of the blue comes up, that wasn't planned for, you'll be able to ask yourself if spending money for this unplanned call is worth not you achieving the top three goals that are so important to you.
    .
    Now that you know how much cash you have at the end of the month you can allocate dollars starting with your most important goal.
    .
    Next, I want you to go to a retirement and savings calculator to see if you're on track to meet your goals. Are you saving too or not enough money?

    ********************************************

    Want more information about RADIANT Wealth Planning?  Schedule an introductory meeting with Randa @  https://go.oncehub.com/MeetGreet

    https://www.RADIANTWealthPlanning.com

    Randa@RADIANTWealthPlanning.com

    Instagram  @radiantranda
    Facebook  @ /RadiantWealthPlanning
    LinkedIn  @ randa-hoffman-ca
    YouTube @ RADIANT Wealth Planning, LLC

    続きを読む 一部表示

あらすじ・解説

Now that you know what you want to accomplish, what do you do with them?
.
I want you to put your goals in priority order and number them.  The reason you want to do this is to help you prioritize where your dollars go.
.
Also if something out of the blue comes up, that wasn't planned for, you'll be able to ask yourself if spending money for this unplanned call is worth not you achieving the top three goals that are so important to you.
.
Now that you know how much cash you have at the end of the month you can allocate dollars starting with your most important goal.
.
Next, I want you to go to a retirement and savings calculator to see if you're on track to meet your goals. Are you saving too or not enough money?

********************************************

Want more information about RADIANT Wealth Planning?  Schedule an introductory meeting with Randa @  https://go.oncehub.com/MeetGreet

https://www.RADIANTWealthPlanning.com

Randa@RADIANTWealthPlanning.com

Instagram  @radiantranda
Facebook  @ /RadiantWealthPlanning
LinkedIn  @ randa-hoffman-ca
YouTube @ RADIANT Wealth Planning, LLC

Ep 28 - DIY Financial planning - Next steps with defined goalsに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。