We open up a 3 show series on financial goal setting and make our case for why we think financial goal setting is so important, that everyone should be doing it. This can take shape in many ways, but we want you to find the way that works for you, and stick with it. Start goal setting if you want to take that next step in your family's financial journey.
Interested in Financial Coaching with Mike
Interested in Financial Planning and Investment Management with Ben
DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.
