What does financial freedom mean to you? For me, it's about having a clear picture of my short-term and long-term goals, and knowing exactly how to prioritize them. On this podcast episode, I share how categorizing your financial objectives can make an overwhelming process manageable. From paying off debt to planning that dream vacation, understanding where each goal fits on your timeline is crucial. It's not just about reaching the destination; it's also enjoying the journey.
"It doesn't matter how good you are with money; if your partner is not on the same page as you, you're going to have problems in the future."
What you will learn:
Prioritizing Financial Goals
Prioritizing and Allocating Savings
Being Financially Fit
Executing, Evaluating, and Adjusting
Learn more about Adam Olson by visiting the following links:
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Investing involves risk, including loss of principal.
Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone.
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.
Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
