Description

Financial Clarity for Doctors spends a lot of time talking about how to balance your financial priorities and achieve your goals with the resources you have.  In this episode, hosts Corey Janoff and Rachelle Vanderzanden take some time to delve into those life goals.  We often ask clients, “What’s the fairy tale for you?”  Spending some time thinking about the things you’re working toward can be a lot of fun – and motivating! 

Your goals can be anything! 

• Maybe for you it’s working less now and taking more time for family, friends, and hobbies now. 

• It could be longer-term traveling plans.  Someday maybe you’ll have the luxury of a trip that lasts a month or two instead of a week or two. 

• For some folks, it’s having that very special place to land with friends and family.  Beach house anyone?  A place in the mountains? 

• Others want to have the ability to make dreams come true for their children or even people they’ve never met. 

 Take some time to think about your own motivation.  It may help you find the balance between living for today and saving for the future. 

For more financial planning tips from Corey and Rachelle, you can reach out to them at podcast@thefinitygroup.com. They would love to hear your questions and ideas for upcoming episodes. 
 

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.