How do we actually live a life we want? By knowing what it is and how to get there. For that, we need:
These can be applied to Financial Goals, as well as the other 6 domains of life.
Go to https://Retirementorship.com/46 for visuals and a downloadable template for writing your own Vision, Targets, and Goals.
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This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.