Description

Each year, I like to begin by talking about goals. And specifically about you and your financial goals.  Have you set them?  Are you making progress?  Do you have a plan?

Let's talk about 5 ways to recharge your financial goals this year.

What financial goals did you set for yourself last year? Which ones did you achieve and which are you still working on? Which ones do you need to work on first?

What goals no longer serve you? Life changes every year. Our goals do too. Let it go if it’s not going to make your life better.

In this episode, we will dive deep into the five essential ways to revive your financial goals.

1. Sort Your Goals: Evaluate, eliminate, and prioritize your financial goals for the year. 
2. Money Matters: Understand where your money is coming from to fund your 2024 goals. Consider additional income sources and optimize withdrawals for retirees.
3. Emergency Fund TLC: Tend to your emergency fund—essential for reducing stress and providing a financial cushion during unforeseen circumstances.
4. Debt Demolition: Choose between snowball and avalanche methods to pay down debt faster. Pick what suits you, but remember never to accumulate credit card debt.
5. Portfolio Rebalance: Annually reassess and diversify your investment portfolio for stable growth. 

Hosted by Glory Gray, BSc Finance, MFA

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