Description

• With dozens of money goals to consider, we're sharing common improvements and changes we've seen clients want to make over the years.
• From behavioral changes to mindset shifts, we're covering it all when it comes to money goals for the new year.
• Do you have any specific financial goals heading into next year? Reply to this email and let us know, we'd love to hear them!
• We ran out of time to cover all our resolutions on today's show, so join us next week for the complete list!

• "My plan has been to work for one more year, then find part-time work for about four years to supplement my retirement income. But now I wonder if I'd just be better off to continue working full-time for two more years, then just be done with working altogether. Which is better?" - Ted