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221. How to Prioritize Financial Goals
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On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities.
Related Podcast Episodes:
- Ep 200: Setting and Achieving Financial Goals in the New Year
- Ep 185: Opportunity Funds - Where Dreams Become Reality
Related YouTube Videos:
- What is flat fee financial planning?
Other Links:
- 4 Disciplines of Execution by Sean Covey
Learn More about Wiser Wealth Management:
- Our website
- Click here to schedule a complimentary consultation with one of our financial advisors.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Prioritizing Financial Goals for Success (00:00:00)
2. Mindset of Goal Setting and Execution (00:04:26)
3. Prioritizing Goals and Financial Planning (00:13:54)
4. Financial Goal Setting and Priority (00:23:39)
239 episodes
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