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Living in the Moment While Planning for the Future
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It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy.
Podcast Episodes Referenced:
- Ep 219: Do you have a wealth preservation plan?
- Ep 221: How to Prioritize Financial Goals
YouTube Videos Referenced:
- Retirement Planning Tool vs Working with a Financial Planner
- Meaningful Ways to Leave a Financial Legacy for Your Heirs
Blogs Referenced:
- Why You Should Work with a Fiduciary Financial Planner
Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
- 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!
Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Financial Advice (00:00:00)
2. Achieving Balance and Setting Goals (00:13:39)
3. Financial Planning and Delayed Gratification (00:17:19)
4. Financial Planning and Goal Setting (00:23:12)
232 episodes
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