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115: Goal Setting and Managing Your Financial Life with Nancy Doyle

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Manage episode 353699060 series 1434086
Content provided by Jason Hartman and Sharon Lechter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hartman and Sharon Lechter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Elisabeth Embry opens up the show with the importance of goal setting. It's crucial that you know what you want to achieve, and have metrics that show whether or not you're on the right path. She also looks at what types of goals you should set, and which types of goals you should avoid.

Later she talks with Nancy Doyle, author of Manage Your Financial Life: A Thoughtful, Organized Approach for Women and Founder of The Doyle Group. Nancy had three decades of experience in investing, corporate finance, and consulting. The two discuss how to start planning your financial future, financial spring cleaning, emergency funds, and more.

Key Takeaways:

[1:33] Most people are setting goals with no way to achieve them

[4:18] The book that changed Elisabeth's life

[10:00] The target audience for Nancy's book

[12:16] Nancy's 4 steps to achieve your financial goals

[15:27] Nancy's thoughts on real estate, and the impact supply and demand has on the market

[18:47] Financial spring cleaning and important recommendations on keeping documentation

[22:19] How to create a Current Year File Folder

[24:31] How much should we be keeping in an emergency fund?

[28:32] Managing your financial life starts with getting organized

Websites:

www.ManageYourFinancialLife.com

Manage Your Financial Life: A Thoughtful, Organized Approach for Women

www.twitter.com/NancyFinance

The Goal: A Process of Ongoing Improvement

www.Mint.com

Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/

Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund

CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect

Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals

Special Offer from Ron LeGrand: https://JasonHartman.com/Ron

Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

  continue reading

131 episodes

Artwork
iconShare
 
Manage episode 353699060 series 1434086
Content provided by Jason Hartman and Sharon Lechter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hartman and Sharon Lechter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Elisabeth Embry opens up the show with the importance of goal setting. It's crucial that you know what you want to achieve, and have metrics that show whether or not you're on the right path. She also looks at what types of goals you should set, and which types of goals you should avoid.

Later she talks with Nancy Doyle, author of Manage Your Financial Life: A Thoughtful, Organized Approach for Women and Founder of The Doyle Group. Nancy had three decades of experience in investing, corporate finance, and consulting. The two discuss how to start planning your financial future, financial spring cleaning, emergency funds, and more.

Key Takeaways:

[1:33] Most people are setting goals with no way to achieve them

[4:18] The book that changed Elisabeth's life

[10:00] The target audience for Nancy's book

[12:16] Nancy's 4 steps to achieve your financial goals

[15:27] Nancy's thoughts on real estate, and the impact supply and demand has on the market

[18:47] Financial spring cleaning and important recommendations on keeping documentation

[22:19] How to create a Current Year File Folder

[24:31] How much should we be keeping in an emergency fund?

[28:32] Managing your financial life starts with getting organized

Websites:

www.ManageYourFinancialLife.com

Manage Your Financial Life: A Thoughtful, Organized Approach for Women

www.twitter.com/NancyFinance

The Goal: A Process of Ongoing Improvement

www.Mint.com

Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/

Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund

CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect

Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals

Special Offer from Ron LeGrand: https://JasonHartman.com/Ron

Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

  continue reading

131 episodes

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