In this episode James and Scott discuss their thoughts on how they implement change in both their personal and financial lives.

It’s well known that just because something is simple doesn’t mean it will be easy. There are four questions to ask yourself when it comes to achieving your goals, both personally and financially. 1) What can you do? 2) How will you do it?  3) When will you do it? 4) Who can hold you accountable along the way?

Planning Points Discussed

• Accountability Partners
• Prioritizing Your Goals
• Purchasing Large Investments
• Aligning Your Investments with Financial Goals

 

Timestamps:

2:45 - Simple Doesn’t Equal Easy 

6:15 - Avoiding Barriers

7:30 - Examples of Implementing Change

9:30 - Having an Accountability Partner

12:20 - Advisors Have Financial Advisors

12:50 - Aligning Your Money With Your Life

 

LET'S CONNECT!

James

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Scott

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