A Wiser Retirement®

200. Setting and Achieving Financial Goals in the New Year


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On this episode of A Wiser Retirement Podcast™, Casey Smith and Missie Beach, CFP®, CDFA® discuss setting and achieving financial goals in the new year. They talk about the art of creating objectives that are specific, measurable, achievable, relevant, and time-bound. It's not just about setting goals; it's about choosing to chase them with a passion that burns brighter than any excuse.

Podcast Episodes Referenced:
- Ep 142: How to Set 2023 Goals You Can Keep

Youtube Videos Referenced:
- Tips for Sticking to Your Financial Goals
- Tips to Grow Your Business in the New Year

Other Links:

- The 4 Disciplines of Execution: Achieving Your Wildly Important Goals
- Hero on a Mission: A Path to a Meaningful Life

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!

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A Wiser Retirement®By Wiser Wealth Management

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