A Wiser Retirement®

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
- 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:
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- 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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