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People do two things every year: Make resolutions, and then promptly fail to achieve them. When it comes to financial resolutions, it's usually because they are too vague and not actionable, and people don't really plan for success. In this episode, Jason is joined by financial planner and investor Matthew Frankel, CFP®, to discuss why people fail at resolutions, and what they can do to move from resolution to productive and successful plans.
If you're looking to learn more from Matt, you can find him on twitter at @MattFrankelCFP and on YouTube at youtube.com/MattFrankelCFP.
We would love feedback on the show:
Email: [email protected]
Twitter: @smatteringshow
Check out our YouTube channel for more content:
https://www.youtube.com/@TheSmatteringShow
4.9
8989 ratings
People do two things every year: Make resolutions, and then promptly fail to achieve them. When it comes to financial resolutions, it's usually because they are too vague and not actionable, and people don't really plan for success. In this episode, Jason is joined by financial planner and investor Matthew Frankel, CFP®, to discuss why people fail at resolutions, and what they can do to move from resolution to productive and successful plans.
If you're looking to learn more from Matt, you can find him on twitter at @MattFrankelCFP and on YouTube at youtube.com/MattFrankelCFP.
We would love feedback on the show:
Email: [email protected]
Twitter: @smatteringshow
Check out our YouTube channel for more content:
https://www.youtube.com/@TheSmatteringShow
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