Envizion More

39. A Financial Family Roadmap for 2025 with Trent Booth and Nate Wagner

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Welcome to another inspiring episode of the Envizion More Podcast! In this episode, Wayne Wagner dives deep into the art and strategy of financial vision casting as a family. Learn how to collaboratively plan your year ahead, set financial goals, and align your family's values with practical steps for a prosperous future.

Download the PDF Discussion Guide: https://www.vizionarywealth.com/mapping-2025 

What You'll Learn in This Episode
  • The six key areas of financial planning to evaluate annually, including healthcare, income, and investments.
  • How to normalize conversations about financial fears, net worth, and personal growth.
  • The importance of defining family goals and fostering accountability for a stronger financial future.
  • Practical strategies for tax planning, investments, and managing good vs. bad debt.
  • Ways to involve your family in meaningful discussions and set long-term multigenerational goals.
    • Episode Highlights
    • [00:02:00]: The "Six Worlds" of financial planning – from healthcare to investments to legacy.
    • [00:05:00]: How to calculate net worth and use it to shape your financial strategy.
    • [00:15:00]: Why reviewing estate plans and beneficiary designations is critical.
    • [00:25:00]: Transforming annual financial planning into a family tradition with actionable insights.
    • [00:40:00]: Setting clear goals for personal and professional growth while fostering accountability.
      • Your 2025 Financial Challenge (Downloadable Planning Questions)

      This year, set aside time to create a financial vision for your family. Use Wayne's 10 annual questions to review your budget, income sources, and net worth. Then, outline goals to reduce debt, grow investments, and build a legacy.

      To download Wayne’s Guide to Annual Planning for Families, visit this LINK

      • Envizion More: http://www.EnvizionMore.com 
      • Vizionary Wealth: http://www.VizionaryWealth.com 
      • Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
      • Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
      • Disclosures: http://www.VizionaryWealth.com 

        • Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

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        Envizion MoreBy Wayne Wagner Jr., ChFC
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