Let's kick your New Year off right! This episode of The Wealth Cafe is all about helping you set financial intentions for 2026 and beyond. This is a must-watch, especially for high earners who are looking for options to take advantage of opportunities that can help maximize wealth in both the short and long term. We’ll be covering key considerations for setting goals, prioritizing them, and maintaining accountability for you and your financial team. 

What we’ll cover:

✅ Having clear intentions.

✅ How to communicate with your financial team.

✅ Importance of revisiting your financial plan.

✅ Why tracking progress matters.

Always ensure that you share your goals and intentions with your financial team, so they can keep your best interests in mind while helping you plan for both the present and the future. 

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

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