Money Mindset Mastery

Achieving Financial Goals: A Comprehensive Guide


Listen Later

Welcome to another episode of the Money Mindset Mastery

podcast! Today, we're diving deep into the world of financial goal setting. Imagine starting the new year with a rock-solid financial plan, sustainable habits, and the confidence to stay the course, no matter what the markets throw your way. Join us as we uncover the secrets to conducting personal financial
audits, automating your savings, and defining your financial goals with crystal clarity. Get ready to transform your financial future and align your spending with your personal values and goals. Stay tuned!


Chapters

00:00 Welcome and Introduction to Goal Setting

03:10 Setting Realistic Financial Goals

05:54 Conducting a Personal Financial Audit

08:55 Creating a Comprehensive Financial Plan

11:53 Portfolio Design and Investment Strategies

15:12 Building Sustainable Financial Habits

18:01 Automating Savings and Expenses

20:57 Setting SMART Goals for Financial Success

24:06 Staying the Course in Financial Planning

26:53 The Importance of Consistency in Financial Habits

30:04 Redirecting Spending Towards Values and Goals

32:46 Conclusion and Call to Action

#financialgoals #personalfinance #budgeting #financialhabits #investmentstrategies #financialplanning #SMARTgoals #sustainablehabits #cashflow #financialliteracy

...more
View all episodesView all episodes
Download on the App Store

Money Mindset MasteryBy Jim Lao and Ryan Genoe TvH CacheFlo Solutions