In part 2 of the Wealth Builder Scorecard Series, Matt & Richard delve into the critical question from the Wealth Builder scorecard: 'Are you making regular progress towards your goals?' Richard discusses the importance of setting goals, taking regular action, and learning from both successes and setbacks. He highlights the valuable practice of after-action reviews used by the U.S. military, emphasizing their applicability to personal and corporate goal-setting. Richard also explores the challenges faced by the younger generation, particularly in real estate, and stresses the need to leverage modern tools and resources. The episode underscores the need for continual check-ins, the use of dashboards, and the significance of recognizing both 'the gap' and 'the gain' in one's progress. Listeners are encouraged to take the Wealth Builder score to assess their progress and stay motivated on their financial journey.

TAKE YOUR WEALTH BUILDER SCORECARD: wealthsmart.ca