WealthBeing

Ep. 31 – Seven stories to help you achieve your financial #lifegoals


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Be they short- or long-term we all have some life goals in mind that hinge on our ability to find the money! Travis and Derrick talk to members every day about their dreams and how to afford them, so in this episode, they are examining seven of the most common financial life goals to let you know how to turn the dream into reality. 

1:15Money Problem: A member who was stuck with a negative credit historycame to Derrick for help with a financial life goal he couldn’t manage to achieve. 

2:30Expert Examination:Travis and Derrick share seven stories about how their members and clients achieved financial life goals: 

  • Goal: a life of travel! 
  • Goal: become a homeowner. 
  • Goal: never worry about having enough money! 
  • Goal: being savvy at managing money. 
  • Goal: improve your credit rating. 
  • Goal: using money to make a difference. 
  • Goal: retiring young! 

22:25–Weekly Financial Fix:Travis has a simple task that will help you maintain focus and motivation to achieve a financial life goal. 

 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrickyour question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

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WealthBeingBy Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union