Soul Money Break

Ep. 8: Setting Goals for the New Year


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Today, we will continue our conversation about setting goals that we started in episode 6 (Year-End Review) by going one level deeper and establishing specificity, deadlines, and tactics. 

Leo will discuss the importance of adding financial goals, the balance between body-mind-spirit, and how your relationship with God is the ultimate filter of your goals.

Show Notes:
https://abundantadvisors.com/podcast/ep-8-crystal-ball

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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Soul Money BreakBy Leo Marte