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How to Set Financial Goals in 2024 | Simple Money
How to Set Financial Goals in 2024 🌐
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building.
In this episode of Blind Spots, we're joined by Tim Metz, Pure's newest advisor. We delve into conducting a financial health check-up, practicing mindful spending, establishing an emergency fund, defining saving and investing goals, strategizing debt payoff, and embracing the importance of celebrating financial wins.
Join us as we provide actionable insights to help you navigate and achieve your financial aspirations for the year ahead.
Check out 2024 annual limits here: https://www.kaplanfinancial.com/docs/default-source/wealth-management-library/2024-annual-limits_v2.pdf
✏️ Blogs Referenced:
https://www.pureportfolios.com/how-to-create-a-realistic-budget/
🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.
🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist!
🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.--
Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
We are professional human advisors, offering transparent and innovative fees.
Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
View all episodes
By Pure Portfolios
4.9
77 ratings
How to Set Financial Goals in 2024 🌐
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building.
In this episode of Blind Spots, we're joined by Tim Metz, Pure's newest advisor. We delve into conducting a financial health check-up, practicing mindful spending, establishing an emergency fund, defining saving and investing goals, strategizing debt payoff, and embracing the importance of celebrating financial wins.
Join us as we provide actionable insights to help you navigate and achieve your financial aspirations for the year ahead.
Check out 2024 annual limits here: https://www.kaplanfinancial.com/docs/default-source/wealth-management-library/2024-annual-limits_v2.pdf
✏️ Blogs Referenced:
https://www.pureportfolios.com/how-to-create-a-realistic-budget/
🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.
🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist!
🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.--
Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
We are professional human advisors, offering transparent and innovative fees.
Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.