What No One Taught Us

Planning with Purpose: Setting Your 2026 Financial Goals


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In this episode, I’m tapping into my inner yoga instructorto bring you a conversation focused on setting a clear intention for the year ahead and breaking down how to turn that intention into financial goals that feel realistic, flexible, and aligned with your life.

We’ll talk through what makes a good financial goal, the steps to take toward achieving it, and practical tips for staying consistent through the inevitable ups and downs of the year.

Whether you’re focusing on saving, investing, paying down debt, or simply building more confidence around your finances, this episode will help you head into 2026 with clarity, intention, and a plan you can actually stick with.

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What No One Taught UsBy Casey Bettencourt, CFP®