Wealth For Generations

Reflect, Adjust, Push Forward: Crafting Your Financial Legacy and Achieving SMARTER Goals


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This episode explores how to make the most of the new year by reflecting on past achievements, aligning financial strategies with long-term goals, and implementing bite-sized plans for growth. Through a structured approach, listeners are encouraged to set meaningful resolutions and take actionable steps toward financial success. 
• Discussing the importance of being proactive in financial planning 
• Reflection on the past year’s achievements and challenges 
• Evaluating financial decisions and unexpected wins 
• Creating a plan to adjust current financial strategies to meet goals 
• Implementing SMARTER goals for clearer objectives and accountability 
• Emphasizing bite-sized quarterly focus for achieving long-term success 
• Encouraging listeners to take actionable steps towards their goals

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Wealth For GenerationsBy Todd Whatley