Behavioral Wealth Consulting Podcast

What Financial Goals To Set For The New Year? Episode 15


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For today’s episode #15, I’d like to review a great article written by Matthew Gordon titled "9 Financial Goals for the New Year. Let’s face it, the last two years has been a financial roller coaster for many people as Covid has influenced people’s health, their personal finances, as well as the overall economy and stock markets. But regardless of this, I do believe that it is very important to be setting new financial goals at least once a year and monitoring your results at least once a month and a minimum quarterly. 

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Behavioral Wealth Consulting PodcastBy Richard M.

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