The topic on this episode of the Ready for Retirement podcast is goals. Our host, James, urges listeners to reframe how they think about financial goal-setting. He walks through why goals matter as well as some of the most common goals and how to approach them. 

When you think about goals, consider what is important to you, what you want to be able to accomplish in the future, and what you envision when you picture a successful outcome.

James says that goals are important because if you don’t know what you’re aiming for, you won’t know if you’re on track. Setting a goal helps you to make a plan and determine the appropriate timeline and savings or investment strategy. 

He covers common goals and gives tips on how to think about planning for them: retirement, home purchase, college funds (for children or grandchildren), legacy, and other miscellaneous goals. 

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