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Defining Short, Mid, and Long-Term Financial Goals
Manage episode 421134811 series 1378231
Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals.
Retirement Plan Checklist: https://bit.ly/4e1JYzR
Tax Rates Sunset in 2026: https://bit.ly/4dWVtZj
Financial Planning Tool: https://bit.ly/3yDzw1f
Meet with Us: https://bit.ly/3KpHptX
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B
How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo
Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY
6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo
Life Insurance in Retirement: Do I Still Need It?: https://youtu.be/cFWcUe2VADo
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
300 епізодів
Manage episode 421134811 series 1378231
Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals.
Retirement Plan Checklist: https://bit.ly/4e1JYzR
Tax Rates Sunset in 2026: https://bit.ly/4dWVtZj
Financial Planning Tool: https://bit.ly/3yDzw1f
Meet with Us: https://bit.ly/3KpHptX
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B
How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo
Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY
6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo
Life Insurance in Retirement: Do I Still Need It?: https://youtu.be/cFWcUe2VADo
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
300 епізодів
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