PODCAST EPISODE 219: Planning for YOUR Personal Aims, Not Anyone Else's

WHAT WAS COVERED

00:00 – Paul Welcomes the listeners.
02:00 – Analyzing new values.
04:20 – How we plan for next year.
07:40 – Step 1, Exploring the difference in financial aims and personal aims.
14:20 – Step 2, Breaking down the numbers of your lifestyle expenses and savings.
20:25 – How your aims play out in the household and with your spouse.
23:25 – How your aims plays out in your businesses.
26:40 – Closing thoughts.
28:02 – Episode ends. Thank you for listening.

[Tweet “You’re always funding two lifestyles, you’re funding today’s lifestyle, the one you’re currently living and the one that you will live in the future. #YourBusinessYourWealth”]

[Tweet “All of us were told at one point that one day you won’t be working any more and yet we don’t even know the destination we are sailing to. #YourBusinessYourWealth“]

[Tweet “Doing this might mean that you have to do something drastic, because the life you said you wanted to live can’t occur in the space of your career the way you currently have it shaped. #YourBusinessYourWealth“]

LINKS

Curious what you can accomplish with our help? Schedule a free 15-minute meeting with us! sfgwa.com/scheduling

Sound Financial Group’s Website for a Financial Inquiry Call – [email protected] (Inquiry in the subject)

Your Business Your Wealth on Instagram

Your Business Your Wealth on Facebook

Sound Financial Group on LinkedIn

Paul Adams on LinkedIn

Cory Shepherd on LinkedIn

Cape Not Required (Cory’s Book)

Sound Financial Advice (Paul’s Book)

Clockwork: Design Your Business to Run Itself

Mike Michalowicz’s Book – Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

Loserthink: How Untrained Brains Are Ruining America

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Transcribed by https://otter.ai

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

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