221. How to Prioritize Financial Goals
Episode description
On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities.
Related Podcast Episodes:
- Ep 200: Setting and Achieving Financial Goals in the New Year
- Ep 185: Opportunity Funds - Where Dreams Become Reality
Related YouTube Videos:
- What is flat fee financial planning?
Other Links:
- 4 Disciplines of Execution by Sean Covey
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